How to Match Open Items in Sage X3
How to Match Open Items in Sage X3
A) Accounting task
- Go to Setup > Usage > Reports > Query Tool
- Create a new Query like below. Make sure to add the link expression formula: [F: DAE] DAE2 = [F: MTB] ACCNUM
- Validate and run the query.
- Go to Financials > Matching > Manual matching
- Complete the matching process if needed.
- Go to Development > Utilities > Maintenances > In lines
- Enter MTCBATCH in the ‘Table’ field
- Click ‘OK’
- Click on ‘Selection…’ from the list on the right
- Enter the Match number (MTCNUM) from the query tool results
- Click ‘OK’
About Us:
Greytrix Middle East Subsidiary of Greytrix India Pvt Ltd, Headquartered in Mumbai. It is a leading Sage business partner and ISV Partner offering Consulting, Implementation, and development services for Sage X3, Sage 300 People (HRMS), and Sage Intacct, which covers Dubai, Saudi Arabia, and Qatar region.
Our methodology involves a techno-functional expert team to analyze the client’s business processes, workflow, current system situation, and plans. Then, based on the analysis, we propose solutions that meet their requirement regarding the product consideration. In addition, we ensure to serve our clients with robust, future-proof, business-critical solutions that deliver best practices, processes, and functionality designed specifically for the business and its people.
We offer professional services such as Implementation and Configuration, Business Process Analysis, Project Management, Integrations and Migrations, and Technical & Functional Support, along with enhancements within Sage X3, Sage 300 People (HRMS), and Sage Intacct across various industry verticals like Process Manufacturing (Food & Beverages, Chemical), Discrete manufacturing (Automotive, Textile & Apparel), Non-Profit, Health-care Industry and Services Industry (Financial, Software & Engineering), Distribution (Transportation & Logistics).
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