In Sage X3, Work Orders are most commonly created from the Manufacturing module or directly from the Sales Order screen. However, there is another powerful yet lesser-known option available — creating a Work Order from the Project Management screen. This blog provides a step-by-step guide to creating a Work Order using the Project Module, which… Read More »
Sage X3 is a modular ERP system where multiple screens and windows are organized under submodules and modules through menu item configuration. Each screen must be explicitly associated with a menu item to make it accessible to users. In a multi-endpoint environment, these menu items need to be created separately for every endpoint. Manually creating menu… Read More »
Sage X3 is a powerful ERP solution designed to streamline business processes such as procurement, inventory, and financial management. Its flexibility allows businesses to customize workflows to meet specific requirements, including automation of procurement tasks. One of our clients requested that, restrict the manual addition of suppliers for RFQs created using the “RFQ Generation Button”… Read More »
For many Sage X3 users, the shipping process remains a manual process. From toggling between carrier portals to manually typing in tracking numbers, service type and managing complex hazmat products paperwork, the margin for error is high, and lack of real-time visibility can directly impact customer satisfaction and operational costs. Freight shipment is more… Read More »
As businesses look for smarter and more cost-effective ways to move freight, Less-Than-Truckload (LTL) shipping has become an increasingly strategic choice. With the new LTL feature in ShipEazy for Sage X3, managing partial truckload shipments is now easier, faster, and more streamlined than ever. How GUMUTM ShipEazy Enhances LTL Shipping Inside Sage X3 ShipEazy brings… Read More »
Introduction With the growing role of AI in ERP systems, Sage Copilot enhances decision-making, automation, and user productivity inside Sage ecosystem.This guide explains the prerequisites and setup process required to successfully install and configure Sage X3 Copilot for the 2025R2 release. Prerequisites These prerequisites ensure system compatibility, secure connectivity, and smooth Copilot performance. Installation &… Read More »
The manufacturing industry runs on continuous adjustments due to demand shifts, production material delays and quality validations. This gap between planning and execution can lead to changes in any aspect, affecting production quantity or quality, which might delay QA and ultimately the shipment. The businesses that succeed are those that ensure these adjustments remain visible… Read More »
Sage X3 is built to support real-life business scenarios, such as creating a single invoice from multiple sales orders or deliveries, and applying multiple payment or receipt entries to one invoice. However, when this information is presented in reports—especially Excel reports—it is often displayed across multiple rows. This leads to repeated invoice details, making the… Read More »
With increasing GST scrutiny and complex multi-location operations, managing Input Service Distributor (ISD) compliance has become a challenge for organizations operating across multiple GST registrations. To address this, we are excited to introduce a new ISD Management module in Sage X3, designed to automate, control, and simplify site-wise ISD distribution—all within the ERP. Who Should… Read More »
Sage X3’s Project Management module (commonly referred to as PJM) is designed to support a wide range of project types, including services, manufacturing, and custom billing contracts. It provides a flexible framework for defining project structures and for tracking costs, operations, and project progress within an integrated ERP environment. Sage X3 also provides the ability… Read More »
