Sage X3 – Tips, Tricks and Components
Payment is the transfer of money or goods and services in exchange for a product or service. A payment can be made in the form of cash, check, credit card and debit card. Payments can be done against invoices that are generated from Sales/Purchase Invoice and Customer/Supplier BP invoice from the AP-AR accounting module. Payments… Read More »
As you all know, multi-currency is the key feature for Sage X3. With the multi-currency support, you can define Suppliers/Customers in Sage X3 with different currencies such as INR, USD, AUD, EURO, etc. This helps the user to do the ERP transactions in various currencies depending on the Supplier/Customer currency. But sometimes, you may face… Read More »
In sage X3, under Payment entry type we can define characteristics and the methods for different payment transactions. We can also control the sign of payment to be Revenue, expense or we can keep it as unspecified and differentiate that value based on our payment entry. Path: All>Setup>A/P-A/R accounting>Payment entry type Also in payment attribute,… Read More »
In acceptance draft there is an additional phase before they can be settled and i.e. Acceptance return. This phase is restricted during the characterization of the payment transaction. This blog will help you to create Acceptance return after the creation of Payment/receipt entry in Sage X3. If you pick out an Acceptance return check box… Read More »
In Sage Enterprise Management, we may come across a scenario where a user wants to enter dimensions value in the payment screen, but the system is not allowing it. This functionality can be achieved by the following steps: Navigate to: AP/AR accounting → Payments → Payment/Receipt entry Now select any payment type, let us take… Read More »