In Sage X3, we faced an issue for the Quantity not getting flown from Purchase Receipt to Purchase Invoice screen on the selection from the left list. As per the standard process, we create a Purchase order, and further we create a Purchase receipt using the same Purchase Order. Further, while creating the Purchase Invoice we select the respective Receipt which eventually flow the detail line data of the Receipt to Invoice screen which includes Product Code, Product description, UOM, Quantity, Gross price, etc. But here the quantity is not getting flowed from Receipt to Invoice screen.
As shown in above screenshot, we have created the Purchase receipt with quantity 10 for “SASA001 – Test Supplier”.
Now we will be creating a Purchase Invoice using the same supplier code and select the respective Receipt from the left list. As you can see in above screenshot, all the details are flowing properly in Purchase Invoice detail line except the quantity which did not flow on Invoice screen.
Let’s check the steps to solve above the issue.
Navigate to Setup -> General Parameters -> Parameter Values. In Parameter values, expand the ACH Purchase field from the left list and select the folder. Here in the grid there is an option of INV – Invoicing rules. Click on the action button and select Details which will open the pop-up box as shown in below screenshot.
As you can see, the value for billable quantity is “Qty A”. So this means only those Receipt quantities will be flowing in Invoice detail line whose Status is “A”. But as you can see in the first screenshot (Purchase Receipt), the status is “Q” in detail line so that is the reason the quantity did not flow in the Invoice screen. Here we will select from the finder which Invoice Quantity we need to select so that quantity will flow in the Invoice screen. Here there are three options, A (Allocate), Q (Quality) and R (Reject). As per the clients requirement we will select the Products whose status is either Allocated (A) or in Quality (Q) i.e. (Qty A+Q).
Now we will create the Purchase Invoice from the Receipt using same supplier code and now we will check the whether the quantity will flow in the Invoice or not.
As you can see in the above screenshot, here the quantity 10 is flowing properly now in the Purchase Invoice detail line as it we changed the setting as per the requirement. So now here the Quantity is flowing properly from the Purchase Receipt screen to Purchase Invoice.
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 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 will like to hear from you.