Category Archives: Features

Adding New Endpoints in Sage X3

Sage X3 is a versatile and robust Enterprise Resource Planning (ERP) system that caters to a wide range of business needs. However, every business is unique, and often, out-of-the-box functionality doesn’t cover all the requirements. This is where customization comes into play. In this blog post, we’ll explore how you can extend Sage X3’s capabilities… Read More »

Component’s requirement quantity shows blank value in Work Order in Sage X3

In Sage X3, we have manufacturing module which eases the manufacturing process and present a solution to create one Manufacturing order for finished product and semi-finished product’s components are compiled automatically in the manufacturing process. In Sage X3, before creating the Work order of any finished product, we will require BOM (Bill of Material) of… Read More »

Guide to create Groups after creating the new User in Sage Enterprise Intelligence (SEI)

In SEI, when we create Users, it is strongly recommended to create Groups to maintain the security based on these groups instead of an individual user. Rather than solely relying on individual user permissions, a strategic approach involves organizing users into groups with shared access levels. This practice not only simplifies administration but also strengthens… Read More »

How to Use OAuth 2.0 Functionality in Sage X3

OAuth is an open-standard authorization framework which provides authorization flows for web and desktop applications, as well as mobile devices. OAuth examples: An example of OAuth is when user wants to login to a particular application or website you it will offers one or more opportunities to log on using another website’s/service’s logon. User then… Read More »

How to assign multiple signatures on different objects in Sage X3

In Sage X3, you can assign multiple signatures in a workflow on different objects to implement a multi-level approval process. This allows for more complex and controlled workflows, where different users or groups need to review and approve various stages of a business process. Here’s a step-by-step description of how to assign multiple signatures in… Read More »

A Step-by-Step Guide to Creating a User in Sage Enterprise Intelligence

In today’s data-driven business landscape, organizations rely heavily on business intelligence solutions to gain insights and make informed decisions. Sage Enterprise Intelligence (formerly known as Sage X3 BI) is one such powerful tool that assists businesses in extracting meaningful information from their data. To fully utilize this platform, it’s important to understand the basics, including… Read More »

Weigh Scale Customization for Sage X3

Know How we helped Client A to Manage Their Inventory with Automation Efficiently If you struggle with manual weight entries, this blog is for you! Find out how we helped Client A scale their processes’ efficiency with Weigh Scale Customization for Sage X3. Businesses constantly look for ways to fine-tune their processes to accommodate their… Read More »

Sales Delivery Creation in Sage X3 Warehouse using the 945In EDI Process

The 945In (Sales Delivery in Sage X3) (Warehouse) process involves programmatically picking up an EDI file from a defined location (FTP, SFTP, or accessible network path) and creating a Sales Delivery transaction in Sage X3. The steps include copying the EDI file to Sage X3’s local file format and creating an archive for backup. The… Read More »

How to create a requested sequence number in Sage X3

In Sage X3, (formerly known as Sage Enterprise Management or Sage ERP X3), a sequence number is a unique identifier used to generate sequential numbers for documents, transactions, or records. Sequence numbers help maintain consistency and order in various processes within the ERP system. Here’s how you can work with sequence numbers in Sage X3:… Read More »

Password policies in Sage X3 Version 12

Password policies in Sage X3 refer to the set of rules and guidelines implemented to ensure the security and strength of user passwords within the system. These policies dictate the requirements and restrictions for creating and managing passwords to prevent unauthorized access and protect sensitive data. The password policies in Sage X3 typically include parameters… Read More »