Complimentary Invoice is used in Sage ERP X3 to add additional amount/charges to an existing Supplier Invoice. This additional charge/amount can be transportation charges or any additional charge that could have incurred during the supply of the goods to the respective Supplier.
In Setup -> Purchasing -> Invoice types, a complimentary invoice type should be created with Purchase Invoice cat as ‘Complmt Invoice’.
Assuming we have a Purchase Invoice created in Sage ERP X3 as shown below:
- Next we will go to Purchasing -> Invoices -> Invoice control
- Create a new Invoice with type Comp invoice and select the same Site and Supplier that was used to create the Purchase invoice above.
- On the Invoicing screen on the lines tab right click that will give you option for ‘Pre-Loading the lines’ and selecting this option will give you the below screen.
- Here we can select the lines from the invoice to which we need to add the complimentary amount.
- Select the distribution type on which basis we need to add the complimentary amount to the Invoice lines. Based on this distribution type selected the amount will be calculated on selected lines of the Original invoice. Set the amount of the Complimentary Invoice.
- Based on the Distribution type selected and the Complimentary invoice amount set, Sage ERP X3 will distribute the amount to the Lines of the original invoice that was selected in step 4 above and result will look as below
- Save the Invoice and you have created a complimentary Invoice for a Supplier Invoice.
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 CRM, Salesforce.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 email@example.com. We will be glad to assist you.