Managing accurate pricing in purchase transactions is essential for maintaining cost control and consistency. In Sage X3, the Price List functionality allows businesses to automate pricing in Purchase Orders based on predefined conditions. One of the most useful features is the ability to define prices based on a Supplier–Product combination, ensuring that the correct gross… Read More: Automating PO Pricing in Sage X3 »
One of our clients noticed that while creating or updating a supplier or customer record in Sage X3 they need to enter the city and region, and postal code as per the address. This manual process is time-consuming. As a result, they inquired whether there was a way to streamline the process. So we have… Read More: Postal code customization in Customer and Supplier master in Sage… »
In Sage X3, a back-to-back order refers to a specific procurement and sales process where a sales order is created directly from a purchase order to fulfil a customer’s demand for a particular product. This method is commonly employed when a company receives a customer order for an item that it doesn’t currently have in… Read More: How to resolve ‘The order was not converted No supplier’s… »
In Sage X3, user can apply invoicing elements in Sales and Purchase Transactions. However, for a specific client, their approach differs from the standard procedure. According to their business process, the system should enforce a rule where users cannot create a transaction without including additional costs. Notably, these additional cost values are not intended for… Read More: Invoicing Elements Customization for Purchase »
Freight-outward is the shipping and handling cost incurred by a company for delivering finished goods to a customer. It is paid by the seller, not by the purchaser. So in Sage X3, seller mention freight charges in the Sales Invoices. Sometimes, Transporters generate bill multiple times against same Sales Invoice. So it was difficult to… Read More: Customization to keep track of the freight outward payment made… »
In Purchase Order, the user can enter the price manually in Lines for any product in Sage X3. But sometimes we use price lists to declare the prices of the products for particular suppliers in the Purchase module. Those price list prices will be valid for the mentioned date range. By using this feature, client… Read More: Higher Price Restriction on Purchase Order »
Sage X3 has a feature of BP net settlement, with the help of this feature we can settle open items like open invoices, unapplied prepayment, credit memos and debit memos against suppliers & customers. One of our client tried to create BP net settlement against one vendor but an error occurred as shown in the… Read More: Error: “MRK(501): Index Incorrect” in Sage X3 »
In Sage X3, only posted transactions will be considered for accounting effects. Here in this blog we had a requirment from a client that , there should be a field on the header of purchase invoice screen, in which total transaction amount of the Supplier should be displayed for current fiscal year according to the… Read More: How to get total transaction amount of supplier for current… »
A credit note (also known as credit memo) is issued to indicate a return of funds in the event of an invoice error, incorrect or damaged products, purchase cancellation, or otherwise specified circumstance. One type of credit memo is issued by a seller in order to reduce the amount that a customer owes from a… Read More: How to create credit note against purchase return in Sage… »
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 »
