Many of the business process works on the basis of customer relationship projects which will then continue in sale cycle. As we all know the use of this function is to manage projects, which may also be referred to as “opportunities” or other various terms. Their objective is to manage the characteristics and stages in… Read More »
In Sage X3, left-list plays an important role as most of the screens which are very important in X3 like sales delivery, sales invoice, purchase receipt, purchase invoice, etc. have left list selections where we can select from the left list and create a transaction in X3. For e.g. On the sales delivery screen we… Read More »
As we know, sage X3 v12 provides number of new features. One of them is the Project module which is completely new in v12. This Projects function is used to manage the elements often denominated under different terms : Business, Projects, Opportunities. These translate to the same basic concept. Their objective is to manage the… Read More »
Basically this routing function use to define the sequence of shop floor processes required to produce, or process, a particular product.Every routing is a sequence of operations and tools that are involved in producing (manufacturing) or processing a particular product or assembly (bill of materials). Each routing is associated with the stock item that is… Read More »
In Sage X3, reports play an important role for representing transactions and records for analysis and growth perspective. Reports can be printed by navigating to the reports module as well as it can be printed via writing script file using 4GL code in sage X3. Sometimes there might be a requirement if the end user… Read More »
We would come across that we would need all the email address, Phone number, Personal details associated with the respective personal details in the system. Sage X3 has provided the below functionality were we can export all the email address with its names.We would receive this details in the csv file format, which then we… Read More »
Sage X3 provide us a function where we can keep the tracking of the changes done in header and detail level of the purchase order. This function is known as revision management in sage X3. If a user does any kind of modification in header level or line level of purchase order we will be… Read More »
A critical part of managing risk within an organization is managing the credit available to customers. If you give a customer who may not be in the best financial position credit terms, or too much credit, you may have a hard time collecting what they owe. In addition, you do not want to provide a… Read More »
In a normal business scenario, invoices play an important role as it is a key part of any business process. An invoice is a document that maintains a record of a transaction between a buyer and seller, such as a paper receipt from a store or online record from an e-trailer. New Stuff:- How to… Read More »
Managing the Accounts in Sage X3 is the simple yet challenging task since X3 has provided most dynamic Account handling mechanism which includes customizable Automatic journal and Line level condition and formula. There may be a case in which a wrong account got picked due to the configuration error or a suspend account gets picked… Read More »
