It appears that when a sales order is allocated and subsequent changes are made the order will automatically reallocate. I am not sure how to prevent this from happening. Any insight would be much appreciated!
Regards,
Dave
We would like to be able to create a pick list even when a customer is on Credit Hold - I know the system prevents this from happening but I am looking for a work around.
Hello,
I have the following case from the business point of view:
Sales quote is created in EUR ( currency) -> After validation, the sales quote is transformed in sales order using USD (currency ) at a certain exchange rate.
Specifically, no…
On a sales order if Quote is selected the Expire date is automatically changes to 30 days later - great
is there a way to make the ship date automatically default to two weeks later then the order date when a Standard order is selected? If so where…
I need to be able to gray out the allocation button on a sales order and also make it to where a user can't select manual allocation either on the line. I have global allocation set as the value in the allocation type parameter, but this isn't disabling…
So we're seeing an issue with our SO Invoice Printing. I had done my research and quickly found that we cannot sett defaults for STANDARD forms, so I made a new report setting with the intention of setting the default to "Full Comments" however there…
When creating a sales order, is there a way to automatically set the ship date a month away from today? I always seem to forget to change it and it causes a lot of problems with On-Time delivery. I was hoping there might just be a setting or something…
Is there a way to add a fee that is automatically calculated as a percentage of the order value onto a sales order or Invoice if the customer is paying with a credit card ?
Currently when product is received into X3 to any location it is tagged with a receipt date. This is the date that travels with the product and drives the FIFO order for each product.
Is there a way to manually FIFO inventory to give more versatility…
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.
Stefan
Hi All,
I am facing this issue very often as I was unable to click 'Record' to print Payment voucher for one of the payment entry type and sometimes, with few transactions under this payment type as well. I am using V11 of Sage X3.
I tried to set…
I am trying to figure out how to make the Phase field in AR for Invoice Distributions functioning since clearly when setup originally that was not completed.
I understand that this has to be done in GL > File > Company Settings > Custom Descriptions…
When I generate bills and view them in "display" the entire bill does not show up....i.e. the number of hours, the hourly rate, and the charge on the far right of the bill. It prints correctly, but doesn't show on the screen. This has just started happening…
Hi all,
Some of our sales staff are complaining about credit card processing in Sage - their problem is that the cards do not automatically renew their authorization after the initial auth expires.
We often have customers that place orders weeks or…
Hi all,
Currently, when using Sales Order Entry, when we use CHECK as the Deposit Payment Type under the "Totals" tab, the "Payment" tab has all fields grayed out and we can not access it. The fields under "Payment" are not grayed out if we use CREDIT…
I'm diving in more on the delivery tolerance field and thinking of reducing the % tolerance. the consequence of that is that my customer service reps will have to close more sales orders. Is there any other function that will close a batch of sales orders…
If my SO Qty is 30, but I have only 20 in stock. The SO is set to a partial Delivery.
I create a shipment and pull the line.
The SO line is closed and I can't edit the shipment when 10 more are added into stock.
Is there a general parameter that…
I ran into an issue today adding a new NT authenticated user to Sage 500 Version 2014. Basically once the user was added using Maintain Users, when I tried to launch Enter Sales Order and Quotes, I received the following error:
SO Customization Invalid…
Hello everyone,
I am currently having an issue with my employee payroll hourly pay, overtime pay, and additional with holdings. For some reason that spot is the only spot that changes my amounts and rounds them up. Example: hourly wage $12.50 and overtime…
Hi all. We recently purchased a new computer with native 1920 x 1080 resolution. Without changing the resolution or setting the display to larger 150%(it's already at medium) how do I increase the size of the icons and windows? I am currently running…
Users from one of are remote company locations can get to the https login page via the WAN and enter their AD credentials. Once the credentials are provided SEI never moves past the connecting screen. We are using AD authentication and the users who are…
When setting "Use shipping code to calculate freight" to Yes, when we print our sales orders the ship via prints. When it is set to No the ship via does not print on the sales orders. I did look at dbo_SO_SalesOrderHeader and the ship via does not save…
Is there a way to assign form codes (invoices/picking sheets mainly) to different customers or customer types? We're considering upgrading to Sage 100 2016 and am wondering if it is a feature. I have seen some comments that it's available in other Sage…
