{"id":27986,"date":"2023-12-29T06:22:04","date_gmt":"2023-12-29T06:22:04","guid":{"rendered":"https:\/\/www.greytrix.com\/blogs\/sagex3\/?p=27986"},"modified":"2023-12-29T06:22:05","modified_gmt":"2023-12-29T06:22:05","slug":"validation-against-advance-receipt-if-proforma-is-not-created","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagex3\/2023\/12\/29\/validation-against-advance-receipt-if-proforma-is-not-created\/","title":{"rendered":"Validation Against Advance Receipt if Proforma is not created"},"content":{"rendered":"\n

In Sage X3<\/a>, you can set up business rules and validations to achieve the desired behavior of displaying a pop-up message when a payment receipt is being created for a sales order with a 100% advance payment term<\/strong> and no proforma invoice.<\/p>\n\n\n\n

There was one requirement from one of our client if the proforma invoice is not generated<\/strong> for a sales order with a 100% advance payment<\/strong>, then while creating the Bank receipt from customer payment transaction against that sales order the pop up message should get displayed on the screen like \u201cPlease Generate the Proforma Invoice\u201d.<\/strong><\/p>\n\n\n\n

If the payment term is different except the 100% then the system should allow the user to create the payment receipt entry against that sales order.<\/p>\n\n\n\n

We will see this functionality in detail in this blog<\/p>\n\n\n\n

New Stuff: Tracking Validation to check proportion of raw material has been tracked or not<\/a><\/p>\n\n\n\n

Path: Sales -> Sales -> Orders<\/p>\n\n\n\n

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

\"Fig1<\/a><\/center>\n
Fig1 – Sales order to Proforma<\/center><\/font>\n\n\n\n

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

Initially the user will create a sales order with the proper data as shown in the above screen shot.<\/p>\n\n\n\n

Path: Sales -> Order -> Invoicing Tab<\/p>\n\n\n\n

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

\"Fig2<\/a><\/center>\n
Fig2 – Mandatory Payment Term 100AD<\/center><\/font>\n\n\n\n

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

As per the requirement from the client, if the sales order created by the user is having 100% Advance <\/strong>selected in the payment term field<\/strong> of the sales order, then it should not allow <\/strong>the user to create payment against that sales order until proforma is created against that Sales Order.<\/p>\n\n\n\n

Path: A\/R-A\/P accounting -> Payment \/Receipt entry<\/p>\n\n\n\n

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

\"Fig3<\/a><\/center>\n
Fig3 – Pop up when Proforma not created<\/center><\/font>\n\n\n\n

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

We have not created Proforma against that sales and payment term is selected as 100%AD in Sales Order<\/strong>. So the system would not allow user to create the payment receipt for one particular transaction type <\/strong>i.e. \u201cBank receipt from customer\u201d and also system will generate a Pop-up message \u201cProforma invoice is not Generated for \u201cSALES ORDER NO\u201d, Please generated the Proforma invoice\u201d<\/strong> as shown in the above screenshot.<\/p>\n\n\n\n

As a result this customization is done for restriction on the advance payment if proforma invoice is not created.<\/p>\n\n\n\n

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

In Sage X3, you can set up business rules and validations to achieve the desired behavior of displaying a pop-up message when a payment receipt is being created for a sales order with a 100% advance payment term and no proforma invoice. There was one requirement from one of our client if the proforma invoice\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":[3584,1477,3931,1822,1983,2357],"class_list":["post-27986","post","type-post","status-publish","format-standard","hentry","category-sage-erp-x3","category-integration","tag-advance-payment","tag-pop-up","tag-proforma","tag-sage-x3","tag-sales-order","tag-validation"],"_links":{"self":[{"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/posts\/27986","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=27986"}],"version-history":[{"count":5,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/posts\/27986\/revisions"}],"predecessor-version":[{"id":27992,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/posts\/27986\/revisions\/27992"}],"wp:attachment":[{"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/media?parent=27986"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/categories?post=27986"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/tags?post=27986"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}