Sage X3 – Tips, Tricks and Components
In order to track time spent on a project, the budgeted time that was invested and employee time sheets must be reconciled. This requires that one must be able to determine if there are missing employee time sheets at all and if the correct time sheets were entered for all project employees at the location… Read More »
All users play a very critical role in Sage X3, also it has a feature where we can set a permissions and access to a particular user. The need to restrict users to access ERP Modules can be based on the employees’ role and their department. User security and access should be the top most… Read More »
Sage X3 is a versatile and robust Enterprise Resource Planning (ERP) system that caters to a wide range of business needs. However, every business is unique, and often, out-of-the-box functionality doesn’t cover all the requirements. This is where customization comes into play. In this blog post, we’ll explore how you can extend Sage X3’s capabilities… Read More »
In Sage X3, you can assign multiple signatures in a workflow on different objects to implement a multi-level approval process. This allows for more complex and controlled workflows, where different users or groups need to review and approve various stages of a business process. Here’s a step-by-step description of how to assign multiple signatures in… Read More »
In today’s data-driven business landscape, organizations rely heavily on business intelligence solutions to gain insights and make informed decisions. Sage Enterprise Intelligence (formerly known as Sage X3 BI) is one such powerful tool that assists businesses in extracting meaningful information from their data. To fully utilize this platform, it’s important to understand the basics, including… Read More »
User plays a key role in a Business process. User Access Is a Vital thing to do in Initial Phase Of Business. The rights given to users allowing them to access particular instance, can be vary from different type can be read (read only) or can allow to update (read and write)follows as as “user… Read More »
A sales order specifies the details of products ordered by a specific customer along with the price, quantity, and terms and conditions. Customer: In sales, commerce, and economics, a customer is sometimes a client, buyer, or purchaser or is the recipient of a good, service, product, or idea obtained from a seller, vendor, or supplier via a… Read More »
Sage ERP without appropriate protection levels in place would be the worst-case scenario since the whole company would be at risk if all confidential information is leaked, or if information cannot be retrieved in the worst-case scenario. The list of endpoints the user can connect to define at the group level. When a group grants… Read More »
Sage X3 has a feature in which we can assign profile picture to users in Sage X3. This feature can be achieved by following below steps:- Navigate to Administration → Administration → Users Click on Edit.
If you come across a scenario where you want to restrict users from modifying the X3 connection date then Sage X3 provides a standard functionality ‘Date change allowed’. New Stuff: How to call specific file of an action through code To set up this functionality: Navigate to: Set up → General Parameters → Parameter Value → Supervisor… Read More »