Recently one of our client wants customization in Sage X3 where they want to restrict creation of Purchase Order based on the Sales Order amount i.e. if Purchase order amount get exceeded than total Sales Order amount then user should not able to create Purchase Order. To achieve this, we have added a custom field… Read More: Restrict Purchase Order based on Open SO amount »
As we all know, in Sage X3 when users want to create Purchase invoice against purchase receipt, he/she has to select receipt from the left list one by one. Recently one of our client wanted to have an option to select all Receipts in a single click from the left side panel while creating purchase… Read More: How to enable select all check box in the left… »
Introduction: A Purchase Invoice is a bill which we receive from Suppliers against which we need to make the payment. In Sage X3, we may find difficulty on deleting Purchase Invoice which are already posted and not posted. There is a functionality in Sage X3 with which we can delete purchase invoice. Navigate to: Purchasing… Read More: How to delete Purchase Invoice in SageX3 »
In Sage X3 we can control transaction creation by specifying the duration for which creation should be allowed. In order to prohibit the entry of invoices/credit memos Sage X3 provide a parameter level control where we can specify the duration for which sales transaction should be active these parameter set up is available for Sales,… Read More: How to overcome ‘Date prohibited ‘error in sales, purchase and… »
Sage X3 provides a special functionality called Matching tolerance which allows the user to set up and maintain tolerances especially in purchase module. Steps to set up matching tolerance are as follows: Navigate to: Setup > Purchasing > Matching tolerances fig. Matching tolerances screen The tolerance codes determine the action that results from a failure… Read More: How to Set Up Matching Tolerance for Purchase Invoice »
