In Sage X3, you can establish company guidelines and recognitions to accomplish the preferred habits of showing a pop-up message when a payment invoice is being developed for a sales order with a 100% advance payment term and no proforma billing.
There was one requirement from among our customer if the proforma billing is not produced for a sales order with a 100% advance payment, then while developing the Bank invoice from consumer payment deal versus that sales order the appear message ought to get shown on the screen like ” Please Produce the Proforma Billing”.
If the payment term is various other than the 100% then the system ought to enable the user to develop the payment invoice entry versus that sales order.
We will see this performance in information in this blog site
New Things: Tracking Recognition to examine percentage of basic material has actually been tracked or not
Course: Sales -> > Sales -> > Orders
At first the user will develop a sales order with the appropriate information as displayed in the above screen shot.
Course: Sales -> > Order -> > Invoicing Tab
According to the requirement from the customer, if the sales order developed by the user is having 100% Advance picked in the payment term field of the sales order, then it ought to not enable the user to develop payment versus that sales order till proforma is developed versus that Sales Order.
Course: A/R-A/P accounting -> > Payment/ Invoice entry
We have actually not developed Proforma versus that sales and payment term is picked as 100% Advertisement in Sales Order So the system would not enable user to develop the payment invoice for one specific deal type i.e. “Bank invoice from consumer” and likewise system will create a Pop-up message “Proforma billing is not Created for “SALES ORDER NO”, Please produced the Proforma billing” as displayed in the above screenshot.
As an outcome this modification is provided for limitation on the advance payment if proforma billing is not developed.