Category Archives: Features

How to set default journal entry type for journal created by import routine

In Sage X3 we can create Journal through import template also sage X3 provides a global parameter in which we can set default entry type using which journal should be created. Navigate To: Setup>General parameters>Parameter Values> Under Chapter Accounting >DEF> Parameter SCHIMPV5 (Entry transaction (import)) The entry transaction code to be assigned as the default… Read More »

How to enable Lot field in Customer return screen in Sage X3

Customer Returns are basically items that have been purchased from store or any online store but then returned by a customer. In Sage X3, while creating Customer Return we may find difficulty in entering manually lot number in the screen. For solving this , X3 has a functionality to enable this field . Navigate to:… Read More »

Enhancement feature in EMV12 for managing serial numbers in Product using “Global Received/Issued”

The new feature in V12 for managing serial numbers for product using the “Global received/issued” radio button under serial no.management section in Product screen increases better usability and increase performance and productivity. Here are the steps to check the benefits using the new option added for serial number products. STEP 1: Navigate to product screen… Read More »

Automatic/Manual stock issue in Sales Invoice

User may come across a scenario where they want to setup automatic determination of stock during a direct sales invoice creation. It can differ from user to user. Some may want it automatically and some may want it manually. This can be handled by doing a configuration in sales invoice entry transaction. Follow the below… Read More »

Sage X3 to X3 People Integration

As we all know, Sage X3 provides features to get/create data from third party applications using web services etc. Similarly, Sage X3 People also provides special feature to connect to the outside application. For example, if we need to create journal entries in Sage X3 from the payroll data of employees coming from X3 People… Read More »

How to solve ‘Payment transaction is not of receipt type’ error message in Sage X3

A Payments is like an accountant. It keeps track of who owe whom and how much. Basically it is a transfer of money or assets to another person or business. You may come across a situation where you would like to do payments for the sales invoices. Sometimes while doing payments for sales invoices we… Read More »

How can we prevent a PO being generated for a Back-to-back sales order on manual hold in Sage X3 version 12

In our previous blog, we have discussed regarding the process to create a Back-to-back order by using the sales orders. In this blog we will see How to create a Back-to-back order if sales order is on manual hold.However, in a Sage X3 when sales order status is on manual hold, then user can’t create… Read More »

Configuring Financial Data Extraction in Sage X3 with Type of extraction as Reporting code

The Purpose of the Financial Data Extraction is representing Financial Data of an Organization/Company in form of Financial Reporting to their concerned stakeholders. This will help evaluate the Company’s performance over specific period (Half-yearly/Yearly), eventually helping the management to take effective decisions based on the financial reports generated. Financial reports, Balance Sheet and Profit and… Read More »

Configuring Financial Data Extraction in Sage X3 with Type of extraction as Account root

The Purpose of the Financial Data Extraction is representing Financial Data of an Organization/Company in form of Financial Reporting to their concerned stakeholders. This will help to evaluate the Company’s performance over specific period (Half-yearly/Yearly), eventually helping the management to take effective decisions based on the financial reports generated. Financial reports, Balance Sheet and Profit… Read More »