Having the ability to attach files to transaction documents specially Sales documents is indispensable for any ERP user. In this blog we will demonstrate how to attach files to a transaction (for example Sales order). Open Sales order screen Sales -> Orders -> Order. Go to “File -> Attachments”. This would pull up “Attachments” screen with a… Read More: Document Management in Sage X3 »
Sage X3 has provided us with many functions which will be used to define the alerts by sending a message. We would like to discuss one of these Functions called “Notification Server”. The creation of a Notification automatically creates a Workflow event in X3. Proceeding further on detailing this function. We can think the notification… Read More: Create Notifications using Notification Server in Sage X3 »
Sometimes, it can be very hectic to add a product to transaction documents like Sales order, invoices etc. specially when your inventory has thousands of variety of products which is prevalent in Apparel and retail industry. In such cases, one would prefer to choose products based on attributes. For example a shoe can be ordered… Read More: Simplify product selection on Sales documents using Configurator »
In our blog, Launching Pop up window in Sage X3, we saw how we can launch a Window from a button click. Now, we might also need to access some data from the source screen as well. So, in this blog we will see how we can pass on data (parameters) from the source window… Read More: Passing Parameters to your Pop Up Window in Sage X3 »
Sage X3 offers an important feature to define the Level of LOT. Now we are wondering what we mean by “defining Level of LOT”. Now let’s discuss about the 2 levels of LOT: Sub Lot Lot The Lot information is managed on the lot level. In another word, it’s mandatory than every sub-lot tied to… Read More: Characteristic Level of LOT in Sage X3 »
Suppose we are doing some customizations in Sage X3 where we need to add some fields in existing or new tables/screens. This field added should also display its short name or description, this becomes very easy in Sage X3. Let’s proceed with an example, if we have added Chart of Account field within a screen… Read More: LINK Description to a Field on the Screen »
As I am diving further into Configurator, I am getting more and more fond of it. In our last blog, Simplify product creation using Configurator in Sage X3, we saw how to create Configurator. In this article, we will see a simple but awesome use of Configurator i.e generates products automatically. You can do so from… Read More: Automate product creation using Configurator »
With hundreds of products in the database, it becomes very difficult to select one on the basis of code or name. Especially in Retail industry, the Product data may easily run into thousands. In such scenarios, Sage X3 has an efficient and easy to use a utility called Configurator. Configurator simplifies the process of creation… Read More: Simplify product creation using Configurator in Sage X3 »
Recently, we have created a new test folder in Sage X3 for one of the projects we have been working on. After completing the configuration process, we moved to install the customization patches. To my surprise, the customizations were not reflecting even though the installation of patches went fine. So, we backtracked the configuration process… Read More: Why Customizations are not getting installed in Sage X3? »
More often than not, we bump into a scenario wherein we need to change the key (code) of Masters or Transactions. In this blog we will see how to change the keys in Sage X3. Before we go ahead to change the key, we need to make sure that the window corresponding to the master… Read More: How to change Product number in Sage X3 »
