The posting of the payment of invoices coming from the Purchase, Sales or AP-AR Accounting modules is the payments generation.<\/p>\n\n\n\n
When you enter a Supplier Invoice there a Pay Approval selection box on the Header of the record.<\/p>\n\n\n\n
Only when the Invoice is marked as \u201cAuthorized to Pay\u201d can it be selected by the Payment Proposal function.<\/p>\n\n\n\n\n\n
By following the steps below, you can setup a default pay approval status during invoice entry which adds additional controls when creating and paying invoices.<\/p>\n\n\n\n
During Invoice entry the user can setup the pay approval status to default to one of the following:<\/p>\n\n\n\n
\u00a0\u00a0\u00a0Users can change the default setting as needed during invoice entry or later in the open item edit function.<\/p>\n\n\n\n
\u00a0\u00a0\u00a0Payment Approval controls can be setup in the general parameters for the folder and user level.<\/p>\n\n\n\n
Once a Supplier invoice has been created the pay approval can be modified using the Open Item Edit function:<\/p>\n\n\n\n
This blog helps to Setup a Default Payment Approval Status in Sage X3.<\/p>\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":" The posting of the payment of invoices coming from the Purchase, Sales or AP-AR Accounting modules is the payments generation. When you enter a Supplier Invoice there a Pay Approval selection box on the Header of the record. Only when the Invoice is marked as \u201cAuthorized to Pay\u201d can it be selected by the Payment\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":[4,5,8,10],"tags":[1448,2981,2803],"class_list":["post-22520","post","type-post","status-publish","format-standard","hentry","category-faq","category-features","category-sage-erp-x3","category-standard","tag-payment","tag-payment-approval-management","tag-supplier-bp-invoice"],"_links":{"self":[{"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/posts\/22520","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=22520"}],"version-history":[{"count":2,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/posts\/22520\/revisions"}],"predecessor-version":[{"id":22532,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/posts\/22520\/revisions\/22532"}],"wp:attachment":[{"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/media?parent=22520"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/categories?post=22520"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/tags?post=22520"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}