In Sage X3, we may come across a scenario where we want to create sales invoice from service request screen. This functionality can be achieved by following steps: 

Navigate to:  Customer relation → Customer support → Service Request.

Step 1: Enter all the mandatory data in the screen.
Step 2: In the Management tab, set Global Coverage as ‘Not covered’.

Service Request → Management tab

Step 3: In the consumptions tab, enter all the data, refer below screenshot.

Service Request → Consumptions tab

Step 4: After creation, now go to the management tab, then click on Close button.
After this, the user will see, invoice button which is on the right panel will get enabled.
Now, click on Sales Invoice button and with that our invoice will get generated, refer below screenshot.

Service request → Management tab → Closed Button

Service request → Sales invoice 

Note: It is possible to generate a direct invoice from service request screen when it is closed, not covered for any service contract and its consumptions are billable.

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