In Sage 300 ERP, The money that clients owe a business for goods or services they have received but have not yet paid for is referred to as accounts receivable. For instance, the amount owed is added to the accounts receivable when clients purchase goods on credit. It’s a duty resulting from a commercial exchange. The terms debtor, trade debtor, bills receivable, and trade receivables can also be used to refer to accounts receivable.

In this blog, we will go through the process of how we can generate the required numbering series on AR Recurring Entry using our Document Numbering Addon. This is the latest enhancement we added in our addon module which will help keep track of the recurring entries.

New Stuff: – GL Sub Ledger Report

First, we will configure the numbering structure by using numbering structure screen from document numbering module, where we can select desired structure by choosing from different options. Please refer below screenshot that we are going to use.

Figure 1: Setting Up Numbering Structure

We will then assign this structure code to our AR Recurring entry and will also set numbering method which will be used when an entry is carried out using that method so that we can generate required numbering series based on that. Below screenshot will help you with the exact details of the same.

Figure 2: Setting the Numbering Mapping

Once we are done with all the configuration we just need to create entries and our numbering will automatically assigned to AR Recurring Invoice once it gets processed. You can do it manually from AR Periodic processing or you can set the schedule and Sage 300 will automatically create the entries based on schedule.

Figure 3: Processing the Entry

Once the Entry is processed successfully then you can see the Recurring entry in the AR Invoice Entry Transaction and below you can see the Document Number is assigned based on our configuration.

Figure 4: AR Invoice Entry Screen

In this way User will be able to assign the numbering series to a recurring entry which serves the purpose of this enhancement of our Document Numbering Module. Here we have used Customer’s Account set as a base to generate the series and as per the client requirement we can change base to other unique fields as well.

About Us: –

Greytrix – a globally recognized and one of the oldest Sage Gold Development Partner is a one-stop solution provider for Sage ERP and Sage CRM organizational needs. Being acknowledged and rewarded for multi-man years of experience, we bring complete end-to-end assistance for your technical consultations, product customizations, data migration, system integrations, third party add-on development and implementation competence.

Greytrix offers unique GUMU™ integrated solutions of  Sage 300 with Sage CRM, Salesforce.com, Dynamics 365 CRM and MagentoeCommerce along with Sage 300 Migration from Sage 50 US, Sage 50 CA, Sage PRO, QuickBooks, Sage Business Vision and Sage Business Works. We also offer best-in-class Sage 300 customization and development services and integration services for applications such as POS | WMS | Payroll | Shipping System | Business Intelligence | eCommerce for Sage 300 ERP and for Sage 300c development services we offer, upgrades of older codes and screens to new web screens, latest integrations using Data and web services to Sage business partners, end users and Sage PSG worldwide. Greytrix offers 20+ addons for Sage 300 to enhance productivity such as GreyMatrix, Document Attachment, Document Numbering, Auto-Bank Reconciliation, Purchase Approval System, Three way PO matching, Bill of Lading and VAT for Middle East. The GUMU™ integration for Dynamics 365 CRM – Sage ERP is listed on Microsoft Appsource with easy implementation package.

For more details on Sage 300 and Sage 300c Services, please contact us at accpac@greytrix.com, We will like to hear from you.