BTerrell Group Blog

This blog introduces the Sage 300 ERP A/R Aged Trial Balance Report, and presents solutions to address challenges like adding more Aging Periods, grouping by National Account, filtering by the Account Set (AR control account) at transaction level, and performance issue - using PowerPivot. PowerPivot is a free add-in to Excel 2010 and is a built-in functionality of Excel 2013.

As a Sage client, you may be familiar with the benefits of building and working from call lists in Sage CRM. Often, this functionality provides an efficient methodology for a workflow involving identification of a subset of clients or prospects you may want to call on for a specific purpose (i.e. overdue invoices, recent orders, etc.). And as a salesperson, this concept is often helpful for following up with opportunities that were recently discovered, as in new prospects!

As helpful as this function is within Sage CRM, a close resemblance to it exists in Sage 300 ERP, although many users have been unaware of it – yours truly included. Thankfully, I benefit from a top-shelf team of consultants that often reveal to me new tricks of the trade. I thought you might want to see how this tool functions, so check out the attached video demonstration.

The demo shows how the little-used A/R Customer List, along with Customer Inquiry, Optional Fields and a telephone, can provide customer relationship management functions, although not on the same scale as Sage CRM.  The Customer List simply allows a user to construct an actionable list of customers using criteria from the customer master.