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 »
In Sage ERP X3, we can create a direct Sales invoice through Order screen for a particular order. However, for creating invoices for bulk Orders, Sage ERP X3 has provided a function through which we can easily create an invoice for a range of Orders by using Automatic order invoicing. GUMU™ Sage CRM Integrations: Sage ERP… Read More: How to create Automatic order invoicing? »
Complimentary Invoice is used in Sage ERP X3 to add additional amount/charges to an existing Supplier Invoice. This additional charge/amount can be transportation charges or any additional charge that could have incurred during the supply of the goods to the respective Supplier. New Stuff: How to track the discount specifically specified for customer and product?… Read More: Use of Complimentary Invoice in Sage X3 »
Often we are requested for a feature that sends a mail along with a report copy of Invoice automatically when an Invoice is created in Sage X3. This blog will take you through a graceful solution that enables users to intimate the clients about the Invoice raised. Prerequisites: Print Server needs to installed and configured.… Read More: Send Invoice Reports Automatically in Sage X3 »
We have got into a situation where we were not able to set the Dimension types listed in the invoice elements (master) screen. Because of this, when the Sales Invoice is posted, the dimensions are not posted for the discount amount. We were looking out for different options which will provide us with the solution.… Read More: Set Default Dimension for Invoicing Elements in Sage X3 »
In our last blog, we had an overview of Web services in Sage X3. Now we are going to dive in further into this topic and will see in detail, how we can create transactions like Purchase Order, Sales order, invoice etc. in Sage X3. To start with you must have all the pre-requisites as… Read More: Create Sales Orders using Web services in Sage Enterprise Management »
Often it is required that a Sales invoice is printed before posting. However, it is not mandatory in Sage X3 by default. So, if you want to make the printing of Invoices mandatory before posting then following are the steps to do so: 1. Go to ‘Parameters -> General parameters -> Parameter values’. 2. Select… Read More: Mandate Sales Invoice printing before posting in Sage X3 »
