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 »
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 »
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 »
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 »
Sometimes, you want to delete the address of a customer or Supplier or BP which is wrong or you want to change the address or you want to delete the address for some other reason. You can follow the below steps to check if the address can be deleted. Steps: If you need to delete… Read More »
In Sage X3, we may come across a scenario where we need to link unallocated Sales orders to Purchase orders. To solve this functionality: Create a sales order, make sure that the product which is used is not allocated or linked to any stock. Navigate to Stock → Assignment → Assignment workbench Step1: To select… Read More »
In Sage X3, we may come across a scenario where we face the difficulty while creating the back to back order. To solve this functionality: Step1: Navigate to Sales → Orders → orders Create a sales order, make sure that the product which we used in the lines grid, the supplier has to be defined… Read More »
We may come across a scenario where we want to hold a payment of particular supplier. Navigate to the supplier for which you want to hold the payment. Follow below steps to do the same: Go to: Common Data > Bps > Suppliers > Management tab. Tick the checkbox ‘Payment Hold’ and click on save button.… Read More »
Improving relations between you and your Customers/Vendors can call for pre-payment or sometimes a supplier may require a deposit before commencing work on an order, or the order may have to be paid in advance. Although it is quite easy to do prepayments in Sage X3, however, one has to make sure that these prepayments… Read More »