Tag Archives: Purchase Invoice

Validation on Gross/Net Price and Qty fields in Sales/Purchase Invoice Transactions

As we all know, while creating any transaction in Sage X3, we can enter quantity and price manually in detail line as per the requirement. But one of our client wanted to restrict the creation of the Sales/Purchase Invoice Transactions if the user is trying to enter ‘0’ in Gross/Net Price and Quantity fields. Even… Read More »

How to update the pay approval on a posted purchase invoice in Sage X3

There may be situation that a user needs to change the due date or pay approval on a posted sales invoice or purchase invoices . Sage x3 provides a functionality called the Open item edit function to make the changes to the due date , pay approval as well as other characteristics for open items.… Read More »

Data flow from Purchase invoice screen to Journal entry on via AP/AR Payment Posting using Automatic Journal

In our last blog, we see how to flow date from payment screen to Journal entry using auto journal. In this, we’ll see how we can flow data from Purchase invoice to journal entry while posting payment. The “Supplier doc. no.” field present on Management tab in Purchase invoice screen for the invoice entries linked… Read More »

Supplier Invoice Number validation on Purchase Invoice Screen

In Sage X3, Supplier Document Number Field is available on purchase invoice screen in management tab. It is a mandatory field which means while creating entry we can’t skip this field. We have to enter data in this field then only we can proceed further. We had a requirement from client that data entered in… Read More »

How to get total transaction amount of supplier for current fiscal year

In Sage X3, only posted transactions will be considered for accounting effects. Here in this blog we had a requirment from a client that , there should be a field on the header of purchase invoice screen, in which total transaction amount of the Supplier should be displayed for current fiscal year according to the… Read More »

Validation on Purchase Invoice screen

As we know in Purchase Invoice screen, Supplier Document No and Supplier Invoice Date fields are mandatory. In Sage X3, while creating Purchase Invoice transaction, user can enter same No and Date for different invoice numbers. But one of our client requested to add a validation for the Purchase Invoice where, if the Supplier, Supplier Invoice… Read More »

How to enable “Accounting Cancellation” option on Purchase Invoice Screen

As per the standard functionality of Sage X3, Accounting Document (Journal) will be created immediately once the invoice is posted and “Accounting Cancellation” button automatically gets enabled. And any user can click on this button and reverse the posted invoice transaction. But sometimes, that accounting cancellation option remains disable even after posting the invoice. As… Read More »

How to solve ‘Accounting destination’ error while creating payments in Sage X3

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 »

How to create credit note against purchase return in Sage X3

A credit note (also known as credit memo) is issued to indicate a return of funds in the event of an invoice error, incorrect or damaged products, purchase cancellation, or otherwise specified circumstance. One type of credit memo is issued by a seller in order to reduce the amount that a customer owes from a… Read More »