You may come across a scenario where you want to set the allocation and issue rules on product categories. Sage X3 has standard feature where you can set the allocation rule. Create the allocation and issue rules on below path. Navigate: Setup>Stock>Allocation and issue rules Assign the above created allocation rule on product category. Now… Read More: How to assign the allocation and issue rules on product… »
You may come across the situation, where you want to define central attachment path. Sage X3 has special settings to set the central attachment path to keep the files centrally. New Stuff: How to add new modifier lines to the accounting code product? To set the central attachment path, follow the steps: Step 1: Go to, Setup… Read More: How to set default appointment in CRM »
Recently, we released, GUMU™ for Sage CRM – Sage ERP X3 integration. Our GUMU™ for Sage CRM – Sage ERP X3 is a real-time, bidirectional link. In this blog, we will go through an Error message which user may face while using integration and it’s a possible solution. New Stuff: GUMU Sage ERP X3 integration with… Read More: Sage ERP X3 integration with Sage CRM – Troubleshooting Tips »
Sage ERP X3 data can be represented in the form of grid, list and graph, but how to identify the differentiation of record visually in the grid after the record is fetched; this blog will help you in this. CRM for Sage Enterprise Management: GUMU™ for Sage CRM – Sage ERP X3 Integration ~ Real-time, Bi-directional Chgstl:… Read More: How to give different color to the line in the… »
You may come across a situation where you would like to hide fields in the screen on a particular condition. Sage X3 has a special feature in which you can hide or display fields with the help of “Chgfmt” keyword. Chgfmt: It is used to change the format of the mask field. It is also… Read More: Hiding Fields in Screen Dynamically »
In Sage X3 we can use service contracts for creating maintenance contracts. In this blog, I shall give a demonstration on how to create an Automatic Maintenance Contract from a sales order. The maintenance contracts contain the same characteristics as the service contracts, their difference being that they can be invoiced. New Stuff: Steps to Automate… Read More: Service Contract Creation in Sage X3 »
Sage X3 has a special feature of allowing the user to gaze through the Price/Cost/Amount in different currency for every transaction. The price which is converted to different currency is displayed temporarily on the screen. This can be used in order to just check out the actual rate in different currency without any calculation. The… Read More: Check the Price in different Currency Rates »
Normally the reports are printed just by clicking on the Print Button, but what if we come across scenarios when we need to open the report on runtime. New Stuff: How to open a Closed Purchase Receipts in X3 But no worries we will be guiding you with the same, there is an easy way to… Read More: Calling of Report through code »
Any feature which performs the mass actions is always termed to be a good feature. There is a feature in sage x3 which deletes all the work orders in bulk but yes with the different filter criterion and this functionality is nothing but the ‘Automatic Deletion’. The orders to be deleted are selected based on… Read More: Automatic Deletion of Work Order in Sage X3 »
In the Sage X3 customization or implementation, we may come across the scenarios where we need to change the dimension of statistical group i.e. change the number of statistical group fields which are displayed on the screen. Sage X3 provides the simple way to change the dimensions of the statistical group through small folder level… Read More: How to change dimension of Statistical Group on screen level…? »
