Sales invoice is a bill issued by the seller and is proof the selling process has already happened.
The setup of the invoice footers is used to define the numbered codes which are calculated upon valuation of the invoice footer. Based on the setup, this valuation can be performed starting from:
- The value defined when setting up the invoicing element
- The information entered (or initialized) on the impacted customer record
Also, this function comes first first in the customer price list setup cycle. Use this function to create or modify the invoicing elements in order to determine how to structure and calculate the invoice footers that these invoicing elements represent.
You may have come across a situation where you would like to add elements in like discounts, freight charges, etc. in the invoices which have been generated. Sage X3 has a feature to add different invoicing elements like Discount %, Discount $, Freight etc. The maximum number of invoicing elements that can be created is defined in the Folder setup.
New Stuff: Using Calculator in Sage ERP X3
The following example will provide you a walkthrough for adding Invoice element for discount on the Sales order:
First go to Setup->Sales->invoicing elements
1. Add invoice element
2. Give element position a number. The entry of the position number is important as it will determine the position of the element in the respective screens. Click on “Element Position” button to open the screen (Refer below screen shot)
Thus you will be able to use the “Discount %” invoice element on the Customer, Order, Delivery and Invoice Screens.
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