Sage X3 – Tips, Tricks and Components
In Sage Enterprise Management, we may come across a scenario where the user wants to close sales orders manually, but the close button is closed. This functionality can be achieved by the following steps: Navigate to: Sales → Orders → Orders Refer below screenshot, you can see that, the close button is disabled here. Follow… Read More »
In Sage Enterprise Management, we may come across a scenario where we want the same data line while doing duplication of any transaction but the line is getting blank. This functionality can be achieved by the following steps: Navigate to: Common data → Products → Products → After sales tab Check product type and service… Read More »
Sage Enterprise Management (Sage X3) provides us with a feature to setup Sales price based on the Purchase price of Product. This set-up is subsequently used for charging a customer based on the purchasing cost of the product. E.g. an instance where you want to sell a product to a customer on the 50% margin… Read More »
In Sage Enterprise Management, we may come across a scenario where we get “No tax determination rule applies” pop up message. To solve this error message follow the below steps: Navigate to: Sales -> Orders -> Orders Now, create the new sales order and in the product line set Tax Level 1 as “ECO” after… Read More »
You may come across the situation where you want to give some summary information linked to the current record. Thanks to the menu File / Properties where we can add the information. This information will be available by right click (Properties line) for all fields corresponding to the key for an object. Set up -> General Parameters -> Properties… Read More »
You may have come across a situation where you would like to know from where the price is coming on sales order. Sage X3 has standard functionality where user can do the price inquiry by using the “sales price inquiry” (Refer the below screen shot) Navigate To: Sales>Sales>Orders>Lines tab Note: The Sales price inquiry screen can… Read More »