As we know, Sage X3 provides masters for each object used in it like Business Partner, Product, Company, Site etc. We can setup various things for these objects such as id, name, and address etc. on their respective Master screens. Similarly on BP’s master, we can set up default payment term and tax rule against respective company and that BP.
This Business partner can be converted to Customer, Supplier and Sales rep, Carrier or Prospect. In case of customer and supplier, we can define default payment term as well as tax rule for the same. Sage X3 provides a special tab “BP/Company” wherein we can define these default values.
Follow below steps to achieve this:
- Navigate to Common data > BP’s > Bps
- Select BP for which you want set up default tax rule and payment term.
3. Here, you can define default values against respective BP and company. Also, if BP is a customer then Customer tax rule and customer payment term will be fetched while creating sales transactions against particular BP and company. Similarly, if BP is a supplier then Supplier tax rule and Supplier payment term will be fetched when purchase transactions are created against particular BP and company.
Consider following example for better understanding.
- For Customer “AO001”:
If we create sales order for site “NA001” of company “NA10” against this customer, then you can see in below screenshot, tax rule will be set as “EXP” and payment term will be set as “CH30NET” which is already defined in BP master as above.
- Similarly when you create purchase order for site “NA001” against supplier “AO053”, as per above setup, tax rule and payment term will be set as “NTX” and “CH30NET”. Refer below screenshots:
In case, no default value is set for any company against particular BP then whatever tax rule and payment term is defined on Customer/Supplier masters will be fetched during Sales order/Purchase order creation respectively. Thus, “BP/Company” tab will allow us to easily set tax rules and payment terms for different companies and access them during transactions .
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