Manufacturers, distributors, food producers, and professional service firms all operate differently, and each has unique operational requirements. Choosing the right Enterprise Resource Planning (ERP) software is about more than comparing features. Businesses evaluating Sage X3 ERP often want to know whether it can support the specific operational demands of their industry. Sage X3 is an… Read More »
New Stuff: Creating a Custom Sequence Number in Sage X3 Using a Function Figure 1 Figure 2 Figure 3 Figure 4 5. On the Miscellaneous Receipts screen, you may wish to hide the price and order price fields. They will NOT show the costing that will be used. Rather, they will remain blank, which can… Read More »
In many business scenarios, the standard sequence numbering provided by Sage X3 may not fully satisfy statutory, operational, or reporting requirements. Organizations often require document entry numbers that contain additional business-specific information such as: This article explains how to create a custom sequence number in Sage X3 by using a user-defined function within the sequence… Read More »
A client recently raised an issue that when a Purchase Order (PO) is rejected in Sage X3, the system automatically closes the Purchase Order. We investigated the functionality to understand the root cause. Signature Management (Approval Workflow) is an important feature in Sage X3, especially for maintaining accuracy and control in the Procurement and Inventory… Read More »
Effective project management requires accurate monitoring of work completion and progress. In Sage X3, the Work Order (WO) screen plays a vital role in managing project-related activities, tracking execution status, recording operational details, and monitoring project completion. To improve data accuracy and prevent incorrect progress reporting, a validation has been implemented for the Project Progress… Read More »
Customer experience in distribution is increasingly influenced by supply chain elements such as inventory accuracy, product traceability, regulatory compliance, and more. Customer experience in distribution refers to holistic interactions between distributors and buyers across all touchpoints. A better experience is determined by the ability to respond quickly to supply chain disruptions. The need of the… Read More »
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 »
