Category Archives: Features

How to restrict dimension relationships within dimension type

As we all know sage x3 uses dimensional accounting which helps to improve and simplify the reporting. There may be a case where dimensions should not be used in combination with another dimension. Restriction codes can be configured to prevent such cases. We have seen how to configure restriction code and setup Account/Dimension restriction code… Read More »

How to resolve ‘The quantity to be returned exceeds the maximum authorized’ error message while creating Purchase return in Sage X3

Purchase return is normally a part of business. In which, goods are returned to the supplier if they had any defects or not according to the specifications of the buyer. In Sage X3, while creating Purchase Return we may come across an error like ‘The quantity to be returned exceeds the maximum authorized: 0 UN’.… Read More »

How to activate customer allocation

There is functionality in Sage X3 where we can hold stock reservations for each customer based on each site. This functionality is located in sales module. Navigate: SALES -> ALLOCATION -> CUSTOMER ALLOCATION. As shown in the above screenshot, there is also an ‘END DATE’ field which notifies that the customer allocation can be done… Read More »

How to resolve Unit Type error in UOM while defining PACK UNIT in SageX3

The stocking UOM describes how you store quantities of an item in the warehouse. When you assign UOMs to an item on the Units of Measure tab, it indicates whether each UOM is valid for ordering, shipping, or stocking transactions. If more than one UOM is valid for stocking, specify which of these should be… Read More »

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 »