AR Customer – Documents Inquiry in Sage 300 Web Screen

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We have seen earlier that Sage 300 ERP Desktop version has the A/R Customer Inquiry screen to provide all the information that exists for a customer in your Sage 300 system. The Same features are available in the web screens of Sage 300.

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In this blog we will discuss about ‘AR Customer – Documents Inquiry’ which gives us the information about the invoices, credit notes, debit notes, interest charges, receipts (including unapplied cash, prepayments, and miscellaneous receipts), and refunds that have been posted to a selected customer’s account.

On Sage 300 Desktop version we have separately the “Documents” tab on A/R Customer Inquiry screen, but in Sage 300c we have an Inquiry button in the Tools at left side of the home page. Using this Inquiry button we can navigate to the A/R Customer Documents Inquiry page.

Go to Tools -> Inquiry Button -> Accounts Receivable -> Customer Documents.

This page contains a list of AR Invoices, Credit Notes, Debit Notes, Interest, Unapplied Cash, Prepayments, Receipts and refunds which have been processed for selected customer.

On first grid lists the AR documents according to filter condition applied on filter panel, which has one line summary information like Customer Number, Document Type, Document Number, Document Date, Description, Applied Amount etc. for each AR Document

User can drill down the AR Document by clicking the edit icon on Document number column of an each row for detail information of AR Document. 

The second grid lists all the Items/Distribution code of selected AR documents on first table, which has one line summary information like Item Number/Distribution code, Item Description, UOM, Quantity, Unit Price, Total Amount etc. 

The third grid lists all the transactions that have been applied to the document you have selected on the first table, which has one line summary information like Posting Date, Year, Period, Transaction Type, Reference Document Number, Transaction Amount, etc. 

 

Also this page provides the following option to filter or reorder the data:

  • Filter the transactions by document type, Customer Number and National Account Number.
  • Display amounts in your company’s functional currency or in the customer’s currency.
  • Choose whether to show fully paid documents or not.

 

Note: – If you change any filter options on this page, click the Apply button to update the list of documents.

About us
Greytrix a globally recognized Premier Sage Gold Development Partner is a one stop solution provider for Sage ERP and Sage CRM needs. Being recognized 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 expertise.

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 GreyMatrixDocument AttachmentDocument NumberingAuto-Bank ReconciliationPurchase Approval SystemThree way PO matchingBill of Lading and VAT for Middle East.

For more details on Sage 300 and 300c Services, please contact us at accpac@greytrix.com. We will be glad to assist you.

 

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About the Author: AJ Amjad Khan

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