In Sage ERP X3, a Complementary Invoice allows users to apply extra charges or amounts to an existing Supplier Invoice. Examples of these charges could be tariffs or third-party freight charges that we are paying to another supplier. A complementary invoice can be used to record these extra costs and allow inventory to absorb such costs if you are using valuation methods such as FIFO or Average Cost.
5 Steps to Create a Complementary Invoice
Use the steps to create a complementary invoice in Sage X3:
In this example, I am going to pay freight costs to UPS, and I want to absorb these costs into the related Purchase Receipt and Purchase Invoice.
- Go to Purchasing > Invoices > Invoices
- Create a new Purchase Invoice
- Select the Invoice type "CMP"
- Enter the Accounting date and the 3rd party Supplier
- On the Lines tab click the Action box and select "Pre-loading the Lines"
- Select the original purchase invoice from the Left List
- Select "Amount pro rata" and the additional amount
- In this example, I will pay UPS $50.00 for freight, and I want the stock from the original purchase invoice to absorb the cost.
- The "New Cost" field box must be checked.
- Sage X3 will prorate the charges to the original invoice's lines, adding the additional cost to the item's landing cost.
- Post the complementary invoice.
If you have any questions or need assistance with creating a complementary invoice, contact RKL eSolutions.
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