Sage X3 offers functionality allowing the consolidation of multiple orders into a single delivery. If your business process requires limiting such entries to prevent confusion during invoice report printing, follow the steps below: While creating Order there exist an option of Invoicing Mode, with choices including 1/Order, 1/Shipment, and 1/Invoice. Choose the ‘1/Order’ option. Users… Read More »
This function is used to record the customer returns following a delivery or a supplier return in the case of inter-site or inter-company transfers. Once the return is carried out, the stock will be moved if necessary and it will be possible to print a return note and if required to enter a credit memo… Read More »
To create a Shipping calendar we will use X3 calendar functionality.The shipping calendar will help us with delivery tracking. Specially it will be helpful for sales and warehouse teams. For creation of “Shipping calendar” we are going to use SORDER and BPCARRIER table’s. Step 1: Go to Setup>Usage>Reports>Graphical query tool. Create new query Fig: Graphical… Read More »
In Sage X3, one of the client’s requirements was to get a few custom reports to be enabled in the Sales & Purchase module Automatic generation screens. For this we need to enable some options and alter settings in Sage X3 reports dictionary. New Stuff: Sales Invoice creation based on Delivery Type in Sage X3… Read More »
In Sage X3, we can create Sales open order as a long term commitment with a customer. The fundamental purpose of this screen is to manage the open order contracts against customer. The creation of each sales open order (Contract order) is used to manage the delivery schedule as a next step. This delivery schedule… Read More »
In a normal business scenario, invoices play an important role as it is a key part of any business process. An invoice is a document that maintains a record of a transaction between a buyer and seller, such as a paper receipt from a store or online record from an e-tailer. Invoices are a critical… Read More »
In this blog, we will see how to create a delivery from sales order screen in Sage X3 version 12 since it is different than other versions of Sage X3. Navigate to Sales > Orders > Orders. Create a sales order with necessary details. Click on an action button on right-top side of the screen… Read More »
Sage X3 provides a feature in which you can perform mass generation of Delivery using picking ticket. New Stuff: How to access only files from directory This feature can be achieved by following below steps:- Create as many order as you want with invoicing elements ‘one/order’. Go to preparation plan. Enter the range of order no… Read More »
You may come across a situation, where you may want to delete detail(product) lines from Sales order . Here we are describing how to delete detail(product) lines from sales order via import template.To delete the detail lines, the quantity should set to zero on a detail line.Please refer the below example- New Stuff: How to… Read More »
In our previous blog, you saw the how to do pre-payment of a particular sales order? In this blog, you will see how to do the delivery of an order if prepayment is not received. Sage ERP X3 has provided a feature for that. New Stuff: Find number of users logged in Sage ERP X3 1.… Read More »