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Warning message on credit score rating phrase creation as per the financial yr

In Sage X3, person can create gross sales credit score be aware towards the Gross sales Bill transaction. This may be accomplished as per the chosen date of bill & credit score be aware creation date. On this customization we’re going to give the pop up message on the time of the credit score be aware creation towards specific Gross sales Bill. As per the GST guidelines, at any time when materials is returned by the shopper to provider for any particular cause, all taxes are collected by the provider could be reversed if return is finished earlier than sixth month of subsequent fiscal 12 months, if credit score be aware i.e. return are accomplished after sixth month of the subsequent monetary 12 months then taxes can’t be reversed. So on this case we’ll present the pop up message on the time of creation of credit score be aware towards bill if credit score be aware is finished after sixth month of subsequent monetary 12 months.

Allow us to take an instance, if present fiscal 12 months is 2017-18, person has created one gross sales bill transaction on thirtieth June 2017, now if buyer desires to return the fabric in subsequent fiscal 12 months i.e. 2018-19 within the month says August 2018 the system will permit to creating a credit score be aware entry towards that specific Gross sales Bill. But when Credit score Notice can be accomplished after September 2018 then system will give a pop up message as “Since transaction older than 6 months of the subsequent monetary 12 months tax credit score shouldn’t be taken, kindly evaluation the Tax utilized on the doc”. After displaying this message, person can click on on “OK” button and might create the credit score be aware transaction as that is only a warning message.

Create new Gross sales Bill, choose Gross sales web site, invoice to buyer, add element line merchandise with taxes on 2nd July 2017 and submit this specific entry, Go to Gross sales–>Invoices–>Choose all full entry bill, refer under screenshot:-

New Stuff: How to exclude Components on a Work Order in Sage X3

[Sample Sales Invoice]

[Sample Sales Invoice]

Now go to Gross sales–>Invoices–>choose all full entry credit score, choose gross sales web site, invoice to buyer, click on on choose bill possibility from left aspect on display screen, choose above bill no, change date as seventeenth November 2018, click on on create button. Message field will get pop up i.e. “Since transaction older than 6 months of the subsequent monetary 12 months tax credit score shouldn’t be taken, kindly evaluation the Tax utilized on the doc”. Refer under screenshot:-

[Warning message on credit note]

[Warning message on credit note]

Now person will click on “OK” button on pop up message after which system will permit to create the above transaction.

With the assistance of above customization, person will know whether or not they have created the transactions as per the particular fiscal 12 months or not. This customization could be accomplished in different screens additionally as per the consumer’s particular necessities.

About Us

Greytrix – a globally acknowledged and one of many oldest Sage Growth Companion is a one-stop resolution supplier for Sage ERP and Sage CRM organizational wants. Being acknowledged and rewarded for multi-man years of expertise, we deliver full end-to-end help on your technical consultations, product customizations, knowledge migration, system integrations, third-party add-on growth and implementation competence.

Greytrix caters to a variety of Sage X3, a Sage Enterprise Cloud Answer, choices. Our distinctive GUMU™ integrations embody Sage X3 for Sage, Dynamics 365 CRM and Magento eCommerce together with Implementation and Technical Assist worldwide for Sage X3. At the moment we’re Sage X3 Implementation Companion in East Africa, Center East, Australia, Asia, US, UK. We additionally provide best-in-class Sage X3 customization and development services, built-in functions equivalent to POS | WMS | Payment Gateway | Shipping System | Business Intelligence | eCommerce and have developed add-ons equivalent to Catch – Weight  and Letter of Credit and India Laws for Sage X3 to Sage enterprise companions, finish customers and Sage PSG worldwide.

Greytrix is a acknowledged Sage champion ISV Companion for GUMU™ Sage X3 – Sage CRM integration additionally listed on Sage Marketplace; GUMU™ integration for Sage X3 – Salesforce is a 5-star rated app listed on Salesforce AppExchange and GUMU™ integration for Dynamics 365 CRM – Sage ERP listed on Microsoft AppSource.

For extra data on Sage X3 Integration and Companies, please contact us at, We’ll like to listen to from you.

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