Line duplication function on Purchase order in Sage X3

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 »

How to import X3 navigation pages from old Sage X3 servers to migrated Sage X3 server

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 »

What is Access code in sage X3?

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 »

Streamlining Quality Control Processes with Custom Workflows in Sage X3

Quality control is a critical component in ensuring that products meet the required standards before they are added to your inventory. For businesses, managing quality efficiently can help prevent costly errors and improve overall operational performance. Fortunately, Sage X3 offers a robust solution to track and manage products that do not meet the necessary criteria… Read More »

How to Rename Your Exported Crystal Reports Dynamically in Sage X3

Crystal Reports is a powerful tool that allows users to create customized reports from various data sources. With features like formulas, cross-tab reports, sub-reports, special fields, and conditional formatting, it’s no surprise that Sage X3 supports Crystal Reports to export ERP data as needed. In this blog, we will guide you through the process of… Read More »

Maximizing Supply Chain Efficiency With Sage X3 For Chemical Industry

In the chemical industry, precision isn’t just important—it’s critical. From sourcing raw materials to delivering the final product, every link in your supply chain must be meticulously managed to ensure safety, compliance, and profitability. Let’s explore how Sage X3 helps streamline every aspect of your supply chain. Efficient logistics is the backbone of a strong… Read More »

Quantity Tolerance Limits for Enhanced Transaction Accuracy

In Sage X3, transactions for sales and purchases can be created either independently or as part of a structured flow. For sales, the process typically follows the sequence: Sales Quotation → Sales Order → Sales Delivery → Sales Invoice, while for purchases, the sequence is: Purchase Request → Purchase Order → Purchase Receipt → Purchase… Read More »