{"id":24970,"date":"2022-06-28T05:53:32","date_gmt":"2022-06-28T05:53:32","guid":{"rendered":"http:\/\/www.greytrix.com\/blogs\/sagex3\/?p=24970"},"modified":"2024-12-03T04:26:49","modified_gmt":"2024-12-03T04:26:49","slug":"restriction-on-credit-note-creation","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagex3\/2022\/06\/28\/restriction-on-credit-note-creation\/","title":{"rendered":"Restriction on credit note creation"},"content":{"rendered":"\n

Sage X3, <\/a>is a complete business management solution designed to drive productivity and give you total control and visibility of your enterprise. With customizable configuration, the flexible solution equips you with everything you need to drive business success and easy to understand all the modules to the end user.
Recently we had a requirement from one of our client, if a sales invoice is created with some amount then user can create credit note against that invoice with same amount. User will not be allowed to exceed the invoice amount while creating Credit Note entry.<\/p>\n\n\n\n

New Stuff :<\/strong> https:\/\/www.greytrix.com\/blogs\/sagex3\/2022\/06\/28\/how-to-solve-an-error-automatic-journal-does-not-allow-validation\/<\/a><\/p>\n\n\n\n

We will see the functionality in detail:<\/p>\n\n\n\n

Navigate to: Sales -> Sales Invoice -> All full entry<\/p>\n\n\n\n

\"Created<\/a><\/center>\n
Created Sales Invoice with 14160 Amount<\/center><\/font>\n\n\n\n\n

<\/p>\n\n\n\n

In the sales module, the user will create a sales invoice entry. For example – he has created an invoice of 14,160(Including Tax Amount).<\/p>\n\n\n\n

Then the user is trying to create Sales credit Note against the same invoice.<\/p>\n\n\n\n

Navigate to: Sales -> Sales Invoice -> AAL full entry credit<\/p>\n\n\n\ncenter>\"Credit<\/a><\/center>\n

Credit note with 11800 Amount<\/center><\/font>\n\n\n\n\n

<\/p>\n\n\n\n

Then the user will select the sales invoice number from the left panel of the screen for which he wants to create the credit note.. The sales invoice which the user created previously was of 14,160. And as you can see in the above screen shot, the credit note value is less than the invoice amount. So the system will allow user to create this credit note.<\/p>\n\n\n\ncenter>\"Pop-up<\/a><\/center>\n

Pop-up Message on Credit Note screen<\/center><\/font>\n\n\n\n\n

<\/p>\n\n\n\n

Now, if the user tries to modify the values in the same credit note with the value which exceeds the sales invoice amount, then the system will not allow the user to save that credit note against that sales invoice and the Pop up message will be displayed \u2013 \u201cIncluding tax amount is greater than sales invoice amount\u201d as shown in the above screen shot. Similarly, the functionality will work on creation of the Credit Note. Pop-up will be generated while creating credit note transaction against invoice if the amount exceeds the invoice amount and transaction will be restricted.<\/p>\n\n\n\n

So, in this way, we have applied the restriction on Credit Note creation or modification on the basis of Sales Invoice Amount.<\/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\n\n\n

<\/p>\n","protected":false},"excerpt":{"rendered":"

Sage X3, is a complete business management solution designed to drive productivity and give you total control and visibility of your enterprise. With customizable configuration, the flexible solution equips you with everything you need to drive business success and easy to understand all the modules to the end user.Recently we had a requirement from one\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":[8,13],"tags":[3121,3598,3265,3597,3599],"class_list":["post-24970","post","type-post","status-publish","format-standard","hentry","category-sage-erp-x3","category-integration","tag-credit-note","tag-pop-up-2","tag-sagex3","tag-sale-invoice","tag-total-amount"],"_links":{"self":[{"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/posts\/24970","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=24970"}],"version-history":[{"count":6,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/posts\/24970\/revisions"}],"predecessor-version":[{"id":24989,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/posts\/24970\/revisions\/24989"}],"wp:attachment":[{"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/media?parent=24970"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/categories?post=24970"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/tags?post=24970"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}