Sage X3 – Tips, Tricks and Components
In Sage X3, for any Object or Miscellaneous window we can add several browsers or left-list objects that serve the purpose of entry selections and data linking. However, sometimes the object table when loaded fully can cause performance issues in loading of records. For this Sage X3 has provided a way to limit the number… Read More »
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 »
In Sage X3, when we add a field with dimensions, it will display a description only for the first field/dimension, while the others remain blank, as shown in the following figure. Here, we’ll explore a step-by-step guide on how to change the headings of dimension fields in Sage X3, utilizing local menus and evaluated titles.… Read More »
In Sage X3, sometimes it requires us to link a pop-window from a button and display information based on a particular record. To achieve this requirement, let us take you through a simple and effective process provided by Sage X3 as shown: We’ll be referencing the following screen from Sage X3 for this: Product Master:… Read More »
Sage X3 has a feature of BP net settlement, with the help of this feature we can settle open items like open invoices, unapplied prepayment, credit memos and debit memos against suppliers & customers. One of our client tried to create BP net settlement against one vendor but an error occurred as shown in the… Read More »
In Sage X3, developers can do customization within Sage X3 using development module. Sometimes user reports an error “Function not defined for the given value” whenever he/she tries to use the customization done in Sage X3. As shown in below screenshot. New stuff: Restriction on Purchase/Sales transactions on the basis of PAN No Error In… Read More »
In Sage X3, screens play a very important role, and their layouts too. Sometimes, the customer wants a slightly different layout than the standard screens of Sage X3. One exciting feature of Sage X3 is that it allows the user to change or modify with few possible options for customized screen layout for better user… Read More »
Recently we had a requirement in which client wants to add Routing description field on work order screen in left side panel and description field will be fetched from routing Master. This field addition will help user to find operation details on work order screen. Also, we can add this field on report level as… Read More »
As we all know, generally after adding fields in screens, we globally validate window of that screen and we are able to see the new added field in that screen. But in inquiry screens, it is little different. In this we will see how we add new field in inquiry screen and how we can… Read More »
You may come across the situation, where you may want to give selection window for the customer address. In Sage X3, we can add selection (F12 functionality) and filter the selection records as per the requirement. Kindly follow the below steps to add F12 selection functionality for Customer address: New stuff: Automatic Reversals 1. Add the… Read More »