Companies in the Oil and Gas Industry have one of the most extensive work processes. This industry demands highly invested operations and heavy regulations. Organizations operate across multiple locations and manage unpredictable, high-risk market conditions on a daily basis. They are expected to manage thousands of pieces of equipment, tools, or assets. Workflow efficiency is… Read More »
Cross-tab reports in Sage X3 are a versatile feature for summarizing and analyzing multidimensional data in a compact, matrix-like format. Similar to pivot tables in spreadsheet tools, they organize data with rows and columns representing different categories or variables, while the intersecting cells display aggregated values such as sums, averages, counts, or other calculations. In… Read More »
When multiple sites operate under a single Sage X3 environment, giving every user access to all sites can lead to unnecessary complexity and security risks. With row-level permissions, administrators can precisely restrict users’ access to one or a few sites based on their roles. This blog demonstrates how to implement these restrictions efficiently and maintain… Read More »
In many business scenarios, organizations need to ensure that supplier invoices are linked to valid Purchase Orders (Po’s) to maintain accurate procurement and payment processes. In Sage X3, our client has requested a validation on the “Non-existing PO” field within the Supplier BP Invoice screen, specifically for certain invoice types such as Purchase Invoice (INV)… Read More »
EFT(Electronic Funds Transfer) is the digital movement of money from one bank account to another without the use of paper documents, checks, or cash. It’s a fast, secure, and efficient way to send or receive funds. Electronic Funds Transfer with ERP means integrating digital payment capabilities into your Enterprise Resource Planning (ERP) system so that… Read More »
In Sage X3, the check number field used during payment and receipt entry helps with tracking and auditing. Its availability and behavior depend on the checkbook functionality, which is optional and managed through system setup. Fig 1 : Manual check Screen If the check number does not exist in the checkbook, you will encounter this… Read More »
The Profile section in Sage Enterprise Intelligence (SEI) lets you customize how the system looks and works for you. It’s a quick way to make SEI more comfortable and efficient to use every day. Here’s a simple guide to what you can do in the Profile tab. Fig .1.User settings General Settings These are your… Read More »
To track production in Sage X3, you need to create a work order in the Manufacturing function. This work order acts like a blueprint for what needs to be produced. After creating it, you use the Production Tracking (GESMTK) or Work Order Tracking functions to log details like how many units were made, what operations… 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 »
In today’s competitive business world, companies always face one big question: how do you keep your sales team motivated to go beyond just meeting their targets? The key is to understand what really drives people at work. In most businesses, sales representatives already earn a commission as part of their salary. But sometimes, companies want… Read More »
