Auto update invoice date while generating the invoice from sales order in Sage 500

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The client has very unique and interesting requirement in which they need a customization to auto update the invoice date whenever they are going to create the Invoice from the Sales Order.

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Client has a grocery shop and most of customer has purchased the items based on their credit basis and they paid the amount after some specific time like end of the month. So client has not able to generate sales invoice on the time of Sales order generated, therefore client need the functionality to update invoice date as a current date whenever they generate the invoice from those old sales order which is customer were purchased within month.

In Sage 500, the Sales order has been generated the shipment to generate the AR invoice in which they are updating the order date to invoice date on the Invoice entry screen.

Greytrix has taken the initiative to develop this customization by modifying the existing process of invoice generation process in the Sage 500. They have incorporate the functionality in the invoice generation process so whenever Client has been select the old or new sales order to generate the invoice our customization will automatically update the current date as Invoice date on the Invoice.

To see the effect of this customization, you need to create the Sales order on the Sage 500 and need to have generated the shipment based on the sales order.

Once you have generated the shipment, this shipment you can select in the “Process invoice” screens.

Here’s the below screenshot of the same:

If you feel you could be benefited from such customization or for any other form of customizations feel to contact us at accpac@greytrix.com

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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