Category Archives: Configuration

How to Setup Up User Security for Sales Order and Pick Tickets

To prevent the customer care agent from creating a pick ticket from the sales order screen, follow these instructions to set up your functional profile for them.A button that displays the order’s life is located in the right upper panel of the sales order screen. These are known as validation links or buttons. Fig 1:… Read More »

How to Add a Hyperlink in Sage Enterprise Intelligence (SEI)

In this tutorial, we’ll walk through the step-by-step process of creating a hyperlink from a database in Sage Enterprise Intelligence (SEI). Steps: 1. Prepare the URL Link in Your Database Tables: Ensure that your database tables contain the necessary URL links that you want to use as hyperlinks. Fig. 1.Database Tables 2. Create a Data… Read More »

How to resolve ‘The order was not converted No supplier’s error message while creating a back-to-back order against the sales order in Sage X3

In Sage X3, a back-to-back order refers to a specific procurement and sales process where a sales order is created directly from a purchase order to fulfil a customer’s demand for a particular product. This method is commonly employed when a company receives a customer order for an item that it doesn’t currently have in… Read More »

Task Management in Sage X3.

This function serves two main purposes. First, it allows users to create new batch tasks from scratch. Second, it enables users to modify the characteristics of tasks that already exist. Each batch task has a unique code for identification and several technical characteristics that define the process to be executed. A batch task can be… Read More »

How to automatically adjust shortages of outstanding sales order with recording of stock receipts

In order to make sure effective stock allocation and order fulfillment, integrating inventory management with sales order processing in Sage X3 is necessary for automating the adjustment of shortages in outstanding sales orders. In order to manage supply shortages more efficiently overall, you can eliminate errors, cut down on manual intervention, and set up automated… Read More »

How to change the status of multiple work orders at once.

In Sage X3, a work order is a document that details the production activities required to manufacture a specific quantity of a product or item. It serves as a set of instructions for the production team, outlining the necessary tasks, resources, and timelines to complete the manufacturing process. After running MRP and checking Enterprise planning,… Read More »

License Plate Numbers in Sage X3

Step1. How to create and set up the various license plate numbers? Sequence number creation Open: Setup > General parameters > Sequence number definition > Structures Before creating the license plate number, you must create a sequence number. This sequence number can include up to 18 characters. Fig 1. Sequence Number Link the Sequence code… Read More »

How can we add new fields to the Inquiries screen without using standard lecture code

In Sage X3, the inquiries screen refers to a user interface where users can view and analyze data stored in the system. This screen typically provides a way for users to query and retrieve information about various aspects of the business, such as sales orders, purchase orders, inventory levels, customer information, supplier information, and financial… Read More »

Automatic Packaging configuration at Product Site level

When the packaging capacity isn’t configured at the site level and there are multiple products involved in Sales Order Packaging, the process of manually setting up automatic packaging for each product can be incredibly time-consuming. To streamline this and prevent the need for manual automatic packing at the packaging level, Sage X3 offers a feature… Read More »