Category Archives: Features

To Export all the Email address, Phone number and Personal Details

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 »

How to Setup Credit Hold Authorization Levels for Users in Sage X3

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 »

How to manage Transportation details and shipment pre-receipt in purchase shipment

As we all know that transportation services can be quite important for a country’s economy. With increasing levels of commercialization, the demand for goods and services has witnessed a steady increase. Transportation is an essential activity in the logistics function which provides the essential service of linking a company to its suppliers and customers. Sage X3 has… Read More »

How to do BOM version validation in Sage X3

Basically work order uses a bill of materials (BOM) to create a list of materials to be issued, and a Routings to make a list of operations to be performed on work centers. Also provides a description of the various operations and activities involved in the Work orders dictate what product need to be manufactured,… Read More »