Tag Archives: Sales

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 »

How to control Calculation basis of discount in Price structure

In Sage x3 we can control Discount calculation on what basis it should be calculated. In sales document we can enter Discount which will be calculated on 3 basis ‘By unit’, ‘by Line’, ‘by Document’ Navigate to Setup > Sales > Price list > Structures User can see the different values for Calculation basis (Refer… Read More »

How to overcome ‘Date prohibited ‘error in sales, purchase and accounting module

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 »