{"id":27640,"date":"2023-10-27T06:55:01","date_gmt":"2023-10-27T06:55:01","guid":{"rendered":"https:\/\/www.greytrix.com\/blogs\/sagex3\/?p=27640"},"modified":"2023-10-27T06:55:04","modified_gmt":"2023-10-27T06:55:04","slug":"invoicing-elements-customization-for-purchase","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagex3\/2023\/10\/27\/invoicing-elements-customization-for-purchase\/","title":{"rendered":"Invoicing Elements Customization for Purchase"},"content":{"rendered":"\n

In Sage X3<\/a>, user can apply invoicing elements in Sales and Purchase Transactions. However, for a specific client, their approach differs from the standard procedure. According to their business process, the system should enforce a rule where users cannot create a transaction without including additional costs. Notably, these additional cost values are not intended for the same supplier; instead, they should be applied to a different supplier. But this contrasts with the standard process, where applying elements typically directs them to the same account, a behaviour that the client wishes to modify.<\/p>\n\n\n\n

So that in order to match the required impact, we are customizing the invoicing elements for Purchase transactions in Sage X3 where we will handle this issue by applying reversing invoicing elements in Goods Receipts Note (GRN) Transaction.<\/p>\n\n\n\n

We will see how this functionality will work in Sage X3 for Goods Receipts Note (GRN):<\/strong><\/p>\n\n\n\n

We have to add \u201cReverse Applicable<\/strong>\u201d checkbox in setup screen of Invoicing Elements for Purchase.<\/p>\n\n\n\n

If \u201cReverse Applicable\u201d checkbox is checked then user will get option to select \u201cReversing Invoicing Element<\/strong>\u201d. So we have to add one more field \u201cReversing Invoicing Element\u201d in setup screen. And this field will get enabled only if \u201cReverse Applicable check box is checked.\u201d<\/p>\n\n\n\n

In \u201cReversing Invoicing Element\u201d field, finder should be available to select Invoicing element. After clicking on finder, invoicing elements which are already created for Purchase will be displayed for selection.<\/p>\n\n\n\n

Path: Setup -> Purchasing -> Invoicing Elements<\/p>\n\n\n\n

New Stuff:<\/strong> How to set up reports in Payment entry transactions to be available to print based on legislation<\/a><\/p>\n\n\n\n

\"[Fig<\/a><\/center>\n
[Fig 1. Invoicing elements setup for Purchase]<\/center><\/font>\n\n\n\n

Also, while modifying the invoicing elements, we have to add a validation<\/strong> for \u201cReversing Invoicing Element\u201d field that user cannot select same invoicing element in \u201cReversing Invoicing Element\u201d field which he\/she is modifying.<\/p>\n\n\n\n

Also if in any invoicing element, reverse applicable checkbox is checked then that element will not be displayed in the finder list of Reversing Invoicing element field for the other remaining elements.<\/p>\n\n\n\n

After the setup, we have to add a validation on GRN Screen for invoicing elements.<\/p>\n\n\n\n

Path: Purchasing -> Goods Receipts Note -> Goods Receipts Note<\/p>\n\n\n\n

\"[Fig<\/a><\/center>\n
[Fig 2. Invoicing elements in GRN]<\/center><\/font>\n\n\n\n

If while creating GRN, we have selected an invoicing element for which Reverse Applicable checkbox is checked then 2 lines for invoicing element should be added. 1 for the selected element and 1 more line for the invoicing element which we have already added in the setup screen in \u201cReversing Invoicing Element\u201d field.<\/p>\n\n\n\n

There should be 2 conditions<\/strong> required to be added in GRN:<\/p>\n\n\n\n

  1. 2 lines should be mandatory for reverse applicable invoicing elements in GRN otherwise it should not allow user to create the entry. It will generate below error for the 1st condition:<\/li><\/ol>\n\n\n\n
    \"[Fig<\/a><\/center>\n
    [Fig 3. Reversal element error]<\/center><\/font>\n\n\n\n

    2. Also the Amount added for both the line\u2019s invoicing elements should be equal to each other, else it should not allow user to create the entry. It will generate below error for the 2nd condition:<\/p>\n\n\n\n

    \"[Fig<\/a><\/center>\n
    [Fig 4. Amount mismatching error]<\/center><\/font>\n\n\n\n

    3. Suppose 1 invoicing element E1 is already linked with other invoicing element E4 in Reversing Invoicing Element field. Now 2nd invoicing element E2 can also link same E4 element with it. Many to 1 is valid in this case.<\/p>\n\n\n\n

    \"[Fig<\/a><\/center>\n
    [Fig 5. Many To One]<\/center><\/font>\n\n\n\n

    4. But if E2 element is already linked with any other element such as E1 or E3 in Reversing Invoicing Element field then that linked element E2 cannot have option of Reverse applicable checkbox.<\/strong> It will disable the reversal fields if E2 is already linked with other element. Refer below screenshot for the 4th condition:<\/p>\n\n\n\n

    \"[Fig<\/a><\/center>\n
    [Fig 6. Disabled reversal fields]<\/center><\/font>\n\n\n\n

    5. Now if E1 and E2 elements are linked with the same element E4 and in GRN we have added both the elements E1 and E2 then 3rd line should be entered for E4 element and to match the amount of E4 with other 2 elements, sum of the amounts of E1 and E2 should be entered. It will generate below error for the 5th condition:<\/p>\n\n\n\n

    \"[Fig<\/a><\/center>\n
    [Fig 7. Amount Mismatching error for multiple elements]<\/center><\/font>\n\n\n\n

    So user has to enter sum of E1 and E2 for E4 element to create the entry.<\/p>\n\n\n\n

    As shown in the above screenshot, Amount of E1 is \u2018-20\u2019 and E2 is \u201810\u2019. So, [(-20) \u2013 (10)] = 10. We have entered 10 Amount for E4 element to satisfy the 5th condition applied.<\/p>\n\n\n\n

    In this way we can handle the invoicing elements scenario as per client\u2019s process.<\/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, user can apply invoicing elements in Sales and Purchase Transactions. However, for a specific client, their approach differs from the standard procedure. According to their business process, the system should enforce a rule where users cannot create a transaction without including additional costs. Notably, these additional cost values are not intended for\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":[732,1110,3876,1573,3877,2211],"class_list":["post-27640","post","type-post","status-publish","format-standard","hentry","category-sage-erp-x3","category-integration","tag-error","tag-invoicing-elements","tag-mismatch","tag-purchase-receipt","tag-sum","tag-supplier"],"_links":{"self":[{"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/posts\/27640","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=27640"}],"version-history":[{"count":11,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/posts\/27640\/revisions"}],"predecessor-version":[{"id":27652,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/posts\/27640\/revisions\/27652"}],"wp:attachment":[{"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/media?parent=27640"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/categories?post=27640"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/tags?post=27640"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}