Sage X3 – Tips, Tricks and Components
In Sage X3, we can create Purchase Invoice transaction against Purchase Order as well as Purchase Receipt with any quantity and amount. But one of our client requested to add limit on the amount while creating Purchase Invoice against Purchase Order only. Customization Required: Invoice can be booked only against PO. Unless amount is lesser… Read More »
In the Sage X3, we have various standard reports for almost every screen which are developed in Crystal Report. Also we can develop customized reports as per client‘s need. Crystal Reports is a popular Windows-based report writer solution that allows a developer to create reports and dashboards from a variety of data sources with a… Read More »
Due date is defined in every Sales/Purchase transaction in Sage X3 on the basis of Payment terms and Payment terms is a mandatory field in every transaction. One of our client requested to restrict Sales Order transaction on the basis of due date. Number of days beyond which if payment of posted Sales Invoice is… Read More »
In a normal business scenario, purchase orders play an important role as it is a key part of any business process. A purchase order (PO) is a commercial document and first official offer issued by a buyer to a seller indicating types, quantities, and agreed prices for products or services. Purchase orders are a critical… Read More »
In Sage X3, we have a standard “PAN No” field in the Customer and Supplier master. One of our client requested to add one field i.e. “(Total) Invoice Amount” in the header level of Sales Invoice, Sales Order, Purchase Order and Purchase Invoice transaction screens which will reflect the total amount booked for the respective… Read More »
As per the standard functionality of Sage X3, if the user is entering same Supplier Document No in new Purchase Invoice entry which is already entered or used in the existing invoice entry then user gets a warning message popup that “Reference entered on Invoice(Invoice No)” as shown in the below screenshot. But after clicking… Read More »