Tag Archives: generation

Positive Pay File Generation Functionality in Sage X3

Positive Pay is a banking service designed to mitigate check fraud risks. Customers of the bank provide a file containing account numbers, check numbers, and corresponding dollar amounts for each check. If a check is presented for payment but is not listed in this file, the bank will refrain from processing the payment and will… Read More »

Automatic Sequence No generation with Formulae for Fixed Assets and PO

In Sage X3, user can create Fixed Asset and PO entries manually. After creation, Sequence No will be generated automatically by setting the entry no sequence in the Document Types setup. But one of our client requested to generate entry no with formulas. Now we will see Logic required to generate Sequence No with Formula… Read More »

Automatic Product Code and Description generation from the User Input

In Sage X3, user can create products manually by setting the product code sequence and entering description for the same product in the product master. But now we have added a customization for automatic Product Code and Description generation to fulfil the client’s requirement. In this customization we have used one standard field “Product Line”… Read More »

How to setup Scheduled Invoice Generation function

Scheduled invoice generation is function to automatically mass generate the invoices from orders for a given site, when the invoicing process is based on a invoicing schedule. The orders are from the Normal category and meet the following criteria: They apply to sold and non-deliverable products of the Generic or Service category. For Project management:… Read More »