Sage X3 provides a feature to generate Credit Memo Receivable. A credit Memo Receivable function is used to generate recurrent CMRs and it runs at the end of the month.<\/p>\n
If a return has been posted at the end of month N and it has still not been the object of a credit memo in the month N+1,\u00a0a new CMR will then be generated at the end of month N+1 for this return line. In effect, this process takes into account the non posted\u00a0(not having been the object of a CMR), not invoiced returns, or the posted and not invoiced returns whose associated CMR reversal date is less than the\u00a0new generation date.<\/p>\n
It should be noted that the CMRs generated from the non-invoiced returns do not take into account possible order footers.<\/p>\n
Based on the PNH automatic journal setup, it is possible to generate a credit memo receivable by return or by Company-Site-Supplier-Currency combination.<\/p>\n
This depends on the Grouping option chosen in the automatic journal header:<\/p>\n
- \n
- Document by line: used to generate a CMR by return<\/li>\n
- Grouped document: used to generate a CMR by Company-Site-Supplier-Currency combination.<\/li>\n<\/ul>\n
Two automatic journals are delivered with the application. One is used to generate the credit memos receivable with taxes,\u00a0the other is used to generate the credit memos receivable without taxes.\u00a0The CMR generation process always uses the PNH automatic journal.<\/p>\n
If the automatic journal PNH1 should be used instead, it will be necessary to delete or rename the PNH automatic journal\u00a0and to rename the PNH1 automatic journal as PNH.<\/p>\n
To successfully bring this functionality follow below steps.<\/p>\n
Navigate to: Financials\u00a0<\/b>> Closing Process > Credit to receive<\/b><\/p>\n
- \n
- Enter the Company name and Site.<\/li>\n
- Select the supplier range.<\/li>\n
- Enter the date till credit memo receivable require.<\/li>\n
- Checkmark the generation type<\/li>\n
- Check to mark the distribution status<\/li>\n
- Checkmark product to be processed<\/li>\n
- Select Document Type.<\/li>\n
- Select Journal Type.<\/li>\n
- Click on OK Button
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<\/a><\/li>\n<\/ol>\nAbout Us<\/strong><\/span>
\nGreytrix<\/a> \u2013 a globally recognized Premier Sage Gold Development Partner is a one-stop solution provider for Sage ERP and Sage CRM needs. Being recognized and rewarded for multi-man years of experience, we bring complete end-to-end assistance for your technical consultations, product customizations, data migration, system integrations, third-party add-on development and implementation expertise.<\/p>\nGreytrix<\/a>\u00a0caters to a wide range of Sage Enterprise Management (Sage X3) offerings \u2013 a Sage Business Cloud Solution. Our\u00a0unique GUMU™ integrations include Sage Enterprise Management (Sage X3) for Sage CRM<\/a>,\u00a0Salesforce.com<\/a> and\u00a0Magento eCommerce<\/a>\u00a0along with Implementation and Technical Support worldwide for Sage Enterprise Management (Sage X3)<\/a>. Currently we are Sage Enterprise Management Implementation Partner<\/a> in East Africa, Middles East, Australia, Asia.\u00a0We also offer best-in-class\u00a0Sage X3 customization and development services<\/a>,\u00a0integrated applications such as POS<\/a> | WMS<\/a> | Payment Gateway<\/a> | Shipping System<\/a> | Business Intelligence<\/a> | eCommerce<\/a> and have developed add-ons such as Catch \u2013 Weight <\/a>\u00a0and Letter of Credit<\/a> for Sage Enterprise Management to Sage business partners, end users and Sage PSG worldwide.<\/p>\n
Greytrix is a recognized Sage Rockstar ISV Partner<\/a> for GUMU™ Sage Enterprise Management \u2013 Sage CRM integration also listed on Sage Marketplace<\/a>; GUMU™ integration for Sage Enterprise Management \u2013 Salesforce is a 5-star app listed on Salesforce AppExchange<\/a>.<\/p>\n
For more information on Sage X3 Integration and Services, please contact us at\u00a0x3@greytrix.com<\/a>. We will be glad to assist you.<\/p>\n","protected":false},"excerpt":{"rendered":"
Have you ever come across in circumstances where the Credit Memos Receivable (CMRs) from the supplier return lines, either not invoiced or partially invoiced, and pending a credit memo. New stuff:How to populate and save data in grid using TABLEAUX Sage X3 provides a feature to generate Credit Memo Receivable. A credit Memo Receivable function\u2026 Read More »<\/a><\/span><\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[8],"tags":[449],"class_list":["post-7127","post","type-post","status-publish","format-standard","hentry","category-sage-erp-x3","tag-credit-memo"],"_links":{"self":[{"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/posts\/7127","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\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/comments?post=7127"}],"version-history":[{"count":6,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/posts\/7127\/revisions"}],"predecessor-version":[{"id":16623,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/posts\/7127\/revisions\/16623"}],"wp:attachment":[{"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/media?parent=7127"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/categories?post=7127"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/tags?post=7127"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}