Restriction on Sales Order if Advance Payment is not done

Sage X3 has a special feature of prepayment in the sales order screen which can be created against sales order. Using this feature, user can create prepayment with the order amount against sales order and then user has to create advance payment for the same amount.

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One of our client came up with a requirement that if user has created prepayment in the Sales Order screen for any particular entry by clicking on Prepayment button and entering amount in the grid then system will restrict user to create further Sales transactions such as Sales Delivery, Pick Ticket or Invoice etc. until advance payment is not done against the same sales order.

Let’s see the functionality with an example. Here we have created a Sales Order and created prepayment against the same sales order as shown in the below screenshot by clicking on Prepayment button from the Sales Order.

Prepayment Against Sales Order
Prepayment Against Sales Order

Now as per our requirement, we have to make advance payment against that sales order. But if advance payment is not done and we are going to create further transaction for same order then system will not allow to do further Sales transactions.

Here we haven’t created any advance payment against this order and we will try to create sales delivery by clicking on delivery button from sales order screen as shown in below screenshot.

Delivery Creation Against Sales Order
Delivery Creation Against Sales Order

As we haven’t created any advance payment against that sales order, system is restricting to create delivery of that SO by giving a popup message as shown in the below screenshot.

Restriction Message Popup
Restriction Message Popup

After clicking on “Ok” button of the popup message system will terminate further steps and will not allow us to create us delivery against this order.

As explained above, we have added same restriction on the preparation of pick ticket, invoice or proforma creation from sales order screen if Advance Payment is not done.

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Greytrix caters to a wide range of Sage X3, a Sage Business Cloud Solution, offerings. Our unique GUMU™ integrations include Sage X3 for Sage, 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 Sales Commission App for Sage X3 simplifies commission calculations and postings on sales transactions.

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