How to Generate E-Way Bill for Sales Invoice, Sales Delivery, and Customer BP Invoice Using E-Way Bill Generation Screen in Sage X3

Generating E-Way Bills for various types of transactions like sales invoices, sales deliveries, and customer BP invoices is crucial for compliance with Goods and Services Tax (GST) regulations. Sage X3 provides an efficient E-Way Bill Generation screen that allows users to create multiple E-Way Bills and modify the From and To addresses from a single interface. Here is a step-by-step guide on how to generate E-Way Bills using this feature.

Step 1: Accessing the E-Way Bill Generation Screen
To begin, navigate to the Goods and Services Tax (GST) module within Sage X3. On the navigation page, locate the E-Way Bill Generation Screen. This is your starting point for generating E-Way Bills.

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Fig 1 Navigation Screen

Step 2: Utilizing the Filters
On the E-Way Bill Generation screen, you will see several filters to help you locate the necessary data:

Company
Site
Date
Customer
Entry Type
Entry Number

These filters allow you to refine your search and find the specific entries you need.

Fig 2 E-Way Bill Generation Screen – Filters

Step 3: Selecting the Entry Type
In the Entry Type filter, you have three options:

Sales Invoice
Sales Delivery
Customer BP Invoice

Choose the appropriate entry type for which you want to generate the E-Way Bill.

Fig 3 E-Way Bill Generation Screen – Filters – Entry Type

Step 4: Searching for Entries
After selecting the desired filters, click the Search button. The system will fetch and display the entries that match your criteria.

Fig 4 Search Button

Step 5: Selecting Entries
In the details section, you have the option to Select All entries or select individual entries using the normal select option. This flexibility allows you to manage multiple entries efficiently.

Fig 5 E-Way Bill Generation Screen – Select

Step 6: Modifying Address Data
Once the entries are selected, you can modify the From and To address data as needed. This is useful for ensuring that all addresses are accurate and up to date.

Fig 6 E-Way Bill Generation Screen – Modifing field

Step 7: Saving the Data
After making the necessary modifications, click the Save button to save your changes.

Fig 7 Save Button

Step 8: Generating the E-Way Bill
Finally, click the Generate button to create the E-Way Bill. The system will process the request and, if successful, display a “Done” message along with the E-Way Bill number. If there are any issues, an error message will be displayed on the E-Way Bill Generation screen and the respective entry screens.

Fig 8 Generate Button Fig 9 E-Way Bill Generation Screen – Error Message Fig 10 E-Way Bill Generation – After E-Way Bill Generation Fig 11 Entry Screen – After E-Way Bill Generation

By following these steps, you can efficiently generate E-Way Bills for your sales invoices, sales deliveries, and customer BP invoices using the E-Way Bill Generation screen in Sage X3. This streamlined process ensures compliance with GST regulations and helps maintain accurate records.

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