Tag Archives: Site

How to restrict a site for certain module in Sage X3.

In Sage X3, both users and sites play crucial roles within the system. For all transactions, selecting a site is mandatory. In some cases, the site can differ based on the transaction type, such as sales, purchase, or manufacturing, depending on the client’s requirements.Sage X3 provides functionality to restrict access to specific sites based on… Read More »

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 »

Automatic Sequence No generation with Formulae for Fixed Assets and PO

In Sage X3, user can create Fixed Asset and PO entries manually. After creation, Sequence No will be generated automatically by setting the entry no sequence in the Document Types setup. But one of our client requested to generate entry no with formulas. Now we will see Logic required to generate Sequence No with Formula… Read More »

Restriction on Duplicate LOT-SUBLOT creation

As everyone knows, LOT No creation for the raw materials can be done in Purchase Receipt and Miscellaneous Receipt transactions in Sage X3. In LOT No field, LOT will be generated either automatically or manually. User can enter LOT No manually. Logically, LOT No should be unique for every Product as per the LOT-SUBLOT concept.… Read More »