In Sage X3, commission module provides enhancement of existing commission feature of Sage X3. In this blog we will learn how to setup sales rep target for different combinations such as customer category, product category, sales site, shipment site, state group, etc. in sales commission module. Navigate to All -> Commission -> Setup -> Sales… Read More »
On a regular basis, our customer’s bank account gets replenished with wire transfers from their customers, which have no references to invoices. Accounting practices and bank reconciliation call for entering the payments steps below as soon as they are received. STEP 1: Enter the wire transfer in the Payment/Receipt entry Navigate to All -> A/P-A/R… Read More »
Combination of keys pressed to give a specific command are known as shortcut keys. Generally shortcut keys are combination of two or more than two keys. As everyone likes a quick way of getting things done, Sage X3 has introduced some shortcut keys to get things done quickly and also results in saving time for… Read More »
In Sage X3, most of the times you need to deal with the screens during development. Either you require to create new screens or to add required customization to the existing fields of screens. We aware that Sage X3 provides different features at screen level such as entry condition – where you can set a… Read More »
Projects Module is used to manage the elements often denominated under different terms: Business, Projects, and Opportunities. These translate to the same basic concept. Their objective is to manage the characteristics and stages in a sales cycle. Financial snapshots function is used to obtain a real-time top-level financial overview, a snapshot, of a project at… Read More »
Basically this warning is pop up on Purchase invoice if the Sage X3 is setup with Australian legislation. And any sales person is set without ABN Number. Now we will see what exactly ABN is: ABN Lookup is the free public view of the Australian Business Register (ABR). It provides access to publicly available information… Read More »
Payment is the transfer of money or goods and services in exchange for a product or service. A payment can be made in the form of cash, check, credit card and debit card. Payments can be done against invoices that are generated from Sales/Purchase Invoice and Customer/Supplier BP invoice from the AP-AR accounting module. Payments… Read More »
Project module which is completely new in v12 and many new features are been added in every new update. This Projects function is used to manage the elements often denominated under different terms: Business, Projects, and Opportunities. These translate to the same basic concept. Their objective is to manage the characteristics and stages in a… Read More »
In Sage X3, screens play a very important role and their layouts too. Sometimes, customer wants little more different layout or responsive than the standard screens of Sage X3. One exciting feature in Sage X3 is that it allows the user to change or modify with few possible options for customized screen layout for better… Read More »
Now days Every company wants to upgrade the system or data with newly functionality on the higher version. In Some industries the company wants to migrate the data from lower version to higher version in Sage X3. For those needs to done some steps in Sage X3 i.e., Execution of Pre-migration and Post-migration script in… Read More »
