Restriction on Sales Order if date exceeds the defined due date

Due date is defined in every Sales/Purchase transaction in Sage X3 on the basis of Payment terms and Payment terms is a mandatory field in every transaction. One of our client requested to restrict Sales Order transaction on the basis of due date. Number of days beyond which if payment of posted Sales Invoice is due for a customer, then order process will be restricted for that customer. In simple words, a Validation is required where if the defined date is exceeded beyond the defined due date in the Sales Invoice transaction and payment is not done against that invoice then the user should not be allowed to create Sales Order for the same customer.

In Payment Terms master, user will define the no. of days of Credit Payment which will be linked with the Customer Master. But the user can change payment terms value in Sales Invoice screen and only payment terms selected in the Sales Invoice will be considered.

For this purpose, we will save the required setup in the Customer master.

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[Authorized Credit in Customer Master]
[Authorized Credit in Customer Master]

As shown in the above screenshot, “Check” option should be selected in Credit Control section and Authorized Credit Amount should be saved in the customer master, then only the functionality of Due date will work. We have saved these settings for the customer – CD0163.

After that we have created and posted one Sales Invoice entry for the same customer – CD0163 on 10/11/21 i.e. on 11th October. And “NP01” is selected in Payment terms field in the Sales Invoice screen in which 21 days are saved. That means due date of the invoice will be considered after 21 days of the creation date.

[Due Date of Invoice]
[Due Date of Invoice]

As sown in the screenshot, due date is 11/01/21 i.e. 1st November which is calculated as 11th October (Creation Date) + 21 Days.

We have not created any payment entry against that Sales Invoice till 1st November. Payment Amount for that customer is ‘0’.

Now, we will try to create Sales Order entry for the same customer – CD0163 on 2nd November.

[Pop-up Message on Sales Order Screen]
[Pop-up Message on Sales Order Screen]

If you have observed in the above screenshot, it is giving pop-up “The Transaction Date for this customer should not be greater than it’s Due Date 01/11/2021”. It will not allow user to create any Sales Order for the same customer until Payment is done against the Sales Invoice.

Hence with the help of this customization, Sales Order transactions will be restricted if date exceeds the defined Due Date.

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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 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 Sales Commission App for Sage X3 simplifies commission calculations and postings on sales transactions.

The GUMU™ Cloud framework by Greytrix forms the backbone of cloud integrations that are managed in real-time for processing and execution of application programs at the click of a button.

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.

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