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 »
Sage X3 provides the Line duplication functionality especially for Purchase order lines. This is the feature where we can create a duplicate copy of the line in Purchase Order. Sometimes you may come across a scenario where “Line duplication” button is not visible on purchase order line. In such cases, you would need to check… Read More »
A navigation page is a page that organizes the links to different menu items referring to Sage ERP pages. A navigation page is defined by the following information: MODULES: This section displays all the modules of the navigation page. Modules can be added by selection from a list of available modules, their label can be modified.… 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 »
Access codes are used to protect information and functions by controlling who can read, write, and execute them. They ensure that only authorized individuals can view, modify, or run certain data and programs. In this case, these codes function like locks placed on a field in a screen, within a transaction, in a report, or… 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 »
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 the chemical industry, precision isn’t just important—it’s critical. From sourcing raw materials to delivering the final product, every link in your supply chain must be meticulously managed to ensure safety, compliance, and profitability. Let’s explore how Sage X3 helps streamline every aspect of your supply chain. Efficient logistics is the backbone of a strong… 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 »
