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 »
In today’s fast-moving supply chain environment, procurement teams face increasing pressure to respond quickly to business needs—especially when products come with multiple customization options. Dimensions, materials, finishes, configurations, or variant-specific requirements can dramatically increase the time needed to prepare accurate Requests for Quotation (RFQs). In Sage X3, our client has requested a single Request for… Read More »
Most cash flow forecasts are structured correctly and carefully reviewed, yet still fall short in practice. On the surface, the job is done when the numbers line up or the assumptions are documented. Yet in many fintech organizations, finance teams adjust plans due to unexpected cash timing and availability challenges during execution. The challenge here… Read More »
In many manufacturing industries, products do not have a consistent or fixed weight. Although they are processed and tracked in standard units such as pieces, bags, boxes, or pallets, their true cost, material consumption, and sales value are determined by the actual weight. This is where Greytrix’s Catch Weight Management becomes essential for achieving accuracy,… Read More »
Modern import operations rely on accurate costing and timely shipment visibility, and Sage X3 supports this through robust container management. For trading businesses, containers represent costs, timelines, customer expectations, and commitments. Sage X3 ERP offers a structured shipment management approach, but rising shipment volumes require more visibility into container status and progress. The Container Tracking… Read More »
We implemented a Purchase Order (PO) signature workflow in Sage X3 for a client where, when a user creates a PO and clicks the “Send for approval” button, the workflow automatically routes it to the assigned approver. The client later requested an enhancement: whenever a user makes any modification in the Comments section of an… Read More »
