In Sage X3, we have a standard “PAN No” field in the Customer and Supplier master. One of our client requested to add one field i.e. “(Total) Invoice Amount” in the header level of Sales Invoice, Sales Order, Purchase Order and Purchase Invoice transaction screens which will reflect the total amount booked for the respective… Read More: Restriction on Purchase/Sales transactions on the basis of PAN No »
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… »
Sometimes we come across a scenario where user needs the purchase order to be closed only after certain conditions or never. Sage provides a functionality ‘PO line closing method’ which helps the user in setting them. Navigate: Parameter –> Parameter values –> Purchase Click on Rest Management — > PO line closing method Set the… Read More: How to set condition for purchase order close »
If you come across a scenario where you want to restrict product purchase to a certain buyer then Sage X3 provides a standard functionality ‘filter by buyer’. New Stuff: How to restrict users from modifying the X3 connection date. To set up this functionality: Step 1: Navigation Set up – Parameter Value – Purchase – Authorizations –… Read More: Product purchase restriction based on buyer »
Have you come across a scenario where you want to restrict purchase invoice creation without the creation of purchase receipt. Sage X3 has the standard feature where you can restrict to create the invoice without purchase receipt. New Stuff: How to automatically allocate the work order Navigate: Setup>General Parameters>Parameters values Set the parameter “PBUKA=Load from receipt only”.… Read More: How to restrict purchase invoice creation without purchase receipt? »
Have you come across a scenario where you want to prohibit the creation of purchase order without purchase request of a particular product? Sage X3 has a standard feature where you can prohibit creating the purchase order without purchase request of product. New stuff: How to search product price list Kindly follow the below steps Common data>Products>Products>Supply… Read More: Prohibit to create purchase order without the purchase request »
If user wants to create purchase order by using different responses from different suppliers sage erp x3 has provided a standard feature to create the purchase order by using the RFQ and responses. Below are the steps. New Release: Salesforce Integration with Sage ERP X3 – An Introduction First create the Purchase request Navigation: Purchasing>Purchase… Read More: Create purchase order by using Purchase Request and RFQs »
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 »
Welcome to the fifth edition of our Sage X3 reports as per Indian Business Standards. In this blog we will see the following reports: 1. General Ledger 2. Purchase Register 3. Stock Report New Stuff: Sage X3 reports as per Indian Business Standards – Part IV General Ledger: The general ledger report is a most common and… Read More: Sage X3 reports as per Indian Business Standards – Part… »
In our last blog pertaining to Sage ERP X3 Reports – India Specific Reports, we explored the following four reports: Purchase Order report. Goods Receipt Note. PR & PO report. Receipt Register report. In this edition, we are going to see more reports created/modified as per the Indian business standards. Below are the X3 Reports… Read More: Sage ERP X3 Reports – India Specific Reports – Part… »
