Category Archives: Features

How to Align Lot numbers with Purchase receipts numbers

Purchase Receipts are made when you accept Items from your Supplier usually against a Purchase Order. A purchase receipts is created when you accept materials from a certain supplier. This is usually against a purchase order. It also serves as a proof and a document given to consumers as a record of their sample purchase… Read More »

Action: Non Conformance in Sage X3 V12

In Sage X3 V12, Action function in Non-conformance provides more enhancements to handle non-conformity cases. ‘Action’ is used to link process with business transaction in X3.A unique action code will link business process (action) plus transaction type this unique action code is used in Non-conformance Action plans as global action. There are many business scenarios… Read More »

Change Request in Sage X3 V12

In Sage X3 V12, the Change request function is the central function for managing the delivery of ‘change’ for issues or enhancements that will benefit your organization or your customers. It controls every stage of the ‘change management’ process from the initial raising of a ‘request for change’ through to delivery of that change. Changes… Read More »

Setting up the Purchase Order Suggestion in X3

Purchase Order suggestion process is most widely useful in manufacturing activity. Sage x3 provides a flexible, user-friendly, and relatively easy process to perform this activity. In the PO Suggestion screen, the safety stock material appears in the suggestion list. PO suggestion is the integration between the modules means core modules functions are interconnected, all the… Read More »

How to delete Customer BP Invoice in Sage X3

The customer BP invoice entry function is used to manage the customer invoicing out of the “typical” sales cycle.In this context, the user does not manage the order, the delivery note with the stock issue etc. When issuing the invoice, the data necessary to the accounting are saved. We may need a basic important points… Read More »

How to perform file Import/Export function using Batch Processing

Batch processing is a method of queued up transaction executed without manual intervention on the regular interval. The batch server is a background process that launches programs or system commands. A queue of tasks is processed by the server, executing and logging the results of each task. we come across the scenario where file based import… Read More »

Unable to add custom report in the RECORD option of any screen

In Sage X3 normally when we add any report in the Record option of the any of transaction screen, we as consultant just need to find out the Internal Code of that screen under Setup–>Destination–>Print codes and then needs to add the report using that Internal code in Print Code screen. This blog can be… Read More »

How to solve “No currency exchange rate” error on payment screen

As you all know, multi-currency is the key feature for Sage X3. With the multi-currency support, you can define Suppliers/Customers in Sage X3 with different currencies such as INR, USD, AUD, EURO, etc. This helps the user to do the ERP transactions in various currencies depending on the Supplier/Customer currency. But sometimes, you may face… Read More »