How to add Sales Invoice elements in X3?

By | March 20, 2014

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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