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 »
In Sage X3, we came across a situation where we need to hide a button at the line level within a grid. This functionality can be achieved by following the steps given below. In our example, the user wants to hide the “Change of Receipt” button at the line level (as shown in Figure 1)… Read More »
Sage X3 is enterprise resource planning (ERP) product which help organization to manage all the operation of organization and database into a single software solution. Sage X3 contains list of modules like sales, purchase, inventory, project, financial and many more. At times, users encounter an issue where they input comments in the comment section exceeding… Read More »
In Sage X3 v12, we recently discovered that when entering dates manually on any transaction screen beyond the year 2029, the system automatically defaults to 1930. For example, if we enter the date as 10/11/2030, it is interpreted as 10/11/1930. When you enter a date with a two-digit year in Sage X3, the system determines… Read More »
Managing batch tasks in Sage X3 efficiently is crucial for ensuring smooth business operations. However, encountering errors in these jobs can disrupt workflows and cause significant delays. To mitigate such issues, setting up notifications for batch job errors can be a game-changer, enabling you to respond promptly. This guide will walk you through the process… Read More »
Currently, we are facing issues while adding a custom field to the journal entry screen in the details line. The field is not getting added to the screen even after validating Windows. So, we have to manually add a custom field to the standard screen to solve this issue in Sage X3. We have to… Read More »
In Sage X3, WIP posting is an important stage which allows one to generate Journal Entries for subcontracting processes. Subcontracting refers to the process of entering into a contractual agreement with an outside person or company to perform a certain amount of work. There was one requirement from one of our clients to Post WIP… Read More »
In the Reports module of Sage X3, there is a View Queries screen that enables users to search predefined data collections on screen. This functionality utilizes a graphical query tool designer, which is responsible for designing queries based on the SQL language. The graphical query tool designer includes a function to create screens that display… Read More »
In Sage X3, there are dashboards on the home page such as AP/AR Accounting Manager, Workshop Manager, Planning Manager, etc. And customer, sales, purchase related information is getting displayed on those standard dashboards. But one of our client requested to develop a customized dashboard for Manufacturing. Customization Required: In their system when they create a… Read More »
Sage X3 is enterprise resource planning (ERP) product which help organization to manage all the operation of organization and database into a single software solution. Sage X3 contains list of modules like sales, purchase, inventory, project, financial and many more. New Stuff: Miscellaneous Data Searches in Sage X3 In this example, we are using the… Read More »
