Tag Archives: delivery

Sales Invoice Quantity Control Aligned with Sales Order in Sage X3.

Sage X3 is a powerful ERP solution designed to streamline business processes such as procurement, inventory, and financial management. Its flexibility allows businesses to customize workflows to meet specific requirements, including automation of procurement tasks. One of our clients requested that the system enforce validation controls in the sales invoice to restrict users from entering… Read More: Sales Invoice Quantity Control Aligned with Sales Order in Sage… »

How to create Bill of Lading against Delivery in Sage X3

A Bill of Lading is a legal document used to show the agreement between the shipper and the carrier. Trucking companies need this document to move goods. It usually includes the freight class, description, number of packages, weight, volume, and other shipping details. For deliveries, a Bill of Lading can be created from the delivery… Read More: How to create Bill of Lading against Delivery in Sage… »

How to Restrict Single Delivery Creation from Multiple Orders in Sage X3

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: How to Restrict Single Delivery Creation from Multiple Orders in… »

How to ship the product again after creating the customer return in Sage X3

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: How to ship the product again after creating the customer… »

Creation of Shipping Calendar to display on dashboard

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: Creation of Shipping Calendar to display on dashboard »

Enabling reports on Module specific Automatic generation screens

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: Enabling reports on Module specific Automatic generation screens »

Managing Open order’s delivery request

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: Managing Open order’s delivery request »

How to invoice delivery quantity if return is already created for delivery

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: How to invoice delivery quantity if return is already created… »

How to create a delivery from sales order screen in Sage X3 version 12

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: How to create a delivery from sales order screen in… »

How to perform mass generation of Delivery using picking ticket?

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: How to perform mass generation of Delivery using picking ticket? »