Category Archives: Features

Adding Graphical requester in Interactive Dashboard

To create Graphical Requester, follow below steps. Step 1: Create graphical requester. Set up → Usage → Report → Graphical Query tool Step 2: Create Menu Item. Navigate to Administration → Authoring → Pages → Menu Item As shown in above screenshot, we have created menu item with Link type as ‘QUERY’ and select Graphical… Read More »

How to filter out left list in Sage X3

You may come across the situation where you need to see only filtered transaction according to your criteria. Consider an example where we only need to see those customer BP invoice where currency exchange rate is 2, to do so we can go to advance selection. 1.1 Reference Screenshot In advance selection screen give the… Read More »

Headings, Variables and Totals in Enterprise Management HR

In Enterprise Management HR, Headings, Variables and Totals plays an important role to Process Salary, Leave Life Cycle and to store the data as per the Employee. HEADINGS:- Headings are used to define payroll calculations. The Sequence of the calculations to be performed in the payroll run is defined on the heading. A total of… Read More »

How to keep machine center running even when labors are on break in Sage X3 Version 11

This is one of the new features in Sage Enterprise Management V11 in manufacturing Process, where you can keep work centers machines running and record its time even if labor is on break. Work center is a resource unit where manufacturing activities are performed. In other words, Work Centers are the master data which represent real… Read More »

To restrict transactions for defined period in Sage X3

This Function is used to define periods during which a business partner is not open. Such a calendar is defined by a code of 3 characters and this can be entered at the level of the customers, the supplier and the sites. These calendars are used notably: For all the production planning operations as a… Read More »

How to Set Up Matching Tolerance for Purchase Invoice

Sage X3 provides a special functionality called Matching tolerance which allows the user to set up and maintain tolerances especially in purchase module. Steps to set up matching tolerance are as follows: Navigate to:  Setup > Purchasing > Matching tolerances fig. Matching tolerances screen The tolerance codes determine the action that results from a failure… Read More »