{"id":16083,"date":"2018-09-27T04:32:57","date_gmt":"2018-09-27T04:32:57","guid":{"rendered":"http:\/\/www.greytrix.com\/blogs\/sagex3\/?p=16083"},"modified":"2018-09-27T04:32:57","modified_gmt":"2018-09-27T04:32:57","slug":"how-to-create-direct-sales-invoice-from-service-request-screen","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagex3\/2018\/09\/27\/how-to-create-direct-sales-invoice-from-service-request-screen\/","title":{"rendered":"How to create direct Sales invoice from Service Request screen"},"content":{"rendered":"

In Sage X3, we may come across a scenario where we want to create sales invoice from service request screen. This functionality can be achieved by following steps:\u00a0<\/em><\/strong><\/p>\n

Navigate to:\u00a0 <\/em><\/strong>Customer relation \u2192 Customer support \u2192 Service Request.<\/p>\n

Step 1: Enter all the mandatory data in the screen.
\nStep 2: In the Management tab, set Global Coverage as ‘Not covered’.<\/p>\n

\"create<\/a><\/p>\n

Service Request \u2192 Management tab<\/strong><\/p>\n

Step 3: In the consumptions tab, enter all the data, refer below screenshot.<\/p>\n

\"Consumption<\/p>\n

Service Request \u2192 Consumptions tab<\/strong><\/p>\n

Step 4: After creation, now go to the management tab, then click on Close button.
\nAfter this, the user will see, invoice button which is on the right panel will get enabled.
\nNow, click on Sales Invoice button and with that our invoice will get generated, refer below screenshot.<\/p>\n

\"Sales<\/p>\n

Service request \u2192 Management tab \u2192 Closed Button<\/strong><\/p>\n

\"direct<\/p>\n

Service request \u2192 Sales invoice<\/strong>\u00a0<\/strong><\/p>\n

Note:<\/em><\/strong> It is possible to generate a direct invoice from service request screen when it is closed, not covered for any service contract and its consumptions are billable.<\/p>\n

About Us<\/strong><\/span>
\nGreytrix<\/a> \u2013 a globally recognized Premier Sage Gold Development Partner is a one-stop solution provider for Sage ERP and Sage CRM needs. Being recognized and rewarded for multi-man years of experience, we bring complete end-to-end assistance for your technical consultations, product customizations, data migration, system integrations, third-party add-on development and implementation expertise.<\/p>\n

Greytrix<\/a>\u00a0caters to a wide range of Sage Enterprise Management (Sage X3) offerings \u2013 a Sage Business Cloud Solution. Our\u00a0unique GUMU™ integrations include Sage Enterprise Management (Sage X3) for Sage CRM<\/a>,\u00a0Salesforce.com<\/a> and\u00a0Magento eCommerce<\/a>\u00a0along with Implementation and Technical Support worldwide for Sage Enterprise Management (Sage X3)<\/a>. Currently we are Sage Enterprise Management Implementation Partner<\/a> in East Africa, Middles East, Australia, Asia.\u00a0We also offer best-in-class\u00a0Sage X3 customization and development services<\/a>,\u00a0integrated applications such as POS<\/a> | WMS<\/a> | Payment Gateway<\/a> | Shipping System<\/a> | Business Intelligence<\/a> | eCommerce<\/a> and have developed add-ons such as Catch \u2013 Weight <\/a>\u00a0and Letter of Credit<\/a> for Sage Enterprise Management to Sage business partners, end users and Sage PSG worldwide.<\/p>\n

Greytrix is a recognized Sage Rockstar ISV Partner<\/a> for GUMU™ Sage Enterprise Management \u2013 Sage CRM integration also listed on Sage Marketplace<\/a>; GUMU™ integration for Sage Enterprise Management \u2013 Salesforce is a 5-star app listed on Salesforce AppExchange<\/a>.<\/p>\n

For more information on Sage X3 Integration and Services, please contact us at\u00a0x3@greytrix.com<\/a>. We will be glad to assist you.<\/p>\n","protected":false},"excerpt":{"rendered":"

In Sage X3, we may come across a scenario where we want to create sales invoice from service request screen. This functionality can be achieved by following steps:\u00a0 Navigate to:\u00a0 Customer relation \u2192 Customer support \u2192 Service Request. Step 1: Enter all the mandatory data in the screen. Step 2: In the Management tab, set\u2026 Read More »<\/a><\/span><\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[8],"tags":[2536,1762,1945,2538,2539,2537],"class_list":["post-16083","post","type-post","status-publish","format-standard","hentry","category-sage-erp-x3","tag-create-direct-sales-invoice","tag-sage-enterprise-management","tag-sage-x3-technical-blogs","tag-sales-invoice","tag-sales-invoice-sage-x3","tag-service-request-screen"],"_links":{"self":[{"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/posts\/16083","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/comments?post=16083"}],"version-history":[{"count":3,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/posts\/16083\/revisions"}],"predecessor-version":[{"id":16090,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/posts\/16083\/revisions\/16090"}],"wp:attachment":[{"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/media?parent=16083"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/categories?post=16083"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/tags?post=16083"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}