Project management involves the planning and organization of a company’s resources to move a specific task, event, or duty towards completion. It can involve a one-time project or an ongoing activity, and resources managed include personnel, finances, technology, and intellectual property. On a very basic level, project management includes the planning, initiation, execution, monitoring, and closing… Read More: Project snapshots in Project management »
A sales order specifies the details of products ordered by a specific customer along with the price, quantity, and terms and conditions. Customer: In sales, commerce, and economics, a customer is sometimes a client, buyer, or purchaser or is the recipient of a good, service, product, or idea obtained from a seller, vendor, or supplier via a… Read More: How to Hold an Order for a Customer That has… »
In sage X3, you can add an attachment to entities like product, site, company and also you can add to transactions like sales order, delivery etc. Sage x3 provides functionality to maintain the attachment in an organized folder (Volume). The attachment management function uses volumes, i.e. folders which already been added in X3. For each… Read More: Attachment Migration in Sage X3 »
Payment is the transfer of money or goods and services in exchange for a product or service. A payment can be made in the form of cash, check, credit card and debit card. Payments can be done against invoices that are generated from sales invoice or purchase invoice and Customer/Supplier BP invoice from the AP-AR… Read More: How to enable cheque printing on payment in Sage X3 »
As we informed in our previous blog that we have developed the Sales commission add on in sage X3. Sales commission module provides enhancement of existing commission feature of Sage X3 which helps in overcoming challenges as commission calculation, maintain commission statement, payment to sale rep etc. To check information related to the sales commission… Read More: Email Commission statement feature of Sales commission add on »
Sage X3 provide us functionality where we can keep a track on the modification done on existing work order. If any of an operation or component is modified we will be able to track the critical changes. We will be able to check which field is modified and the reason of modification done by user.… Read More: Revision history on Work order »
In Sage X3, commission module provides enhancement of existing commission feature of Sage X3. It helps in overcoming challenges such as accuracy in sales commission calculation, timely payment to sales representatives, track of commissions of sales representatives, etc. Sales commission module provides a feature of manual commission which overcomes the existing standard commission feature of… Read More: Manual Commission feature of Sales commission add on . »
Sometimes we might want to give user specific access for the general parameters. User Access Control ensures access to specific assigned functions is given to users based on their roles and functions performed in the organization. This setup thus prevents users from accessing sensitive information not intended for them. Therefore, it becomes easier to have… Read More: How to give user specific access to general parameters in… »
In Sage X3, there various reports in each module which are printed by users whenever applicable. Also for warehouse users it mandatory to print the labels and stick on the products/Assets. One of our client has requested to design barcode label for their assets in their inventory. In this blog, we will see how to… Read More: Mailing label from the Crystal Report »
Loan orders are for products that shipped to customers that may return the product by a defined return date or may keep the product and be invoiced for it later. For example, an equipment might be loaned to a Business Partner for a special event and they will return it when the event is over.… Read More: How to do setup and process for loaned products in… »
