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On Customer master data we can set a "Minimum ordre amount" which is a good feature to control if the total amount of a SO is zero to stop the user, which can happen in any of below cases:
1. Price field is Entered: User mistakenly hasn't entered the…
Hi,
Our current business process has us creating BTB work orders during Sales Order creation. Sometimes, the material produced from the resulting BTB work order is needed to fullfill a different, more urgent sales order.
We were originally consulted…
Every Sales Order we process (Stock and Back to Back sources) requires a carrier (truck/rail) service to ship product to customer.
We're integrating with a Transport Management System to help us with carrier selection.
What's the best way to represent…
For a stock sales order, I understand that X3 checks for sufficient stock on hand at time of creating Sales Delivery. If there is insufficient stock on hand then the Sales Delivery cannot be saved. Is it possible to delay this check until validation of…
Attaching a new document to a transaction record is too cumbersome for new users and requires too many clicks.
For example, to add a PDF to a sales order, you need to click the following:
Select the paperclip icon
Select 'Add file'
Click the…
I need to setup a process to manage short term rentals. I have investigated the lease contract option, but it requires Fixed Asset setup and a large amount of transaction overhead.
The best option I have found thus far is to use a Loan sales order followed…
I'm hoping someone will have experienced something similar. Today our Sales Dept. reported that the columns in the Lines tab for Sales Order Management had suddenly changed. As you can see below there are now EDI PO Line, EDI L UDF1, & EDI L UDF 2 being…
We are getting the error below when we try to generate a Sales Delivery from the Sales Order.
We are on Sage X3 version 12 Patch 21
Any ideas on how we can resolve?
@X3.TRT/SUBSDHA$adx (4540) Error 6 : Variable Non-existent GLONTAC
@X3.TRT…
Can you review the ability to define on the sales order level and write through to the delivery if a transaction is collect, third-party, etc.? We have a number of clients that need to add custom fields and logic when it is general business in defining…
I am attempting to import sales orders where the ship-to address is not already defined in the customer record. I added the following fields to the standard SOH import template: BPDADDLIG, ADDLIN2, BPDCTY, BPDSAT, BPDPOSCOD, BPDCRY. I expected that the…
We're running Update 9 Patch 10.
We have an EDI project that calls for a (Sales) Order Confirmation;
Scenario;
- Customer sends Purchase Order
- We create Sales Order and reference PO.
- We need to be able to confirm or reject the PO from…
Hi Everybody.
I try to active workflow signature to Sales order.
I receive email with 2 links and the standard text of if I like Accept or Reject Sales order.
When I click the link of Accept or Reject, system redirect to web who say : Your validation…
In this blog, let's step through how to block or allow back-to-back orders when an order is on manual hold. For some businesses, it is necessary to prevent the purchase order creation to avoid the delivery of product to a customer that could result in…
After a sales order/invoice is created, the product code field (ITMREF) is not accessible anymore.
Users can want to copy the product code for other needs in the system.
It would be usefull to give the possibility to select and copy a product code…
When a prepayment is received for a sales order, it is systematically deducted from the first invoice issued.
It would be useful if the prepayment could be deducted completely from the last invoice or pro rata from the amounts of the various invoices…
Hi
Is it possible to prevent duplicate lines on a sales order? (duplication on Product (ITMREF)). Can you use control tables for this, and if yes how?
I am looking forward to your response.
Jump_to_start_in_orders_when_finished_editing_a_line_L2.docx We have observed that once you make/ save changes in the LINES tab/screen, you are automatically brought back to the "home" tab (we expect, as in all prior version, that we would stay in current…
Hi All,
Is it possible to setup Prepayment Apportionment on Service contract or Can we setup Prepayment Apportionment on Sales Order and when a service contract is created it takes the instructions from it?
Thanks
What is the Maximum number of Sales Order Lines that V6 can safely handle and the same question with V12. We currently have V6P32 with Avalara and have had to drop our SO Lines to about 300 max...
In X3 on Sales Orders, Deliveries, etc. the comment field is useful. However any user can come back and delete or change the comments and there is no indicator who wrote the comments, who changed the comments, or when they were posted/changed. Having…
Has anyone used the free freight threshold limits that are connected between the customer record > commercial > freight invoicing and the carrier > management > free freight threshold settings.
I set a customer to use a threshold for a carrier, and…
