Category Archives: FAQ

Transport Note Feature In Sage X3

In some situations, companies need to transfer products from one place to another that are not part of the normal distribution flow. For example, shipping a computer that needs to be repaired or shipping marketing materials to a conference or tradeshow. The Transport Note feature in Sage X3 tracks goods that are shipped and/or delivered… Read More: Transport Note Feature In Sage X3 »

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: Carry-forward of commitments functionality in sage X3 »

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: Pegging history in Sage X3 »

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: Creation of Shipping Calendar to display on dashboard »

Commitments functionality in Sage X3 V12

In any business, Commitment is nothing but a feeling of a responsibility that a person has toward the goals, mission, and vision of the organization he/she is associated with. And Pre-commitment is a commitment made in advance or a strategy to ensure we reach the goals we set out for ourselves removing a future choice.… Read More: Commitments functionality in Sage X3 V12 »

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: Templates in Sage Enterprise Intelligence »

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: Marketing campaign in Sage X3 »

Revised cost calculation in Sage X3

A revised standard cost is usually created in order to prepare for an upcoming new standard cost following the revaluation of a material, an hourly rate, etc. Revised standard costs for the same product and site are retained and can be viewed. A revised standard cost calculation can be associated with an accounting interface, which… Read More: Revised cost calculation in Sage X3 »

Setup of Company-site grouping for site selection in Sage X3

We know that company and sites are the basic key elements in Sage X3. The site is the core element for organizing the management data of companies and sites. Whereas, company can be featured as the grouping of all the sites that form part of the company. A company can group 1 to N sites:… Read More: Setup of Company-site grouping for site selection in Sage X3 »