In Sage ERP X3, we can create a direct Sales invoice through Order screen for a particular order. However, for creating invoices for bulk Orders, Sage ERP X3 has provided a function through which we can easily create an invoice for a range of Orders by using Automatic order invoicing.
The Order for which this function would be carried out should have the type as ‘SOI’ i.e. direct order invoicing. If there is no such type of Order in Sage ERP X3, then create a new Order type with Direct Invoicing type: Refer blog : How to setup Direct Invoicing Order type
Here, we consider that the Sales Order (SO) is already created and we will directly move to Automatic Order invoicing function.
Sales -> Invoices -> Automatic order invoices
- Enter the Company.
- Enter the Sales Site
- Set the Invoice Date
- Set the Invoice type to Direct Invoice
- Set the range of Orders – This will create an Invoice for the range of Sales Order selected
- Set the range of Bill to Customers – This will create an Invoice for the range of Bill to Customer selected.
Once the Order is processed, a log will be generated that will give you the details of the Order being processed and the Invoice number created.
Here we have created a sales invoice by using the” Automatic order invoicing screen”.
If anything is missing on the Order or on the Automatic Order Invoicing screen, then the function will give a message ‘No Order Processed’.
Please note here that for this function to process successfully, the Products that are being used on the Sales Order for Direct Invoicing should have Quantity on hand and there should not be any shortage.
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 firstname.lastname@example.org. We will be glad to assist you.