As we know, Sage X3 is a system ideally suited to the requirements of multi-entity organisations, including those trading across multiple territories. Quite often, there will be multiple charts of accounts in play, either for legislative or simply historical reasons. Customers using X3CloudDocs Inbound were previously limited to either coding their invoices by product or to working with a single chart of accounts. However, all that’s changed.
With X3CloudDocs 2024 R1, you can now use Export Data Table definitions, or EDTs, to synchronise multiple charts of accounts at the same time. In previous releases, you were limited to a single chart, but now you can define as many as you need and update them as often as you need. This also means that you can now select which chart to use when processing invoices for each site and supplier combination, as X3CloudDocs saves this once the invoice has been sent to Sage X3. You can even decide if local language descriptions for each account need to be used, according to the requirements for each country, and incorporate these into the synchronisation process.
Another useful change is that X3CloudDocs now allows you to create Supplier Intercompany Invoices in Sage X3. You can now assign a site code to each line of a GL-coded invoice, and if any of the sites is in a different X3 company, then an Intercompany Invoice, rather than a regular Supplier Invoice, will be generated. Where multiple legislations in X3 are involved, you might also need to consider synchronising Invoice Types and even Tax Codes to suit your invoice processing requirements for each country, so that you can factor these into how you set up your regional document types.
A small amount of admin configuration will be required in X3CloudDocs to support the use of multiple charts of accounts. For more details on this and upgrading to this release of X3CloudDocs Inbound, please contact your implementation partner.
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