Tag Archives: customer

Validation on the Sales order screen if credit limit exceeds

In Sage X3, the maximum credit amount for the customer can be defined in the authorised credit field in the Customer master. There are 3 options available in the in Management tab in Customer master:-Check-No check-Hold With the help of these options we can easily manage the Credit limit of the customer.We had a requirement… Read More »

Working of customer extension in Sage X3

Sage X3 has provided us a function which is named as ‘Customer extension’ (function PROROGC). Sometimes there can be a situation where we need to extend the due date of payments which is pending from a customer. Here by using customer extension function we can update the new date of the payments for specific customers.… Read More »

Discount warning message on Sales Order based on the “Allowed Discount” field

As seen in our previous blog, we discussed about warning message validation on credit note as per the financial year. Today we are going to discuss another customization on the Sales Order screen which is very useful to users in their business process for customer transactions. One of our client has requested to have some… Read More »

Using Bulk Customer Hold functionality on manually and through batch task process

We may come across the scenario where the user needs to put the specific pay by customer or the risk customer on hold. Hence processing each customer will be the crucial and time consuming task. To avoid this thing, Sage X3 has provided the feature as the customer on hold function in the below navigation:… Read More »

How to set up commission rate in Sales Commission Module.

In Sage X3, commission module provides enhancement of existing commission feature of Sage X3. It helps in overcoming challenges such as accuracy in sales commission calculation, timely payment to sales representatives, track of commissions of sales representatives, etc. In this blog we will learn how to setup commission rate for different combinations such as customer… Read More »

How to hold an order for a customer that has exceeded their credit limit in Sage X3

A sales order specifies the details about products ordered by a specific customer along with the price, quantity and terms and conditions. Customer: In sales, commerce and economics, a customer which sometimes are a clients, buyer or purchaser or is the recipient of a good, service , product or an idea obtained from a seller, vendor or… Read More »

How to setup sales targets in Sales Commission Module

In Sage X3, commission module provides enhancement of existing commission feature of Sage X3. In this blog we will learn how to setup sales rep target for different combinations such as customer category, product category, sales site, shipment site, state group, etc. in sales commission module. Navigate to All -> Commission -> Setup -> Sales… Read More »

Restriction on Purchase/Sales transactions on the basis of PAN No

In Sage X3, we have a standard “PAN No” field in the Customer and Supplier master. One of our client requested to add one field i.e. “(Total) Invoice Amount” in the header level of Sales Invoice, Sales Order, Purchase Order and Purchase Invoice transaction screens which will reflect the total amount booked for the respective… Read More »

How to define multiple Taxes in line level of Customer BP invoice screen in Sage X3

The customer BP invoice entry function is used to manage the customer invoicing out of the “typical” sales cycle. In this context, the user does not manage the order, the delivery note with the stock issue etc. When issuing the invoice, the data necessary to the accounting are saved. We may need a basic important points to make a sales… Read More »