The envelopes entry screen is used to deduce from the envelope amount, an amount used as a reserve. This reserve can be created to account for the possible uncertainties of the prevision: Completion date, expected amount, etc. The reserve reduces the available envelope amount for its split into budgets. Off budget Envelope: While creating budget… Read More: Off-Budget envelopes in operating budget module »
GDPR stands for General Data Protection Regulation. It is a European Union (EU) law that came into effect on 25th May 2018.Data subjects will now have the right to demand subject access to their personal information, and the right to demand that an organization destroys their personal information. Sage X3 compliance with GDPR: As of now… Read More: GDPR in Sage X3 »
By using the Subcontract returns function, you can transfer stock from a subcontract supplier to a new location. This type of transfer is anticipated through transactions. These types of transactions go through a selection panel. There can only be one subcontract transfer note per subcontract supplier, assigned by the selection panel. Assuming that the entered… Read More: Subcontract Returns »
In a normal business scenario, sales orders play an important role as it is a key part of any business process. A Sales order (SO) is a commercial document generated by the seller specifying the details about the product or services ordered by the customer. Along with the product and service details, the sales order… Read More: Use of RSTALLORD parameter »
In X3, we can provide restricted data access to external BPs or we can have restricted filtering on data which can be viewed by only particular Bps. Row level permission is nothing but filtering the data in a selective manner as a function or user concerned to be presented to the users when connected via… Read More: Row Level Permission Setup at User Level in X3 »
A purchase request is a document detailing required items, the number required and when they will be required. Once approved it becomes a purchase order. A purchase request is an unapproved purchase order. The purchase request details what items and services are required, the quantity, supplier, and associated costs. A purchase order is used by… Read More: How to add an existing purchase request to an existing… »
In a normal business scenario, invoices play an important role as it is a key part of any business process. An invoice is a document that maintains a record of a transaction between a buyer and seller, such as a paper receipt from a store or online record from an e-tailer. Invoices are a critical… Read More: How to invoice delivery quantity if return is already created… »
An attachment is a computer file sent along with an email message. One or more files can be attached to any email message, and be sent along with it to the recipient. This is typically used as a simple method to share documents and images. The Sage software using the X3 technology is used to… Read More: How to Use Attachments in Sage X3 »
Sage X3 provide us a function where we can keep the tracking of the changes done in header and detail level of the quote. This function is known as revision management in sage X3. If a user does any kind of modification in header level or line level of quote we will be able to… Read More: How to track Sales quote »
There may be situation that a user needs to change the due date or pay approval on a posted sales invoice or purchase invoices . Sage x3 provides a functionality called the Open item edit function to make the changes to the due date , pay approval as well as other characteristics for open items.… Read More: How to update the pay approval on a posted purchase… »
