Category Archives: Sage ERP X3

Sage X3 Automation: Inactivating Suppliers After 900 Days with Recurring Tasks and Excel Output

Managing supplier data effectively is essential for maintaining a clean and accurate vendor list in Sage X3. Over time, some suppliers may become inactive — perhaps due to discontinued business relationships or long periods without transactions. Rather than manually tracking and inactivating these suppliers, Sage X3 allows us to automate the process using recurring tasks… Read More »

Key Functionalities of Custom Stock Change Transaction

In Sage X3, a Stock Change Transaction lets you move inventory from one location to another within the same site, keeping stock records accurate and warehouse operations smooth. It’s a simple but essential process that gives businesses better visibility and control over day-to-day stock movements. To make this functionality even better, we developed a custom… Read More »

Disabling Work Order Options Until Sales Order Approval in Sage X3

A client recently had a requirement related to restricting Work Order creation in Sales Orders under certain conditions. Specifically: When the Product Source type is Work Order on a Sales Order line, the Work Order generation options should not be available until the Sales Order is fully approved. This blog explains how we achieved this… Read More »

HSBC Integration with Sage X3

The HSBC–Sage X3 Integration automate and streamline financial processes, reduce manual errors, and enhance visibility into cash flow and banking transactions. It connects Sage X3 directly to HSBC, enabling secure, scheduled exchange of:• Supplier Payments (Outgoing)• Customer Receipts (Incoming) Daily synchronization of deposits, withdrawals from your HSBC account into Sage X3 is supported through CAMT.052… Read More »

How can we split line-wise journal entries generated from customer BP invoices through automatic journals in Sage X3

Sage X3 is an enterprise resource planning (ERP) solution that helps organizations manage all operations and data within a unified software system. It includes various modules such as Sales, Purchasing, Inventory, Projects, Financials, and more.One of our clients requested that the Accounts Inquiry screen display line-wise journal entries corresponding to individual lines from customer BP… Read More »

How to Display the Approver’s Name and the Date of Approval in Crystal Report

Sage X3 is an enterprise resource planning (ERP) product that helps organizations manage all operations and data within a single software solution. Sage X3 includes various modules such as Sales, Purchase, Inventory, Projects, Finance, and more. At times, users may require the report to display the approver’s name and the date of approval for a… Read More »

How to Display Debit/Credit Caption Next to the Outstanding Amount Field Using Options and Style Settings Without a Background in Sage X3

One of our clients requested to display the customer’s outstanding amount from the Account Inquiry screen (Financials > Inquiries > Accounts) directly on the Sales Order header screen — along with an indicator showing whether the amount is a Debit or Credit. The goal was to replicate the display format seen in the Account Inquiry… Read More »

Enhancing Sage X3 Reports: The Role of Shared Variables in Crystal Reports

Sage X3 is a powerful ERP system that helps businesses manage their operations efficiently. One of its key features is its robust reporting capabilities, often powered by Crystal Reports. Crystal Reports allows users to create dynamic, customizable reports to extract meaningful insights from Sage X3 data. A particularly useful feature in Crystal Reports is shared… Read More »

How should i get logs for the recurring task in Sage X3

In Sage X3, recurring tasks help streamline routine operations by automating them through the Recurring Task Management feature found under Usage > Batch Server > Recurring Task Management. This tool allows users to schedule essential processes—like accounting updates or stock adjustments—to run automatically at set times. Tasks can be configured to repeat hourly, daily, weekly,… Read More »