{"id":9743,"date":"2017-01-17T11:29:49","date_gmt":"2017-01-17T11:29:49","guid":{"rendered":"http:\/\/www.greytrix.com\/blogs\/sagex3\/?p=9743"},"modified":"2024-05-06T05:20:02","modified_gmt":"2024-05-06T05:20:02","slug":"banking-position-inquiry-in-sage-x3","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagex3\/2017\/01\/17\/banking-position-inquiry-in-sage-x3\/","title":{"rendered":"Banking Position Inquiry in Sage X3"},"content":{"rendered":"<p style=\"text-align: justify;\">We may come across a scenario where we want to know Balance of a company by the Bank filter. In Sage X3 this functionality can be achieved by the &#8220;Banking Position&#8221; Inquiry\u00a0Screen, which\u00a0includes\u00a0Accounting, Sales\u00a0and Purchase cash forecast management.<\/p>\n<p style=\"text-align: justify;\">This Inquiry screen displays Initial balance, the previous open items and all types of\u00a0cash forecast.<\/p>\n<p>Navigate:- A\/P-A\/R\u00a0accounting \u2013 Inquiries \u2013 Banking Position<\/p>\n<p>Select Company<\/p>\n<p><img fetchpriority=\"high\" decoding=\"async\" class=\"aligncenter wp-image-9744\" src=\"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2017\/01\/Banking-Position-Inquiry-in-Sage-X3-1024x393.jpg\" alt=\"Banking Position Inquiry in Sage X3\" width=\"465\" height=\"178\" \/><br \/>\nSelect Bank for Inquiry<\/p>\n<p><img decoding=\"async\" class=\"aligncenter wp-image-9745\" src=\"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2017\/01\/Banking-Inquiry-in-Sage-X3-1024x400.png\" alt=\"Banking Inquiry in Sage X3\" width=\"472\" height=\"184\" \/><\/p>\n<p>Click on Search<\/p>\n<p><img decoding=\"async\" class=\"aligncenter wp-image-9746\" src=\"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2017\/01\/Click-on-search-banking-position-inquiry-1024x357.jpg\" alt=\"Click on search banking position inquiry\" width=\"480\" height=\"167\" \/><\/p>\n<p>Search result is displayed in Consolidated format as below<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-9747\" src=\"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2017\/01\/Sage-X3-Banking-Position-Inquiry-results-1024x357.jpg\" alt=\"Sage X3 Banking Position Inquiry results\" width=\"497\" height=\"173\" \/>This Search result can also be seen in Graphical format<\/p>\n<p>Tick Graph Checkbox<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-9748\" src=\"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2017\/01\/Banking-Position-Inquiry-Graphical-format-1024x423.jpg\" alt=\"Banking Position Inquiry Graphical format\" width=\"450\" height=\"186\" \/><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-9749\" src=\"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2017\/01\/Banking-Position-Inquiry-Graphical-format-1-1024x481.jpg\" alt=\"Banking Position Inquiry Graphical format\" width=\"465\" height=\"218\" \/><\/p>\n<p>Hope this helps!<\/p>\n<p><strong>About Us:<\/strong><\/p>\n<p style=\"text-align: justify;\">Greytrix is one stop solution provider for Sage ERP and Sage CRM needs. We provide complete end-to-end assistance for your technical consultations, product customizations, data migration, system integrations, third party add-on development and implementation expertise.<\/p>\n<p style=\"text-align: justify;\"><a href=\"http:\/\/www.greytrix.com\/\" target=\"_blank\" rel=\"noopener\">Greytrix<\/a>\u00a0have some unique solutions of\u00a0<a href=\"http:\/\/www.greytrix.com\/product\/sage-crm\/gumu-sage-x3-integration\" target=\"_blank\" rel=\"noopener\">Sage X3\u2019s integration with Sage CRM<\/a>,\u00a0<a href=\"http:\/\/www.greytrix.com\/product\/sage-x3\/gumu-x3-salesforce-integration\" target=\"_blank\" rel=\"noopener\">Salesforce.com<\/a>\u00a0and\u00a0<a href=\"http:\/\/www.greytrix.com\/product\/magento-sage-integrations\/sage-x3-magento\" target=\"_blank\" rel=\"noopener\">Magento eCommerce<\/a>. It also offers best-in-class\u00a0<a href=\"http:\/\/www.greytrix.com\/product\/erp-development\/sage-x3\" target=\"_blank\" rel=\"noopener\">Sage X3 customization and development services<\/a>\u00a0to Sage business partners, end users, and Sage PSG worldwide.<\/p>\n<p style=\"text-align: justify;\">For more information on Sage X3 Integration and Services, please contact us at\u00a0<a href=\"mailto:x3@greytrix.com\" target=\"_blank\" rel=\"noopener\">x3@greytrix.com<\/a>\u00a0.We will be glad to assist you.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>We may come across a scenario where we want to know Balance of a company by the Bank filter. In Sage X3 this functionality can be achieved by the &#8220;Banking Position&#8221; Inquiry\u00a0Screen, which\u00a0includes\u00a0Accounting, Sales\u00a0and Purchase cash forecast management. This Inquiry screen displays Initial balance, the previous open items and all types of\u00a0cash forecast. Navigate:- A\/P-A\/R\u00a0accounting\u2026 <span class=\"read-more\"><a href=\"https:\/\/www.greytrix.com\/blogs\/sagex3\/2017\/01\/17\/banking-position-inquiry-in-sage-x3\/\">Read More &raquo;<\/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":[199,200,931,1942,1945],"class_list":["post-9743","post","type-post","status-publish","format-standard","hentry","category-sage-erp-x3","tag-banking-position-inquiry-in-sage-x3","tag-banking-position-inquiry-screen","tag-greytrix-sage-x3-blogs","tag-sage-x3-technical-assistance","tag-sage-x3-technical-blogs"],"_links":{"self":[{"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/posts\/9743","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=9743"}],"version-history":[{"count":1,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/posts\/9743\/revisions"}],"predecessor-version":[{"id":28994,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/posts\/9743\/revisions\/28994"}],"wp:attachment":[{"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/media?parent=9743"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/categories?post=9743"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/tags?post=9743"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}