Category Archives: Installation

How to manually select allocation Location on Sales Order in Sage X3

In this demonstration, we will explore how to manually issue a product from different locations. If you need to allocate your product from a specific location, Sage X3 offers a feature that allows users to allocate products from any required location, including multiple locations. Please follow below steps: Create an Order. Fig 1: Sales Order… Read More »

Adding a Data Model Parameter in Sage Enterprise Intelligence (SEI)

In Sage Enterprise Intelligence (SEI), Data Model Parameters serve as dynamic variables essential for scripting and enhancing flexibility within your data management processes. Whether you’re customizing reports or fine-tuning queries, understanding how to integrate these parameters can significantly streamline your workflow. Step-by-Step Guide to Adding a New Parameter Follow these steps to seamlessly add a… Read More »

The folder version is different from the version of the root folder V11

You’re encountering a versioning issue with your Sage X3 application server after reinstalling it. Here’s a step-by-step guide to help resolve the “folder version is different” error: Figure 1. Folder Screen Figure 2. About Screen Additional Tips: By following these steps, you should be able to address the version mismatch error between the PILOT folder… Read More »

Multi-Company Period Opening(TRTPERMC)

Do you resent the opening periods for each and every organization when the new year begins? Do you avoid opening for only one month at a time due to the work required? If you have many companies, it can be tiresome and time-consuming. Do you want a faster way to open periods? To tackle this… Read More »

Implementing and Support Electronic Data Interchange

Implementing and Support Electronic Data Interchange (EDI) in ERP (Enterprise Resource Planning) systems can significantly enhance efficiency and streamline business operations. Introduction to EDI Electronic Data Interchange is exchanging data in EDI Encrypted format with the Customer, Supplier, or Warehouse. This Integration process caused the bug-free and automated process without manual Intervention. Errors handling in… Read More »

How to Add a Hyperlink in Sage Enterprise Intelligence (SEI)

In this tutorial, we’ll walk through the step-by-step process of creating a hyperlink from a database in Sage Enterprise Intelligence (SEI). Steps: 1. Prepare the URL Link in Your Database Tables: Ensure that your database tables contain the necessary URL links that you want to use as hyperlinks. Fig. 1.Database Tables 2. Create a Data… Read More »

How to resolve ‘The order was not converted No supplier’s error message while creating a back-to-back order against the sales order in Sage X3

In Sage X3, a back-to-back order refers to a specific procurement and sales process where a sales order is created directly from a purchase order to fulfil a customer’s demand for a particular product. This method is commonly employed when a company receives a customer order for an item that it doesn’t currently have in… Read More »

Task Management in Sage X3

This function serves two main purposes. First, it allows users to create new batch tasks from scratch. Second, it enables users to modify the characteristics of tasks that already exist. Each batch task has a unique code for identification and several technical characteristics that define the process to be executed. A batch task can be… Read More »

How to change the status of multiple work orders at once.

In Sage X3, a work order is a document that details the production activities required to manufacture a specific quantity of a product or item. It serves as a set of instructions for the production team, outlining the necessary tasks, resources, and timelines to complete the manufacturing process. After running MRP and checking Enterprise planning,… Read More »