Sage 300 – Order Entry – Invoice Summary Report

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In this blog we are going to discuss about the new custom “Invoice Summary Report” which we have developed for one of our customers. This is showing the summary of the OE Invoices posted within selected date range.

New Stuff: Customized Gl transaction Listing Report

The user interface for “Invoice Summary Report” is as displayed below. The report data will be produced as an MS-excel exported file based on the user-specified invoice date range. Please refer the screenshot of the user interfaces for “Invoice Summary Report”.

  • As you can see in above screenshot user will be able to specify ‘From’ and ‘To’ date on the basis of which Invoices get filtered by comparing Invoice date.
  • Lastly provided the “Browse” button to select excel file location and name to which data to be exported.

Working of the report:

  • Report will export the data on the basis of user specified input from the user interface.
  • Along with this report will display Customer wise and Salesperson wise subtotals and grand total at the end.
  • Please find below screenshot of exported file.

  • As displayed in the screenshot above the report displays Extended Amount for invoice and its extended cost i.e. “Cost of Goods Sold”.
  • Report will calculate the profit as Extended amount – COGS
  • Profit percentage will be calculated as Profit/ Extended Amount * 100.

So this report would be helpful to review the invoices on few clicks.

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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