As we informed in our previous blog that we have developed the Sales commission add on in sage X3. Sales commission module provides enhancement of existing commission feature of Sage X3 which helps in overcoming challenges as commission calculation, maintain commission statement, payment to sale rep etc. To check information related to the sales commission… Read More: Email Commission statement feature of Sales commission add on »
Sage X3 provide us functionality where we can keep a track on the modification done on existing work order. If any of an operation or component is modified we will be able to track the critical changes. We will be able to check which field is modified and the reason of modification done by user.… Read More: Revision history on Work order »
In Sage X3, commission module provides enhancement of existing commission feature of Sage X3. It helps in overcoming challenges such as accuracy in sales commission calculation, timely payment to sales representatives, track of commissions of sales representatives, etc. Sales commission module provides a feature of manual commission which overcomes the existing standard commission feature of… Read More: Manual Commission feature of Sales commission add on . »
Sometimes we might want to give user specific access for the general parameters. User Access Control ensures access to specific assigned functions is given to users based on their roles and functions performed in the organization. This setup thus prevents users from accessing sensitive information not intended for them. Therefore, it becomes easier to have… Read More: How to give user specific access to general parameters in… »
Loan orders are for products that shipped to customers that may return the product by a defined return date or may keep the product and be invoiced for it later. For example, an equipment might be loaned to a Business Partner for a special event and they will return it when the event is over.… Read More: How to do setup and process for loaned products in… »
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: How to setup sales targets in Sales Commission Module »
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: How to handle un-applied payments in Sage X3 »
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: Shortcut Keys in Sage X3 »
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: Control table feature in Sage X3 »
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: Financial snapshots in Project management »
