Category Archives: Configuration

HOW TO FILTER DATA ON DASHBOARD IN SAGE X3

In Sage X3, the term “Dashboard” typically refers to a user interface feature that visually represents the relevant data. These dashboards are customizable and can be tailored to suit the specific needs of users or departments within an organization. Sage X3 dashboards allow users to monitor various aspects of their business in real time, such… Read More »

Transport Note Feature In Sage X3

In some situations, companies need to transfer products from one place to another that are not part of the normal distribution flow. For example, shipping a computer that needs to be repaired or shipping marketing materials to a conference or tradeshow. The Transport Note feature in Sage X3 tracks goods that are shipped and/or delivered… Read More »

Automate sending reports on emails in Sage x3

Workflow in Sage X3 allows you to automate steps such as sending emails with attachments etc. Sage X3’s workflow function allows you to create a process that sends an email when certain conditions are met, such as fulfilling/satisfying the condition or triggering an event. This email may include attachments, such as documents or reports generated… Read More »

Create Refund for Overpayment

Overpayment by customers can present unexpected hurdles, ranging from accounting balance. In this blog, we will explore the process of resolving overpayments made by customers. Consider a scenario where we have a $2,000 invoice and receive a payment of $3,000, which we record in Payment/Receipt Entry using the Transaction Type Check Receipts (RECCH) function located… Read More »

Carry-forward of commitments functionality in sage X3

Carrying forward commitments in Sage X3 typically refers to the process of transferring or rolling over outstanding commitments from one accounting period to the next. Commitments often represent planned or anticipated expenses that have not been realized or invoiced yet. The commitment carryforward feature transfers commitments associated with a sales order from the final period… Read More »

Sage X3 Workflow Auditing Streamlining Transparency Across Operations

In Sage X3, workflow auditing involves tracking and recording the changes made to any documents as they progress through the workflow. This is useful for maintaining transparency, ensuring compliance, and identifying any discrepancies or issues in the process. Below are general steps to set up and perform workflow auditing on sales orders in Sage X3… Read More »

Time management and Inquiry Screen (Load and Capacity)

To equip its end user Sage X3 now has a Load and capacity screen to judge the work put in by a particular user on ERP. The view offers a graphical representation of time spent by a user with respect to different  time periods that can be years , hours , minutes and months. Projects… Read More »

Pegging history in Sage X3

The “Pegging History” tool allows the history elements to be shown both upstream (what does the order cover?) and downstream (what covers the order?) from a “pivotal” order. In the second grid, under the multi-level option, the list of coverages is suggested if the selected “pivot” is of the required type. The “Pegging History” functionality… Read More »

How to Update the Fields in the Signature History Table for a Custom Workflow

In Sage X3, workflows are used to automate and streamline business processes by defining a sequence of tasks that need to be performed in a specific order. These tasks can involve approvals, reviews, or other actions necessary for the completion of a business process. Workflows in Sage X3 help organizations enforce consistency, reduce manual intervention,… Read More »

Importance of X3 Installation and how to solve error if encountered on Folder Validation 

The Installation of Sage x3 ERP system involves several steps to ensure a smooth and successful implementation.   Which has multiple important steps that are, Implement a regular maintenance schedule to ensure the Sage X3 system remains up-to-date and secure. Stay informed about software updates and implement them as necessary. Remember that Sage X3 Installations… Read More »