Advantage of specifying Customer Account Set in OE Templates

In our recent blogs we have already discussed new provision and enhancement done with the release of Sage 300 v2021. We have already discussed one of the provision made available by Sage 300 v2021 onwards is ‘setting Customer Account set on the OE Template screen’. We have brief this feature in our below blog:
Advantage of specifying Customer Account Set in OE Templates

New Stuff: Export Custom View from OCX screen

Navigation for the setting:

You can navigate to the ‘O/E Templates’ screen as Order Entryà O/E Setup àTemplates.

As displayed in the screenshot below on ‘Customer’ tab you will see an extra textbox is added for specifying ‘Cust. Account Set’ for Specific Templates.


In our last blog on this feature we have discussed about, how we can set the Customer Account set on OE Templates screen and while making OE order entry how the OE Template screen Customer Account Set have higher preference over the Customer Account set mentioned on the A/R Customers screen.

In this blog we are going to discuss one of the advantage of this preferred setting due to which it becomes easier to create OE Order Entry for the Customer which is not yet added as A/R Customer i.e. for new customer.

For e.g. in below screenshot you can see that , while adding record for OE Order Entry for new Customer i.e. the customer which do not have record in A/R Customers the Customer Account set field remains blank. This field is mandatory and to post the order we need to set the value for this field.


Here, the template code used is Active, so as per standard it will copy the Customer Account set from Active Template code.

Please refer to screenshot for the OE Templates screen for ‘Active’ template code.


Since, the Customer Account set is specified as ‘TRADE’ this will get copied to newly created order with non-existing customer also.


Using this, you can set default Customer Account set for the Order entry based template specified or from selected template. This will avoid error while posting OE order entry with non-existing customer as this is mandatory field.

Note :

Though it takes the OE Templates screen’s Customer Account field value as default but while creating A/R Customer form O/E Order entry screen, the Customer Account Set will be always picked up from specified customer group and if National account is also specified then, it will pick the value from there.

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