In our previous blog i.e. “Entry transaction Validation via Patch “we explained how to validate entry transactions through patch. Usually, when we talk about integration the web service becomes an important mediator between the 2 systems. Then it becomes self-explanatory that we wish that these should also be getting published through the patch. To achieve… Read More: Publishing the Web Service via Patch »
There are several times when user has posted any Invoice, Receipt or Payment and is not able to find the journal entry regarding the same, though the transaction is marked as validated. We found that the Sage X3 works on the batch server fundamentals which needs to be activated for these transactions to get reflected… Read More: Accounting Task in Sage X3 »
I was creating a transaction in X3 and was stuck as the Tax was not getting calculated. I was just wondering the reason for the tax not getting calculated. I can say that “I discovered’ that In order to calculate the tax you need to add the company code to the specific tax rate codes.… Read More: How to setup tax rates for different companies »
Whenever the folder is not marked as a “Specific Folder”, all the specific processes (TRT\ADX) will not be installed in the folder. But just marking it as specific does not serves the purpose we need to go for the folder Validation. But the validation takes a longer time and thus if we need to do… Read More: How to Allow Specific Processing without Folder Validation »
The Inter-site transfers function is used to intervene on a stock line or a group of stock lines so as to transfer stock from one site to another for one or several companies. The Inter-site transfers function is used to intervene on a stock line or a group of stock lines so as to transfer stock from… Read More: How to perform an Inter-Site Transfers in Sage X3 »
There are scenarios where the user is doing Inventory movements with various Inventory transactions but cannot trace the same in the accounting journals even after all the transactions are posted. This blog explains how the various stock movements such as Sales, Purchase, Receipt, etc. can be seen posted to accounting. When user creates a Sales… Read More: Periodic Processing of Inventory Valuation »
In Sage X3, we have different invoicing elements like Freight Charges, Discount %, Discount $ etc. that are used for applying the discount/charges on the orders/shipment lines (Refer below screenshot). Now if we are updating these freight elements from third party system via integration we use modes like web services and for this we need… Read More: Determine Position of Invoicing Element »
Sage X3 provides the feature of Re-opening the Closed Purchase order to add an additional line or edit the existing one. The function which provides this feature is “Close and Re-Open orders”. To navigate through this screen we need to go to Purchasing > Orders > Close and Re-Open Orders (Process name is FUNCLEAR). You… Read More: Re-Open Closed Purchase Orders in Sage X3 »
Sage ERP X3 has come up with an interesting feature through which we can easily handle the credit holds functionality. There are 3 option buttons provided on Customer screen in Management tab check, no check and hold with the help of this button we can easily manage the Credit Check of the customer. Check –… Read More: Check BP Credit Limit in Sage X3 »
Whenever any changes are performed on the order, shipment or any other screens, the Entry Transaction validation becomes must. But whenever we need to deploy these changes on the clients end we create a patch. But after deploying it happens that we need to manually validate the transactions, isn’t this seems to be truly not… Read More: Entry transaction Validation via Patch »
