In Sage X3, assignment rules are used to define how transactions, such as sales orders or purchase orders, are automatically assigned to specific resources or entities. These rules are part of the Resource Planning module, which helps in optimizing resource utilization and improving efficiency in managing various business processes.Assigning orders (needs and resources) among one… Read More »
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 »
Sage X3 prevents customers from obtaining a “A: Unauthorized stock status” warning by providing three quality control settings, the degree of which varies based on the setup. Suppliers tab in the product function is where you find the most restrictive setting. As soon as a PO receipt is processed for a supplier that has their… Read More »
A purchase request is a written request that lists the items that are required, how many are needed, and when they will be required. It becomes a purchase order after it is authorized. An unapproved purchase order is called a purchase request. The purchase request lists all necessary goods and services along with their respective… Read More »
In Sage X3, we can create Purchase Invoice transaction against Purchase Order as well as Purchase Receipt with any quantity and amount. But one of our client requested to add limit on the amount while creating Purchase Invoice against Purchase Order only. Customization Required: Invoice can be booked only against PO. Unless amount is lesser… Read More »
Subcontracting process, raw materials are provided to subcontracting supplier/customer. It’s being processed by subcontracting supplier/customer, convert it to semi-finish material and deliver back. To solve the error ‘supplement not assigned’, there are main point which are linked with it. Work Order. Purchase Order. Sales Delivery. PO’s Purchase Receipt. Let’s describe each points shortly. Work Order: A… Read More »
EDI 860, also known as a Sales Order Change Request, is sent from a buyer to a seller when the buyer needs to make changes to their EDI 850 Purchase Order. This electronic data interchange transaction helps streamline trading partner communications, so changes can be tracked and made easily. EDI 860 documents need to match… Read More »
In Sage X3, validating the quantity field in a Purchase Invoice screen is important to ensure data accuracy and prevent errors in your accounting or inventory management system.Recently we had a requirement to add validation on the quantity field in the Purchase Invoice screen in such a way that, If the Purchase Order is created… Read More »
In Sage X3, user can create Fixed Asset and PO entries manually. After creation, Sequence No will be generated automatically by setting the entry no sequence in the Document Types setup. But one of our client requested to generate entry no with formulas. Now we will see Logic required to generate Sequence No with Formula… Read More »
We all are aware how to do the setup of dimensions for sales/purchase transactions in Sage X3. Basically, the setup needs to be done on entry transaction level and product level. You can refer this blog to setup dimensions on Sales order lines:- https://www.greytrix.com/blogs/sagex3/2015/10/30/how-to-enable-dimensions-on-sales-order-detail/ Or you can refer this one to auto-populate dimensions on Sales… Read More »