What’s New: Advanced E-Way Bill Management in Sage X3

Users can generate a Consolidated E-Way Bill and Multi-Vehicle E-way Bill now using Sage X3.

For this purpose, we have developed a dedicated screen to manage and generate Consolidated E-Way Bills or Multi-vehicle E-way Bills.

Navigation Path:

Goods and Services Tax → E-Way Bill → E-Way Bill Management

New Stuff: How to Dynamically Change Field Labels Based on Entry Transaction in Sage X3 (Using GFLAG and Chgtzn)

[Fig 1. E-way Bill Management screen]

In this screen, the user must enter the required information in the Parameters section before proceeding with the Consolidated E-Way Bill generation.

[Fig 2. Parameters in E-way Bill Management screen]

The Type drop-down provides the following options for E-Way Bill management:

•Consolidated E-Way Bill – Used to generate a Consolidated E-Way Bill for multiple individual E-Way Bills being transported in the same vehicle.
•Multi-Vehicle E-Way Bill – Used when goods covered under a single E-Way Bill are transported in multiple vehicles.

[Fig 3. E-way Bill management options]

The screen is designed to be dynamic. Depending on the selected E-Way Bill type, the system automatically loads and displays the relevant fields and parameters required for that process.

We will first review the process of generating a Consolidated E-Way Bill.

1.Consolidated E-way Bill:

After entering the required information in the Parameters section, the user must press the Tab key. The system will then load all the fields required for generating a Consolidated E-Way Bill, as shown in the screenshot below.

[Fig 4. Consolidated E-way Bill fields]

For generating a Consolidated E-Way Bill, the user is required to enter all mandatory information and select the relevant invoice numbers. The selected invoices will be grouped together, and a single Consolidated E-Way Bill will be generated for them.

[Fig 5. Invoice selection for consolidated E-way Bill]

Once all required information has been entered and the relevant invoices have been selected, the user should click the “Consolidated E-Way Bill” button located at the top of the screen.

Upon successful generation, the system displays a confirmation message indicating that the Consolidated E-Way Bill has been created successfully, along with the generated Consolidated EWB Number, date, and time of generation.

Furthermore, the generated Consolidated E-Way Bill Number is automatically associated with and displayed for each of the selected invoices included in the consolidation process.

[Fig 6. Successful Consolidated E-way Bill generation]

Upon successful generation of a Consolidated E-Way Bill, the “Consolidated E-Way Bill” checkbox is automatically marked.

When this checkbox is cleared, the screen is reset to allow the generation of a new Consolidated E-Way Bill for a different set of invoices.

When the checkbox is selected, the finder displays all previously generated Consolidated E-Way Bill Numbers, allowing users to retrieve and review existing Consolidated E-Way Bill records.

[Fig 7. Generated Consolidated E-way Bill]

Once the user selects a Consolidated E-Way Bill Number from the finder, the system retrieves and displays all related Consolidated E-Way Bill details on the screen for review and reference.

2.Multi-Vehicle E-way Bill:

Once the required parameters have been entered, the user should press the Tab key to proceed. The system dynamically loads the fields necessary for Multi-Vehicle E-Way Bill generation, as illustrated in the screenshot below.

[Fig 8. Parameters for Multi-Vehicle E-way Bill]

Select the appropriate E-Way Bill Number from the finder and press the Tab key. Once the E-Way Bill details are loaded, enter the necessary information in the Initiate Multi-Vehicle grid and click the “Save” button to initiate the Multi-Vehicle E-Way Bill process.

After the Multi-Vehicle details have been saved, select the checkbox for the relevant record and click the “Initiate Multi-Vehicle” button.

[Fig 9. Initiate Multi-Vehicle]

Upon successful initiation, select checkbox again and enter the required vehicle information in the Add Vehicle grid and click “Save” to store the details.

Next, select the checkbox corresponding to the saved vehicle record and click the “Add Vehicle” button. The system allows multiple vehicle entries to be added through the Add Vehicle grid as required.

Refer to the screenshot below for an illustration of the process.

[Fig-10. Add Vehicle details.jpg]

After successfully adding a vehicle, status will be updated.

[Fig 11. Status after adding vehicle]

The user can update vehicle information by modifying the required fields and clicking the “Update” button. To update a vehicle’s details, the user must first select the checkbox corresponding to the vehicle record in the Add Vehicle grid. The Edit Vehicle button is enabled only after a vehicle record has been selected from the Add Vehicle grid.

[Fig 12. Edit Vehicle button after adding vehicle]

Once the Multi-Vehicle E-Way Bill initiation process is completed, the “Initiated Multi-Vehicle” checkbox is automatically marked.
When this checkbox is cleared, the screen is reset to allow the initiation of a new Multi-Vehicle E-Way Bill for a different set of invoices.

[Fig 13. Already Initiated E-way Bills]

When the checkbox is selected, the finder displays all previously initiated E-Way Bill Numbers, allowing users to retrieve and review existing Multi-Vehicle E-Way Bill records.

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.