A Sage X3 user once in a while definitely comes across a situation wherein Sage X3 client closes once it is left inactive for a while. Well, actually this is a Security and efficiency feature which reduces the chances of someone using your Sage X3 login as well as reduces the performance burden on the… Read More: Manage User Connection time in Sage X3 »
We have got into a situation where we were not able to set the Dimension types listed in the invoice elements (master) screen. Because of this, when the Sales Invoice is posted, the dimensions are not posted for the discount amount. We were looking out for different options which will provide us with the solution.… Read More: Set Default Dimension for Invoicing Elements in Sage X3 »
Sage X3 has one of the key processes termed “Validation”, which needs to be performed every time when you do any change in screens, windows, objects etc… Often we have to perform the validation again and again for all the screens individually, we were looking for any option which will allow bulk validation apart from… Read More: Transaction Generation – Validate your changes in Sage X3 »
We have created a second company using similar core model and the new user will work only for this specific company (everything in one folder). What is the easiest way to set a filter between companies and assign this filter per user? The Filter should be switched in one place and will work for all… Read More: Global Filter to View data for Specific Company in Sage… »
Document Scanning has been one of the most sought-after features in most ERPs. In this blog, we will demonstrate a custom Document Scanning utility created by us that is integrated with the existing Sage X3s’ Attachments utility. This custom document scanning utility empowers you to scan a document that is on the scanner and attach… Read More: Document Scanning in Sage X3 »
There are various scenarios when we need to check the Database Tables: [Before playing with data its always Safe to have a backup] Either we need to find the data added in backend for the hidden fields, as we are not able to check it on screen. In case if there is no screen developed… Read More: Data Maintenance in Sage X3 »
We are trying to create an AR Receipt [with an Invoice applied] using Web Services. We read an existing receipt and changed the data within the generated XML [i.e. we have changed the Applied Invoice Number] and tried to create new Receipt, but the WEBSERVICE fails to say the [“BLOK, Unable to send request= [1077,… Read More: Error while Importing through Webservices »
Source Verification Utility is one of the best friends of a Safe X3 developer. No matter how good a programmer you are, there is always a chance of mistaking a keyword or debugger. Let alone the embarrassment when such minor mistakes resurface as application issues. Here, the source verification utility can be of immense help… Read More: Source Verification in Sage X3 »
A Fiscal Year is Known as Financial year or Budget year , it plays a very Important role in Sage X3 , It Usually records and report the transactions for the year. It may be varied from the calendar year. it helps to calculate the financial statements in businesses. Before proceeding with any transactions we have open… Read More: How To End Fiscal Year End in Sage X3 »
We encounter situations when a closed period needs to be opened frequently. The processes to open a closed period are so as follows. Go to “Financials -> Utilities -> Closures -> Re-open period”. Select the Company name for which the period is to be closed. You would see the list of the periods (last closed… Read More: Open a Closed Fiscal Period in Sage X3 »
