There was a requirement from the user to add a check box on Customer master as “TCS Applicable” and “Tax Level 3” field of detail line on the Sales Order screen should be activated only when the “TCS Applicable” check box for any customer is ticked, otherwise it should be disabled. To achieve the above… Read More: How to disable the Tax3 field of Sales Order screen… »
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 display reserved quantity message in Sales Order screen… »
Commission also called a sales commission, is a payment given to salespeople for each individual sale. When planning a commission structure, sales leaders should consider factors like how much of their budget they can allocate for commission, how much they’ll pay for different levels of sales output, employee’s base salaries, and potential bonuses or incentives… Read More: How to setup commission factor for sales representative in X3 »
Sometimes, it happens when we add any customized screen or tab in window, we are not able see the customized screen added in the window. Also, it might happen you may see the fields of the added tab in the window but not added tab. We mostly solve this issue by global validation of window… Read More: How to solve if added tab in window is not… »
In Sage X3, we got a requirement from the client on restricting the Product based on dimension type (Division) on the Sales Order screen. This customization only works on specific transactions i.e. on DMD (Domestic Marketing Division) transaction type on the Sales order screen. The client wishes to have such control over the Sales order… Read More: Division Wise Product Restriction on Sales Order »
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 »
There is functionality in Sage X3 where we can hold stock reservations for each customer based on each site. This functionality is located in sales module. Navigate: SALES -> ALLOCATION -> CUSTOMER ALLOCATION. As shown in the above screenshot, there is also an ‘END DATE’ field which notifies that the customer allocation can be done… Read More: How to activate customer allocation »
Sometime we may come under a situation where we have to close the sales order through code. Keyword DIVSOHCLE is used to close the sales order record. For example: Below is a sales order which we have to close through our code. Fig1: Sales order record Use the keyword as… Read More: HOW TO CLOSE SALES ORDER THROUGH CODE »
In this blog we will discuss about the product usage. Sage X3 has a Product usage functionality and this functionality is used to display a historical usage of a product in a rolling 36 months view. The amounts are the total Product movements by a site each month, including sales, miscellaneous issues and inter-site transfers.… Read More: Product usage in Sage X3 »
In Sage X3 we can control how much of the ordered quantity should be allocated in sales order. The quantity entered in the ‘Qty to allocate’ field will be allocated to that particular order line. The quantity entered can be greater than the ordered quantity in this case a warning message will signal this and… Read More: How to restrict the quantity to be allocated in an… »
