As Sage 300 development partner we have done many customizations for enhancing process flow or made changes to fit the client’s requirement variance with standard sage 300 flow. Recently we have done customization for providing item specific notes on required transactions screen for one of our customers. In this blog we are going to discuss this as generalize idea that can be implemented to use this feature on transactions screen as per end user requirement.
We have developed an additional screen for maintaining item specific notes (textual). This screen have lookup for I/C items, user can select specific item and can add required notes for that item.
This will be maintained in Sage 300 specific views so that it can be accessible on reports as well without extra database login credentials.
The screen looks as in below screenshot :
This Item’s notes screen can be made available from I/C Items screen as well or we can provide it as separate master.
Once we stored this related information for items, we can produce this as an instructions on OE Order entry screen whenever that item is selected on OE detail lines. Similarly we can do this on any screen where I/C items are referred and item specific notes can be displayed.
The notes produced from the master can be modified and order detail lines specific instructions can be set. The original notes for I/C items will remain unchanged until they are modified from master screen itself.
Notes: As you can see in the screenshot above there is one more button is provided which is useful for copy-pasting long text as an item specific notes and these copied text then distributed over the 80 characters notes and will be stored in database.
Greytrix – a globally recognized and one of the oldest Sage 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 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 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 sData 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.
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