Category Archives: Sage ERP X3

How to set the default Category as “ACTUAL” in Journal

We have come across the scenario where the Journal which are created from the Sales or Purchase Invoice should not be editable. We have parameter values which will set the Category as Default when we Post the transaction. Img: Parameter Values → Common data(TC) –> Group CPT This will set default value as actual, which… Read More »

How to secure MongoDb in Sage X3

We may came across a scenario where we want to secure a mongodb service. We can achieve this functionality by using below steps: Uninstall mongodb re-install MongoDB with SSL certificate checkbox checked. This will generate “client.pem” file to secure MongoDB access. Re-install MongoDB service After re-installation of MongoDB, “Client.pem” file will generate in D:\Sage\Syracuse\syracuse\certs\mongodb(In… Read More »

How to change the standard Module name?

Have you came across a scenario where you want to change the name of  “Module and Sub Module”. Image 1: Home Page Navigate To: Administrator>Authering>Navigation Page Image 2: Pages Now Edit the Home Page content. Image 3 Edit module name like “Orders to sales orders”. Image 4: Navigation Pages Now, you can check the names… Read More »

Adding Graphical requester in Interactive Dashboard

To create Graphical Requester, follow below steps. Step 1: Create graphical requester. Set up → Usage → Report → Graphical Query tool 1.1 Graphical requester screen Step 2 : Create Menu Item. Navigate to Administration → Authoring → Pages → Menu 1.2 Menu item screen As shown in above screenshot, we have created menu item with… Read More »

How to enable the attachment for Expenses and Leave

Go to Administration function within the portal the put ADDPJ as “True”. For expenses After that, you will be able to attach document if you have save you document as a draft. About Us: Greytrix Africa– Sage Premier Gold Development Partner is a one-stop solution provider for all your Sage ERP and Sage CRM needs.… Read More »

How to create back to back orders in bulk

In some industries the supply is totally depends on the demand for selective products. For these products whenever the sales order is created, the user creates a purchase order to fulfill the sales order. In such scenarios, the product is not stocked in-advance but purchased on demand and sold simultaneously. As soon as the product… Read More »