How to restrict the data for specific user or group in SEI

This is a process that involves setting up permissions and access controls within the Sage Enterprise Intelligence software. This process ensures that each user or group of users can only access the data that is relevant to their roles or tasks. It involves various steps such as granting or restricting access to reports, limiting access… Read More »

Allocation Methods for Efficient Work Order Management

In Sage X3, a work order is a document that is used to plan and track the production of items in a manufacturing or production environment. Work orders are an essential part of the manufacturing process that can be the “Manual,” “Global,” and “Detailed” allocation methods are options you can choose when allocating materials to… Read More »

How to automatically open Printing parameter screen for particular report on delivery creation in Sage X3

As we know sage x3 provides numerous features along with reporting functionality. Accurate and timely reporting is the need of every business. Likewise, we can have reports on each and every process performed in sage x3. We can have reports for different modules including different functions like in Sales module we can print reports for… Read More »

Sales Order creation in Sage X3 using EDI 850 documents

The EDI 850 is a Sales Order transaction set used to place an order for goods or services. Also known as an electronic purchase order, an EDI 850 is usually sent to a vendor as the first step in the ordering process. The EDI 850 generally provides the same information you would find in a… Read More »

HOW TO ADD A SINGLE REPORT TO SAGE X3 MODULES

As a user in Sage X3, you may have to run specific reports as part of your daily routine. Setting up a report as a single item for a particular module can help improve work flow and minimize any confusion you may have on which report to run. In the example below, we will be… Read More »

How to create pie chart in Sage Enterprise Intelligence (SEI) report.

Sage Enterprise Intelligence is an intuitive business intelligence solution integrated with your Sage business management system to help business users reduce time spent on analysis and reporting and make faster, better-informed decisions. It empowers all users with a simple solution to access and analyse data in a self-sufficient manner, which eliminates the need for disparate… Read More »

Feature: How to create product with specific naming format using Product configurator in Sage X3

Introduction: As we know, Product configurator is the Sage x3 functionality which allows to create product along with BOMs, routing etc. There are some basic parameters that need to be set first. The first one is Configurator symbol where we can define the questions which can be used while using the configurator. The navigation for… Read More »

How to solve Error: “@X3.TRT/SUBSDHA$adx (2612) Error 6 : Variable Non-existent GLBDOCDAT” in Sage X3

Sage X3 is enterprise resource planning (ERP) product which help organization to manage all the operation of organization and database into a single software solution. Sage X3 contains list of modules like sales, purchase, inventory, project, financial and many more. One of our clients is encountering an error when trying to open the sales delivery… Read More »

How to customize the trace log file for errors and success messages

Trace files are extensively utilized in Sage X3 software, particularly during lengthy processes like Automatic Invoice Validation or Automatic Work Order Release. When a trace file is displayed, error lines appear in red text, allowing you to navigate through the errors. To customize a trace file, follow the below steps: Step 1: We need to… Read More »