We have come across a scenario where we needed to create a direct Invoice in Sage X3 [i.e. one without a Sales Order or Delivery]. But after the Invoice creation, to my surprise, the stock quantity still remains unaffected even after posting the Invoice.
After some findings and research, we have found a solution which solved my problem. So I thought of sharing the same with the people out there, who are looking for Sage X3 tips and tricks.
All you need to do on the Sales Invoice screen is:
- Set the “Stock transaction” to “Yes”. This option allows changing the Stock availability. If set to “No” will have no effect on the stock availability.
- Set the “Shipment site”. This is the location where the actual change in the stock will take place.
The above 2 steps will solve the problem.
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