Category Archives: Sage ERP X3

How to enable Bank File button in Sage X3

You may come across the situation where we have to download a bank file from manual remittance screen, in most of the scenario you can find bank file button disabled This depends on the payment type. To enable the button you can go to Set up>>AP-AR Accounting>>Payment entry types Select the same payment entry type… Read More »

Error “Creation not possible” on work order in Sage X3

While creating the work order by using copy functionality. We may face an error that “creation not possible ”. To overcome this error follow the below steps. Navigate to: Manufacturing >Production scheduler>Remove from scheduling. Enter mandatory details on the below screen and click on create. Now you can create the work order by using copy. About Us… Read More »

How to enable geographic subdivisions in address

In Sage X3, ‘Geographic subdivision’ function is used to define by country and by geographic subdivision level the codes that allow the subdivisions of a level to be identified. To define the geographic subdivision navigate to Common data > Common tables > Geographic subdivisions and define the code against the subdivision and country. Then navigate… Read More »

How to close a site in Sage Enterprise Management (Sage X3) that is no longer in use

In your Sage Enterprise Management (formerly Sage X3), there can be sites that you may want to close down. The prominent reason for the closure of sites in Sage Enterprise Management (Sage X3) can be because of the minimal usage. Closing a site in Sage Enterprise Management (Sage X3) is a difficult process. To address… Read More »

How to Rename Menus in Favourites in Sage X3

New versions of Sage X3 provides many additional useful functions and features, unlike V6. New versions of Sage X3 provides a special feature for renaming your favorite menus. Sometimes it becomes difficult to remember X3 menu with it’s defined name. To overcome this, we can rename menus with easy names for quicker access. There is… Read More »

How to change background of the log in page

We get the default image as a background of a login page as shown in below screenshot  1.1 log in page To change it you can go to the path D:\Sage\Syracuse\syracuse\bin\node_modules\syracuse-auth\html\images In the images folder put the image which you want to be seen as a background of a page with name background 1.2 after… Read More »

How to add the filters in the object based selection

We have scenario where we need to show same selection as per standard object but we need to have additional filter on selection. In this scenario, there is no need to add the additional selection criteria. We just need to add the following selection filter as below. Example: We need Customer selection using the BPC… Read More »

Learn. Innovate. Network. With Greytrix at Sage Enterprise Management Partner Summit 2018

The Sage Group plc has been the driving force in delivering a unique platform for Partners, Resellers, and Business Builders to learn, network and innovate about Sage solutions every year. From summits to individual sessions, Sage has reached out the global audience showcasing out of the box solutions, optimizing your business with personalized tools, helping… Read More »

How to configure portal expense claims

1. Setup variable to be updated. Note: Uncheck Expense notes 2. Setup Variable for a portal default value as well as the maximum allowable value to be claimed via the portal. These can be configured as separate variables or can comprise the same variable. Note: Check the Folder, The variable for the default and/or maximum values will… Read More »

How to enable LOT field in the purchase receipt screen

In Sage X3, we may come across a scenario where we want to enter data manually in the Lot field. To solve this functionality:  Step 1:  Navigate to: Common Data → Products → Products Category → Receipts Now, in the Management Rules set the Lot entry as ‘Free’ in the Supplier Receipt type. Refer Below… Read More »