Sometimes we may come under a situation where we need to update a field in the same time when the workflow gets triggered. To update field on running workflow firstly we need to select a workflow rule. i.e at what action you need to update the field (For eg: on Validation, rejection, notification, cancellation etc).… Read More: How to update a header field through workflow »
In X3 People, each employee has their payslip generated for each month. In Employee Payslip master, we can see payslip generated for a particular month. We may come across the situation when we need to change the pay month in Employee Payslip Master. In order to change this, follow the below steps. Navigate to :… Read More: How To Change Pay date in Employee Payslip in X3… »
In Sage X3 People for uploading and updating records a user should use the Import functions to either add a new record or update an existing records. Below is the navigation for import functionality.Navigate: – Usage -> Imports/Exports -> Imports Usage Screen To upload employee data by using standard functionality below are the steps to… Read More: How to upload employee records using txt file in Sage… »
In Sage X3, we may come across a scenario where we need to calculate machine and labor time for the specific release quantity on basis of time, cost for machine and labor will be calculated. Navigate to -> Manufacturing -> Technical Data -> Standard Operation Declaration in standard operation Setup Time: 2 Hours Run Time:… Read More: Machine and Labor cost calculation in Sage X3 »
A serial number is a series of characters that have been assigned to each product in the warehouse so that it remains separate and are identified in the warehouse system. Using serial numbers, you can easily track the location of goods in the warehouse. While trying to import file for creating miscellaneous receipt for serial… Read More: How to increase the range of product serial numbers while… »
For every sales order transaction, we need a stock availability at sales site.In standard Sage X3 there is one stock inquiry screen for checking the stock availability on sales site.But instead of this,while during the sales order transaction if we want to see the available stock on the sales order screen,then Sage X3 provides standard… Read More: How to display the stock availability on sales order screen… »
In Sage X3 People, every employee has their payslip. Sage X3 People have a functionality where we can automatically generate payslip for a particular employee for a particular period. Navigate to : Payroll > Payslip > Payroll Initialization > Automatic generation The above screen pop-ups . Legislation: Select the legislation Registration start and end :… Read More: How to generate Employee Payslip automatically in Sage X3 People? »
In some cases, we require the field text to be entered in capitals. If we enter values in small letters then it may cause problem in case the field has some customization. We can handle this type of conversion (capitals to small and vice versa) by writing code. But, to easily handle this type of… Read More: Enabling Field Value by Default in Capital in Sage X3 »
We may come under a situation where we have to set different destination according to the user or we have to set a destination for a user based on a particular condition. To set different destination based on user we can simply define this in : All -> Setup -> Destination -> Destination by user… Read More: How to assign report Destination based on condition »
Sometimes we require to manage local suppliers to a specific site. There is an amendment made in Sage X3 version 12 where we can add suppliers at the product site level. Benefits: This functionality is useful for supplier product management rules by site. These rules are used in the supply planning as well as on… Read More: How to add suppliers in the product-site level in Sage… »
