Two additions that fit around how Sage 300 already works.
Document numbers that carry your branch, location or fiscal-year structure, and WhatsApp delivery for transactions you have already posted. Both add capability only where you need it - standard Sage 300 behaviour continues everywhere else.
Make Sage 300 document numbers follow your business rules
Standard Sage 300 numbering works well for straightforward sequences. Businesses running multiple branches, locations, account sets or fiscal-year conventions often need numbers that carry that information. Define the structure once, map it to the relevant transactions, and Sage 300 generates the correct number when the transaction is posted.
Structure defined
Mapped to transaction
Transaction posted
Number applied
1 · Numbering structure - prefix, fiscal year and running number.
2 · Numbering mapping - driven here by Account Set.
3 · Number generated on posting - USA-2026-0001.
What drives the numbering
Segments available
Prefix (document type) · Running number · Fiscal year · Location · Custom value
Numbering driven by
Account Set · Location · Account Set + Location · Bank Code · Optional Field
Where nothing is mapped
Standard Sage 300 numbering continues to apply, so rules are added only to the transactions that need them.
Bring Sage 300 transactions directly to WhatsApp
Continue posting transactions in Sage 300 as usual, and keep your existing email process in place. Once a supported transaction is posted, users can also send a configurable WhatsApp message and the relevant PDF straight to the customer or vendor.
Transaction posted
WhatsApp button clicked
Template + PDF sent
Customer notified
The WhatsApp button appears on the posted Sage 300 transaction. The recipient receives the message and PDF in WhatsApp.
What can be sent
Accounts Receivable
- A/R invoices
- Receipts
- Customer statements
Order Entry
- Orders
- Shipments
- O/E invoices
Purchase Orders
- Purchase orders
- P/O receipts
Current standard scope covers selected Sage 300 A/R, O/E and P/O transactions. Additional screens or workflow requirements can be reviewed separately.
Designed for practical, day-to-day communication
Custom messages
Use different wording for invoices, orders, receipts and other transaction types.
PDF attachments
Send the relevant Sage 300 report together with the WhatsApp message.
Transaction assignment
Choose which supported Sage 300 screens should offer WhatsApp.
Bulk A/R statements
Send customer statements to multiple customers from the statement function.
Other solutions we distribute
Start from the process you want to fix. Each solution installs alongside Sage 300.
Workflow & Approvals
Requisitions, receipts and journals raised and approved on web or mobile, posted back into Sage 300.
View solution →Fixed Asset Management
Acquisition, depreciation, disposal, leasing, maintenance and barcode tracking.
View solution →Security, Access & Compliance
Single sign-on and multi-factor, user management across companies, and segregation-of-duties checks.
View solution →Productivity & Automation
Hundreds of enhancements to daily Sage 300 screens, plus bulk updates and cross-company maintenance.
View solution →Ready to see these in your own Sage 300?
Contact your Sage 300 partner, or talk to ERPAdvance Asia, for product information, pricing, a demonstration or a compatibility check.