Tag Archives: Sage X3 Functional blogs

How to solve blocking message ” The envelope must be approved before the fiscal year budget can be approved ” while submitting budget for approval

In sage x3, we have a budget envelopes which is used to plan operating or investment expenses that can extend to one or multiple fiscal years defined by the entry of the envelope’s start and end dates. It also includes the concept of  budget type, budget code and project. Budget type: The budget type determines… Read More »

How to Solve error ”Outside of validity date limit” in Journal Entries

In Sage X3, any transaction that impacts a company’s profit and loss needs to be recorded in their accounting system is called ‘Journal Entries’.         A journal entry is used to record a business transaction in the accounting records of a business. A journal entry is usually recorded in the general ledger; alternatively, it may… Read More »

How to define multiple Taxes in line level of Customer BP invoice screen in Sage X3

The customer BP invoice entry function is used to manage the customer invoicing out of the “typical” sales cycle. In this context, the user does not manage the order, the delivery note with the stock issue etc. When issuing the invoice, the data necessary to the accounting are saved. We may need a basic important points to make a sales… Read More »

How to display reserved quantity message in Sales Order screen in Sage X3

The Sales Order, sometimes abbreviated as SO, is an order issued by a business to a customer. A sales order is a document generated by the seller specifying the details about the product or services ordered by the customer. Along with the product and service details, sales order consists of price, quantity etc. Order entry… Read More »

How to delete Customer BP Invoice in Sage X3

The customer BP invoice entry function is used to manage the customer invoicing out of the “typical” sales cycle.In this context, the user does not manage the order, the delivery note with the stock issue etc. When issuing the invoice, the data necessary to the accounting are saved. We may need a basic important points… Read More »

Multiple ways to sign a standard workflow

Sage X3 provide us multiple ways to sign a record in workflow process. There are various ways which helps user to save their time. Basically a user goes manually to a particular transaction and searches the record and then signs the record, this process is bit time consuming but we have few different methods to… Read More »

How to enable serial number field in sales invoice screen in Sage X3

A sales invoice is an accounting document that records a business transaction. Sales invoices provide the business with a record of the services they’ve provided to a client, when the services were rendered and how much money the client owes the business. Typically, a sales invoice will include a description of the service provided, the… Read More »

How to delete the shipment after delivery validation

We may come across a scenario where we want to delete the sales delivery after delivery has been validated Now when we try to delete created shipment or delete lines in validated sales delivery, the delete button is disabled by default and also not allowed to delete lines in sales delivery. Refer the screen shot… Read More »