Author Archives: Greytrix

Quick Order Entry for Sage Enterprise Management: Simplifies your order processing

Businesses today require solutions that offer great visibility into the sales and order entry process for different products. A real-time and 360⁰ view of inventory, invoicing and tracking information becomes equally important for sales and customer service representatives. This facilitates simplified order processing, eliminating errors and offering smooth, cost-effective operations, delivering enhanced customer service. Understanding… Read More: Quick Order Entry for Sage Enterprise Management: Simplifies your order… »

How to set default import parameters in Sage X3

In Sage X3, you may come across a scenario where you may need to set the fixed path for archival and error directories of import files. Generally, in Sage X3, data is imported using template functionality. It behaves in below two ways: If you import proper data file, then it will move to Final directory… Read More: How to set default import parameters in Sage X3 »

Change the theme in Sage X3

Sage X3 Version 9 provides an additional feature to change the theme. To successfully bring this functionality follow below steps: Step 1 – Navigate to open welcome panel. Step 2 – Select the Regional preference as per requirement. Refer below Image: Hope this helps! About Us Greytrix is one stop solution provider for Sage ERP… Read More: Change the theme in Sage X3 »

Folder Validation Using Batch Process

You may have come accross a situation where Folder Validation gets interrupted due to user/browser timeout. For achieving uninterrupted folder validation, batch process can be used. Example: Let us assume that a Folder named “SEED” needs to be validated. Now, to validate the folder using batch process, follow the following Steps: Go to Usage>Batch Server.… Read More: Folder Validation Using Batch Process »

Banking Position Inquiry in Sage X3

We may come across a scenario where we want to know Balance of a company by the Bank filter. In Sage X3 this functionality can be achieved by the “Banking Position” Inquiry Screen, which includes Accounting, Sales and Purchase cash forecast management. This Inquiry screen displays Initial balance, the previous open items and all types of cash forecast. Navigate:- A/P-A/R accounting… Read More: Banking Position Inquiry in Sage X3 »

Time to move your store loyalty online using GUMU™ Integration for Magento with Sage X3

The online eCommerce business is surging while complimenting the traditional brick and mortar stores. This growth in the online storefront has necessitated enterprises to integrate their web store with business management systems like Sage X3 that take care of accounting, orders, inventories, sales etc. At Greytrix we recognize that our GUMU™ integration for Magento with… Read More: Time to move your store loyalty online using GUMU™ Integration… »

How to assign Lot No in Shipment level Packages

If we want to enable the Lot No in packages screen we need to perform below setup. In the Product → Product site → Management tab we have option packaging stock which needs checked. After performing the above flag option we will be able to view allocated Lot no in packaging screen which is present… Read More: How to assign Lot No in Shipment level Packages »

How to find out any special character is used in a text

You may come across the situation where you have to find out whatever any special character is used in a text or not, parse allows you to analyze an expression contained in a character string syntactically. Parse, returns zero (0) when the expression analyzed is syntactically correct – or, otherwise, a non-null value that corresponds… Read More: How to find out any special character is used in… »

How to find current user in Sage ERP X3

In Sage X3, you may come across a scenario where you want to find the logged-in details of a current user. In that case, Sage X3 has the function called “Adxusr” through which users can achieve this feature. Description: “Adxusr” contains the connection user. Syntax: [S]Adxusr(12) Char Kindly refer to the below snippet of code… Read More: How to find current user in Sage ERP X3 »

How to print “Stock Valuation Report” in Sage X3

We may come across a scenario where we want a stock Valuation report by different Valuation methods (Such as Average, FIFO, LIFO etc). This can be achieved by using the “Stock Valuation report”. To achieve this functionality, Navigate:- Inventory >  Periodic processing >  Valuation >  Stock valuation report Depending on the selected Costing mode respective values… Read More: How to print “Stock Valuation Report” in Sage X3 »