Category Sage X3

The doubtful receipt entry is used to create provisions for customers that have been identified as having a doubtful possibility of paying their debts. These payments are linked to validated payments (deposited in the bank) from the customers. This process…

When creating purchase receipts, the receipt line is automatically being labelled “YES” in the Close field but without any invoicing being executed against the receipt. The general parameter for ACH Purchase is set such that the receipt line that meets…

In Sage X3 payments can be done against invoices that are generated from Purchase Invoice and Supplier BP invoice from the AP-AR accounting module. Payment transactions are created bank-wise as per the selected supplier Payments are also done against multiple…

Commission, also called sales commission, is a payment given to salespeople for each individual sale. When planning a commission structure sales leaders should consider factors like how much of their budget they can allocate for commission, how much they’ll pay…

This Tip & Trick will show you how to restrict/block users from deleting unposted sales invoices. 1) Navigate to Sales > Invoices block > Invoices a) Select any Entry transaction b) Select an unposted invoice from the Left list, in…

This function is used when the same customer has multiple deliveries/ship-to addresses, but want to create only one invoice per site.  The user will have to specify period for which the deliveries grouping will take place, e.g. all deliveries for…