Category Archives: Configuration

Enhancing Invoicing Efficiency with Sage X3’s EDI 810 Transaction

Introduction: The 810 Electronic Data Interchange (EDI) transaction plays a major role in automating the invoicing process in Sage X3. The EDI 810 transaction, also known as the Invoice EDI, is a defined electronic document format used by businesses to exchange invoice information in a structured and machine-readable format with their trading partners, such as… Read More »

Outbound 856 (ASN) Sales Delivery In Sage X3

Modern supply chain management requires the creation of Advanced Shipping Notices (ASNs) for outbound sales deliveries to ensure effortless communication and cooperation between suppliers and customers. The 856 Out (ASN) module which we have designed in Sage X3 provides a simplified method for reducing this process. Businesses may easily generate ASNs by utilizing this module,… Read More »

Component’s requirement quantity shows blank value in Work Order in Sage X3

In Sage X3, we have manufacturing module which eases the manufacturing process and present a solution to create one Manufacturing order for finished product and semi-finished product’s components are compiled automatically in the manufacturing process. In Sage X3, before creating the Work order of any finished product, we will require BOM (Bill of Material) of… Read More »

Guide to create Groups after creating the new User in Sage Enterprise Intelligence (SEI)

In SEI, when we create Users, it is strongly recommended to create Groups to maintain the security based on these groups instead of an individual user. Rather than solely relying on individual user permissions, a strategic approach involves organizing users into groups with shared access levels. This practice not only simplifies administration but also strengthens… Read More »

How to Use OAuth 2.0 Functionality in Sage X3

OAuth is an open-standard authorization framework which provides authorization flows for web and desktop applications, as well as mobile devices. OAuth examples: An example of OAuth is when user wants to login to a particular application or website you it will offers one or more opportunities to log on using another website’s/service’s logon. User then… Read More »

Inter-Site Stock Transfers with 944 In (Purchase Receipt) in Warehouse Management

The 944 In (Purchase Receipt Inter-site Stock Transfer) (Warehouse) is an electronic document used in supply chain management to record the receipt of goods transferred between different warehouse locations within a company. This transaction is specifically related to inter-site stock transfers, where inventory is moved from one warehouse to another within the same organization. The… Read More »

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 »