Author Archives: Greytrix

How to enable Bank File button in Sage X3

You may come across the situation where we have to download a bank file from manual remittance screen, in most of the scenario you can find bank file button disabled This depends on the payment type. To enable the button you can go to Set up>>AP-AR Accounting>>Payment entry types Select the same payment entry type… Read More »

Error “Creation not possible” on work order in Sage X3

While creating the work order by using copy functionality. We may face an error that “creation not possible ”. To overcome this error follow the below steps. Navigate to: Manufacturing >Production scheduler>Remove from scheduling. Enter mandatory details on the below screen and click on create. Now you can create the work order by using copy. About Us… Read More »

How to enable geographic subdivisions in address

In Sage X3, ‘Geographic subdivision’ function is used to define by country and by geographic subdivision level the codes that allow the subdivisions of a level to be identified. To define the geographic subdivision navigate to Common data > Common tables > Geographic subdivisions and define the code against the subdivision and country. Then navigate… Read More »

How to extract a Substring from a String in Sage X3

While dealing with strings, we often require certain characters or a substring from given string. Sage X3 provides a special function to extract a substring from provided CLOB or a string. Syntax:  mid$(EXP_STRING,EXP_POS,EXP_NB) Where,  EXP_STRING is an expression returning a CLOB or string value. EXP_POS is an expression returning an integer value that is the… Read More »

How to define default allocation type used in order entry | Sage X3

Sage Enterprise Management (formerly Sage X3) is a robust financial accounting system with a wide range of features and functionalities aligned with your specific business requirements. In this blog, we will discuss one of the important concepts of defining default allocation type in Sage Enterprise Management (formerly Sage X3) used in Order entry. Defining an… Read More »

How to change background of the log in page

We get the default image as a background of a login page as shown in below screenshot  1.1 log in page To change it you can go to the path D:\Sage\Syracuse\syracuse\bin\node_modules\syracuse-auth\html\images In the images folder put the image which you want to be seen as a background of a page with name background 1.2 after… Read More »

How to add the filters in the object based selection

We have scenario where we need to show same selection as per standard object but we need to have additional filter on selection. In this scenario, there is no need to add the additional selection criteria. We just need to add the following selection filter as below. Example: We need Customer selection using the BPC… Read More »

How to configure portal expense claims

1. Setup variable to be updated. Note: Uncheck Expense notes 2. Setup Variable for a portal default value as well as the maximum allowable value to be claimed via the portal. These can be configured as separate variables or can comprise the same variable. Note: Check the Folder, The variable for the default and/or maximum values will… Read More »

How to enable LOT field in the purchase receipt screen

In Sage X3, we may come across a scenario where we want to enter data manually in the Lot field. To solve this functionality:  Step 1:  Navigate to: Common Data → Products → Products Category → Receipts Now, in the Management Rules set the Lot entry as ‘Free’ in the Supplier Receipt type. Refer Below… Read More »

How to attach Totals to Heading (Sage X3 People)

In our recent blog “”  we have discussed about Headings, Variables and Totals. Now we are going to see How to Attach Totals to Heading. TOTALS:- Totals are used to ensure that each heading has the correct effect on a payslip. Whether it is to increase or deduct or have no effect other than record keeping.… Read More »