How to flow custom fields from Customer master to Sales order screen

In Sage X3, in customer master user have provision to define multiple addresses with different address codes. So one of our client has requested to add some custom fields on address tab of customer master. And flow it to the Sales order depending on the address code selection on Sales order screen Suppose user wants… Read More »

How to restrict automatic signature in workflow

Sage X3 provide us a feature of processing automatic signature for a record if the record is created or modified by the first level of user present in assignment rule. This means if we have ADMIN as first user to sign a record and if ADMIN himself creates or modifies the record, that particular record… Read More »

Purchase Receipt quantity not flowing to Purchase Invoice screen in Sage X3

In Sage X3, we faced an issue for the Quantity not getting flown from Purchase Receipt to Purchase Invoice screen on the selection from the left list. As per the standard process, we create a Purchase order, and further we create a Purchase receipt using the same Purchase Order. Further, while creating the Purchase Invoice… Read More »

Plan of Change Request in Sage X3 V12

In Sage X3 V12, as we know the Change request function is used for managing the delivery of ‘change’ for issues or enhancements that will benefit your organization or your customers. Sage X3 also provides ‘Impact Analysis’ function to study possible impacts on current as well as future sales and profits. To guide and schedule… Read More »

Impact Analysis of Change Request in Sage X3 V12

 In Sage X3 V12, as we know the Change request function is the central function for managing the delivery of ‘change’ for issues or enhancements that will benefit your organization or your customers. As changes are important in the development of a product and for ongoing maintenance of a product, we need to study the… Read More »

How to setup commission factor for sales representative in X3

Commission also called a sales commission, is a payment given to salespeople for each individual sale. When planning a commission structure, sales leaders should consider factors like how much of their budget they can allocate for commission, how much they’ll pay for different levels of sales output, employee’s base salaries, and potential bonuses or incentives… Read More »

How to Align Lot numbers with Purchase receipts numbers

Purchase Receipts are made when you accept Items from your Supplier usually against a Purchase Order. A purchase receipts is created when you accept materials from a certain supplier. This is usually against a purchase order. It also serves as a proof and a document given to consumers as a record of their sample purchase… Read More »