Author Archives: Greytrix

Streamlining Quality Control Processes with Custom Workflows in Sage X3

Quality control is a critical component in ensuring that products meet the required standards before they are added to your inventory. For businesses, managing quality efficiently can help prevent costly errors and improve overall operational performance. Fortunately, Sage X3 offers a robust solution to track and manage products that do not meet the necessary criteria… Read More »

How to Rename Your Exported Crystal Reports Dynamically in Sage X3

Crystal Reports is a powerful tool that allows users to create customized reports from various data sources. With features like formulas, cross-tab reports, sub-reports, special fields, and conditional formatting, it’s no surprise that Sage X3 supports Crystal Reports to export ERP data as needed. In this blog, we will guide you through the process of… Read More »

Quantity Tolerance Limits for Enhanced Transaction Accuracy

In Sage X3, transactions for sales and purchases can be created either independently or as part of a structured flow. For sales, the process typically follows the sequence: Sales Quotation → Sales Order → Sales Delivery → Sales Invoice, while for purchases, the sequence is: Purchase Request → Purchase Order → Purchase Receipt → Purchase… Read More »

How to print comments data longer than 250 characters on Crystal Reports at once in Sage X3

Sage X3 is enterprise resource planning (ERP) product which help organization to manage all the operation of organization and database into a single software solution. Sage X3 contains list of modules like sales, purchase, inventory, project, financial and many more. At times, users encounter an issue where they input comments in the comment section exceeding… Read More »

Fixing Date Defaults: Date field default year 1930 Instead of 2030

In Sage X3 v12, we recently discovered that when entering dates manually on any transaction screen beyond the year 2029, the system automatically defaults to 1930. For example, if we enter the date as 10/11/2030, it is interpreted as 10/11/1930. When you enter a date with a two-digit year in Sage X3, the system determines… Read More »

How to Set Up Notifications for Batch Task Errors in Sage X3

Managing batch tasks in Sage X3 efficiently is crucial for ensuring smooth business operations. However, encountering errors in these jobs can disrupt workflows and cause significant delays. To mitigate such issues, setting up notifications for batch job errors can be a game-changer, enabling you to respond promptly. This guide will walk you through the process… Read More »