Tag Archives: Sage X3 Technical blog

Pegging history in Sage X3

The “Pegging History” tool allows the history elements to be shown both upstream (what does the order cover?) and downstream (what covers the order?) from a “pivotal” order. In the second grid, under the multi-level option, the list of coverages is suggested if the selected “pivot” is of the required type. The “Pegging History” functionality… Read More »

Creation of Shipping Calendar to display on dashboard

To create a Shipping calendar we will use X3 calendar functionality.The shipping calendar will help us with delivery tracking. Specially it will be helpful for sales and warehouse teams. For creation of “Shipping calendar” we are going to use SORDER and BPCARRIER table’s. Step 1: Go to Setup>Usage>Reports>Graphical query tool. Create new query Fig: Graphical… Read More »

How to perform automatic and multiple assignments using the assignments function

In Sage X3, assignment rules are used to define how transactions, such as sales orders or purchase orders, are automatically assigned to specific resources or entities. These rules are part of the Resource Planning module, which helps in optimizing resource utilization and improving efficiency in managing various business processes.Assigning orders (needs and resources) among one… Read More »

How to create pie chart in Sage Enterprise Intelligence (SEI) report

Sage Enterprise Intelligence is an intuitive business intelligence solution integrated with your Sage business management system to help business users reduce time spent on analysis and reporting and make faster, better-informed decisions. It empowers all users with a simple solution to access and analyse data in a self-sufficient manner, which eliminates the need for disparate… Read More »

Feature: How to create product with specific naming format using Product configurator in Sage X3

Introduction: As we know, Product configurator is the Sage x3 functionality which allows to create product along with BOMs, routing etc. There are some basic parameters that need to be set first. The first one is Configurator symbol where we can define the questions which can be used while using the configurator. The navigation for… Read More »

How to get the version number associated with the product code?

In Sage x3, we may come across a situation where we have to get the version number of the product installed and use it in our code to display the same. Sage X3 provides a Method ‘AGETLIC_PRODUCTVER’ that returns the product version. Method: fmet GACTX. AGETLIC_PRODUCTVER (“1”) Code snippet: Local char YLICINFO (30) YLICINFO= fmet… Read More »

How to translate Menu Item text in Sage X3

You may have come across a situation where you had added a new Menu Item to the Navigation page, but the Description of the Menu Item didn’t get translated. This can be achieved by following the below steps: Open the Menu Item for which you need a translated text. Go to Administration | Authoring |… Read More »

How to set fixed price of carrier for a specific invoicing element

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 »

How to close a site in Sage Enterprise Management (Sage X3) that is no longer in use

In your Sage Enterprise Management (formerly Sage X3), there can be sites that you may want to close down. The prominent reason for the closure of sites in Sage Enterprise Management (Sage X3) can be because of the minimal usage. Closing a site in Sage Enterprise Management (Sage X3) is a difficult process. To address… Read More »