How to enable prepayment option in Sales order in Sage X3

By | July 3, 2024

Prepayments are amounts paid by a customer in advance of the goods or services being received later on. Any payment made in advance can be considered a prepayment.

Prepayment of an order takes place when a seller receives a form of payment from the customer at the time of order entry. Many types of prepayments are available for a customer to use, such as cash, check, and credit card. When you make any type of prepayment, the system records transaction information for each order detail line, and indicates the payment on the invoice.

In some scenario there must be some cases where user sets the prepayment option on sales order as disable in Sage X3.

Prepayment option
Fig01: Prepayment option

To enable this option on Sales Order, please follow below steps:

  1. Navigate to : Setup -> General Parameters -> Parameter Values
  2. Head to Chapter TC/Common data. -> Folders
  3. Now select INV groups from grid section.
  4. Now under this, set parameter PREFUN (Prepayment Management) to “Prepayment”.
  5. Save the values .
Parameter Values
Fig02: Parameter Values

Now Go to Sales Order screen:

Navigate to : Sales -> Orders -> Orders

Check the same sales order transaction’s prepayment option , it will be now enable.

SO prepayment option
Fig03: SO prepayment option

Hence by following all the above steps user can enable prepayment option in Sales Order.