Allocate Invoices to Posted Pre-Payments in Sage X3

By | July 30, 2013

In most businesses, bulk payment is done by Customer before the invoices are generated for them. Now such scenarios are handled as follows in Sage X3:

  1. Let us create a Customer Payment.AllocateInv1
  1. Let’s post this Payment.AllocateInv2
  1. Check the Open Items.AllocateInv3
  2. Now create an Invoice and post it.
  3. Check the Open Items:AllocateInv5
  1. Go to “A/P-A/R accounting àOpen itemsàCustomer prepayment posting” and assign the invoices to the Payments.AllocateInv6
  1. Click on Save for allocation of Invoice to Payment.AllocateInv7
  1. Check Invoice has been allocated.


Hope this blog helps.

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