A credit note (also known as credit memo) is issued to indicate a return of funds in the event of an invoice error, incorrect or damaged products, purchase cancellation, or otherwise specified circumstance. One type of credit memo is issued by a seller in order to reduce the amount that a customer owes from a… Read More »
In latest version of the Sage X3 Patch 23, we have new feature of designing in the using the badge as shown below. On every screen we have drop-down as shown below: This will display the below page as below, this will hold the panel with the sections, block and the fields: From this screen,… Read More »
In sage x3, we have a budget envelopes which is used to plan operating or investment expenses that can extend to one or multiple fiscal years defined by the entry of the envelope’s start and end dates. It also includes the concept of budget type, budget code and project. Budget type: The budget type determines… Read More »
Signature workflow feature of Sage X3 helps in tracking of transactions. Sometimes there might be a requirement if the end user needs to add additional field in left list of any transaction which will display user’s name for whom the signature is pending for approval. We can achieve this by using the following steps. Consider… Read More »
Sage X3 provides a feature in which you can manage the entire bad debts process, which includes defining the types of bad debts managed like impairment, doubtful receivables, and write-offs and the automatic journals and analytical dimensions applied for journal entries. There is a setup screen Bad debt term’s function (GESBDT) to create the terms… Read More »
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 »
