Sage X3 – Tips, Tricks and Components
Prepayments are amounts paid by a customer in advance of the goods or services being received later on. Any payment made in advance can be considered a prepayment. Prepayment of an order takes place when a seller receives a form of payment from the customer at the time of order entry. Many types of prepayments are… 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 »
All users play a very critical role in Sage X3, also it has a feature where we can set a permissions and access to a particular user. The need to restrict users to access ERP Modules can be based on the employees’ role and their department. User security and access should be the top most… Read More »
A fiscal year (or financial year) is used in accounting, which varies between companies and for budget purposes. It is also used for financial reporting by businesses and other organizations. Fiscal End closes a Company’s fiscal year and generates the corresponding accounting entries with the document type of NEW. As we know, before any accounting operations, the accounting financial years… Read More »
Sage X3 provide us multiple functions that can be triggered through signature management workflow. Here we will see some of them which are useful on sales order. As we know once we create a sales order the credit limit of customer gets updated. There can be a business requirement where user wants the credit limit… Read More »
In Sage X3, we may come across, where a user wants a fixed price of the carrier in a specific invoicing element. This functionality can be achieved by following steps: Navigate to: Setup → General Parameters → Parameters Values → Sales → Folder → Seed → Invoicing rules → Details If user want to check… Read More »
In Sage X3, we may come across a scenario where we get “No sequence is assigned to this document” pop up message while creating the purchase shipment. To solve this error message follow the below steps. Navigate to: Purchasing → Shipments → shipments Now for solving this message, Navigate to: Parameters → General Parameters →… Read More »
We all have come across the issue “Access rights to this folder not sufficient” while copying some object from one folder to other. Let us consider two folders :- OGDEV SEED While copying screen “ZITM” from OGDEV to SEED got the below error message. To resolve the issue we need to the fallowing things:- Go to… Read More »