Category Archives: Configuration

How can we identify if there are any customizations in my installation?

As a partner or customer, you may reach a point where you want to know if any changes have been made to screens, windows, etc. This information is crucial when planning an upgrade or patch installation. Even for something as straightforward as running a folder validation, you might be concerned about unprotected changes made without… Read More »

Email-Based Self-Service Password Reset for Sage X3 Users

Introducing the new feature of Sage X3 V12 in new patch: “Email-Based Self-Service Password Reset for Sage X3 Users.” Now, resetting your password is simpler than ever. With this feature, Sage X3 users can easily recover their passwords using their email addresses. It’s secure, convenient, and puts you in control of your account’s security. For… Read More »

How to manually select allocation Location on Sales Order in Sage X3

In this demonstration, we will explore how to manually issue a product from different locations. If you need to allocate your product from a specific location, Sage X3 offers a feature that allows users to allocate products from any required location, including multiple locations. Please follow below steps: Create an Order. Fig 1: Sales Order… Read More »

Adding a Data Model Parameter in Sage Enterprise Intelligence (SEI)

In Sage Enterprise Intelligence (SEI), Data Model Parameters serve as dynamic variables essential for scripting and enhancing flexibility within your data management processes. Whether you’re customizing reports or fine-tuning queries, understanding how to integrate these parameters can significantly streamline your workflow. Step-by-Step Guide to Adding a New Parameter Follow these steps to seamlessly add a… Read More »

The folder version is different from the version of the root folder V11

You’re encountering a versioning issue with your Sage X3 application server after reinstalling it. Here’s a step-by-step guide to help resolve the “folder version is different” error: Figure 1. Folder Screen Figure 2. About Screen Additional Tips: By following these steps, you should be able to address the version mismatch error between the PILOT folder… Read More »

Multi-Company Period Opening(TRTPERMC)

Do you resent the opening periods for each and every organization when the new year begins? Do you avoid opening for only one month at a time due to the work required? If you have many companies, it can be tiresome and time-consuming. Do you want a faster way to open periods? To tackle this… Read More »

Implementing and Support Electronic Data Interchange

Implementing and Support Electronic Data Interchange (EDI) in ERP (Enterprise Resource Planning) systems can significantly enhance efficiency and streamline business operations. Introduction to EDI Electronic Data Interchange is exchanging data in EDI Encrypted format with the Customer, Supplier, or Warehouse. This Integration process caused the bug-free and automated process without manual Intervention. Errors handling in… Read More »

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 »