{"id":22340,"date":"2021-04-30T10:21:00","date_gmt":"2021-04-30T10:21:00","guid":{"rendered":"http:\/\/www.greytrix.com\/blogs\/sagex3\/?p=22340"},"modified":"2021-05-06T09:31:33","modified_gmt":"2021-05-06T09:31:33","slug":"restriction-on-purchase-sales-transactions-on-the-basis-of-pan-no","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagex3\/2021\/04\/30\/restriction-on-purchase-sales-transactions-on-the-basis-of-pan-no\/","title":{"rendered":"Restriction on Purchase\/Sales transactions on the basis of PAN No"},"content":{"rendered":"\n

In Sage X3<\/a>, we have a standard \u201cPAN No\u201d field in the Customer and Supplier master. One of our client requested to add one field i.e. \u201c(Total) Invoice Amount\u201d 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 customer\/supplier under current fiscal year and this customization will work on the basis of PAN No saved in the Customer\/Supplier master.<\/p>\n\n\n\n

For amount calculation of particular customer\/supplier, only posted Invoices will be considered. If the total amount exceeds 50 lakhs, then at the time of entry creation, it will generate a pop-up message \u201cTCS is mandatory at tax level 3\u201d for the current transaction.<\/p>\n\n\n\n

Now, we will see how this customization will work on Purchase Transactions.<\/p>\n\n\n\n

Refer the below screenshot of the Supplier master in which same PAN No \u201cPAN0003\u201d is saved for the suppliers V01994 (TEST 6) and V01995 (TEST 7) and these are the newly created suppliers which are not having any transaction history.<\/p>\n\n\n\n

New Stuff:<\/strong> Approved Label in Sage X3<\/a><\/p>\n\n\n\n

\"[Supplier<\/a><\/center>\n
[Supplier Master]<\/center><\/font>\n\n\n\n

After that we have created and posted a new Purchase Invoice entry of \u20181 lakh\u2019 amount for Supplier V01994.<\/p>\n\n\n\n

\"[Purchase<\/a><\/center>\n
[Purchase Invoice for Supplier – V01994(1lakh)]<\/center><\/font>\n\n\n\n

If you have observed in the above screenshot, in the header of the invoice, total amount for fiscal year is \u20180\u2019 for the supplier V01994 as it is the first transaction for this supplier. After successfully posting the invoice for V01994, we have created and posted a new Purchase Invoice entry of \u201950 thousand\u2019 for supplier V01995.<\/p>\n\n\n\n

\"[Purchase<\/a><\/center>\n
[Purchase Invoice for Supplier – V01995(50k)]<\/center><\/font>\n\n\n\n

As you can see in the above screenshot, in the header of the invoice, total amount for fiscal year is \u20181 Lakh\u2019 for the supplier V01995. Because PAN No for both the suppliers is same. So, it is considering 1 lakh of the posted invoice which was created earlier for the supplier V01994.<\/p>\n\n\n\n

After this, we have created one more invoice entry for Supplier V01995 with the amount \u201950 lakhs\u2019 and posted the same invoice.<\/p>\n\n\n\n

\"[Purchase<\/a><\/center>\n
[Purchase Invoice for Supplier – V01995(50lakhs)]<\/center><\/font>\n\n\n\n

After posting the previous invoice, total amount for fiscal year is \u20181,50,000\u2019 for both the suppliers V01995 and V01994.<\/p>\n\n\n\n

Now, we will check the working of the condition entered if the total amount exceeds 50 lakhs, then at the time of entry creation, it will generate a pop-up message.<\/p>\n\n\n\n

\"[TCS<\/a><\/center>\n
[TCS Mandatory Pop-up Message]<\/center><\/font>\n\n\n\n

As shown in the above screenshot, we tried to create a new Purchase Order entry for supplier V01994 and total invoice amount for current fiscal year is 51,50,000 rupees as per our previous transactions done for both the suppliers. It has exceeded the 50 lakhs amount limit and due to which we are getting the \u201cTCS is mandatory at Tax Level 3\u201d pop-up message while creating the Purchase Order entry. It will not allow you to create Purchase Order or Invoice transactions for those suppliers until you enter TCS tax rate in the Tax 3 field. Similarly, we will use this customization in the Sales Order and Invoice Transactions on the basis of Customer\u2019s PAN No.<\/p>\n\n\n\n

Hence with the help of this customization, Purchase\/Sales transactions will be restricted if the total invoice amount of the Supplier\/Customer exceeds 50 lakhs on the basis of PAN No.<\/p>\n\n\n\n

About Us<\/strong><\/h2>\n\n\n\n

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

Greytrix has some unique integration solutions developed for Sage CRM<\/a> with Sage ERPs namely Sage X3<\/a>, Sage Intacct<\/a>, Sage 100<\/a>, Sage 500<\/a>, and Sage 300<\/a>. We also offer best-in-class Sage ERP and Sage CRM customization and development services to Business Partners, End Users, and Sage PSG worldwide. Greytrix helps in the migration of Sage CRM from Salesforce | ACT! | SalesLogix | Goldmine | Sugar CRM | Maximizer. Our Sage CRM Product Suite includes addons like  Greytrix Business Manager, Sage CRM Project Manager, Sage CRM Resource Planner, Sage CRM Contract Manager, Sage CRM Event Manager, Sage CRM Budget Planner, Gmail Integration, Sage CRM Mobile Service Signature, Sage CRM CTI Framework.<\/p>\n\n\n\n

Greytrix is a recognized Sage Champion Partner for GUMU™ Sage X3 \u2013 Sage CRM integration listed on Sage Marketplace<\/a> and Sage CRM \u2013 Sage Intacct integration listed on Sage Intacct Marketplace<\/a>. The GUMU™ Cloud framework<\/a> 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

For more information on our integration solutions, please contact us at sage@greytrix.com<\/a>. We will be glad to assist you.<\/p>\n","protected":false},"excerpt":{"rendered":"

In Sage X3, we have a standard \u201cPAN No\u201d field in the Customer and Supplier master. One of our client requested to add one field i.e. \u201c(Total) Invoice Amount\u201d 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\u2026 Read More »<\/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":[8],"tags":[3172,477,3190,1562,3099,1977,2211],"class_list":["post-22340","post","type-post","status-publish","format-standard","hentry","category-sage-erp-x3","tag-amount","tag-customer","tag-pan-no","tag-purchase","tag-restriction","tag-sales","tag-supplier"],"_links":{"self":[{"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/posts\/22340","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=22340"}],"version-history":[{"count":9,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/posts\/22340\/revisions"}],"predecessor-version":[{"id":22386,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/posts\/22340\/revisions\/22386"}],"wp:attachment":[{"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/media?parent=22340"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/categories?post=22340"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/tags?post=22340"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}