Account pyramids are the manner in which accounts are associated with one another in account groups as user-defined in sage x3. The account pyramids could also be known as account rollups in the way that account groups ‘roll up’ to greater account categorizations in summary form for reporting purposes. In Sage X3, Account pyramids can… Read More »
This is a process that involves setting up permissions and access controls within the Sage Enterprise Intelligence software. This process ensures that each user or group of users can only access the data that is relevant to their roles or tasks. It involves various steps such as granting or restricting access to reports, limiting access… Read More »
In Sage X3, a work order is a document that is used to plan and track the production of items in a manufacturing or production environment. Work orders are an essential part of the manufacturing process that can be the “Manual,” “Global,” and “Detailed” allocation methods are options you can choose when allocating materials to… Read More »
The EDI 850 is a Sales Order transaction set used to place an order for goods or services. Also known as an electronic purchase order, an EDI 850 is usually sent to a vendor as the first step in the ordering process. The EDI 850 generally provides the same information you would find in a… Read More »
As a user in Sage X3, you may have to run specific reports as part of your daily routine. Setting up a report as a single item for a particular module can help improve work flow and minimize any confusion you may have on which report to run. In the example below, we will be… Read More »
When your PO is accidentally closed and your invoice status shows as fully invoiced and need to do changes or add products in line level you will get an error if the PO is closed and fully invoiced as shown in fig 1.1. We can achieved this by re-opening the close orders. To Re-open a… Read More »
Sage X3 prevents customers from obtaining a “A: Unauthorized stock status” warning by providing three quality control settings, the degree of which varies based on the setup. Suppliers tab in the product function is where you find the most restrictive setting. As soon as a PO receipt is processed for a supplier that has their… Read More »
In order to help the ERP user with the relevant information regarding the multiple project at the location that might be running , hold or may be finished but still has to be recorded or to be used to gather necessary information on future involvement with similar client or material/required/cost involved/person responsible/useful insights etc Sage… Read More »
This blog explains what a Selection Page is and how it works with Global Parameters. This ensures that the selection page functions only within Dashboards, Workbooks, and Reports. It is used to filter the data displayed in the current view. If a data type has been defined in the Global Parameters, user input will be… Read More »
Managing project billing is a critical aspect of project management and financial control within an organization. It involves the systematic and accurate invoicing of customers or clients for the work performed on projects, ensuring that revenue is appropriately recognized and financial goals are met. The process typically includes various stages, from tracking project activities and… Read More »