A purchase request is a written request that lists the items that are required, how many are needed, and when they will be required. It becomes a purchase order after it is authorized. An unapproved purchase order is called a purchase request. The purchase request lists all necessary goods and services along with their respective… Read More »
Scheduled invoice generation is function to automatically mass generate the invoices from orders for a given site, when the invoicing process is based on a invoicing schedule. The orders are from the Normal category and meet the following criteria: They apply to sold and non-deliverable products of the Generic or Service category. For Project management:… Read More »
In a normal business scenario, invoices play an important role as it is a key part of any business process. An invoice is a document that maintains a record of a transaction between a buyer and seller, such as a paper receipt from a store or online record from an e-tailer. Invoices are a critical… 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. Sales commission module provides a feature of manual commission which overcomes the existing standard commission feature of… Read More »
In a normal business scenario, invoices play an important role as it is a key part of any business process. An invoice is a document that maintains a record of a transaction between a buyer and seller, such as a paper receipt from a store or online record from an e-trailer. New Stuff:- How to… Read More »
We come across the scenario, while creating payment, posted invoice will not be available for the selection, here are the few solutions below to solve. Navigate to : A/P-A/R accounting > Open Items > Open Item Edit to check the status of the invoice. Choose Pay Approval to “Authorize to Pay”. If Authorize to pay… Read More »
Sage X3 provides a feature to generate the automatic posting of the invoices to be issued arising from the validated and not invoiced customer shipments. The shipments that are not considered are the inter-site shipments, the sub-contractor shipments, the loan shipments where the return date is not exceeded and the totally returned shipments. To successfully… Read More »
Recently we came across a scenario where the client wished to recreate customer BP invoices every month or week or daily again and again. When we checked in X3 it provided us with a simple solution to this. Navigate through: A/P-A/R accounting>Invoicing>Recurring customer invoices Add the customer invoice in invoice number filed and select the… Read More »
In Sage ERP X3, we can create a direct Sales invoice through Order screen for a particular order. However, for creating invoices for bulk Orders, Sage ERP X3 has provided a function through which we can easily create an invoice for a range of Orders by using Automatic order invoicing. GUMU™ Sage CRM Integrations: Sage ERP… 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 »