How Sage X3 Improves Customer Experience in Distribution & Compliance

sage X3 dstribution

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 »

Automating PO Pricing in Sage X3

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 »

How We Fixed Sage X3 Workflow Notification Emails Not Sending After User Approval

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 »

Sales Delivery Validation Using Provisional & Delivered Quantity in Sage X3

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 »

Managing QA Manager and Planner Access in Sage X3 Non-Conformance Screen

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 »

How Catch Weight Add-On for Sage X3 Improves Inventory Accuracy

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 »

How to Filter the Dashboard on the Home Page Based on the Logged-in User in Sage X3

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 »

How to Resolve “Index Incorrect FLD(80)” Error in Stock Transaction Inquiry Screen in Sage X3

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 »

How to Enable Log (Trace) for Work Order Creation in Sage X3 Enterprise Planning

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 »