It is not uncommon for an ERP consultant to be asked for features that appear logical but seems difficult to be implemented in the system. We had one such scenario when one of our client wanted to create a purchase order of 1 case and 2 bottles of a beverage. Here, one case contains 10… Read More: How Item Quantity in Fractions is handled easily in Sage… »
Needless to say, every accounting system or ERP has an unavoidable problem of unmatched transactions. That is why a separate function or screen is devoted for the matching of such entries. In Sage X3, you do so through the ‘Automatic Matching’ or ‘Manual Matching’. In this blog, we will explore how to do this through… Read More: Match General Ledger Entries in Sage ERP X3 »
Welcome to the fifth edition of our Sage X3 reports as per Indian Business Standards. In this blog we will see the following reports: 1. General Ledger 2. Purchase Register 3. Stock Report New Stuff: Sage X3 reports as per Indian Business Standards – Part IV General Ledger: The general ledger report is a most common and… Read More: Sage X3 reports as per Indian Business Standards – Part… »
Its getting fun as we work on more developments and reports for one of our Global Client using Sage ERP X3 with an office in India. New Stuff: Sage X3 reports as per Indian Business Standards – Part III We will see today another set of interesting reports 1. Sales Register 2. Sales Invoice Report… Read More: Sage X3 reports as per Indian Business Standards – Part… »
This is a useful set up for Inter-Company transactions. In order for it to work correctly set up a unique collection that is for both suppliers and customer postings. Set up a new Payment Attribute Note that the Accounting sign is set as Payment Sign and that the “Posted” field is left blank. This allows… Read More: Contra Payments/Receipts for Business Partners who are both Customers and… »
In our last blog, we saw how to create a Setup Template to copy/extract data from a (source) X3 folder. Now we will see how to integrate this template into another (target) folder. The integration of the setup template can be done from the source folder itself provided you have appropriate privileges. The Setup Copy… Read More: Restore your Common Data and Transactions to another Sage X3… »
You might have come across a scenario when you are required to move your X3 Configurations or data i.e. COA, Legislation, Account Structures etc from one X3 folder to another. This might arise out of a need to create a development/backup folder that needs to have the same structure as your live/production folder. You can… Read More: Setup Templates to Copy your Common Data and Transactions to… »
Improving relations between you and your Customers/Vendors can call for pre-payment or sometimes a supplier may require a deposit before commencing work on an order, or the order may have to be paid in advance. Although it is quite easy to do prepayments in Sage X3, however, one has to make sure that these prepayments… Read More: Supplier pre-payment settlement in Sage X3 »
We continue with our series of “Sage ERP X3: India Specific Reports”. Sage ERP X3 Reports – India Specific Reports – Part I Sage ERP X3 Reports – India Specific Reports – Part II In this blog we will see the following three other reports that are required by Indian Businesses: Payment Voucher Agewise Outstanding… Read More: Sage X3 reports as per Indian Business Standards – Part… »
In our last blog we saw the different parameters which exists against the users and explained each of them in brief. New Stuff: Configure Interface User in Sage ERP X3 Today lets see the usage of one parameter among these lists of User Parameters; Let’s start with problem where this parameter played an important role; We have one… Read More: Restrict a user to a single legislation in Sage Enterprise… »
