In Sage X3, user can create sales credit note against the Sales Invoice transaction. This can be done as per the selected date of invoice & credit note creation date. In this customization we are going to give the pop up message at the time of the credit note creation against particular Sales Invoice. As per the GST rules, whenever material is returned by the customer to supplier for any specific reason, all taxes are collected by the supplier can be reversed if return is done before 6th month of next fiscal year, if credit note i.e. return are done after 6th month of the next financial year then taxes cannot be reversed. So in this case we will provide the pop up message at the time of creation of credit note against invoice if credit note is done after 6th month of next financial year.

Let us take an example, if current fiscal year is 2017-18, user has created one sales invoice transaction on 30th June 2017, now if customer wants to return the material in next fiscal year i.e. 2018-19 in the month says August 2018 the system will allow to making a credit note entry against that particular Sales Invoice. But if Credit Note will be done after September 2018 then system will give a pop up message as “Since transaction older than 6 months of the next financial year tax credit should not be taken, kindly review the Tax applied on the document”. After displaying this message, user can click on “OK” button and can create the credit note transaction as this is just a warning message.

Create new Sales Invoice, select Sales site, bill to customer, add detail line products with taxes on 2nd July 2017 and post this particular entry, Go to Sales–>Invoices–>Select all full entry invoice, refer below screenshot:-

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[Sample Sales Invoice]

Now go to Sales–>Invoices–>select all full entry credit, select sales site, bill to customer, click on select invoice option from left side on screen, select above invoice no, change date as 17th November 2018, click on create button. Message box will get pop up i.e. “Since transaction older than 6 months of the next financial year tax credit should not be taken, kindly review the Tax applied on the document”. Refer below screenshot:-

[Warning message on credit note]

Now user will click “OK” button on pop up message and then system will allow to create the above transaction.

With the help of above customization, user will know whether they have created the transactions as per the specific fiscal year or not. This customization can be done in other screens also as per the client’s specific requirements.