Sage ERP X3 – Shipment transactions generated from a Sales Order

Sage ERP X3 – Shipment transactions generated from a Sales Order

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Sales Order is the internal document of the company issued by a business to customer. Sales Order identifies which product, and the quantity of the product, to remove from inventory and ship to the

customer.

Create Sales Quote

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Create sales order by select sales quote which one been created earlier

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Once create the sales order against sale quote the status would be

change in quote status

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As per the standard after order creation we have to do the stock allocation for the particular order. By clicking on allocation button the following window will be open

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After click the allocation button in above screen the following log will display

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If allocation is successful the status will change into sales order.

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Next step is to create the shipment against sales Order.

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Once the shipment (delivery) is done then we can do the sales invoice against

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Abubakr Asif

Abubakr Asif

President at Panni
Abubakr has over ten years of experience implementing business solutions in the Calgary Energy marketplace. His experience spans implementing of ERP systems, workflow and systems integration and Business Intelligence solutions. He started his own company, Panni, in 2009, which help companies automate their business processes by leveraging the Microsoft based Toolset such as SharePoint and BizTalk. Since 2009, the company has grown at a rate of more than 100% every year. Abubakr has a undergraduate in engineering as well as an MBA from the University of Victoria. Previous to founding Panni, he was working for a big four consulting firm in Calgary.