Author Archives: Greytrix

How to use ‘Invoicing methods’ for Customer invoicing in Sage Enterprise Management

Sage ERP X3 provides us with a feature to setup different invoicing methods. These methods are subsequently used for issuing invoices to customers. E.g. An instance where we want to raise a weekly invoice for a customer i.e. invoicing for all the deliveries to the customer in a week, how we can effectively use the… Read More: How to use ‘Invoicing methods’ for Customer invoicing in Sage… »

Importing and exporting data by xml file

X3 provides the functionality of creating\updating the transactions using import\export template even with the XML format. New Stuff: Creation of Dynamic selection list in Sage ERP X3 For creating XML template you just need to follow below steps: Step 1: Move to: Setup > Usage > Imports / Exports > Import/ Export template. Step 2:… Read More: Importing and exporting data by xml file »

Sales Price Reasons and Explanation in Sage X3

Sage ERP X3 Sales Module allows an array of alternates for selecting pricing and discount structures. For example while making a quotation- one can use a field like ‘Gross Price’ which auto populates based on reasons preset. These reasons are available on right click of the field. The reasons explain the origin of the values… Read More: Sales Price Reasons and Explanation in Sage X3 »