Companies and Sites in Sage X3


Hello Team,

Could you please help me with the following questions?

My Customer wants to filter invoices by Company and Site codes in Sage X3.
But, I cannot find how to filter Customers by Company and Site codes.

For example.
I created two invoices.
Both invoices have one Company code, but different Sites.
For each site, I selected different Customers.

1. [Invoice] Company NA10. Site NA011. Customer - Test1
2. [Invoice] Company NA10. Site NA012. Customer - Test1

After that, I want to receive the Customer Balance via the Site.

Is it possible? Or Sage returns the general Customer Balance?
Maybe you have some materials to read it?

Thank you!

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