With the release of Sage 300 v2019 there is some improvements has been done in the inquiry tool in Sage 300 v2019 web screen.
New Stuff: Export Declaration Number field in AR Invoice Entry in Sage 300 v2019
In this blog we are going to discuss the new improvements under inquiry tool. In Sage 300 v2019 web screen new improvement allow us to get the information of all the AR, AP, IC, OE, GL and PO related documents very quickly and effectively.
- Here is the below screenshot where we can find the Inquiry button.
- The button click will further take us to the option where we can select AR, AP, IC, OE, GL and PO options to view the Documents. Here is the screenshot below.
- For example Select “A/R Customers and Transactions (Fully Paid)” in data source after that we will get two options to filter the records. Here is the screenshot below.
- Select one option for example select “Fully paid Customer Documents (Customer Currency)” option after that we will get the records. Here we can filter the records.
- We have filtered the AR Customer Documents (Fully Paid) with Customer No 1100. Here “Show grand Totals” option available to show the grand totals of all documents which we have filtered the documents. If we do not want to show the grand totals then we can uncheck the checkbox of Show Grand Totals option. Also we can save the filter query by using “Save Query”, also we can specify whether it is private (available only to us) or public (available to all users).
- We can also export the records which we have filtered customer wise using export button.
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Greytrix offers unique GUMU™ integrated solutions of Sage 300 with Sage CRM, Salesforce.com and Magento eCommerce 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 service for applications such as POS | WMS | Payroll | Shipping System | Business Intelligence | eCommerce for Sage 300 ERP and in Sage 300c development services we offer services such as upgrades of older codes and screens to new web screens, newer integrations using sdata and web services to Sage business partners, end users and Sage PSG worldwide. Greytrix offers over 20+ Sage 300 productivity enhancing utilities that we can help you with 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.
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