How to delete Purchase Invoice in SageX3

0
6

Introduction:

A Purchase Invoice is a bill which we receive
from Suppliers against which we need to make the payment.

In Sage X3, we may
find difficulty on deleting Purchase Invoice which are already posted and not
posted. There is a functionality in Sage X3 with which we can delete purchase
invoice.

Navigate to: Purchasing → Invoices -> Invoices

Purchase-Invoice-Screen
Purchase-Invoice-Screen-1

As we can see in the above screen delete button is disable after creating
new transaction. Now to enable this button, follow below steps to resolve this:

Steps:

  1. Navigate to: Setup -> General Parameters -> Parameter Values
  2. Select TC Common Data ->  select INV (invoicing rule)
  3. Change the values of below highlighted  parameters to ‘YES’ .
Parameter-Values
Parameter-Values

After doing all these steps, now navigate to Purchase Invoice screen and then click on the accounting cancellation button which is on the right panel of the screen, refer below screen shot:

Purchase-Invoice-Accounting-cancellation-Button
Purchase-Invoice-Accounting-cancellation-Button

After clicking on the Accounting
cancellation button, one window will get open which is for confirmation just
click OK button.

After doing all we can see in the below screen shot ‘Delete’ button is enabled now and we can delete the purchase invoice without any issue.

Purchase-Invoice-Delete-Button
Purchase-Invoice-Delete-Button

In this way, we can delete purchase invoice in Sage X3.

Note: Also make sure that accounting task and batch server are in a running status.

About Us

Greytrix – a globally recognized and one of the oldest Sage Gold Development Partner is a one-stop solution provider for Sage ERP and Sage CRM organizational needs. Being acknowledged and rewarded for multi-man years of experience, we bring complete end-to-end assistance for your technical consultations, product customizations, data migration, system integrations, third-party add-on development and implementation competence.

Greytrix caters to a wide range of Sage X3, a Sage Business Cloud Solution, offerings. Our unique GUMU™ integrations include Sage X3 for Sage CRMSalesforce.com, Dynamics 365 CRM and Magento eCommerce along with Implementation and Technical Support worldwide for Sage X3. Currently we are Sage X3 Implementation Partner in East Africa, Middle East, Australia, Asia, US, UK. We also offer best-in-class Sage X3 customization and development services, integrated applications such as POS | WMS | Payment Gateway | Shipping System | Business Intelligence | eCommerce and have developed add-ons such as Catch – Weight  and Letter of Credit and India Legislation for Sage X3 to Sage business partners, end users and Sage PSG worldwide.

Greytrix is a recognized Sage champion ISV Partner for GUMU™ Sage X3 – Sage CRM integration also 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 more information on Sage X3 Integration and Services, please contact us at x3@greytrix.com, We will like to hear from you.


LEAVE A REPLY

Please enter your comment!
Please enter your name here