All users play a very critical role in Sage X3, also it has a feature where we can set a permissions and access to a particular user. The need to restrict users to access ERP Modules can be based on the employees’ role and their department. User security and access should be the top most… Read More »
Sage X3 is a versatile and robust Enterprise Resource Planning (ERP) system that caters to a wide range of business needs. However, every business is unique, and often, out-of-the-box functionality doesn’t cover all the requirements. This is where customization comes into play. In this blog post, we’ll explore how you can extend Sage X3’s capabilities… Read More »
In Sage X3, you can assign multiple signatures in a workflow on different objects to implement a multi-level approval process. This allows for more complex and controlled workflows, where different users or groups need to review and approve various stages of a business process. Here’s a step-by-step description of how to assign multiple signatures in… Read More »
In today’s data-driven business landscape, organizations rely heavily on business intelligence solutions to gain insights and make informed decisions. Sage Enterprise Intelligence (formerly known as Sage X3 BI) is one such powerful tool that assists businesses in extracting meaningful information from their data. To fully utilize this platform, it’s important to understand the basics, including… Read More »
User plays a key role in a Business process. User Access Is a Vital thing to do in Initial Phase Of Business. The rights given to users allowing them to access particular instance, can be vary from different type can be read (read only) or can allow to update (read and write)follows as as “user… Read More »
A sales order specifies the details about products ordered by a specific customer along with the price, quantity and terms and conditions. Customer: In sales, commerce and economics, a customer which sometimes are a clients, buyer or purchaser or is the recipient of a good, service , product or an idea obtained from a seller, vendor or… Read More »
Sage ERP without appropriate protection levels in place would be the worst-case scenario, since the whole company would be at risk if all confidential information is leaked, or if information cannot be retrieved in the worst-case scenario. The list of endpoints user can connect to define at the group level. When a group grants access… Read More »
Sage X3 has a feature in which we can assign profile picture to users in Sage X3. This feature can be achieved by following below steps:- Navigate to Administration → Administration → Users Click on Edit.
If you come across a scenario where you want to restrict users from modifying the X3 connection date then Sage X3 provides a standard functionality ‘Date change allowed’. New Stuff: How to call specific file of an action through code To set up this functionality: Navigate to: Set up → General Parameters → Parameter Value → Supervisor… Read More »
Before using any system users should sign in with proper roles, below are the steps to create users and assigning roles in Sage X3 V7. New Stuff: How to add Module and Sub module in SageX3 Version 7? Step 1: Navigate to: Administration > Administration >Groups Crate new Group. Step 2: Navigate to: Administration > Administration >Users… Read More »