Author Archives: Greytrix

Product Code and Description Automation

In Sage X3, we recently had a requirement to generate custom product code based on the product category, specifications selected by the user, and to generate product description based on the product code. Screen path:Miscellaneous tables:Development – > Miscellaneous tables – > DefinitionDevelopment – > Miscellaneous tables – > DataWindow:Development -> Script Dictionary-> Windows ->OITM… Read More: Product Code and Description Automation »

How to Repeat Group Header on Each Page in Crystal Reports

In Sage X3, we developed one custom report for our client where the detail section continues to the next page of the report but the heading/captions did not get printed on each page as captions were placed on the group header section (please refer to screenshot below). One would think that placing the captions in… Read More: How to Repeat Group Header on Each Page in Crystal… »

How to export a file outside the SAGE folder in the X3 server

You may come across a scenario where you want to export a file in the sage x3 server itself but in this scenario sage x3 allows you to only export the file in the SAGE folder of D drive, if you wish to export it in different path (Outside Sage folder) or in a different… Read More: How to export a file outside the SAGE folder in… »

How to solve “Transaction stopped” error while creating sales invoice in Sage X3

Sage X3 is enterprise resource planning (ERP) product which helps 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. In sales module, sometimes an error occurs – “Transaction stopped” while creating sales invoice as… Read More: How to solve “Transaction stopped” error while creating sales invoice… »

How to create work order without routing in Sage X3

A Work order is an order to make one or more products. Conventionally, the work order uses a bill of materials (BOM) to create a list of materials to be issued, and a routing to make a list of operations to be performed on work centers. Work orders dictate what product need to be manufactured,… Read More: How to create work order without routing in Sage X3 »

How to restrict user for accessing certain modules & sub-modules in Sage X3

All users play a very critical role in Sage X3, also it has a feature where we can set a permissions and access to a particular user, so that there is no mishandling of information. The need to restrict users to access ERP Modules can be based on the employees’ role and their department. User… Read More: How to restrict user for accessing certain modules & sub-modules… »

Addition of Location in Physical elements screen in Fixed Asset Module

Recently in Sage X3, we had got a requirement from the client to add the Location field in Physical elements screen in the Fixed Asset tab. New Stuff: How to create process flows in Sage X3 V12 [Fixed Asset Screen – Physical element] For this we first need to add the field in “PHYELT” table… Read More: Addition of Location in Physical elements screen in Fixed Asset… »

How to create process flows in Sage X3 V12

Sage X3 provides various features of displaying transactions through different ways of navigating them, sometimes by jump to options or by menu items and many more. These process flows are widely used for because they eliminate the need to go the site map every time to access a function. Instead, it helps the user to… Read More: How to create process flows in Sage X3 V12 »

How to improve loading of screen time of transactions in Sage X3 V12

In Sage X3, transactions and their records play significant role. There can be various records in an entry transaction. During opening of any entry transactions, sometimes screen loading takes several seconds to open which causes system delay. This may be caused by unnecessary records loaded from the left list during screen opening. This can be… Read More: How to improve loading of screen time of transactions in… »

Setup of Company-site grouping for site selection in Sage X3

We know that company and sites are the basic key elements in Sage X3. The site is the core element for organizing the management data of companies and sites. Whereas, company can be featured as the grouping of all the sites that form part of the company. A company can group 1 to N sites:… Read More: Setup of Company-site grouping for site selection in Sage X3 »