{"id":29527,"date":"2024-07-03T09:43:03","date_gmt":"2024-07-03T09:43:03","guid":{"rendered":"https:\/\/www.greytrix.com\/blogs\/sagex3\/?p=29527"},"modified":"2024-07-03T09:43:03","modified_gmt":"2024-07-03T09:43:03","slug":"how-to-enable-prepayment-option-in-sales-order-in-sage-x3","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagex3\/2024\/07\/03\/how-to-enable-prepayment-option-in-sales-order-in-sage-x3\/","title":{"rendered":"How to enable prepayment option in Sales order in Sage X3"},"content":{"rendered":"\n<p>Prepayments are&nbsp;amounts paid by a customer in advance of the goods or services being received later on. Any payment made in advance can be considered a prepayment.<\/p>\n\n\n\n<p>Prepayment of an order takes place when a seller receives a form of payment from the customer at the time of order entry. Many types of prepayments are available for a customer to use, such as cash, check, and credit card. When you make any type of prepayment, the system records transaction information for each order detail line, and indicates the payment on the invoice.<\/p>\n\n\n\n<p>In some scenario there must be some cases where user sets the prepayment option on sales order as disable in Sage X3.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><imgtarget=\"_blank\" rel=\"noopener noreferrer\"><img fetchpriority=\"high\" width=\"1024\" height=\"483\" class=\"size-full\" style=\"border: 1px solid #A9A9A9; padding: 2px; margin: 2px;\"src=\"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2024\/07\/Prepayment-option1-1024x483.png\" alt=\"Prepayment option\" class=\"wp-image-29528\" srcset=\"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2024\/07\/Prepayment-option1-1024x483.png 1024w, https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2024\/07\/Prepayment-option1-300x141.png 300w, https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2024\/07\/Prepayment-option1-768x362.png 768w, https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2024\/07\/Prepayment-option1-660x311.png 660w, https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2024\/07\/Prepayment-option1.png 1500w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><figcaption class=\"wp-element-caption\"><strong>Fig01: Prepayment option<\/strong><\/figcaption><\/figure>\n\n\n\n<p>To enable this option on Sales Order, please follow below steps:<\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Navigate to : Setup -&gt; General Parameters -&gt; Parameter Values<\/li>\n\n\n\n<li>Head to Chapter TC\/Common data. -&gt; Folders<\/li>\n\n\n\n<li>Now select INV groups from grid section.<\/li>\n\n\n\n<li>Now under this, set parameter PREFUN (Prepayment Management) to \u201cPrepayment\u201d.<\/li>\n\n\n\n<li>Save the values .<\/li>\n<\/ol>\n\n\n\n<figure class=\"wp-block-image size-large\"><imgtarget=\"_blank\" rel=\"noopener noreferrer\"><img width=\"1024\" height=\"438\" class=\"size-full\" style=\"border: 1px solid #A9A9A9; padding: 2px; margin: 2px;\"src=\"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2024\/07\/Parameter-Values2-1024x438.png\" alt=\"Parameter Values\" class=\"wp-image-29529\" srcset=\"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2024\/07\/Parameter-Values2-1024x438.png 1024w, https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2024\/07\/Parameter-Values2-300x128.png 300w, https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2024\/07\/Parameter-Values2-768x328.png 768w, https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2024\/07\/Parameter-Values2-1536x657.png 1536w, https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2024\/07\/Parameter-Values2-660x282.png 660w, https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2024\/07\/Parameter-Values2.png 1785w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><figcaption class=\"wp-element-caption\"><strong>Fig02: Parameter Values<\/strong><\/figcaption><\/figure>\n\n\n\n<p>Now Go to Sales Order screen:<\/p>\n\n\n\n<p>Navigate to : Sales -&gt; Orders -&gt; Orders<\/p>\n\n\n\n<p>Check the same sales order transaction\u2019s prepayment option , it will be now enable.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><imgtarget=\"_blank\" rel=\"noopener noreferrer\"><img width=\"1024\" height=\"511\" class=\"size-full\" style=\"border: 1px solid #A9A9A9; padding: 2px; margin: 2px;\"src=\"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2024\/07\/SO-prepayment-option3-1024x511.png\" alt=\"SO prepayment option\" class=\"wp-image-29530\" srcset=\"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2024\/07\/SO-prepayment-option3-1024x511.png 1024w, https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2024\/07\/SO-prepayment-option3-300x150.png 300w, https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2024\/07\/SO-prepayment-option3-768x383.png 768w, https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2024\/07\/SO-prepayment-option3-660x329.png 660w, https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2024\/07\/SO-prepayment-option3.png 1455w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><figcaption class=\"wp-element-caption\"><strong>Fig03: SO prepayment option<\/strong><\/figcaption><\/figure>\n\n\n\n<p>Hence by following all the above steps user can enable prepayment option in Sales Order.<\/p>\n\n\n\n<p><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Prepayments are&nbsp;amounts paid by a customer in advance of the goods or services being received later on. Any payment made in advance can be considered a prepayment. Prepayment of an order takes place when a seller receives a form of payment from the customer at the time of order entry. Many types of prepayments are\u2026 <span class=\"read-more\"><a href=\"https:\/\/www.greytrix.com\/blogs\/sagex3\/2024\/07\/03\/how-to-enable-prepayment-option-in-sales-order-in-sage-x3\/\">Read More &raquo;<\/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":[8,5,3162,3642,10,11],"tags":[4192,477,870,3080,2998,1424,1457,4253,1503,1780,1822,1839,2871,1945,1977,1983,3087],"class_list":["post-29527","post","type-post","status-publish","format-standard","hentry","category-sage-erp-x3","category-features","category-greytrix","category-sage-x3","category-standard","category-tips","tag-common-data","tag-customer","tag-general-parameters","tag-invoices","tag-invoicing-rules","tag-parameter-values","tag-payments","tag-prefun-parameter","tag-prepayment","tag-sage-erp-x3","tag-sage-x3","tag-sage-x3-blogs","tag-sage-x3-functional-blogs","tag-sage-x3-technical-blogs","tag-sales","tag-sales-order","tag-sites"],"_links":{"self":[{"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/posts\/29527","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=29527"}],"version-history":[{"count":1,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/posts\/29527\/revisions"}],"predecessor-version":[{"id":29532,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/posts\/29527\/revisions\/29532"}],"wp:attachment":[{"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/media?parent=29527"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/categories?post=29527"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/tags?post=29527"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}