{"id":23442,"date":"2021-09-22T11:58:03","date_gmt":"2021-09-22T11:58:03","guid":{"rendered":"http:\/\/www.greytrix.com\/blogs\/sagex3\/?p=23442"},"modified":"2021-09-22T11:58:05","modified_gmt":"2021-09-22T11:58:05","slug":"how-to-update-the-pay-approval-on-a-posted-purchase-invoice-in-sage-x3","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagex3\/2021\/09\/22\/how-to-update-the-pay-approval-on-a-posted-purchase-invoice-in-sage-x3\/","title":{"rendered":"How to update the pay approval on a posted purchase invoice in Sage X3"},"content":{"rendered":"\n

There may be situation that a user needs to change the due date or pay approval on a posted sales invoice or purchase invoices . Sage x3 provides a functionality called the Open item edit function to make the changes to the due date , pay approval as well as other characteristics for open items.<\/p>\n\n\n\n

An open item is an entry characterized by a group of data related to the operation that it represents: the original document number, the document due date, it’s payment method, the currency, the amount etc.<\/p>\n\n\n\n

The management of open items makes it possible to facilitate the tracking of operations recorded for a BP (via the Purchasing, Sales, Sales\/Purchase ledger or Accounting modules) under a document type parameterised according to this function:<\/p>\n\n\n\n

By clicking on an item header, it is possible to modify:<\/p>\n\n\n\n

the due date<\/p>\n\n\n\n

the Payment Approval value<\/p>\n\n\n\n

the dispute code<\/p>\n\n\n\n

the payment method<\/p>\n\n\n\n

the reminder management<\/p>\n\n\n\n

the pay-by\/pay-to BP<\/p>\n\n\n\n

the early discount\/late charge code<\/p>\n\n\n\n

the pay-by\/pay-to address code<\/p>\n\n\n\n

Pay approval field can have the following values:<\/p>\n\n\n\n

  1. Authorized to Pay:<\/strong> This option allows payments to be made for that invoice.<\/li>
  2. Not Approved:<\/strong> This option only allows payments on or beyond the due date. When running a payment proposal, if in the invoices the pay approval value is selected as not approved, you will not see those invoices \u2013 they do not display in the left lists.<\/li>
  3. Conflict: <\/strong>This option allows you to hold payment of this invoice. A dispute code can also be entered.<\/li>
  4. Delayed:<\/strong> This option is used when you do not want to make a payment.<\/li><\/ol>\n\n\n\n

    Here we can see the purchase invoice ‘PIN2109AU01100040’ has been created and posted with the pay approval status as ‘Pending’. We have to change the value of this field to ‘Approved to pay’. Refer the below screenshot.<\/p>\n\n\n\n\n\n

    Once an invoice is posted, you can use the Open Items task to edit, view, and manage the open items and their payment stages. Some of the changes that can be made are:<\/p>\n\n\n\n

    Pay-by\/Pay-to by<\/p>\n\n\n\n

    Due Date<\/p>\n\n\n\n

    Payment method<\/p>\n\n\n\n

    The  steps below will allow you to modify the pay approval as well as some other characteristics of a posted purchase invoice:<\/p>\n\n\n\n

    Navigate to<\/strong> > A\/P A\/R Accounting > Open Items > open item edit<\/p>\n\n\n\n

    1)  Select the type. Here we will select ‘AUPIV’ for purchase invoice.<\/p>\n\n\n\n

    2) Select the open item\u2019s document number i.e. purchase invoice number<\/p>\n\n\n\n

    3) Edit the pay approval field as needed. Here we will change it to “Authorized to pay” status.<\/p>\n\n\n\n

    4) Click on save.<\/p>\n\n\n\n\n\n

    Now navigate to purchase invoice to check the reflected changes.<\/p>\n\n\n\n

    Select the invoice for which you have updated the pay approval status.<\/p>\n\n\n\n

    Here we can see the value of approval status is changed to Authorized to pay.<\/p>\n\n\n\n

    \"\"\/
    Fig03: Pay approval<\/strong><\/figcaption><\/figure>\n\n\n\n

    In this way we can update the value of pay approval field for posted purchase invoice.<\/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":"

    There may be situation that a user needs to change the due date or pay approval on a posted sales invoice or purchase invoices . Sage x3 provides a functionality called the Open item edit function to make the changes to the due date , pay approval as well as other characteristics for open items.\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":[4,3162,8,10,11],"tags":[3368,3417,1564,1839,2871,2538],"class_list":["post-23442","post","type-post","status-publish","format-standard","hentry","category-faq","category-greytrix","category-sage-erp-x3","category-standard","category-tips","tag-open-items","tag-pay-approval","tag-purchase-invoice","tag-sage-x3-blogs","tag-sage-x3-functional-blogs","tag-sales-invoice"],"_links":{"self":[{"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/posts\/23442","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=23442"}],"version-history":[{"count":1,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/posts\/23442\/revisions"}],"predecessor-version":[{"id":23452,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/posts\/23442\/revisions\/23452"}],"wp:attachment":[{"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/media?parent=23442"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/categories?post=23442"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/tags?post=23442"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}