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 »
In Sage X3, notifications are typically used to alert users about certain events or actions within the system. These notifications can be configured to appear in various parts of the system, such as the user’s dashboard, or they can be sent via email.Notifications in Sage X3 provide a flexible and configurable way to keep users… Read More »
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 »
In Sage X3, we have the option to manually enter price in the detail line as required while creating any transaction. However, one of our clients wanted to add a validation on “Gross Price” field in Sales and Purchase Order Transactions based on Price Lists.Here, user will enter supplier and product combination with price in… Read More »
For any organisation, having a sales by customer dashboard in their ERP systems is a valuable tool for any businesses to track and analyse their sales performance with a focus on individual customers. This dashboard can provide insights into customer-specific sales data, helping you make informed decisions and improve customer relationships.Recently, one of our clients… Read More »
While creating any transaction in Sage X3, user has to enter “Gross Price” manually for the products in the detail line. But sometimes we use Price Lists to flow Gross Price automatically on the basis of Product and Supplier/ Customer combination. We have different price lists for Sales and Purchase with the respective Customers and… Read More »
In industries Dashboard plays a very important role for users which provides summarized data of organizations, transactions and masters. Sage X3 has features to show dashboard data into graphical charts like bar chart, Pie chart, line chart & different types of chart. One of our clients has a requirement to represent the data on the… Read More »
With Sage X3, get your Alcohol & Distilleries manufacturing business “up and running” without running around! “State-Wise Excise Duty applied on the Products, other required charges applied on the Products, Management of bottle quantity per case, VAT, CST, TCS management”. Get it all here. Because to manage alcohol & distillery needs, we did a customization… Read More »
In Sage X3, one of the client’s requirements was to have a way to quickly convert their work order REL unit (release product unit) from stocking to packing unit for the header product. To provide them with a business solution for the above requirement we developed a new screen and a button on the Work… Read More »
In industries, Dashboard plays a very important role for users which provides summarized data of organizations, transactions, and masters. Likewise, we received a requirement to create a dashboard that provides sales amounts by product category. For that requirement, we were requested to display the top 10 greater amounts of sales by category, and then at… Read More »