One of our clients requested to display the customer’s outstanding amount from the Account Inquiry screen (Financials > Inquiries > Accounts) directly on the Sales Order header screen — along with an indicator showing whether the amount is a Debit or Credit. The goal was to replicate the display format seen in the Account Inquiry… Read More »
Sage X3 is a powerful ERP system that helps businesses manage their operations efficiently. One of its key features is its robust reporting capabilities, often powered by Crystal Reports. Crystal Reports allows users to create dynamic, customizable reports to extract meaningful insights from Sage X3 data. A particularly useful feature in Crystal Reports is shared… Read More »
There’s a reason oil and gas companies struggle with off-the-shelf ERP systems because no two fields are the same, and neither are the challenges they bring. Between scattered asset locations, shared investments, and region-specific regulations, trying to run operations on a one-size-fits-all platform is like drilling with a dull bit slow, risky, and unnecessarily costly.… Read More »
In Sage X3, recurring tasks help streamline routine operations by automating them through the Recurring Task Management feature found under Usage > Batch Server > Recurring Task Management. This tool allows users to schedule essential processes—like accounting updates or stock adjustments—to run automatically at set times. Tasks can be configured to repeat hourly, daily, weekly,… Read More »
Data extraction is the process of retrieving data from sources for further processing or storage (e.g., data migration). In Sage X3, the folder where this data backup is stored is called “SVG.” You can find the SVG folder in the following path: Sage X3 Installation Folder> \<Folder Name>\ SVG Recently, a client requested that an… Read More »
Miscellaneous Tables in Sage X3 offer a powerful way to make reports dynamic, user-friendly, and low-maintenance. This approach is especially beneficial for reports that require customizable filters such as account codes, cost centers, item categories, and more.Sage X3 provides developers with a robust feature known as Miscellaneous Tables—logical tables used to store codes or lists… Read More »
Since the 2023R2 release, Sage X3 has introduced JSON parsing 4GL functions, enabling developers to efficiently fetch and process data from JSON-formatted strings. This blog explores the key JSON parsing functions—ParseInstance, Contains$, and Select$—and provides practical examples and best practices for their use. Introduction to JSON Parsing in Sage X3 JSON (JavaScript Object Notation) is… Read More »
In Sage X3, the Receipt Line Inquiry screen allows users to view and manage detailed information about receipt transactions, including inventory receipts, supplier deliveries, and other related data. By default, all users have access to view all records in this screen. However, due to a client requirement, we need to restrict access such that: To… Read More »
In Sage X3 development, there are scenarios where developers need to change the screen title dynamically—either based on certain conditions or to avoid hardcoding changes through the development window. Fortunately, Sage X3 provides a way to do this through the Chgtfd instruction. In this blog, we’ll explore how to change a screen title using the… Read More »
One of our clients noticed that while creating or updating a supplier or customer record in Sage X3 they need to enter the city and region, and postal code as per the address. This manual process is time-consuming. As a result, they inquired whether there was a way to streamline the process. So we have… Read More »
