Category Archives: Features

How to enable close button in Sales Order Screen | Sage Enterprise Management

In Sage Enterprise Management, we may come across a scenario where the user wants to close sales orders manually, but the close button is closed. This functionality can be achieved by the following steps: Navigate to: Sales → Orders → Orders Refer below screenshot, you can see that, the close button is disabled here. Follow… Read More »

Writing Standard Function Error into Log

In Sage Enterprise Management, there might be a situation where we would need to write a standard function’s error box message into your log. For example, consider the COPCLI function. So refer the below code snippet- Hope this blog helps! About Us Greytrix – a globally recognized Premier Sage Gold Development Partner is a one-stop solution… Read More »

Global Creation of Leaves (Enterprise Management HR)

In the previous blog, we saw “Global Deletion of leaves” in Enterprise Management HR. In this blog, we see the “Global creation of leaves” for the bulk of employees.  Navigate to: Time Management → Leave-Absence →  Absences →Global Creation. Registration Start and Registration End:- In this, we select the Employee range for leaves. Event:- Leave… Read More »

How to give minimum Leave balance (Enterprise Management HR)

In Enterprise Management HR we may come across a condition where we may need to add balance control or minimum balance in Leave. This can be achieved with the below steps:- Step 1:- Navigate to Time Management –> Nature of Events Step 2:- In Leave control Section Check the Balance control Check box and Enter… Read More »

How to solve if product line is getting blank on duplication in Sales Order Screen

In Sage Enterprise Management, we may come across a scenario where we want the same data line while doing duplication of any transaction but the line is getting blank. This functionality can be achieved by the following steps:  Navigate to: Common data → Products → Products → After sales tab Check product type and service… Read More »

How to display data in the Traceability screen

In Sage Enterprise Management (Sage X3), we may come across a scenario where we have lot managed product and everything but not we get blank data in the traceability screen. This functionality can be achieved by the following steps:  Navigate to:  Common Data → Products → products → Controls tab For displaying product in the… Read More »

How to hide fields on line level in Sage Enterprise Management Sales Quote Screen

In Sage Enterprise Management, we may come across a scenario where the user wants to hide a field from line level but not from popup screen in any screen. This functionality can be achieved by the following steps:  Navigate to:  Sales → Quotes → quotes  In the below screenshot, we can see a field name… Read More »

How to set Tax Year Start and Tax Year End in Sage Enterprise Management People

In Sage Enterprise Management People, we need to define Tax Year Start and Tax Year End after the “Year End Process”. Follow below steps: Navigate to: Setup → General Parameter → Parameter values → PAY Payroll-General Parameters → DAT In TAXSTRDAT enter the Tax Year Start date and in  TAXENDDAT enter  Tax Year End date.… Read More »

How to translate Menu Item text in Sage X3

You may have come across a situation where you had added a new Menu Item to the Navigation page, but the Description of the Menu Item didn’t get translated. This can be achieved by following the below steps: Open the Menu Item for which you need a translated text. Go to Administration | Authoring |… Read More »