In industries the company has different accounts and that accounts has different currencies. So one company account can be define in a different currencies.
In standard Sage X3 there is a screen “Account balances”, With the help of this, user can check the account balance for the respective Account. Also Sage X3 have another screen “Balance by currency inquiry” where user can check the accounts balance with different currencies.
- You can check the account balance with currency.
- It’s helpful to check different accounts balance with different currencies.
- You have a bank account but in that have a different currencies, so you can check that also with the help of this
- “Balance by currency inquiry” screen.
- You can check the “Ledger Currency” on this screen.
New stuff: How to validate menu item
We were doing version upgradation for one of our client and after upgradation we found blank data concern while checking for Account balance inquiry at Financials -> Inquiries -> Account balance as shown in below screenshot.
Sage X3 has an account balance resynchronization functionality, which helps to resynchronize account balance of the company of respective leger type against a particular fiscal year with specific site, currency and account.
We have solved this blank data concern by doing resynchronization of account balance of specified ledger type against respective company from Financials -> Utilities ->Resynchronizations as shown in below screenshot.
Once we done with successfully account balance resynchronization, we have again checked for account balance inquiry screen and now data coming properly as shown in below screenshot.
This way you can fixed the concern about blank data of Account balance inquires in Sage X3.
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, 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 the 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 firstname.lastname@example.org, We would like to hear from you.