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How to Setup Round-off Invoice Element in Sage X3

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Setup Round-off Invoice Element in Sage X3
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Configuration for Round – Off

You may have come across a situation where you would give round-off decimal value in sales invoice screen and it should also print in footer of sales invoice report.

Setup Round-off Invoice Element

For Instance, If Sales Invoice value is (10.60) we can give (0.40) in invoicing element to make Round-Off Value as (11)

In this case we can create one Invoice element as Round-Off

First go to Setup->Sales->invoicing elements

1.Add Invoice Element

Add Invoice

NOTE: While creating sales invoice element, we need to create and assign separate Element tax level according to BP Tax rule. Else we may get Unbalance Journal Rollback error while posting the invoice and Accounting code to get Ledger Impacts.

STEPS TO CONFIGURE TAX RULE for Invoicing element.

As an Illustration, if we need to create sales invoice by keeping Round-Off as a  invoicing element, if the BP tax rule is belonging to SCGST then we must create separate invoicing element for ROUND – OFF by configuring Element tax rule assign to SCGST BP Tax Rule .



Common data >> Common table >> Taxes >> Tax rate

Create one new BP tax rate as IER – SCGST and give tax rule as NO TAX, Accounting code as No tax and Rate (0) if tax is not applicable.

Tax Rate


Common data >> Common table >> Taxes >> Tax Determination

Create new Tax determination as IER – SCGST and assign SCGST in BP Tax Rule and Tax as No Tax if tax is not applicable.

Tax Determination

Tax Determination next step


Common data >> Common table >> Taxes >> Tax Level

Create new Tax level as IER-SCGST and assign this tax level in Product tax level field in Tax determination screen.

Tax Level


Common data >> Common table >> Taxes >> BP Tax Rule

Create new BP Tax Rule as IER

BP Tax After completion of creating Tax configuration assign IER Tax level in Element tax level field in Invoicing element screen.

BP Tax Rule

2. Creation Of Accounting Code

Create new accounting code for round-off to get ledger impacts.

Creation Of Accounting Code

Creation Of Accounting

3. Sales Invoicing element Position

Give element position a number. The entry of the position number is important as it will determine the position of the element in the respective screens. Click on “Element Position” button to open the screen (Refer below screen shot)

Sales Invoicing element Position

Sales Invoicing element

Thus, you will be able to use the “ROUND – OFF” invoice element on the Sales Order, Delivery and Invoice Screens.

Sales Invoice

Once Round-Off value is given in sales Invoice screen, it will fetch automatically in sales invoice report.


We can also able to get separate ledger impact for Round-Off value once invoice got posted.

Description of Round-off

NOTE: Likewise, we need to create separate Round-off Invoicing Element for other BP Tax rules such as IGST, No Tax.  Etc.

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