Sage X3 provides a feature to generate the automatic posting of the invoices to be issued arising from the validated and not invoiced customer shipments. The shipments that are not considered are the inter-site shipments, the sub-contractor shipments, the loan shipments where the return date is not exceeded and the totally returned shipments. To successfully bring this functionality follow below steps.
New Stuff: Create users and assign their rights in V7
Navigate to: Financials > Closing processing’s > Invoices to be issued
This function for the invoices to be issued is executed at the end of the month and is used to generate the recurrent invoices to be issued. If a shipment has been posted at the end of month N and it has not yet been invoiced for the N+1 month, a new invoice to be issued will then be generated at the end of the month N+1 for this shipment. In fact this process considers the non-posted shipments (not having been the object of an Invoice to be issued) and not invoiced or posted non-invoices shipments where the reversal date of the associated invoice to be issued is less than the new generation date. It should be noted that the invoices to be issued from the non-invoiced shipments take into account any invoicing elements and which regroup the shipments within these documents following the same grouping rules as the grouping of shipments on invoice with the exception of certain differences.
Hope this helps.
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