Payment is the transfer of money or goods and services in exchange for a product or service. A payment can be made in the form of cash, check, credit card and debit card. Payments can be done against invoices that are generated from Sales/Purchase Invoice and Customer/Supplier BP invoice from the AP-AR accounting module. Payments… Read More »
In Sage X3, screens play a very important role and their layouts too. Sometimes, customer wants little more different layout or responsive than the standard screens of Sage X3. One exciting feature in Sage X3 is that it allows the user to change or modify with few possible options for customized screen layout for better… Read More »
In Sage X3, version 12, as we already aware that Project module in newly introduced.Project management has the capacity for services and manufacturing sectors to manage planning and quotations, manage budgets and control costs, organize and allocate resources, and raise external documents. Sage X3 Project management provides the functionality to plan, to develop estimates and manage resources and… Read More »
Report: A report is a document that presents information in an organized format for a specific purpose. Crystal Report: Crystal Reports is an application used to create custom reports from a variety of data sources. It includes the major features for an application to create database reporting environments, such as data access, report design/formatting, report viewing, and application integration. Crystal Reports… Read More »
In sage x3, Sometimes there may be a requirement that not all the user should be able to post sales and purchase invoice, We can allow the restriction for the user for posting of sales and purchase invoice. With the steps provided below extra security can be set up in Sage X3 that will prohibit… Read More »
The posting of the payment of invoices coming from the Purchase, Sales or AP-AR Accounting modules is the payments generation. When you enter a Supplier Invoice there a Pay Approval selection box on the Header of the record. Only when the Invoice is marked as “Authorized to Pay” can it be selected by the Payment… Read More »
Sage X3 gives us functionality where we can set default location and location type at product category level. If a particular category of product is available at multiple locations of sites, we can set a default location in this case and also if there is multiple categories of location (Receipt, stock, picking etc.) we can… Read More »
Sometimes In sage X3, Developers can do customization within sage x3 using development module and in that they need to open some tables to do some customization in sales quote or sales order or delivery as well as in sales invoice or any sage x3 module. Sometimes we need to follow sequential operation means first… Read More »
Sage X3 provides function to import statements from a file saved on your server or computer. The setup involves technical settings that should be done very carefully. The import settings are defined in the Bank import settings function (BSIIMPPAR). You cannot change them here. After you enter the code for the Bank import settings, the… Read More »
Journal entries are records of financial transactions flowing in and out of the business. Journal entries are used to make transfers between nominal accounts. These transactions all get recorded in the book, called the general journal. Transactions are listed in an accounting journal that shows a company’s debit and credit balances. Journal entries includes the following main… Read More »
