Category Archives: Configuration

SAML2 authentication method in sage x3

Security Assertion Mark-up Language 2.0 is referred to as SAML2. Passing user credentials to a token system is the purpose behind this. The exchange of a secure session token for user account authentication within an identity provider. Enterprise Management can use this for applying independent external authentication. The application only permits access after successful authentication… Read More »

How to assign multiple signatures on different objects in Sage X3

In Sage X3, you can assign multiple signatures in a workflow on different objects to implement a multi-level approval process. This allows for more complex and controlled workflows, where different users or groups need to review and approve various stages of a business process. Here’s a step-by-step description of how to assign multiple signatures in… Read More »

A Step-by-Step Guide to Creating a User in Sage Enterprise Intelligence

In today’s data-driven business landscape, organizations rely heavily on business intelligence solutions to gain insights and make informed decisions. Sage Enterprise Intelligence (formerly known as Sage X3 BI) is one such powerful tool that assists businesses in extracting meaningful information from their data. To fully utilize this platform, it’s important to understand the basics, including… Read More »

Weigh Scale Customization for Sage X3

Know How we helped Client A to Manage Their Inventory with Automation Efficiently If you struggle with manual weight entries, this blog is for you! Find out how we helped Client A scale their processes’ efficiency with Weigh Scale Customization for Sage X3. Businesses constantly look for ways to fine-tune their processes to accommodate their… Read More »

Sales Delivery Creation in Sage X3 Warehouse using the 945In EDI Process

The 945In (Sales Delivery in Sage X3) (Warehouse) process involves programmatically picking up an EDI file from a defined location (FTP, SFTP, or accessible network path) and creating a Sales Delivery transaction in Sage X3. The steps include copying the EDI file to Sage X3’s local file format and creating an archive for backup. The… Read More »

How to create a requested sequence number in Sage X3

In Sage X3, (formerly known as Sage Enterprise Management or Sage ERP X3), a sequence number is a unique identifier used to generate sequential numbers for documents, transactions, or records. Sequence numbers help maintain consistency and order in various processes within the ERP system. Here’s how you can work with sequence numbers in Sage X3:… Read More »

Password policies in Sage X3 Version 12

Password policies in Sage X3 refer to the set of rules and guidelines implemented to ensure the security and strength of user passwords within the system. These policies dictate the requirements and restrictions for creating and managing passwords to prevent unauthorized access and protect sensitive data. The password policies in Sage X3 typically include parameters… Read More »

Posting Old Stock Entries for Miscellaneous Issues/ Receipts in Sage X3

Transactions from Miscellaneous Issues/Receipts were not linked to the automatic journal. Due to this, the system does not provide stock impact for entries that users create for transactions (i.e., STK entries). All new entries will have STK impact if we select an automatic journal to that entry transaction. The question is, what happened to the… Read More »

Outbound Shipment Orders with the 940 EDI File

The 940 EDI file is a standardised electronic document used in the transportation and logistics industries. It is specifically designed for the purpose of transferring a shipment order for warehouse management. The 940 EDI file contains important information related to outbound shipments, including details about the shipping order, such as the sender and receiver’s information,… Read More »