Author Archives: Greytrix

How to view data in different formats in SEI

Using Sage Enterprise Intelligence, we can create reports, dashboards, and views. Also, we can analyze data easily in SEI. Sometimes user wants to view data in different format in SEI. In this blog we will see how to view data in different format in SEI. When a column is added to SEI dashboards and views,… Read More: How to view data in different formats in SEI »

How to solve ‘Incomplete document type’ error while closing the Financial Year in Sage X3

A fiscal year (or financial year) is used in accounting, which varies between companies and for budget purposes. It is also used for financial reporting by businesses and other organizations. Fiscal End closes a Company’s fiscal year and generates the corresponding accounting entries with the document type of NEW. As we know, before any accounting operations, the accounting financial years… Read More: How to solve ‘Incomplete document type’ error while closing the… »

Use of MAXALLQTY parameter

In a normal business scenario, Manufacturing plays an important role as it is a key part of any business process. Manufacturing is the creation or production of goods with the help of equipment, labour, machines, tools, and chemical or biological processing or formulation. It is the essence of the secondary sector of economy. The manufacturing… Read More: Use of MAXALLQTY parameter »

Demand Forecasts in Sage X3

In Sage X3, there is a function where users can enter and view the demand forecasts for a product at a given site. These forecasts can be manually entered period by period or automatically based on the distribution information which can include the seasonality curve linked to the product or by duplicating the forecasts for… Read More: Demand Forecasts in Sage X3 »

How to Solve “WMAUHSTD: Nonexistent screen” Error while opening Usage Audit table inquiry screen

Sage X3 has inquiry screens for every module in which we can audit our transactional data. For example, in the sales module we have created a number of invoices, so to check invoice data we can use the list of invoices inquiry screens of the sales module like List of invoices, invoice lines, invoice by… Read More: How to Solve “WMAUHSTD: Nonexistent screen” Error while opening Usage… »

Bulk E-way bill generation after crossing a Threshold limit

As we already know, as per the government’s rule, E-way bill generation will be required whenever the transportation (movement of Goods in a vehicle) is being done. Transporters are required to generate and carry an e-way bill while transporting goods from one place to another if the total value exceeds the limit which is already… Read More: Bulk E-way bill generation after crossing a Threshold limit »

Refreshing the Left-List data for misc. windows using 4GL scripting in Sage X3

In Sage X3, one of the client’s requirements was to get a left-list browser on a custom miscellaneous type window from where we were creating transactions in an unique way.Since we know for left-lists an object needs to be linked in the browser tab of the window under development window, and the object requires a… Read More: Refreshing the Left-List data for misc. windows using 4GL scripting… »

Reorder Plan function

During stock reordering, this function is used to perform and validate stock change movements, as well as the reordering of stock locations. Reorder requirements can originate from shortages of different types: • Replenish-able locations • Consumption areas • Shortages on location. In the reorder plan, the types to be processed depend on the setup of… Read More: Reorder Plan function »

How to export static values using template in Sage X3

As we know, Sage X3 provides special functionality to export/import data from/to X3 respectively. The import/export functionality is basically used to create or update transactions in X3. However, data export is the extraction and conversion of raw data from their existing format into a format required by another application. We export data either as a… Read More: How to export static values using template in Sage X3 »