A sales order specifies the details of products ordered by a specific customer along with the price, quantity, and terms and conditions. Customer: In sales, commerce, and economics, a customer is sometimes a client, buyer, or purchaser or is the recipient of a good, service, product, or idea obtained from a seller, vendor, or supplier via a… Read More: How to Hold an Order for a Customer That has… »
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: How to setup sales targets in Sales Commission Module »
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: Restriction on Purchase/Sales transactions on the basis of PAN No »
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: How to define multiple Taxes in line level of Customer… »
Sometimes, you want to delete the address of a customer or Supplier or BP which is wrong or you want to change the address or you want to delete the address for some other reason. You can follow the below steps to check if the address can be deleted. Steps: If you need to delete… Read More: Customer or Supplier address deletion »
The “Credit level total” field under the management tab in the Customer screen displays the total of credit level of that particular customer based on the calculation involving a number field. By clicking on Calculation details the field that are involved in the calculation, The field On order+ shows the amount for the sales orders… Read More: Credit Level Total »
You may come across the situation, where you may want to give selection window for the customer address. In Sage X3, we can add selection (F12 functionality) and filter the selection records as per the requirement. Kindly follow the below steps to add F12 selection functionality for Customer address: New stuff: Automatic Reversals 1. Add the… Read More: How to add Customer address selection window »
Recently we came across a scenario where the client wished to recreate customer BP invoices every month or week or daily again and again. When we checked in X3 it provided us with a simple solution to this. Navigate through: A/P-A/R accounting>Invoicing>Recurring customer invoices Add the customer invoice in invoice number filed and select the… Read More: How to Create Recurring Customer BP Invoices »
Sage X3 provides the ways to manage the customer risks, the doubtful receipts is one of the important function which is used to record the doubtful receipts for customers. The account type used during the posting of the entries varies according to whether the customer is defined as doubtful or not. It is also possible… Read More: Managing Customer Risk through Doubtful Receipt »
Improving relations between you and your Customers/Vendors can call for pre-payment or sometimes a supplier may require a deposit before commencing work on an order, or the order may have to be paid in advance. Although it is quite easy to do prepayments in Sage X3, however, one has to make sure that these prepayments… Read More: Supplier pre-payment settlement in Sage X3 »
