Category Archives: FAQ

How to Setup Credit Hold Authorization Levels for Users in Sage X3

A critical part of managing risk within an organization is managing the credit available to customers. If you give a customer who may not be in the best financial position credit terms, or too much credit, you may have a hard time collecting what they owe. In addition, you do not want to provide a… Read More »

How to manage Transportation details and shipment pre-receipt in purchase shipment

As we all know that transportation services can be quite important for a country’s economy. With increasing levels of commercialization, the demand for goods and services has witnessed a steady increase. Transportation is an essential activity in the logistics function which provides the essential service of linking a company to its suppliers and customers. Sage X3 has… Read More »

How to do BOM version validation in Sage X3

Basically work order uses a bill of materials (BOM) to create a list of materials to be issued, and a Routings to make a list of operations to be performed on work centers. Also provides a description of the various operations and activities involved in the Work orders dictate what product need to be manufactured,… Read More »

How to check the version and patch used for Sage X3

Process to check in Version 12 Go to Administration > Utilities > Update > About Click on the Folder name to view the Version Process to check in Version 11 Go to Administration > Utilities > Update > About Click on the Folder name to view the Version Process to check in Version 9 Go… Read More »

How to solve if added tab in window is not visible after global validation of window

Sometimes, it happens when we add any customized screen or tab in window, we are not able see the customized screen added in the window. Also, it might happen you may see the fields of the added tab in the window but not added tab. We mostly solve this issue by global validation of window… Read More »

Action: Non Conformance in Sage X3 V12

In Sage X3 V12, Action function in Non-conformance provides more enhancements to handle non-conformity cases. ‘Action’ is used to link process with business transaction in X3.A unique action code will link business process (action) plus transaction type this unique action code is used in Non-conformance Action plans as global action. There are many business scenarios… Read More »

Setting up the Purchase Order Suggestion in X3

Purchase Order suggestion process is most widely useful in manufacturing activity. Sage x3 provides a flexible, user-friendly, and relatively easy process to perform this activity. In the PO Suggestion screen, the safety stock material appears in the suggestion list. PO suggestion is the integration between the modules means core modules functions are interconnected, all the… Read More »