A budget is an estimation of revenue and expenses over a specified future period of time. Budgeting is an important aspect to any company, no matter how big or small, in order to see where the company has been and to plan accordingly for the future Analytical budgets provide the basis for managing and controlling a group… Read More: How to set a sign(+,-) for an account used in… »
Sometimes In sage X3, Developers can do customization within sage x3 using development module and in that they need to open some tables to do some customization in sales quote or sales order or delivery as well as in sales invoice or any sage x3 module. Sometimes we need to follow sequential operation means first… Read More: Error: “Too Many Tables open” in Sage X3 »
Sage X3 provides function to import statements from a file saved on your server or computer. The setup involves technical settings that should be done very carefully. The import settings are defined in the Bank import settings function (BSIIMPPAR). You cannot change them here. After you enter the code for the Bank import settings, the… Read More: Advanced bank statement import in Sage X3 »
Journal entries are records of financial transactions flowing in and out of the business. Journal entries are used to make transfers between nominal accounts. These transactions all get recorded in the book, called the general journal. Transactions are listed in an accounting journal that shows a company’s debit and credit balances. Journal entries includes the following main… Read More: How to create a Reversing GL journal Entry in X3 »
As we all know the importance of packaging. Packaging refers to the process of designing, evaluating, and producing packages. Packaging is the technology of enclosing or protecting products for distribution, storage, sale, and use. Packaging keeps the product safe during shipment between the manufacturing facility and the retailer and must prevent damage while the product… Read More: How to use packaging for product on Sales order »
In Sage X3, version 12, we have so many new features as well as few modules. Project module is one of them. This Projects function is used to manage the elements used with different terms like Business, Projects, Opportunities The basic objective of these projects is to manage the characteristics and stages in a sales… Read More: Copy Project functionality in Sage X3 V12 »
When there are several companies, there may be an inter-company flow of goods It then becomes essential that these flows can be identified in order that the corresponding invoicing can take place. These flows can be defined by way of reciprocal orders or reciprocal open orders. But in this case, it is useful to have… Read More: Inter-company price list setup to having different prices for the… »
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: How to create credit note against purchase return in Sage… »
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: To Design the screen with the responsive screen »
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: How to solve blocking message ” The envelope must be… »
