Sage X3 has a special feature of prepayment in the sales order screen which can be created against sales order. Using this feature, user can create prepayment with the order amount against sales order and then user has to create advance payment for the same amount.
New stuff: Dynamic Departure time change based on Arrival time selection
One of our client came up with a requirement that if user has created prepayment in the Sales Order screen for any particular entry by clicking on Prepayment button and entering amount in the grid then system will restrict user to create further Sales transactions such as Sales Delivery, Pick Ticket or Invoice etc. until advance payment is not done against the same sales order.
Let’s see the functionality with an example. Here we have created a Sales Order and created prepayment against the same sales order as shown in the below screenshot by clicking on Prepayment button from the Sales Order.
Now as per our requirement, we have to make advance payment against that sales order. But if advance payment is not done and we are going to create further transaction for same order then system will not allow to do further Sales transactions.
Here we haven’t created any advance payment against this order and we will try to create sales delivery by clicking on delivery button from sales order screen as shown in below screenshot.
As we haven’t created any advance payment against that sales order, system is restricting to create delivery of that SO by giving a popup message as shown in the below screenshot.
After clicking on “Ok” button of the popup message system will terminate further steps and will not allow us to create us delivery against this order.
As explained above, we have added same restriction on the preparation of pick ticket, invoice or proforma creation from sales order screen if Advance Payment is not done.
About Us
Greytrix – a globally recognized and one of the oldest Sage Development Partners is a one-stop solution provider for Sage ERP and Sage CRM organizational needs. Being acknowledged and rewarded for multi-man years of experience and expertise, 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 has some unique integration solutions developed for Sage CRM with Sage ERPs namely Sage X3, Sage Intacct, Sage 100, Sage 500, and Sage 300. We also offer best-in-class Sage ERP and Sage CRM customization and development services to Business Partners, End Users, and Sage PSG worldwide. Greytrix helps in the migration of Sage CRM from Salesforce | ACT! | SalesLogix | Goldmine | Sugar CRM | Maximizer. Our Sage CRM Product Suite includes addons like Greytrix Business Manager, Sage CRM Project Manager, Sage CRM Resource Planner, Sage CRM Contract Manager, Sage CRM Event Manager, Sage CRM Budget Planner, Gmail Integration, Sage CRM Mobile Service Signature, Sage CRM CTI Framework.
Greytrix is a recognized Sage Champion Partner for GUMU™ Sage X3 – Sage CRM integration listed on Sage Marketplace and Sage CRM – Sage Intacct integration listed on Sage Intacct Marketplace. The GUMU™ Cloud framework by Greytrix forms the backbone of cloud integrations that are managed in real-time for the processing and execution of application programs at the click of a button.
For more information on our integration solutions, please contact us at sage@greytrix.com. We will be glad to assist you.
