Category Archives: Configuration

‘Identify’ in Sage X3

The main entity for any ERP is its Business Partner, and in X3 we have an important feature which provides the information about all the Business Partners at one click. Path to reach: Customer relation → Identify The “Identify” window of the Customer Relation menu provides access to all the functions of the module. Each function… Read More »

Dimensions check for the Ledgers in Sage X3

Ever ran into a situation where you are asked to enter dimensions (get the below screen shot) for a particular ledger account even if no Dimensions are set against the account. And you are not allowed to do the transaction unless you provide the dimensions to that Account To create/perform transactions in Sage X3 without… Read More »

How to filter Local Menu in Sage X3

In X3, we developer may come across with the requirement where we need to filter the local menu values for the fields. There are simple techniques available in X3 to filter the local menu values. Follow the below steps to filter the local menu field records: The M data type of local menu is non-modifiable… Read More »

Modify Data of Tables in Sage X3

Sage X3 has a very interesting and useful functionality which gives the possibility to manipulate the data in any table in the database, without making checks on the data other than that coherency checks introduced by the internal types of the data like date, character string, numeric values etc. This represents a maintenance operation essentially… Read More »