Author Archives: Greytrix

How to add Free Products to the Orders dynamically

Every retail industry has the concept of providing sample products along with specific products. These products are sold free of cost and hence are considered as Free Products. New Stuff: Allow Tracking of Workorder for Material  short. X3 has provided a concise workaround for handling the business process which involves selling of free products. This process… Read More: How to add Free Products to the Orders dynamically »

Allow Tracking of Work Order for Material Short.

You may have come across a situation where you get the error while tracking the WO: “Material is short and it is prohibited to track this WO”. Below is the step to resolve this problem: New Stuff: Creation dynamic selection list in Sage ERP X3. As you can see the below screen shot, for the WO… Read More: Allow Tracking of Work Order for Material Short. »

How to remove a particular order from credit status hold

Have you come across a scenario where you need to remove the “hold” status of an order without increasing the allowed credit of the Customer? New Stuff: Calling Client application from Sage ERP X3 In such a case, Sage ERP X3 provides a very amiable solution for the above problem. Below is the illustration of… Read More: How to remove a particular order from credit status hold »

How to change Entry Transaction without exiting the screen

Sometimes we need to switch from one entry transaction type to another entry transaction in the existing screen itself. Sage ERP X3 has provided us with a simple feature to switch from one transaction type to another without exiting the screen. New Stuff: Use of Complimentary Invoice in Sage ERP X3 Here is an example… Read More: How to change Entry Transaction without exiting the screen »

Use of Complimentary Invoice in Sage X3

Complimentary Invoice is used in Sage ERP X3 to add additional amount/charges to an existing Supplier Invoice. This additional charge/amount can be transportation charges or any additional charge that could have incurred during the supply of the goods to the respective Supplier. New Stuff: How to track the discount specifically specified for customer and product?… Read More: Use of Complimentary Invoice in Sage X3 »

How to Track the discount specifically specified for customer and product?

You may have come across a situation where you would like to know from where the discount is coming and why does it differ for the same customer? Below is the step to track the Discount: New Stuff: Invoicing modes for Customer First go to Sales>>Orders> >Orders. Create order and check the discount2 field. As… Read More: How to Track the discount specifically specified for customer and… »