Category Archives: Integration

How to enable select all check box in the left side panel in Sage X3

As we all know, in Sage X3 when users want to create Purchase invoice against purchase receipt, he/she has to select receipt from the left list one by one. Recently one of our client wanted to have an option to select all Receipts in a single click from the left side panel while creating purchase… Read More »

User Restrictions on Purchase Inquiry Screen

In Sage X3, Users can check all the purchase related data using inquiry screens. But there is one drawback of this functionality that any user can check the data of all the other users also using inquiry screens. To overcome from this drawback, we did customization on Purchase Inquiry screens. By doing which users can… Read More »

World Health Day and Business in Times of COVID-19

During the recent times the world is on the verge of emotional and physical outbreak due to the Novel Coronavirus. The outbreak has led to a human tragedy which has further led to the crashing global economy in the absence of a cure. Leaders all over the world are engaged in finding a vaccine for… Read More »

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 »

Sage X3 V11 – Perform stock multi-counting (Part 1)

How repeating counts reduces the risk of errors in stock count process. In older versions, Sage X3 allowed single count entry, now in V11 you can count the same stock for several times and keep track of each stock count with its total. Though both the single count and multi-count processes are still available. The… Read More »

Importance of an integrated Salesforce – Sage X3 system

“Try GUMU™ for Salesforce – Sage X3 Integration today with features so compelling that provides your organization with a chance to test and evaluate the integration benefits for a true ROI assessment.” Siloed business systems are a yesteryear! Organizations are moving to the next level of digital. Forward-thinking business owners and IT leaders are making… Read More »

Greytrix Sage CRM – Sage Enterprise Management Integration – All info about Trial, versions supported, migration et al

When you think of business systems to handle your front office and back office operations, you might think of a number of pitfalls such as data redundancy, manual data entry, investing time, struggling to have a complete view of your customer information, lack of data visibility, inflexibility to access real-time data. This new year 2018,… Read More »