Sage X3 – Tips, Tricks and Components
As seen in our previous blog, we discussed about warning message validation on credit note as per the financial year. Today we are going to discuss another customization on the Sales Order screen which is very useful to users in their business process for customer transactions. One of our client has requested to have some… Read More »
In Sage X3, commission module provides enhancement of existing commission feature of Sage X3. It helps in overcoming challenges such as accuracy in sales commission calculation, timely payment to sales representatives, track of commissions of sales representatives, etc. In this blog we will learn how to setup commission rate for different combinations such as customer… Read More »
A sales order specifies the details of products ordered by a specific customer along with the price, quantity, and terms and conditions. Customer: In sales, commerce, and economics, a customer is sometimes a client, buyer, or purchaser or is the recipient of a good, service, product, or idea obtained from a seller, vendor, or supplier via a… Read More »
Loan orders are for products that shipped to customers that may return the product by a defined return date or may keep the product and be invoiced for it later. For example, an equipment might be loaned to a Business Partner for a special event and they will return it when the event is over.… Read More »
In Sage X3, commission module provides enhancement of existing commission feature of Sage X3. In this blog we will learn how to setup sales rep target for different combinations such as customer category, product category, sales site, shipment site, state group, etc. in sales commission module. Navigate to All -> Commission -> Setup -> Sales… Read More »
There was a requirement from the user to add a check box on Customer master as “TCS Applicable” and “Tax Level 3” field of detail line on the Sales Order screen should be activated only when the “TCS Applicable” check box for any customer is ticked, otherwise it should be disabled. To achieve the above… Read More »
The Sales Order, sometimes abbreviated as SO, is an order issued by a business to a customer. A sales order is a document generated by the seller specifying the details about the product or services ordered by the customer. Along with the product and service details, sales order consists of price, quantity etc. Order entry… Read More »
Commission also called a sales commission, is a payment given to salespeople for each individual sale. When planning a commission structure, sales leaders should consider factors like how much of their budget they can allocate for commission, how much they’ll pay for different levels of sales output, employee’s base salaries, and potential bonuses or incentives… Read More »
Sometimes, it happens when we add any customized screen or tab in window, we are not able see the customized screen added in the window. Also, it might happen you may see the fields of the added tab in the window but not added tab. We mostly solve this issue by global validation of window… Read More »
In Sage X3, we got a requirement from the client on restricting the Product based on dimension type (Division) on the Sales Order screen. This customization only works on specific transactions i.e. on DMD (Domestic Marketing Division) transaction type on the Sales order screen. The client wishes to have such control over the Sales order… Read More »