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 »
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 »
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 »
Have you ever wondered how you can delete a single row of data from the Misc. Table instead of deleting the whole Misc. Table as there is no delete line option available. New Stuff: How to Rename Your Exported Crystal Reports Dynamically in Sage X3 Fig 1 – Miscellaneous Table We figured out how we… Read More »
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 »
In Sage X3, when you add a field to your screen, it typically displays as a small box, capable of showing just two or three words at a time. However, sometimes you need to display more data in the same field, and that’s where multi-line text fields come in handy. This guide will walk you… Read More »
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 »
