Category Archives: Features

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 »

How to set up Price of Carrier using Product Weight

In Sage X3, we may come across a scenario where we need a set price for carrier price. For this, Sage provides an inbuilt functionality. Navigate to: BP → Carrier → Controls Here fixed amount is set as per the weight criteria. Now create a delivery with the same carrier. The carrier pricing will be… Read More »

How to set fixed price of carrier for a specific invoicing element

In Sage X3, we may come across, where a user wants a fixed price of the carrier in a specific invoicing element. This functionality can be achieved by following steps: Navigate to:  Setup → General Parameters → Parameters Values → Sales → Folder → Seed → Invoicing rules → Details If user want to check… Read More »

To Increase the Grid Count of Pack Unit Conversion

As per the basic standard setup, we are only allowed to enter the 4 Pack unit conversion as shown below: But as per the requirement, if the user wants to enter more than 4 pack units then we need to increase the screen size of the “NUC” activity code as per the count required. After… Read More »

How to set default entry transaction in Sage X3

In Sage X3, we can create a number of entry transactions for any function. The entry transactions are used to define various frameworks to enter the different types of entries. Each recorded entry will be so recorded on an entry transaction. If there are multiple transactions for a particular function, an entry transaction dialog box… Read More »

How to define Sales price of product based on Purchase Price

Sage Enterprise Management (Sage X3) provides us with a feature to setup Sales price based on the Purchase price of Product. This set-up is subsequently used for charging a customer based on the purchasing cost of the product. E.g. an instance where you want to sell a product to a customer on the 50% margin… Read More »

How to Lock Employee Payslip (Sage Enterprise Management People)

In Sage X3 People, we may come across a scenario where we may restrict the re-calculation of Employee Payslip. Employee Payslip is a document an employee receives either as a notice that the direct deposit transaction has gone through, or is attached to the paycheck. Navigate to: Payroll → Payslips → Employee Payslips When Employee… Read More »