How to create direct Sales invoice from Service Request screen

By | September 27, 2018

In Sage X3, we may come across a scenario where we want to create sales invoice from service request screen. This functionality can be achieved by following steps: 

Navigate to:  Customer relation → Customer support → Service Request.

Step 1: Enter all the mandatory data in the screen.
Step 2: In the Management tab, set Global Coverage as ‘Not covered’.

create direct sales invoice

Service Request → Management tab

Step 3: In the consumptions tab, enter all the data, refer below screenshot.

Consumption tab

Service Request → Consumptions tab

Step 4: After creation, now go to the management tab, then click on Close button.
After this, the user will see, invoice button which is on the right panel will get enabled.
Now, click on Sales Invoice button and with that our invoice will get generated, refer below screenshot.

Sales Invoice

Service request → Management tab → Closed Button

direct sales invoice

Service request → Sales invoice 

Note: It is possible to generate a direct invoice from service request screen when it is closed, not covered for any service contract and its consumptions are billable.

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 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 We will be glad to assist you.