Category Archives: Sage ERP X3

License Plate Numbers in Sage X3

Step1. How to create and set up the various license plate numbers? Sequence number creation Open: Setup > General parameters > Sequence number definition > Structures Before creating the license plate number, you must create a sequence number. This sequence number can include up to 18 characters. Fig 1. Sequence Number Link the Sequence code… Read More »

How can we add new fields to the Inquiries screen without using standard lecture code

In Sage X3, the inquiries screen refers to a user interface where users can view and analyze data stored in the system. This screen typically provides a way for users to query and retrieve information about various aspects of the business, such as sales orders, purchase orders, inventory levels, customer information, supplier information, and financial… Read More »

Automatic Packaging configuration at Product Site level

When the packaging capacity isn’t configured at the site level and there are multiple products involved in Sales Order Packaging, the process of manually setting up automatic packaging for each product can be incredibly time-consuming. To streamline this and prevent the need for manual automatic packing at the packaging level, Sage X3 offers a feature… Read More »

How to Run Fiscal Closing On Multiple Companies at Once in Sage X3

Fiscal closing is a critical process for any business. Doing Fiscal Year end, marking the end of a financial period and getting the company’s financial records ready for the next one. For businesses using Sage X3, this process can be streamlined, even when handling multiple companies simultaneously. At times, users may want to run the… Read More »

Feature: Use of Supersession/Substitution product field on Product master in Sage X3

Introduction: As we know, business processes like sales, manufacturing, and logistics, require a functionality where you can substitute one product with another. In Sage X3, there is a concept of supersession product or substitute product. The name substitute refers to a product or service that consumers see as essentially the same or similar-enough to another product.… Read More »

Adding controls to fields in Sage X3

One more feature of Sage X3 that frequently gets overlooked is the capability of adding controls to a specific field within the system without requiring knowledge of the 4GL language, which is Sage X3’s exclusive coding language. After realizing that they were continuously using the control action to add custom logic to standard or custom… Read More »

How to grant access to the Data Models in SEI

In this blog, we’ll explore the step-by-step process to grant access to the data model in sage enterprise intelligence (SEI). This option is used to grant access to the Data Models, to groups or users. There are three different ways of adding authorization to a Data Model and you can toggle from one to the… Read More »

Crystal Reports: Time cut off from date-time field

Crystal Reports is a business intelligence tool that creates custom reports by capturing data from multiple sources. The tool offers features such as data access, report design, data formatting, report viewing, and application integration. In Sage X3, we have various standard reports for almost every screen, which are developed in Crystal Reports.Recently, we had a… Read More »

Dashboard Filtering in Sage Enterprise Intelligence(SEI)

One of the most valuable features within SEI is dashboard filtering, a dynamic function that allows users to customize their data views to meet specific analytical needs. Dashboard filtering in SEI for SAGE X3 provides users with the flexibility to focus on the most relevant data, thereby transforming vast datasets into actionable insights. Whether you… Read More »