{"id":20682,"date":"2020-09-15T12:13:09","date_gmt":"2020-09-15T12:13:09","guid":{"rendered":"http:\/\/www.greytrix.com\/blogs\/sagex3\/?p=20682"},"modified":"2020-09-15T12:13:12","modified_gmt":"2020-09-15T12:13:12","slug":"how-to-enable-serial-number-field-in-sales-invoice-screen-in-sage-x3","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagex3\/2020\/09\/15\/how-to-enable-serial-number-field-in-sales-invoice-screen-in-sage-x3\/","title":{"rendered":"How to enable serial number field in sales invoice screen in Sage X3"},"content":{"rendered":"\n<p>A sales invoice is an accounting document that records a business transaction. Sales invoices provide the business with a record of the services they\u2019ve provided to a client, when the services were rendered and how much money the client owes the business. Typically, a sales invoice will include a description of the service provided, the amount owed and the deadline for payment. &nbsp;A sales invoice is created by the business after they\u2019ve provided products or services to a client, as a way to request payment.<\/p>\n\n\n\n<p>We may need a basic important points to make a sales invoice such as:<\/p>\n\n\n\n<ol class=\"wp-block-list\" type=\"1\"><li>Customer Details<\/li><li>Payment Terms.<\/li><li>Payment Due Date.<\/li><\/ol>\n\n\n\n<p>Payment Terms: Its is a condition under which a seller will complete a sales . Typically, these terms may demand cash in advance, cash on delivery. Also the payment terms on your sales invoice, including the payment methods you accept (i.e. cash, cheque, credit card, debit card, visa etc.).<\/p>\n\n\n\n<p>Payment Due Date: It is the date when payment should be received by the company. Also it clearly list the deadline for payment on your sales invoice. Eg(Payment due in 30 Days etc etc.).<\/p>\n\n\n\n<p>Now sometimes in Sage X3, we may find difficulties in entering the serial number manually in sales invoice screen as this field is always seen disabled in the screen. So, for solving these Sage X3 has a some in build functionality. Kindly follow below steps for enabling the serial number field in Sales Invoice screen.<\/p>\n\n\n\n<p><strong><em>Navigate to: Sales -&gt; Invoices -&gt; Invoices<\/em><\/strong><\/p>\n\n\n\n\n\n<p>As we can see in above screen shot, serial number field is disable. Now follow below steps to enable this field.<\/p>\n\n\n\n<p>Step1:<\/p>\n\n\n\n<ol class=\"wp-block-list\" type=\"1\"><li>Open Sales Invoice&nbsp; screen.<\/li><li>Click on new button.<\/li><li>Enter site, customer<\/li><li>Set stock transaction field as \u2018Yes\u2019. Refer below screen shot:<\/li><\/ol>\n\n\n\n<p><strong><em>Navigate to : Sales -&gt; Invoices -&gt; Invoices -&gt; Management tab<\/em><\/strong><\/p>\n\n\n\n\n\n<p>By doing above steps , serial number field will get enabled in the lines grid.<\/p>\n\n\n\n<p>Now follow below steps to display data in serial number filed in lines grid.<\/p>\n\n\n\n<p>Step1:<\/p>\n\n\n\n<ol class=\"wp-block-list\" type=\"1\"><li>Create new product or select product whose serial number management is set as \u2018Issued\u2019.<\/li><\/ol>\n\n\n\n<p><strong><em>Navigate to: Common Data -&gt; Products -&gt; Products -&gt; Management tab<\/em><\/strong><\/p>\n\n\n\n\n\n<ol class=\"wp-block-list\" type=\"1\"><li>Now create sales invoice.<\/li><li>Set stock transaction field as \u2018Yes\u2019.<\/li><li>Enter product in lines grid.<\/li><li>After entering quantity, new screen is getting open name as \u2018Stock issue entry\u2019.<\/li><li>Now go to action button and select \u2018serial number issue\u2019 button from the lines grid. Refer below screen shot of the same:<\/li><\/ol>\n\n\n\n\n\n<ol class=\"wp-block-list\" type=\"1\"><li>After this, new screen getting opened named as \u2018Serial Numbers in issue\u2019.<\/li><li>Enter quantity to issue.<\/li><li>Enter \u2018Starting Serial number\u2019.<\/li><li>Click on Save button.<\/li><\/ol>\n\n\n\n\n\n<p>Now check serial number field data is visible in lines grid.<\/p>\n\n\n\n\n\n<p>By doing all the above steps, the field will get enabled and data will get populated on the field.<\/p>\n\n\n\n<h2 class=\"wp-block-heading has-text-color has-link-color wp-elements-c5e1638fe0db781fd132d689b469078c\" style=\"color:#c71d22\"><strong>About Us<\/strong><\/h2>\n\n\n\n<p>Greytrix \u2013 a globally recognized and one of the oldest Sage Development Partners is a one-stop solution provider for Sage ERP and Sage CRM organizational needs. Being acknowledged and rewarded for multi-man years of experience and expertise, we bring complete end-to-end assistance for your technical consultations, product customizations, data migration, system integrations, third-party add-on development, and implementation competence.<\/p>\n\n\n\n<p id=\"block-28013e99-0882-44c6-b705-7b16c85053b2\">Greytrix&nbsp;has some unique integration solutions developed for&nbsp;<a href=\"https:\/\/www.greytrix.com\/sage-crm\/\">Sage CRM<\/a>&nbsp;with Sage ERPs&nbsp;namely&nbsp;<a href=\"https:\/\/www.greytrix.com\/sage-x3-erp\/\">Sage X3<\/a>,&nbsp;<a href=\"https:\/\/www.greytrix.com\/sage-intacct\/\">Sage Intacct<\/a>,&nbsp;<a href=\"https:\/\/www.greytrix.com\/sage-100-erp\/\">Sage 100<\/a>,&nbsp;<a href=\"https:\/\/www.greytrix.com\/sage-500-erp\/\">Sage 500<\/a>,&nbsp;and&nbsp;<a href=\"https:\/\/www.greytrix.com\/sage-300-erp\/\">Sage 300<\/a>. We also offer best-in-class&nbsp;Sage ERP&nbsp;and&nbsp;Sage CRM&nbsp;customization and development services&nbsp;to&nbsp;Business&nbsp;Partners,&nbsp;End&nbsp;Users, and Sage PSG worldwide. Greytrix&nbsp;helps in&nbsp;the migration of Sage CRM from&nbsp;Salesforce | ACT! | SalesLogix | Goldmine | Sugar CRM | Maximizer. Our Sage CRM Product Suite includes&nbsp;addons like&nbsp;&nbsp;Greytrix Business Manager,&nbsp;Sage CRM Project Manager,&nbsp;Sage CRM Resource Planner,&nbsp;Sage CRM Contract Manager,&nbsp;Sage CRM Event Manager,&nbsp;Sage CRM Budget Planner,&nbsp;Gmail Integration,&nbsp;Sage CRM Mobile Service Signature,&nbsp;Sage CRM CTI Framework.<\/p>\n\n\n\n<p id=\"block-4bc42a09-fb13-4598-8137-ce5f7b91ce28\">Greytrix is a recognized&nbsp;Sage Champion Partner&nbsp;for GUMU&#x2122; Sage X3 \u2013 Sage CRM integration listed on&nbsp;<a href=\"https:\/\/www.sage.com\/marketplace\/asb_ListingDetail?listingId=a1h24000007PC3aAAG\" target=\"_blank\" rel=\"noreferrer noopener\">Sage Marketplace<\/a>&nbsp;and Sage CRM \u2013 Sage Intacct integration listed on&nbsp;<a href=\"https:\/\/marketplace.intacct.com\/MPListing?lid=a2D0H000007kiHyUAI\" target=\"_blank\" rel=\"noreferrer noopener\">Sage Intacct Marketplace<\/a>. The&nbsp;<a href=\"https:\/\/www.greytrix.com\/gumu\/\" target=\"_blank\" rel=\"noreferrer noopener\">GUMU&#x2122; Cloud framework<\/a>&nbsp;by Greytrix forms the backbone of cloud integrations that are managed in real-time for the processing and execution of application programs at the click of a button.<\/p>\n\n\n\n<p id=\"block-76376301-1c3e-4250-8a09-727595a606f0\">For more information on our integration solutions, please contact us at&nbsp;<a href=\"mailto:sage@greytrix.com\">sage@greytrix.com<\/a>. We will be glad to assist you.<\/p>\n\n\n\n<p><\/p>\n","protected":false},"excerpt":{"rendered":"<p>A sales invoice is an accounting document that records a business transaction. Sales invoices provide the business with a record of the services they\u2019ve provided to a client, when the services were rendered and how much money the client owes the business. Typically, a sales invoice will include a description of the service provided, the\u2026 <span class=\"read-more\"><a href=\"https:\/\/www.greytrix.com\/blogs\/sagex3\/2020\/09\/15\/how-to-enable-serial-number-field-in-sales-invoice-screen-in-sage-x3\/\">Read More &raquo;<\/a><\/span><\/p>\n","protected":false},"author":2,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[5,8,10,11],"tags":[1549,1839,2871,1981,2769,3084,2921],"class_list":["post-20682","post","type-post","status-publish","format-standard","hentry","category-features","category-sage-erp-x3","category-standard","category-tips","tag-products","tag-sage-x3-blogs","tag-sage-x3-functional-blogs","tag-sales-invoices","tag-serial-number","tag-serial-number-management","tag-stock-issue-in-sales-invoice"],"_links":{"self":[{"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/posts\/20682","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\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/comments?post=20682"}],"version-history":[{"count":4,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/posts\/20682\/revisions"}],"predecessor-version":[{"id":20692,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/posts\/20682\/revisions\/20692"}],"wp:attachment":[{"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/media?parent=20682"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/categories?post=20682"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/tags?post=20682"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}