{"id":31520,"date":"2025-11-29T19:25:27","date_gmt":"2025-11-29T19:25:27","guid":{"rendered":"https:\/\/www.greytrix.com\/blogs\/sagex3\/?p=31520"},"modified":"2026-03-12T06:02:32","modified_gmt":"2026-03-12T06:02:32","slug":"how-to-create-a-complementary-invoice-in-sage-x3","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagex3\/2025\/11\/29\/how-to-create-a-complementary-invoice-in-sage-x3\/","title":{"rendered":"How to Create a Complementary Invoice in Sage X3"},"content":{"rendered":"\n

A Complementary Invoice in Sage X3<\/a> allows users to apply additional charges or costs to an existing Supplier Invoice. These could include tariffs, freight, or third-party service charges that need to be absorbed into inventory valuation, especially when using FIFO or Average Cost methods.<\/p>\n\n\n\n

Introduction<\/strong>
In this guide, we will demonstrate how to create a Complementary Invoice in Sage X3. As an example, we will record freight costs paid to UPS and absorb these costs into the related Purchase Receipt and Purchase Invoice.<\/p>\n\n\n\n

Step 1: Create a New Purchase Invoice<\/strong><\/p>\n\n\n\n

    \n
  1. Navigate to: Purchasing \u2192 Invoices \u2192 Invoices.<\/li>\n\n\n\n
  2. Click New to create a new purchase invoice entry. This will open a blank invoice screen.<\/li>\n\n\n\n
  3. Enter supplier and accounting details as shown in the figure below.<\/li>\n<\/ol>\n\n\n\n

    New Stuff:<\/strong> How to Fetch Data from FY Depreciation Plan to Period Depreciation Plan in the Depreciation Plan Screen in Sage X3<\/a><\/p>\n\n\n\n

    \"Fig<\/a><\/center>\n
    Fig 1 \u2013 Purchase Invoice Screen<\/center><\/font>\n\n\n\n

    Invoice Type: Select \u2018ICV\u2019 (Invoice \u2013 Credit Vendor). This type is used for recording supplier credits or vendor-related adjustments.
    Accounting Date: Enter the appropriate date; it determines the posting period in the General Ledger.
    Supplier: Choose the supplier from the list.<\/p>\n\n\n\n

    Step 2: Pre-load Invoice Lines<\/strong><\/p>\n\n\n\n

    On the Lines tab, click the Action box and select \u2018Pre-loading the Lines\u2019. This will automatically load the details from the related Purchase Invoice or Purchase Receipt.<\/p>\n\n\n\n

    \"Fig<\/a><\/center>\n
    Fig 2 \u2013 Purchase Invoice Screen detail line<\/center><\/font>\n\n\n\n

    Step 3: Apply the Additional Amount<\/strong><\/p>\n\n\n\n

      \n
    1. Select Amount pro rata and enter the additional cost to be absorbed.<\/li>\n\n\n\n
    2. Check the box New Cost.<\/li>\n\n\n\n
    3. In this example, we add $50.00 as freight paid to UPS.
      Sage X3 will automatically prorate this cost across the items of the original invoice, updating their landed cost values accordingly.<\/li>\n<\/ol>\n\n\n\n
      \"Fig<\/a><\/center>\n
      Fig 3 \u2013 Picking Additional Invoice Screen<\/center><\/font>\n\n\n\n

      Step 4: Post the Complementary Invoice<\/strong><\/p>\n\n\n\n

      Once all details have been entered, click Post to finalize the complementary invoice. The additional cost will now be distributed to the related items, adjusting their valuation accordingly.<\/p>\n\n\n\n

      Conclusion<\/strong>
      By following these steps, you can easily create and post a Complementary Invoice in Sage X3. This process ensures accurate cost allocation and proper inventory valuation for your organization.<\/p>\n","protected":false},"excerpt":{"rendered":"

      A Complementary Invoice in Sage X3 allows users to apply additional charges or costs to an existing Supplier Invoice. These could include tariffs, freight, or third-party service charges that need to be absorbed into inventory valuation, especially when using FIFO or Average Cost methods. IntroductionIn this guide, we will demonstrate how to create a Complementary\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":[4480,720,3080,1562,1564,1822],"class_list":["post-31520","post","type-post","status-publish","format-standard","hentry","category-sage-erp-x3","category-integration","tag-charges","tag-erp","tag-invoices","tag-purchase","tag-purchase-invoice","tag-sage-x3"],"_links":{"self":[{"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/posts\/31520","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=31520"}],"version-history":[{"count":12,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/posts\/31520\/revisions"}],"predecessor-version":[{"id":31915,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/posts\/31520\/revisions\/31915"}],"wp:attachment":[{"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/media?parent=31520"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/categories?post=31520"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/tags?post=31520"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}