Category Archives: Installation

Automatic Packaging configuration at Product Site level

When the packaging capacity isn’t configured at the site level and there are multiple products involved in Sales Order Packaging, the process of manually setting up automatic packaging for each product can be incredibly time-consuming. To streamline this and prevent the need for manual automatic packing at the packaging level, Sage X3 offers a feature… Read More »

Adding controls to fields in Sage X3

One more feature of Sage X3 that frequently gets overlooked is the capability of adding controls to a specific field within the system without requiring knowledge of the 4GL language, which is Sage X3’s exclusive coding language. After realizing that they were continuously using the control action to add custom logic to standard or custom… Read More »

How to grant access to the Data Models in SEI

In this blog, we’ll explore the step-by-step process to grant access to the data model in sage enterprise intelligence (SEI). This option is used to grant access to the Data Models, to groups or users. There are three different ways of adding authorization to a Data Model and you can toggle from one to the… Read More »

What is License Plate Numbering in Sage X3

In logistics and supply chain management, internal containers refer to the various types of packaging or storage units used to transport and store goods within a facility or during transportation. These containers can include pallets, boxes, packs, big bags, barrels, bins, and others. Assigning unique identifiers, such as license plate numbers, to these internal containers… Read More »

Renewal annual envelopes in Sage X3

In Sage X3, the concept of “annual envelopes” refers to predefined budgets or allocations that are set aside for specific purposes within an organization, typically on an annual basis. These envelopes are often used to manage expenses, track spending, and allocate resources effectively across various departments or cost centers. The renewal of annual envelopes in… Read More »

How to Install Microsoft Excel add-in in Sage X3

Sage X3 has an accompanying Excel add-in that you can use to export data from grids in Sage X3 into a Microsoft Excel spreadsheet. In this blog, we will run through the steps involved in installing the add-in and using it for a simple export. Integrating an Excel add-in with Sage X3 can be a… Read More »

Powershell error encountered ‘The certificate chain was issued by an authority that is not trusted’ during configuring it in Sage X3 Console

In Sage X3, we may come across this error ‘The certificate chain was issued by an authority that is not trusted’’ while trying to configure Application in the console. This issue occurs when you upgrade runtime to any version 95.2.85 and greater. Cause: Solution: To solve powershell error, follow below steps: Uninstall-module -Name SQLServer -RequiredVersion… Read More »

How to Restrict Single Delivery Creation from Multiple Orders in Sage X3

Sage X3 offers functionality allowing the consolidation of multiple orders into a single delivery. If your business process requires limiting such entries to prevent confusion during invoice report printing, follow the steps below: While creating Order there exist an option of Invoicing Mode, with choices including 1/Order, 1/Shipment, and 1/Invoice. Choose the ‘1/Order’ option. Users… Read More »

How to Use Conditional Formatting in Sage X3

Introduction When you look at raw data, it can be hard to understand what it all means because it’s just a bunch of numbers or information. It’s difficult to see patterns or trends when the data is in this simple form. One tool that helps with visualizing data is called conditional formatting. This tool makes… Read More »