Complimentary Invoice is used in Sage ERP X3 to add additional amount/charges to an existing Supplier Invoice. This additional charge/amount can be transportation charges or any additional charge that could have incurred during the supply of the goods to the respective Supplier.
New Stuff: How to track the discount specifically specified for customer and product?
Pre-requisite:
In Setup -> Purchasing -> Invoice types, a complimentary invoice type should be created with Purchase Invoice cat as ‘Complement Invoice’.
For this there should be a Supplier Invoice already created and posted in Sage ERP X3 before applying any Complimentary invoice.
Assuming we have a Purchase Invoice created in Sage ERP X3 as shown below :
- Next we will go to Purchasing -> Invoices
- Create a new Invoice with type Comp invoice and select the same Site and Supplier that was used to create the Purchase invoice above.
- Go to line level and click on action button and select ‘Pre-loading the lines’ option and it will populate below screen as shown in figure.
- On the Invoicing screen on the lines tab right click that will give you option for ‘Pre-Loading the lines’ and selecting this option will give you the below screen.
- Here we can select the lines from the invoice to which we need to add the complimentary amount.
- Select the distribution type on which basis we need to add the complimentary amount to the Invoice lines. Based on this distribution type selected the amount will be calculated on selected lines of the Original invoice. Set the amount of the Complimentary Invoice.
- Based on the Distribution type selected and the Complimentary invoice amount set, Sage ERP X3 will distribute the amount to the Lines of the original invoice that was selected in step 4 above and result will look as below.
- Save the Invoice and you have created a complimentary Invoice for a Supplier Invoice.
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