In Sage X3, verifying the amount field in a Purchase Billing screen is necessary to guarantee information precision and avoid mistakes in your accounting or stock management system.
Just Recently we had a requirement to include recognition on the amount field in the Purchase Billing screen in such a method that, If the Order is developed with some amount, then the purchase billing must not surpass the order amount it must be equivalent or less then the Order qty. If the user attempts to develop more the Purchase Billing with the amount higher than the PO’s amount, then the system needs to limit the user to develop the Purchase Billing and Turn up message must be shown on the Purchase Billing screen.
So, to accomplish this recognition, Sage X3 has actually inbuild function of 3 method PO matching by using tolerance portion to Provider or items or Product-Supplier. Tolerance describes the permitted variation or variance in between the amounts and costs on an order, the real products gotten (invoices), and the matching provider billings. This function is important for making sure that your monetary records properly show your deals, even when there are small inconsistencies or variations in the amounts or costs. However when users are attempting to import bulk billings utilizing import design template function this 3 method po matching tolerance function appears to be not obstructing the billings which must obstruct when amounts are more than order amounts. So, to accomplish this function for import design templates, we needed to include extra recognition to the billing screen and personalized the warning/blocking message according to user requirement.
New Things: Invoicing Components Personalization for Purchase
Navigate: Buying -> > Orders -> > Order
As displayed in the above screenshot, we have actually developed the order with the Amount “5” and Gross cost “500”.
Browse: Buying -> > Billings -> > Billing
As displayed in the above screenshot, we have actually picked the order from the left panel of the Purchase billing screen and according to the basic procedure information is streaming.
To inspect whether our recognition is working fine or not we have actually customized the Amount in the Billing screen.
We have actually gone into 7 amount rather of 5 and according to our personalization the, Pop is getting shown by the system in the Purchase Billing screen as we have actually surpassed the Order amount. So system will not enable the user to develop Billing.
In case of several lines the system will let us understand in which line the amount is surpassing the order.
In this method we have actually included a recognition on amount field in the Purchase Billing screen. And this recognition will work just when the Purchase Billing is getting developed versus the Order.