In Sage X3, we recently had a requirement to add a custom field on the Sales Invoice screen, which is intended to be filled only by a specific department. However, in certain scenarios, users from this department do not have access to the Sales Invoice screen. To address this, we created a custom screen specifically… Read More »
In Sage X3, when production tracking is created for a work order and the WIP Posting is processed, the work order status automatically changes from “Pending” to “Closed + Coasted.”However, one of our clients has requested an enhancement: they would like the work order to be automatically closed without the need to process the WIP… Read More »
When using the supplier BP invoice, “Purchase Order selection” describes the action of choosing exactly which purchase order number the invoice corresponds to so that the goods or services being charged will match the order details agreed to previously and payment may be processed correctly according to the terms specified within that purchase order. Uses… Read More »
In Sage X3, the left-list is essential for navigating key functions like sales deliveries, sales invoices, purchase receipts, and purchase invoices. These screens allow users to select items from the left-list and proceed with transaction creation seamlessly. By default, in the purchase invoice screen, when creating a purchase invoice, the first step is to select… Read More »
In Sage X3, FG product production is carried out in the Manufacturing module through Work Order and Production Tracking transactions. The LOT generated in the Manufacturing module can then be allocated in the Sales Order transaction.One of our client requested a validation to the “Validation” button of Sales delivery and the Intersite Transfer Stock selection… Read More »
In Sage X3, both users and sites play crucial roles within the system. For all transactions, selecting a site is mandatory. In some cases, the site can differ based on the transaction type, such as sales, purchase, or manufacturing, depending on the client’s requirements.Sage X3 provides functionality to restrict access to specific sites based on… Read More »
Sage X3 provides the Line duplication functionality especially for Purchase order lines. This is the feature where we can create a duplicate copy of the line in Purchase Order. Sometimes you may come across a scenario where “Line duplication” button is not visible on purchase order line. In such cases, you would need to check… Read More »
A navigation page is a page that organizes the links to different menu items referring to Sage ERP pages. A navigation page is defined by the following information: MODULES: This section displays all the modules of the navigation page. Modules can be added by selection from a list of available modules, their label can be modified.… Read More »
Introduction: Setting up intercompany transactions in Sage X3 means setting your system to correctly handle and track transactions between different companies in your organization. This setup ensures that all financial data is combined accurately, while each company’s accounts are managed properly. To do this, you will define relationships between the companies involved, set up the… Read More »
Access codes are used to protect information and functions by controlling who can read, write, and execute them. They ensure that only authorized individuals can view, modify, or run certain data and programs. In this case, these codes function like locks placed on a field in a screen, within a transaction, in a report, or… Read More »
