Sage X3 is built to support real-life business scenarios, such as creating a single invoice from multiple sales orders or deliveries, and applying multiple payment or receipt entries to one invoice. However, when this information is presented in reports—especially Excel reports—it is often displayed across multiple rows. This leads to repeated invoice details, making the… Read More »
With increasing GST scrutiny and complex multi-location operations, managing Input Service Distributor (ISD) compliance has become a challenge for organizations operating across multiple GST registrations. To address this, we are excited to introduce a new ISD Management module in Sage X3, designed to automate, control, and simplify site-wise ISD distribution—all within the ERP. Who Should… Read More »
Sage X3’s Project Management module (commonly referred to as PJM) is designed to support a wide range of project types, including services, manufacturing, and custom billing contracts. It provides a flexible framework for defining project structures and for tracking costs, operations, and project progress within an integrated ERP environment. Sage X3 also provides the ability… Read More »
In today’s fast-moving supply chain environment, procurement teams face increasing pressure to respond quickly to business needs—especially when products come with multiple customization options. Dimensions, materials, finishes, configurations, or variant-specific requirements can dramatically increase the time needed to prepare accurate Requests for Quotation (RFQs). In Sage X3, our client has requested a single Request for… Read More »
Electronic signatures are an important compliance requirement for companies operating in Portugal. Depending on business needs, you may need to enable or disable the Electronic Signature feature for a specific company. This blog explains the step-by-step process to configure Electronic Signature settings for Portugal in Sage X3. Steps to Enable or Disable Electronic Signature Portugal:… Read More »
In Sage X3, when a Purchase Receipt is created against a Purchase Order and the received quantity is equal to or greater than the ordered quantity, the system automatically updates the Purchase Order status from “Pending” to “Closed.” However, one of our clients has requested an enhancement that allows Purchase Orders to be closed manually,… Read More »
Recently, a client faced an issue in Sage X3 where some Sales Order lines were not getting closed automatically. Due to this, open lines remained in the system even after business completion, which affected reporting and operational follow-ups. To address this requirement, the client requested a separate custom module where they could import a CSV… Read More »
In many manufacturing setups, businesses often require custom information to flow seamlessly from Sales Orders (SO) into Work Orders (WO). Recently, one of our clients needed an additional alphanumeric field (length 50) on the Sales Order header called “Special Notes”, and they wanted this field to automatically carry forward to the Work Order header during… Read More »
In real-time business reports—especially in Sage X3 Crystal Reports, it is very common to encounter repeated values across multiple detail lines. Examples include packing lists, invoices, delivery notes, or purchase registers where the same Pack Number, Gross Weight, or Dimension details repeat for multiple item lines. Printing the same values again and again not only reduces… Read More »
Industries like food processing, meat, seafood, dairy, and specialty chemicals deals with products that never have a fixed weight. A carton may look the same, but the weight inside can change every time. Yet, many businesses still manage these products using standard units such as pieces, cartons, or batches—while pricing, costing, and billing are driven… Read More »
