The customer BP invoice entry function is used to manage the customer invoicing out of the “typical” sales cycle.
In this context, the user does not manage the order, the delivery note with the stock issue etc. When issuing the invoice, the data necessary to the accounting are saved.
We may need a basic important points to make a sales invoice such as:
Customer: In sales, commerce and economics, a customer which sometimes are a clients, buyer or purchaser or is the recipient of a good, service , product or an idea obtained from a seller, vendor or supplier via a financial transaction or exchange for money or some other valuable consideration.
Account: A generalledger, also known as a nominalledger, is a bookkeeping ledger that serves as a central repository for accounting data transferred from all subledgers like accounts payable, accounts receivable, cash management, fixed assets, purchasing and projects. Each account maintained by an organization is known as a ledger account, and the collection of all these accounts is known as the general ledger. The general ledger is the backbone of any accounting system which holds financial and non-financial data for an organization.
In Sage X3, we may find difficulty on deleting Customer BP Invoice which are already posted. There is a functionality in Sage X3 with which we can delete purchase invoice.
Navigate to: A/P- A/R accounting → Invoicing -> Customer BP Invoices
As we can see in the above screen , here in Customer BP invoice transaction is already posted and delete button is disable after creating new transaction. Now to enable this button, follow below steps to resolve this:
- Navigate to: Setup -> General Parameters -> Parameter Values
- Select TC Common Data -> select INV (invoicing rule)
- Change the values of below highlighted parameters to ‘YES’ .
After doing all these steps, now navigate to Customer BP Invoice screen and then click on the accounting cancellation button which is on the right panel of the screen, refer below screen shot:
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 customer bp invoice without any issue.
Note: Also make sure that accounting task and batch server are in a running status.
In this way, we can delete posted Customer BP Invoice transaction in Sage X3.
Greytrix – a globally recognized and one of the oldest Sage Development Partner is a one-stop solution provider for Sage ERP and Sage CRM organizational needs. Being acknowledged 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 competence.
Greytrix caters to a wide range of Sage X3, a Sage Business Cloud Solution, offerings. Our unique GUMU™ integrations include Sage X3 for Sage CRM, Salesforce.com, Dynamics 365 CRM and Magento eCommerce along with Implementation and Technical Support worldwide for Sage X3. Currently we are Sage X3 Implementation Partner in East Africa, Middle East, Australia, Asia, US, UK. 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 and India Legislation for Sage X3 to Sage business partners, end users and Sage PSG worldwide. Greytrix Sales Commission App for Sage X3 simplifies commission calculations and postings on sales transactions.
The GUMU™ Cloud framework by Greytrix forms the backbone of cloud integrations that are managed in real-time for processing and execution of application programs at the click of a button.
Greytrix is a recognized Sage champion ISV Partner for GUMU™ Sage X3 – Sage CRM integration also listed on Sage Marketplace; GUMU™ integration for Sage X3 – Salesforce is a 5-star rated app listed on Salesforce AppExchange and GUMU™ integration for Dynamics 365 CRM – Sage ERP listed on Microsoft AppSource.
For more information on Sage X3 Integration and Services, please contact us at email@example.com, We would like to hear from you.