Category Archives: Configuration

How to create Prepayment post partial sales delivery in Sage X3

In this blog, you will learn how to create Prepayments on Sales order post partial sales delivery in Sage X3. Create a Sales order. Create a partial delivery on a Sales order. Create a prepayment for sales order from prepayment menu. Issue prepayment. Create a Receipt on prepayment. Now the prepayment is paid. You can… Read More »

How to Rename Menus in Favourites in Sage X3

New versions of Sage X3 provides many additional useful functions and features, unlike V6. New versions of Sage X3 provides a special feature for renaming your favorite menus. Sometimes it becomes difficult to remember X3 menu with it’s defined name. To overcome this, we can rename menus with easy names for quicker access. There is… Read More »

How to add the filters in the object based selection

We have scenario where we need to show same selection as per standard object but we need to have additional filter on selection. In this scenario, there is no need to add the additional selection criteria. We just need to add the following selection filter as below. Example: We need Customer selection using the BPC… Read More »

How to change/add Dimensions on Journal Entry

We may come across scenarios where we want to add/change dimensions on Journal Entry(Line level). By following below steps we can achieve this functionality. Navigate to Set-up →  Organizational Structure →  Ledgers Select a ledger for which you want to add dimension. Ledger Screen In CoA and dimension types section increase the No. Of dim.… Read More »

How to attach Totals to Heading (Sage X3 People)

In our recent blog “”  we have discussed about Headings, Variables and Totals. Now we are going to see How to Attach Totals to Heading. TOTALS:- Totals are used to ensure that each heading has the correct effect on a payslip. Whether it is to increase or deduct or have no effect other than record keeping.… Read More »

How to set the default Category as “ACTUAL” in Journal

We have come across the scenario where the Journal which are created from the Sales or Purchase Invoice should not be editable. We have parameter values which will set the Category as Default when we Post the transaction. Img: Parameter Values → Common data(TC) –> Group CPT This will set default value as actual, which will… Read More »

How to upgrade Apache Service with binary files

We may came across a scenario where we want to upgrade apache service using binary files. We can achieve this by using below steps: Note: Here we are upgrading apache from 2.2.17 to 2.2.34. Download the zip file for apache 2.2.34. Extract it in the system. Stop the apache service. Copy all the files from extracted… Read More »

How to set condition for purchase order close

Sometimes we come across a scenario where user needs the purchase order to be closed only after certain conditions or never. Sage provides a functionality ‘PO line closing method’ which helps the user in setting them.  Navigate: Parameter –> Parameter values –> Purchase  Click on Rest Management — > PO line closing method Set the… Read More »

How to secure MongoDb in Sage X3

We may came across a scenario where we want to secure a mongodb service. We can achieve this functionality by using below steps: Uninstall mongodb re-install MongoDB with SSL certificate checkbox checked. This will generate “client.pem” file to secure MongoDB access. Re-install MongoDB service After re-installation of MongoDB, “Client.pem” file will generate in D:\Sage\Syracuse\syracuse\certs\mongodb(In… Read More »