Category Archives: Configuration

Simulated Cost calculation in Sage X3

Sage X3 has a function that will compute the simulated cost of a product, a group of goods, or all products at a site depending on the cost type routing alternative, BOM with or without immediate update, and create a report that summarizes or details the results. Simulations of the cost are often used to… Read More »

Functionality of Phantom Products in Sage X3

Phantoms are also used if you want to set up a flow line for a product where you are building to a specific time and need all the components available at the correct place. In the Manufacturing process, it becomes a very heavy task to create multiple Manufacturing Order on a daily basis for some… Read More »

Entities in Operating Budget module in Sage X3

This function is used to define the hierarchical organization of the folder. The entities can be viewed as control centers designed to structure the budget forecast and monitoring according to the entity type: Entity controlling and monitoring a budget, Entity consuming the budget, Entity approving the budget allocated or the revisions carried out. Approval entity:… Read More »

Using Bulk Customer Hold functionality on manually and through batch task process

We may come across the scenario where the user needs to put the specific pay by customer or the risk customer on hold. Hence processing each customer will be the crucial and time consuming task. To avoid this thing, Sage X3 has provided the feature as the customer on hold function in the below navigation:… Read More »

How to process data in Put-away plan in Sage X3

Put-away Plan or  Storage Plan is a functionality to plan stock change from dock location category to another location or internal location. Sage X3 offers flexibility to manage default location for a product within site for different operations. For instance, if a product exists in multiple locations of the site and for each operations (receipts,… Read More »

How to Solve error ”Outside of validity date limit” in Journal Entries

In Sage X3, any transaction that impacts a company’s profit and loss needs to be recorded in their accounting system is called ‘Journal Entries’.         A journal entry is used to record a business transaction in the accounting records of a business. A journal entry is usually recorded in the general ledger; alternatively, it may… Read More »

How to define multiple Taxes in line level of Customer BP invoice screen in Sage X3

The customer BP invoice entry function is used to manage the customer invoicing out of the “typical” sales cycle. In this context, the user does not manage the order, the delivery note with the stock issue etc. When issuing the invoice, the data necessary to the accounting are saved. We may need a basic important points to make a sales… Read More »

How to de-activate the Runtime server status on Console

The application server and Runtime server or main process server provides access to all the elements that make up Sage X3 including processes, screens, reports, etc. These elements are organized in directories by folder and are not repeated from parent folder to child folder except when they truly belong to the child folder. Otherwise, it… Read More »

How to solve ‘User does not have any Badge for product’ error while running the batch server during Migration process in Sage X3

In some industries the company wants to migrate the data from lower version to higher version in Sage X3. Every company wants to upgrade the system functionally or data on the higher version.  During migration process various things should be in well processed some of them are: Components installation process. Console configuration process. Batch server… Read More »