Business Partner Authorization in Sage ERP X3

By | February 13, 2012

Sage X3 offers numerous options that define the characteristics of an account which comes in to play while posting General and Analytical entries to that Account.

Here we would like to discuss one such option called “BP Authorization”. This feature is enabled only for the accounts which are marked as Collective.

The Account enables a grid as soon as Collective is marked true against an Account. This grid is used to specify if a collective can receive entries on all BP types.

As everyone is aware that X3 defines all its entities as Business Partner and a Business Partner can be defined as either “Supplier”, “Customer” or “Both”. Now if we create transactions [Supplier Inv/Customer Inv] against the BP which is declared as both Supplier/ Customer, in that case the account may be blocked based on the Authorization set against it.

Just take an e.g. if we look at the below image file, the Account Id “462000” is defined as collective with BP Authorization “Customer = YES”.

Now if we try to create a Supplier Invoice transaction against the BP declared as Supplier and as well as Customer. In that case, if we select the account shown above i.e. 462000, for the Supplier Invoice Transaction it won’t allow doing so.
The below message pops up and it exits the screen:

Thus, the Account 462000 can be used for Customer Invoices as it is authorized for Customer and not Suppliers.

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