Sage X3 – Tips, Tricks and Components
In Sage X3, there are various modules, each equipped with standard reports for almost every screen, and these reports are developed using Crystal Reports. Additionally, we have the capability to create customized reports to meet specific client needs, especially in the context of Indian legislation. For these specialized reports, we utilize SQL as the data… Read More »
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 »
Subcontracting process, raw materials are provided to subcontracting supplier/customer. It’s being processed by subcontracting supplier/customer, convert it to semi-finish material and deliver back. To solve the error ‘supplement not assigned’, there are main point which are linked with it. Work Order. Purchase Order. Sales Delivery. PO’s Purchase Receipt. Let’s describe each points shortly. Work Order: A… Read More »
Sage Enterprise Intelligence (SEI) can help to convert all that data into actionable insights to run your business more effectively. SEI provides you with a simple tool to not only access and analyze your ERP data, but also setup personalized dashboards and key performance indicators (KPIs) so you get quick access to the data that’s… Read More »
In Sage X3, transactions and their records play significant role. There can be various records in an entry transaction. During opening of any entry transactions, sometimes screen loading takes several seconds to open which causes system delay. This may be caused by unnecessary records loaded from the left list during screen opening. This can be… Read More »
A sales order specifies the details of products ordered by a specific customer along with the price, quantity, and terms and conditions. Customer: In sales, commerce, and economics, a customer is sometimes a client, buyer, or purchaser or is the recipient of a good, service, product, or idea obtained from a seller, vendor, or supplier via a… Read More »
Sometimes we may come under a situation where we need to update fields in the same time when the workflow gets triggered. To update field on running workflow firstly we need to select a workflow rule. I.e. at what action you need to update the field (For e.g. on Validation, rejection, notification, cancellation etc.) The… Read More »
Sometimes we may come under a situation where we need to update a field in the same time when the workflow gets triggered. To update field on running workflow firstly we need to select a workflow rule. i.e at what action you need to update the field (For eg: on Validation, rejection, notification, cancellation etc).… Read More »
Performance of any system is prime concern of everyone working on it. Batch server is needed for accepting the request and processing the transactions accordingly. We need to turn the batch server ON manually every time the system is restarted. New Stuff: How to specify a reason for the order closure? Sage X3 allows you… Read More »
Sage ERP X3 provides a feature to specify a reason for the order closure. This functionality is used in the order management function. It is used to associate a reason and a closure date when an order line or an order is fully closed. If an order line is to be closed, a dedicated window… Read More »