In Sage X3, one of the client’s requirement was to have a dynamic “Policy Status” field which will reflect the current status where the policy is Active or De-active for the selected module. Here another condition was that at a given time span only one policy per module can be kept Active, rest will stay… Read More: How to set dynamic Status field on screen based on… »
Due date is defined in every Sales/Purchase transaction in Sage X3 on the basis of Payment terms and Payment terms is a mandatory field in every transaction. One of our client requested to restrict Sales Order transaction on the basis of due date. Number of days beyond which if payment of posted Sales Invoice is… Read More: Restriction on Sales Order if date exceeds the defined due… »
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: How to Prevent Users from Posting Sales Invoices and Purchase… »
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: Restriction on Purchase/Sales transactions on the basis of PAN No »
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 control Calculation basis of discount in Price structure »
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: How to overcome ‘Date prohibited ‘error in sales, purchase and… »
In our previous blog post, we saw the creation of a ‘Fixed Kit’ to sell a group of a product together. In this blog post, we will see the creation of the flex kit. For the creation of a flex kit, we have to select the option ‘Flex kit’ on product master screen of parent… Read More: How to Create a Flex Kit in Sage ERP X3 »
Complimentary Invoice is used in Sage ERP X3 to add additional amount/charges to an existing Supplier Invoice. This additional charge/amount can be transportation charges or any additional charge that could have incurred during the supply of the goods to the respective Supplier. New Stuff: How to track the discount specifically specified for customer and product?… Read More: Use of Complimentary Invoice in Sage X3 »
You may have come across a situation where you would like to know from where the discount is coming and why does it differ for the same customer? Below is the step to track the Discount: New Stuff: Invoicing modes for Customer First go to Sales>>Orders> >Orders. Create order and check the discount2 field. As… Read More: How to Track the discount specifically specified for customer and… »
Sage ERP X3 Sales Module allows an array of alternates for selecting pricing and discount structures. For example while making a quotation- one can use a field like ‘Gross Price’ which auto populates based on reasons preset. These reasons are available on right click of the field. The reasons explain the origin of the values… Read More: Sales Price Reasons and Explanation in Sage X3 »
