As a user in Sage X3, you may have to run specific reports as part of your daily routine. Setting up a report as a single item for a particular module can help improve work flow and minimize any confusion you may have on which report to run. In the example below, we will be… Read More »
Introduction: As we know, Product configurator is the Sage x3 functionality which allows to create product along with BOMs, routing etc. There are some basic parameters that need to be set first. The first one is Configurator symbol where we can define the questions which can be used while using the configurator. The navigation for… Read More »
When your PO is accidentally closed and your invoice status shows as fully invoiced and need to do changes or add products in line level you will get an error if the PO is closed and fully invoiced as shown in fig 1.1. We can achieved this by re-opening the close orders. To Re-open a… Read More »
Sage X3 prevents customers from obtaining a “A: Unauthorized stock status” warning by providing three quality control settings, the degree of which varies based on the setup. Suppliers tab in the product function is where you find the most restrictive setting. As soon as a PO receipt is processed for a supplier that has their… Read More »
In order to help the ERP user with the relevant information regarding the multiple project at the location that might be running , hold or may be finished but still has to be recorded or to be used to gather necessary information on future involvement with similar client or material/required/cost involved/person responsible/useful insights etc Sage… Read More »
This blog explains what a Selection Page is and how it works with Global Parameters. This ensures that the selection page functions only within Dashboards, Workbooks, and Reports. It is used to filter the data displayed in the current view. If a data type has been defined in the Global Parameters, user input will be… Read More »
Managing project billing is a critical aspect of project management and financial control within an organization. It involves the systematic and accurate invoicing of customers or clients for the work performed on projects, ensuring that revenue is appropriately recognized and financial goals are met. The process typically includes various stages, from tracking project activities and… Read More »
The ERP comprises multiple modules that link inventory accounts effects in a single process. In this blog, we will address the problem we are having with journal entry creation. Initially, we create a sales order in X3 when we receive an order, then we move on to creating a sales invoice for the accounting effect.… Read More »
To manually select a sales order or delivery type every time you enter data into your system. It can be a tedious task, especially when you have a long list to choose from. However, there’s a solution that can save you time and improve your efficiency. By setting up a preferred default for your sales… Read More »
In the last blog, we learned how to make global scripts. This blog will teach us how to make and use parameters. Parameters: The “Parameters” option shows all the parameters that are set up and can be used from the global scripts. Steps To create a new script parameter: In the upper left hand corner,… Read More »
