Add a column to the A/P Invoice entry screen that displays the O/E Order
number associated with the entry. The Order Number is stored in an
optional field and a finder provided in the grid to make selecting a valid
order easy.
This customization is based on the Columns
customization.
The Maintain A/R Price Lists per Customer-Item customization enables Sage users to maintain custom per
Customer, per Item, pricing. It can be used when Sage’s price list
functionality is not available.
The customization comes with both a screen script, to automatically update
prices as items are input into the AR Invoice entry scren, and an optional
view script to update prices when invoices are input from other sources like
import or EDI.
The EFT File Auto-Creation customization automates the creation of EFT files,
selection of EFT ready batches, and sending of remittance advices to Vendors.
This customization is generally used as the final stage in an end-to-end
payment automation workflow. Once the workflow solution has approved and
posted the A/P batch, this customization handles the creation of the EFT file
and sending of remittances.
The Auto-Post Batches with Specified Description customization is designed
to be run either by hand or periodically using Process Scheduler.
It searches for Batches that are in the ‘Ready to Post’
state with a specific description and posts them.
This customization is often used to automatically post batches
created through external integrations. The external program sets the
batch description to a specific string and the batches are posted
automatically by the customization.
Workflow to force approval for posting Bank Entries in the Sage 300 Bank
Services module.
Field Level Security
cloud
tailored
- included with Standard Edition
Add new permissions or logic to control access to any field in Sage based on
the currently logged in user, document state (New, Posted, Processed) or field
values, whether the user editing the document is the same as the user that
entered it, or custom permissions.
For users that do not have permission to edit a field, the field is disabled or
removed from the screen entirely.
A/P Tax Number Security
and EFT File Permissions are built
on this customization.
This customization provides a general base that adds a line, what that line
contains and when it is added depends on the specific use case. It can be
tailored to add and manage deposits, environmental fees, local levies, etc. on
O/E Orders, shipments, debit and credit notes.
The Eco Fees,
Bottle Deposit,
and Delivery Charges customizations
are all built on the Add a Line to an O/E Order customization.
The O/E Order Split customization adds a button to the O/E Order Entry
screen that, when clicked, splits the order into child orders. Each child
order contains all items with matching Location, Ship-Via, and Expected
Ship Date.
The parent order is marked as complete when split and optional fields are
used to track the splitting heirarchy. For sites with Information Manager
Notes, related orders are displayed in an accompanying note with drill down
on click.
For businesses that handle large order volumes, this
customization simplifies the screen and implements a default
print behaviour, skipping prompts to print after post.
A more streamlined order entry experience.
The Ounce Taxes customization automatically calculates and adds an
additional tax to items in O/E Orders, Shipments, and Credit/Debit Notes when
they are of a particular item category and destined to a particular postal
code, city, or state. The tax is calculated based on a non-stocking Unit of
Measure for the I/C item.
Although this customization was originally built to cater for Fizzy Drinks
taxes in a US cities, it is easily adapted to any tax that applies only
in certain locations or that is calculated using a non-stocking UOM.
Track the total value of all invoices and orders assigned to a Customer
Purchase Order. Display the PO budget information in an Information Manager
Note and warn users when a configurable amount of the budget remains.
Verify that a particular segment of all G/L accounts in an entry are the same.
