Author Archives: Greytrix

Box Customization

Sage X3, formerly known as Sage Business Cloud Enterprise Management, is an ERP software suite that includes integrated functionality for financial management, sales, customer service, distribution, inventory, manufacturing, and business intelligence. Recently we had a requirement in Sage X3 from one of our client, in sales delivery screen, the data of Number of Boxes, Box… Read More: Box Customization »

How to add Statistical Group

An out-of-the box implementation of Sage X3 includes three statistical groups for Products, Customers, and Vendors. Statistical groups provide the means to group or categorize products, customers and suppliers for reporting or inquiries. Sage X3 supports up to five statistical groups, so we can create an additional two groups. Let’s see how we can create… Read More: How to add Statistical Group »

PREVIOUS() function in Crystal Reports

In the Sage X3, we have various standard reports for almost every screen which are developed in Crystal Report. Also we can develop new customized crystal report as per the client’s need. For one of our client we have developed a report that contains all the information related to Work Orders (report is printing in… Read More: PREVIOUS() function in Crystal Reports »

How to conditionally format fields using the Highlighting Expert in Crystal Report

In the Sage X3, we have various standard reports for almost every screen which are developed in Crystal Report. Also we can develop customized reports as per client‘s need. Crystal Reports is a popular Windows-based report writer solution that allows a developer to create reports and dashboards from a variety of data sources with a… Read More: How to conditionally format fields using the Highlighting Expert in… »

How to increase or decrease the number of lines in grid of any Inquiry screen

In each module of Sage X3, it has its own set of inquiries that allows to search and filter predefined data collections using a variety of prebuilt parameters. For example, in the sales module we have created a number of Orders, so to check Order data we can use the list of orders inquiry screens… Read More: How to increase or decrease the number of lines in… »

Tracking Restriction and Creation on the basis of Stock Availability

As we know, Production Tracking is created against Work Order in Sage X3. But if stock of raw materials/components is not available then creation of Tracking should be restricted. Usually this type of customizations are done to restrict Tracking creation. But here in this customization we have added one more condition to handle partial Tracking… Read More: Tracking Restriction and Creation on the basis of Stock Availability »

Modifying the WO component product in Sage X3

In Sage X3, During a WO process we get Header product’s BOM components auto loaded up and sometimes we want to replace a component code. To achieve this requirement, let us take you through a simple and effective process provided by Sage X3 as shown: We’ll be referencing the following screen from Sage X3 for… Read More: Modifying the WO component product in Sage X3 »

Refresh Graphical Requester

You must have noticed that the custom Graphical requesters added to the Sage X3 home screen do not refresh automatically. To refresh it, users have to manually refresh the Graphical Requester. This can be automated by passing certain parameters to the menu items. Navigate to Administration ->Authoring ->Menu Items, and select your Graphical Requester menu… Read More: Refresh Graphical Requester »

Higher Price Restriction on Purchase Order

In Purchase Order, the user can enter the price manually in Lines for any product in Sage X3. But sometimes we use price lists to declare the prices of the products for particular suppliers in the Purchase module. Those price list prices will be valid for the mentioned date range. By using this feature, client… Read More: Higher Price Restriction on Purchase Order »

Creation of Bar Charts and adding it to Dashboard

In industries Dashboard plays a very important role for users which provides summarized data of organizations, transactions and masters. Sage X3 has features to show dashboard data into graphical charts like bar chart, Pie chart, line chart & different types of chart. One of our clients has a requirement to represent the data on the… Read More: Creation of Bar Charts and adding it to Dashboard »