Category Archives: FAQ

Carry-forward of commitments functionality in sage X3

Carrying forward commitments in Sage X3 typically refers to the process of transferring or rolling over outstanding commitments from one accounting period to the next. Commitments often represent planned or anticipated expenses that have not been realized or invoiced yet. The commitment carryforward feature transfers commitments associated with a sales order from the final period… Read More »

Pegging history in Sage X3

The “Pegging History” tool allows the history elements to be shown both upstream (what does the order cover?) and downstream (what covers the order?) from a “pivotal” order. In the second grid, under the multi-level option, the list of coverages is suggested if the selected “pivot” is of the required type. The “Pegging History” functionality… Read More »

Creation of Shipping Calendar to display on dashboard

To create a Shipping calendar we will use X3 calendar functionality.The shipping calendar will help us with delivery tracking. Specially it will be helpful for sales and warehouse teams. For creation of “Shipping calendar” we are going to use SORDER and BPCARRIER table’s. Step 1: Go to Setup>Usage>Reports>Graphical query tool. Create new query Fig: Graphical… Read More »

Templates in Sage Enterprise Intelligence

Sage Enterprise Intelligence is an intuitive business intelligence solution integrated with the Sage business management system that helps business users spend less time analyzing and reporting, making faster, more informed decisions. It provides all users with a simple solution for self-sufficient access and analysis of data, eliminating the need for disparate tools and expertise and… Read More »

Marketing campaign in Sage X3

A marketing campaign is a strategic marketing effort aimed at promoting a specific endeavor or goal on behalf of a company, brand or individual. Marketing campaigns are designed to get consumers’ attention in several ways, such as television, print advertising, social media and email marketing. Each campaign expresses a marketing objective to be attained for a… Read More »

Use of CTLCLE parameter

In a normal business scenario, work order plays an important role as it can be for both products or services. In a manufacturing environment, a work order is an essential part of the whole business process where a complete production cycle can be affected. These orders are used to build a complete product from different… Read More »