In any ERP system, controlling transaction dates is essential to maintain data accuracy, ensure compliance, and prevent unauthorized backdated or future entries. In Sage X3, this control can be efficiently managed using User Parameters, allowing organizations to define date restrictions at an individual user level. Many businesses face challenges such as users entering transactions in… Read More »
Overpayment by customers can present unexpected hurdles, ranging from accounting balance. In this blog, we will explore the process of resolving overpayments made by customers. Consider a scenario where we have a $2,000 invoice and receive a payment of $3,000, which we record in Payment/Receipt Entry using the Transaction Type Check Receipts (RECCH) function located… Read More »
In acceptance draft there is an additional phase before they can be settled and i.e. Acceptance return. This phase is restricted during the characterization of the payment transaction. This blog will help you to create Acceptance return after the creation of Payment/receipt entry in Sage X3. If you pick out an Acceptance return check box… Read More »
