Sage 300 ERP – Great Features – Order Entry

By Enabliser Dirk

Order Types

Sage 300 ERP is full of features that users don’t always focus on, but once they have been made aware of some of these features, they cannot manage without them.

One specific feature I always find very helpful is, firstly to have knowledge of the four different order types, and secondly when to use each one. The following is a brief discussion of each:

  • Active Order

This is the most common Sales order type in Sage 300 ERP, and I’m certain that it is the only one most users make use of. This order type is defined as a normal order that you would expect to be fulfilled in a reasonable amount of time. An order needs to be active for you to post it, ship goods and generate an invoice from it.

  • Quote

The most important difference between an Active order and a quote, a quote does not affect quantities on sales orders until it is converted to an Active order. A quote is basically a sales order with an expiration date attached to it

  • Standing Order

This is an order that is filled regularly for the same customer or for different customers. It is important to remember that when you create an active order from a standing order, the original standing order is retained in the system, regardless of how many active orders you have created from it.

  • Future Order

This is an order that you expect to be filled on a specific date in the future, when day end is run, and the date on the future order has been reached, the system will automatically make the order active and post it.

These different type of order styles are just some of the many time saving features which are easy to ignore but very easy to use.

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