How to delete Purchase Invoice in SageX3

By | July 1, 2020

Introduction:

A Purchase Invoice is a bill which we receive from Suppliers against which we need to make the payment.

In Sage X3, we may find difficulty on deleting Purchase Invoice which are already posted and not posted. There is a functionality in Sage X3 with which we can delete purchase invoice.

Navigate to: Purchasing → Invoices -> Invoices

Purchase-Invoice-Screen
Purchase-Invoice-Screen-1

As we can see in the above screen delete button is disable after creating new transaction. Now to enable this button, follow below steps to resolve this:

Steps:

  1. Navigate to: Setup -> General Parameters -> Parameter Values
  2. Select TC Common Data ->  select INV (invoicing rule)
  3. Change the values of below highlighted  parameters to ‘YES’ .
Parameter-Values
Parameter-Values

After doing all these steps, now navigate to Purchase Invoice screen and then click on the accounting cancellation button which is on the right panel of the screen, refer below screen shot:

Purchase-Invoice-Accounting-cancellation-Button
Purchase-Invoice-Accounting-cancellation-Button

After clicking on the Accounting cancellation button, one window will get open which is for confirmation just click OK button.

After doing all we can see in the below screen shot ‘Delete’ button is enabled now and we can delete the purchase invoice without any issue.

Purchase-Invoice-Delete-Button
Purchase-Invoice-Delete-Button

In this way, we can delete purchase invoice in Sage X3.

Note: Also make sure that accounting task and batch server are in a running status.

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