Category Archives: Features

How to overcome ‘Date prohibited ‘error in sales, purchase and accounting module

In Sage X3 we can control transaction creation by specifying the duration for which creation should be allowed. In order to prohibit the entry of invoices/credit memos Sage X3 provide a parameter level control where we can specify the duration for which sales transaction should be active these parameter set up is available for Sales,… Read More »

Credit Level Total

The “Credit level total” field under the management tab in the Customer screen displays the total of credit level of that particular customer based on the calculation involving a number field. By clicking on Calculation details the field that are involved in the calculation, The field On order+ shows the amount for the sales orders… Read More »

How to delete the shipment after delivery validation

We may come across a scenario where we want to delete the sales delivery after delivery has been validated Now when we try to delete created shipment or delete lines in validated sales delivery, the delete button is disabled by default and also not allowed to delete lines in sales delivery. Refer the screen shot… Read More »

How to upload employee records using txt file in Sage X3 People

In Sage X3 People for uploading and updating records a user should use the Import functions to either add a new record or update an existing records. Below is the navigation for import functionality.Navigate: – Usage -> Imports/Exports -> Imports Usage Screen To upload employee data by using standard functionality below are the steps to… Read More »

How to display the stock availability on sales order screen in Sage X3 version 12

For every sales order transaction, we need a stock availability at sales site.In standard Sage X3 there is one stock inquiry screen for checking the stock availability on sales site.But instead of this,while during the sales order transaction if we want to see the available stock on the sales order screen,then Sage X3 provides standard… Read More »

How to add suppliers in the product-site level in Sage X3-Version 12

Sometimes we require to manage local suppliers to a specific site. There is an amendment made in Sage X3 version 12 where we can add suppliers at the product site level. Benefits: This functionality is useful for supplier product management rules by site. These rules are used in the supply planning as well as on… Read More »

How to resolve “No product to adjust” error in Adjustment of stock shortages process

We may come across a scenario where we deliver a product to customer even though there is no stock in X3 system. We can adjust that stock in system after a while for that we can use Adjustment of stock shortages functionality which is available in Sage X3. Using this function we can adjust manually… Read More »