Tag Archives: Sales

Work Order REL unit update customization in Sage X3

In Sage X3, one of the client’s requirements was to have a way to quickly convert their work order REL unit (release product unit) from stocking to packing unit for the header product. To provide them with a business solution for the above requirement we developed a new screen and a button on the Work… Read More »

Sage X3 Dashboard: Sales by Product Category

In industries, Dashboard plays a very important role for users which provides summarized data of organizations, transactions, and masters. Likewise, we received a requirement to create a dashboard that provides sales amounts by product category. For that requirement, we were requested to display the top 10 greater amounts of sales by category, and then at… Read More »

Loading Chart customization in Sage X3

In Sage X3, one of the client’s requirements was to have a screen that’ll be used for the purpose of tracking Sales Invoice contents based on QR code label before the final process of Loading the goods in delivery transports, hence we’ve given it the name Loading Chart.Furthermore, the customization provides a business solution in… Read More »

Restriction on Sales Order if Advance Payment is not done

Sage X3 has a special feature of prepayment in the sales order screen which can be created against sales order. Using this feature, user can create prepayment with the order amount against sales order and then user has to create advance payment for the same amount. New stuff: Dynamic Departure time change based on Arrival… Read More »

How to Prevent Users from Posting Sales Invoices and Purchase Invoices in Sage X3

In sage x3, Sometimes there may be a requirement that not all the user should be able to post sales and purchase invoice, We can allow the restriction for the user for posting of sales and purchase invoice. With the steps provided below extra security can be set up in Sage X3 that will prohibit… Read More »

Restriction on Purchase/Sales transactions on the basis of PAN No

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 »