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

inv-1

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)

inv-2

inv-3

Thus you will be able to use the “Discount %” invoice element on the Customer,Order, Delivery and Invoice Screens.

About Us
Greytrix – a globally recognized Premier Sage Gold Development Partner is a one-stop solution provider for Sage ERP and Sage CRM needs. Being recognized and rewarded for multi-man years of experience, we bring complete end-to-end assistance for your technical consultations, product customizations, data migration, system integrations, third-party add-on development and implementation expertise.

Greytrix caters to a wide range of Sage Enterprise Management (Sage X3) offerings – a Sage Business Cloud Solution. Our unique GUMU™ integrations include Sage Enterprise Management (Sage X3) for Sage CRMSalesforce.com and Magento eCommerce along with Implementation and Technical Support worldwide for Sage Enterprise Management (Sage X3). Currently we are Sage Enterprise Management Implementation Partner in East Africa, Middles East, Australia, Asia. We also offer best-in-class Sage X3 customization and development services, integrated applications such as POS | WMS | Payment Gateway | Shipping System | Business Intelligence | eCommerce and have developed add-ons such as Catch – Weight  and Letter of Credit for Sage Enterprise Management to Sage business partners, end users and Sage PSG worldwide.

Greytrix is a recognized Sage Rockstar ISV Partner for GUMU™ Sage Enterprise Management – Sage CRM integration also listed on Sage Marketplace; GUMU™ integration for Sage Enterprise Management – Salesforce is a 5-star app listed on Salesforce AppExchange.

For more information on Sage X3 Integration and Services, please contact us at x3@greytrix.com. We will be glad to assist you.