Tag Archives: Sage X3 technical blogs

Task Management in Sage X3.

This function serves two main purposes. First, it allows users to create new batch tasks from scratch. Second, it enables users to modify the characteristics of tasks that already exist. Each batch task has a unique code for identification and several technical characteristics that define the process to be executed. A batch task can be… Read More »

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 »

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 »

How to Setup and Control Sales Rep Access in Sage X3

In the competitive world of sales, having up-to-date sales data is crucial for sales representatives. Equally important is maintaining strict control over which accounts each rep can access. Sage X3 provides a straightforward solution to manage user access while ensuring that reps can still handle transactions related to their assigned accounts. This article delves into… Read More »

Folder SVG extraction in Sage X3

Data extraction is the process of retrieving data out of data sources for further data processing or data storage (data migration). In Sage X3, there folder which consists of this data backup is called as “SVG”. This folder is available in the below-mentioned path: Sage X3 Installation Folder> \<Folder Name>\ SVG To carry out the process of data… Read More »

What is License Plate Numbering in Sage X3

In logistics and supply chain management, internal containers refer to the various types of packaging or storage units used to transport and store goods within a facility or during transportation. These containers can include pallets, boxes, packs, big bags, barrels, bins, and others. Assigning unique identifiers, such as license plate numbers, to these internal containers… Read More »

Renewal annual envelopes in Sage X3

In Sage X3, the concept of “annual envelopes” refers to predefined budgets or allocations that are set aside for specific purposes within an organization, typically on an annual basis. These envelopes are often used to manage expenses, track spending, and allocate resources effectively across various departments or cost centers. The renewal of annual envelopes in… Read More »