In Sage X3, the inquiries screen refers to a user interface where users can view and analyze data stored in the system. This screen typically provides a way for users to query and retrieve information about various aspects of the business, such as sales orders, purchase orders, inventory levels, customer information, supplier information, and financial… Read More »
When the packaging capacity isn’t configured at the site level and there are multiple products involved in Sales Order Packaging, the process of manually setting up automatic packaging for each product can be incredibly time-consuming. To streamline this and prevent the need for manual automatic packing at the packaging level, Sage X3 offers a feature… Read More »
Fiscal closing is a critical process for any business. Doing Fiscal Year end, marking the end of a financial period and getting the company’s financial records ready for the next one. For businesses using Sage X3, this process can be streamlined, even when handling multiple companies simultaneously. At times, users may want to run the… Read More »
Introduction: As we know, business processes like sales, manufacturing, and logistics, require a functionality where you can substitute one product with another. In Sage X3, there is a concept of supersession product or substitute product. The name substitute refers to a product or service that consumers see as essentially the same or similar-enough to another product.… Read More »
One more feature of Sage X3 that frequently gets overlooked is the capability of adding controls to a specific field within the system without requiring knowledge of the 4GL language, which is Sage X3’s exclusive coding language. After realizing that they were continuously using the control action to add custom logic to standard or custom… Read More »
In this blog, we’ll explore the step-by-step process to grant access to the data model in sage enterprise intelligence (SEI). This option is used to grant access to the Data Models, to groups or users. There are three different ways of adding authorization to a Data Model and you can toggle from one to the… Read More »
Crystal Reports is a business intelligence tool that creates custom reports by capturing data from multiple sources. The tool offers features such as data access, report design, data formatting, report viewing, and application integration. In Sage X3, we have various standard reports for almost every screen, which are developed in Crystal Reports.Recently, we had a… Read More »
One of the most valuable features within SEI is dashboard filtering, a dynamic function that allows users to customize their data views to meet specific analytical needs. Dashboard filtering in SEI for SAGE X3 provides users with the flexibility to focus on the most relevant data, thereby transforming vast datasets into actionable insights. Whether you… Read More »
In the competitive world of sales, having up-to-date sales data is crucial for sales representatives. Equally important is maintaining strict control over which accounts each rep can access. Sage X3 provides a straightforward solution to manage user access while ensuring that reps can still handle transactions related to their assigned accounts. This article delves into… Read More »
Data extraction is the process of retrieving data out of data sources for further data processing or data storage (data migration). In Sage X3, there folder which consists of this data backup is called as “SVG”. This folder is available in the below-mentioned path: Sage X3 Installation Folder> \<Folder Name>\ SVG To carry out the process of data… Read More »