![]() Create a SC Template that is a “maintenance” category as follows: The HOSTING (example product) is setup with a Service Contract associated with the product master file. (see earlier screen towards top) Setup – Service Contract Template and Service Product: The DSO entry screen in Sage X3 will show the order type “SOI”, and, following entry of lines, the “invoice” button will be highlighted to permit creation of the invoice with-out shipment. This is a fabulous method to help keep direct orders isolated from regular orders. Once the above setup is completed, the Direct Sales Order entry screen can be selected from the sales order transaction screen in Sage X3. Simply copy the “ALL” or “STD” transaction and change the category to be “direct invoice”. Next, a sales order “transaction” should be created to help with the process flow. If this is not already setup, it should look as follows: ![]() Setup – Direct Sales Order Type and Direct Sales Invoice Type:įirst, create the “direct invoice” sales order type in Sage X3. Lines 2-4 are for direct invoiced services. This will be billed monthly at a rate of 1/12 th. Line one represents the annual hosting fee. Service Contracts – Creating the Service ContractĮxample of a Sage X3 sales order with both direct and recurring invoice lines:.Sales Order – Creating the Direct Sales Order.Have you ever wanted to combine a “direct Invoice” and a “recurring billing” in the same sales order? Perhaps there are some lines that must be invoiced for services and others for monthly recurring payments? Interesting thing is you can create this scenario in Sage ERP X3. Invoices and Billings on Same Sales Order Business / Enterprise Intelligence (24). ![]()
0 Comments
Leave a Reply. |
AuthorWrite something about yourself. No need to be fancy, just an overview. ArchivesCategories |