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 »
Electronic signatures are an important compliance requirement for companies operating in Portugal. Depending on business needs, you may need to enable or disable the Electronic Signature feature for a specific company. This blog explains the step-by-step process to configure Electronic Signature settings for Portugal in Sage X3. Steps to Enable or Disable Electronic Signature Portugal:… Read More »
In Sage X3, when a Purchase Receipt is created against a Purchase Order and the received quantity is equal to or greater than the ordered quantity, the system automatically updates the Purchase Order status from “Pending” to “Closed.” However, one of our clients has requested an enhancement that allows Purchase Orders to be closed manually,… Read More »
Recently, a client faced an issue in Sage X3 where some Sales Order lines were not getting closed automatically. Due to this, open lines remained in the system even after business completion, which affected reporting and operational follow-ups. To address this requirement, the client requested a separate custom module where they could import a CSV… Read More »
In many manufacturing setups, businesses often require custom information to flow seamlessly from Sales Orders (SO) into Work Orders (WO). Recently, one of our clients needed an additional alphanumeric field (length 50) on the Sales Order header called “Special Notes”, and they wanted this field to automatically carry forward to the Work Order header during… Read More »
