In Sage X3 we can control transaction creation by specifying the duration for which creation should be allowed. In order to prohibit the entry of invoices/credit memos Sage X3 provide a parameter level control where we can specify the duration for which sales transaction should be active these parameter set up is available for Sales,… Read More »
In our previous blog post, we saw the creation of a ‘Fixed Kit’ to sell a group of a product together. In this blog post, we will see the creation of the flex kit. For the creation of a flex kit, we have to select the option ‘Flex kit’ on product master screen of parent… Read More »
Complimentary Invoice is used in Sage ERP X3 to add additional amount/charges to an existing Supplier Invoice. This additional charge/amount can be transportation charges or any additional charge that could have incurred during the supply of the goods to the respective Supplier. New Stuff: How to track the discount specifically specified for customer and product?… Read More »
You may have come across a situation where you would like to know from where the discount is coming and why does it differ for the same customer? Below is the step to track the Discount: New Stuff: Invoicing modes for Customer First go to Sales>>Orders> >Orders. Create order and check the discount2 field. As… Read More »
Sage ERP X3 Sales Module allows an array of alternates for selecting pricing and discount structures. For example while making a quotation- one can use a field like ‘Gross Price’ which auto populates based on reasons preset. These reasons are available on right click of the field. The reasons explain the origin of the values… Read More »
Sales invoice is a bill issued by the seller and is proof the selling process has already happened. The setup of the invoice footers is used to define the numbered codes which are calculated upon valuation of the invoice footer. Based on the setup, this valuation can be performed starting from: The value defined when… Read More »
The Sales quote screen in Sage X3 has a wonderful feature of saving the quote in the desired MS Word format. Even if the option of printing the report was there, but the client preferred to export it to a word. So, this feature came very handy in this scenario. Later we were asked for… Read More »
In our last blog, we had an overview of Web services in Sage X3. Now we are going to dive in further into this topic and will see in detail, how we can create transactions like Purchase Order, Sales order, invoice etc. in Sage X3. To start with you must have all the pre-requisites as… Read More »
Often it is required that a Sales invoice is printed before posting. However, it is not mandatory in Sage X3 by default. So, if you want to make the printing of Invoices mandatory before posting then following are the steps to do so: 1. Go to ‘Parameters -> General parameters -> Parameter values’. 2. Select… Read More »
Its getting fun as we work on more developments and reports for one of our Global Client using Sage ERP X3 with an office in India. New Stuff: Sage X3 reports as per Indian Business Standards – Part III We will see today another set of interesting reports 1. Sales Register 2. Sales Invoice Report… Read More »
