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 »
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 »
Notifications in Sage X3 are used to send alerts to users. If users don’t want signature workflow and only want to get alerts via email, creating notifications becomes a better option because notifications do not include the approval process. User can get alerts if any of the record is creation, modified, or deleted. We can… Read More »
Freight charge, also known as freight rate is the amount paid to a carrier company for the transportation of goods from the point of origin to an agreed location. The freight charge is calculated based on the type of mode of transportation and the distance between the pickup place and the place of destination. The… Read More »
We may come across where we need to execute the batch task for only particular time for the rest of the batch server should not be in active state so that the other process can utilize the working space. In Sage X3 we can setup this making the setup in such a way so that… Read More »
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 »
The Sales Order, sometimes abbreviated as SO, is an order issued by a business to a customer. A sales order is a document generated by the seller specifying the details about the product or services ordered by the customer. Along with the product and service details, sales order consists of price, quantity etc. Order entry… Read More »
There is a tool in X3 hidden inside the calculator that will tell you everything about the function that you are currently using. Note that this only works with Classic (AKA convergent) functions that are data entry type functions. So, functions under the administration module (for example) will not have this ability as they are… Read More »
