In Sage X3, we may come across a scenario where we want to create invoice with any ID/number of our choice. By default, every time we create a new transaction, Sage X3 itself generates the next sequence number and assigns it to the newly created invoice.
To overcome this, kindly refer to the below steps
Step 1 : Navigate to: Setup > General Parameter > Sequence number definition > Assignment
Step 2 : Select the “Purchasing” module for purchase invoice (for sales invoice select ‘Sales’ module) with respective legislation. Set the manual entry value to “Yes”.
Step 3 : Navigate to: Setup > Purchasing >Documents types> Invoice Types (for sales invoice Navigate to: Setup > Sales >Documents types> Invoice Types)
Step 4 : Click on action button of ‘Entry type’ field and select Document type option. (Refer below screenshot)
Step 5 : Select “Manual numbers” checkbox. (Refer below screenshot)
Step 6 : Do the entry transaction validation.
Now the invoice number field will be editable!
Hope this helps.
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– How to Modify the Posting Date of Sage X3 Transactions?
– Handling the Customized Fields Using Entry Transaction in Sage X3
– How to enable the identifier fields for a particular transaction
– How to set the entry condition in the Sage X3?
– How to change Entry Transaction without exiting the screen