Managing accurate pricing in purchase transactions is essential for maintaining cost control and consistency. In Sage X3, the Price List functionality allows businesses to automate pricing in Purchase Orders based on predefined conditions. One of the most useful features is the ability to define prices based on a Supplier–Product combination, ensuring that the correct gross… Read More »
While working on workflow email notifications in Sage X3, we faced an issue related to approval mail triggering during workflow execution. The client’s requirement was to send automatic email notifications at the time of 1st approval and 2nd approval whenever a user signed the workflow transaction. Although the workflow was functioning correctly and approvals were… Read More »
In the Sales Delivery screen of Sage X3, we have implemented a customization at the line level to support temporary delivery entry creation using a Provisional Quantity field along with the standard Delivered Quantity field. Purpose of the Customization This customization is designed to help users create delivery entries temporarily, even when the final delivery quantity is not… Read More »
In Sage X3, the Non-Conformance screen plays an important role in the Quality Control process. It is used to record, manage, and track issues related to products, materials, production processes, or deliveries that do not meet the required quality standards. Whenever any defect, quality issue, damaged material, process deviation, or specification mismatch is identified during production,… Read More »
In industries like food processing, specialty chemicals, and process manufacturing, every gram and every dollar matter. For products such as meat, seafood, and dairy, the weight can fluctuate by just a small unit at each packing. However, standard ERP systems operate using fixed, average, and predictable quantities. This becomes a challenge when dealing with products… Read More »
Teams complete work, record costs, and achieve milestones across sites just as planned in the construction industry. But is the cash flow reflecting the same momentum? In many construction and engineering environments using Sage X3, this gap between execution and revenue is often due to a configuration issue rather than a system limitation. Revenue is… Read More »
Sage X3 is an enterprise resource planning (ERP) solution that helps organizations manage their business operations and data within a single integrated system. It includes various modules such as Sales, Purchasing, Inventory, Finance, and more, enabling efficient and centralized business management. In many business scenarios, there is a requirement to restrict or filter dashboard data… Read More »
The Stock Transaction Inquiry screen in Sage X3 is a powerful tool used to track and analyze stock movements across the system. It allows users to view detailed transaction history, helping in inventory monitoring, audit tracking, and decision-making. Recently, a client required the addition of a custom field in the Stock Transaction Inquiry screen. While… Read More »
In Sage X3, Enterprise Planning is a key ERP screen that displays work-in-progress (WIP) events and Material Requirements Planning (MRP) suggestions to help businesses manage demand, plan production, and optimize purchasing. This interactive screen acts as a “to-do list” for planners, showing events like customer orders and supplier requirements, and generating suggestions for work orders,… Read More »
When creating a Sales Order in Sage X3, one of the important configurations available to users is the Invoicing Mode, which can be found under the Invoicing tab. This setting plays a key role in determining how invoices are generated from sales orders. Default Invoicing Mode: “One/Slip” By default, the invoicing mode is set to… Read More »
