In Sage X3, the Work in Progress (WIP) valuation feature is designed to provide insight into the value of products that are in the production process but not yet completed. This value includes the cost of raw materials consumed, the labor time entered, and any stock receipts related to the ongoing production. The WIP valuation… Read More »
As we all know open items Open Item refers to a financial transaction or record that has not yet been fully processed, reconciled, or settled. Sage X3 provides a special function to group open items related to the operations saved for BP like invoices, credit memos etc. on a statement. We are allowed to create the… Read More »
In the previews blog we learned how to check the history of any job, now we are going to learn how to distribute the job history. Steps will be similar to till checking the log of job history. I.e. when jobs have been scheduled and run, you can view the job history in the History… Read More »
In Sage X3, you can add a new report to a function on the different objects screen. When the standard reports are not sufficient, we use an existing report and customize it according to our requirements. We can also add the validations on report printing. For example, On the screen, the user wants to print… Read More »
In Sage X3, the term “Dashboard” typically refers to a user interface feature that visually represents the relevant data. These dashboards are customizable and can be tailored to suit the specific needs of users or departments within an organization. Sage X3 dashboards allow users to monitor various aspects of their business in real time, such… Read More »
In some situations, companies need to transfer products from one place to another that are not part of the normal distribution flow. For example, shipping a computer that needs to be repaired or shipping marketing materials to a conference or tradeshow. The Transport Note feature in Sage X3 tracks goods that are shipped and/or delivered… Read More »
In Sage X3, the pick ticket functionality is an essential part of the sales order fulfillment process. A pick ticket is a document generated by the system that instructs warehouse personnel on which items to pick from inventory to fulfill a customer’s order before they are shipped to the customers. After creating a sales order,… Read More »
In Sage X3, the process of entering time for a project involves specifying various details such as the date, task, and the amount of time spent on the project. This can be facilitated through the use of the assignment grid, where tasks assigned to an employee are conveniently displayed at the top, allowing for accurate… Read More »
In SageX3 do you ever face an issue where you have to hover your mouse pointer to see the full description? We found a way to display the whole text/description on the screen without using the multiline text control. New Stuff: Automate sending reports on emails in Sage x3 Fig 1 Description before truncation Go… Read More »
Workflow in Sage X3 allows you to automate steps such as sending emails with attachments etc. Sage X3’s workflow function allows you to create a process that sends an email when certain conditions are met, such as fulfilling/satisfying the condition or triggering an event. This email may include attachments, such as documents or reports generated… Read More »