Category Archives: Integration

How to Automatically Post Work-In-Progress (WIP) Entries Using Recurring Tasks

In Sage X3, WIP posting is an important stage which allows one to generate Journal Entries for subcontracting processes. Subcontracting refers to the process of entering into a contractual agreement with an outside person or company to perform a certain amount of work. There was one requirement from one of our clients to Post WIP… Read More »

Adjusting the Number of Displayed Lines in the View Queries Screen

In the Reports module of Sage X3, there is a View Queries screen that enables users to search predefined data collections on screen. This functionality utilizes a graphical query tool designer, which is responsible for designing queries based on the SQL language. The graphical query tool designer includes a function to create screens that display… Read More »

Manufacturing Dashboard to get empty location details

In Sage X3, there are dashboards on the home page such as AP/AR Accounting Manager, Workshop Manager, Planning Manager, etc. And customer, sales, purchase related information is getting displayed on those standard dashboards. But one of our client requested to develop a customized dashboard for Manufacturing. Customization Required: In their system when they create a… Read More »

Running Total Fields Feature in Crystal report

Crystal report is an application used to create custom reports from a various of data sources. It includes major features such as formulas, cross-tab reports, sub-reports, special fields, conditional formatting and running total fields etc.Running totals are essential in reports where you need cumulative calculations, such as financial reports, sales tracking, or inventory summaries. Crystal… Read More »

Simple way to Implement Container tracking in Sage X3

There is an existing module in Sage X3 as Container Management. This module contains multiple setup and accounting impacts in Sage X3. The container management module in Sage X3, will help us to track the containers and vessel. This tracking will provide the details costing involved in the shipping of the product. Below are the… Read More »

Automated Creation of Operation Wise – Product Code

In Sage X3 Bills of Materials (BOM) play a significant role for companies involved in manufacturing finished products. They enable the manufacturing unit to plan inventories, design, and estimate the final cost of the entire manufacturing process. One of our clients required the automated creation of Operation-wise Product codes from the routing screen of the… Read More »