Category Archives: Sage ERP X3

How to set default journal entry type for journal created by import routine

In Sage X3 we can create Journal through import template also sage X3 provides a global parameter in which we can set default entry type using which journal should be created. Navigate To: Setup>General parameters>Parameter Values> Under Chapter Accounting >DEF> Parameter SCHIMPV5 (Entry transaction (import)) The entry transaction code to be assigned as the default… Read More »

How to enable Lot field in Customer return screen in Sage X3

Customer Returns are basically items that have been purchased from store or any online store but then returned by a customer. In Sage X3, while creating Customer Return we may find difficulty in entering manually lot number in the screen. For solving this , X3 has a functionality to enable this field . Navigate to:… Read More »

Enhancement feature in EMV12 for managing serial numbers in Product using “Global Received/Issued”

The new feature in V12 for managing serial numbers for product using the “Global received/issued” radio button under serial no.management section in Product screen increases better usability and increase performance and productivity. Here are the steps to check the benefits using the new option added for serial number products. STEP 1: Navigate to product screen… Read More »

Automatic/Manual stock issue in Sales Invoice

User may come across a scenario where they want to setup automatic determination of stock during a direct sales invoice creation. It can differ from user to user. Some may want it automatically and some may want it manually. This can be handled by doing a configuration in sales invoice entry transaction. Follow the below… Read More »

How to solve ‘Payment transaction is not of receipt type’ error message in Sage X3

A Payments is like an accountant. It keeps track of who owe whom and how much. Basically it is a transfer of money or assets to another person or business. You may come across a situation where you would like to do payments for the sales invoices. Sometimes while doing payments for sales invoices we… Read More »

Setting default tax rule and payment term for BP’s

As we know, Sage X3 provides masters for each object used in it like Business Partner, Product, Company, Site etc. We can setup various things for these objects such as id, name, and address etc. on their respective Master screens. Similarly on BP’s master, we can set up default payment term and tax rule against… Read More »

Proud Moment for Greytrix Africa as MPESA Foundation Academy and East African Breweries Win at CIO 100 Awards

MPESA Foundation Academy and East Africa Breweries have emerged as the winners at the annual CIO 100 awards held at Enashipai Resort, Kenya for FY 19-20 with Greytrix Africa as implementation Partner. MPESA Foundation Academy made its mark at the annual event and swept the award for the ‘Company of the Year’ while Kenneth Ogwang… Read More »

Configuring Financial Data Extraction in Sage X3 with Type of extraction as Reporting code

The Purpose of the Financial Data Extraction is representing Financial Data of an Organization/Company in form of Financial Reporting to their concerned stakeholders. This will help evaluate the Company’s performance over specific period (Half-yearly/Yearly), eventually helping the management to take effective decisions based on the financial reports generated. Financial reports, Balance Sheet and Profit and… Read More »

Configuring Financial Data Extraction in Sage X3 with Type of extraction as Account root

The Purpose of the Financial Data Extraction is representing Financial Data of an Organization/Company in form of Financial Reporting to their concerned stakeholders. This will help to evaluate the Company’s performance over specific period (Half-yearly/Yearly), eventually helping the management to take effective decisions based on the financial reports generated. Financial reports, Balance Sheet and Profit… Read More »