In Sage X3, the left-list is essential for navigating key functions like sales deliveries, sales invoices, purchase receipts, and purchase invoices. These screens allow users to select items from the left-list and proceed with transaction creation seamlessly. By default, in the purchase invoice screen, when creating a purchase invoice, the first step is to select… Read More »
In Sage X3, we can create Purchase Invoice transaction against Purchase Order as well as Purchase Receipt with any quantity and amount. But one of our client requested to add limit on the amount while creating Purchase Invoice against Purchase Order only. Customization Required: Invoice can be booked only against PO. Unless amount is lesser… Read More »
In Sage X3, validating the quantity field in a Purchase Invoice screen is important to ensure data accuracy and prevent errors in your accounting or inventory management system.Recently we had a requirement to add validation on the quantity field in the Purchase Invoice screen in such a way that, If the Purchase Order is created… Read More »
Sage X3, is a complete business management solution designed to drive productivity and give you total control and visibility of your enterprise. With customizable configuration, the flexible solution equips you with everything you need to drive business success. Easy to understand all the modules.We had a requirement from one of our client to freeze the… Read More »
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 »
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 »
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 »
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 »
In this blog, we will see the functionality of how TDS will be applied on Purchase Invoices in Sage X3 for Section 194Q of the Income Tax Act. As per the requirement, the TDS rate of 0.1% is applicable to be deducted if the value or aggregate purchase value exceeds Rs. 50 Lakhs. This will… Read More »
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 »
