Tag Archives: Sales Order

Validation on the Sales order screen if credit limit exceeds

In Sage X3, the maximum credit amount for the customer can be defined in the authorised credit field in the Customer master. There are 3 options available in the in Management tab in Customer master:-Check-No check-Hold With the help of these options we can easily manage the Credit limit of the customer.We had a requirement… Read More »

Work order from Enterprise planning using SO transactions in Sage X3

A Work order is an order to make one or more products. Conventionally, the work order uses a bill of materials (BOM) to create a list of materials to be issued, and a routing to make a list of operations to be performed on work centers. You can create both planned work orders and firm… Read More »

Locking of delivery date and shipment date on the creation of Work Order against Sales Order

Recently we had a requirement from one of our client to lock the delivery date and shipment date fields in the sales order screen in such a way that once the work order is created against sales order then it will not allow the user to change/modify delivery date and shipment date fields in sales… Read More »

Discount warning message on Sales Order based on the “Allowed Discount” field

As seen in our previous blog, we discussed about warning message validation on credit note as per the financial year. Today we are going to discuss another customization on the Sales Order screen which is very useful to users in their business process for customer transactions. One of our client has requested to have some… Read More »

How to set up commission rate in Sales Commission Module.

In Sage X3, commission module provides enhancement of existing commission feature of Sage X3. It helps in overcoming challenges such as accuracy in sales commission calculation, timely payment to sales representatives, track of commissions of sales representatives, etc. In this blog we will learn how to setup commission rate for different combinations such as customer… Read More »

How to hold an order for a customer that has exceeded their credit limit in Sage X3

A sales order specifies the details about products ordered by a specific customer along with the price, quantity and terms and conditions. Customer: In sales, commerce and economics, a customer which sometimes are a clients, buyer or purchaser or is the recipient of a good, service , product or an idea obtained from a seller, vendor or… Read More »

How to setup sales targets in Sales Commission Module

In Sage X3, commission module provides enhancement of existing commission feature of Sage X3. In this blog we will learn how to setup sales rep target for different combinations such as customer category, product category, sales site, shipment site, state group, etc. in sales commission module. Navigate to All -> Commission -> Setup -> Sales… Read More »