Have you ever encountered a problem with Sage X3 where a certain field that needs to be changed adds a new line to the pricing list template instead of updating for a product? The identical problem occurred to us in both the sales and purchase pricing lists; however, we were able to resolve it by… Read More »
A recent demand from one of our clients said that Sage X3’s pick ticket shouldn’t allow picking more than the order quantity based on the quantity of sales orders. The system can only allow the user to produce a pick ticket if the pick ticket quantity is equal to or less than the sales order… Read More »
In Sage X3, we often come across some standard messages for which we want to track back its local menu chapter for either reusing purposes or data fetching. In Sage X3 this can be done very efficiently using the Message search utility. To know more about this, we’ll show a small example of how we… Read More »
In Sage X3, reports play an important role for representing transactions and records for analysis and growth perspective. Reporting enables businesses to gain real-time visibility into their critical processes, such as sales, finance, inventory, and production. With accurate and up-to-date information at their fingertips, decision-makers can make informed choices, identify bottlenecks, and drive operational efficiency. Likewise,… Read More »
Managing project billing is a critical aspect of project management and financial control within an organization. It involves the systematic and accurate invoicing of customers or clients for the work performed on projects, ensuring that revenue is appropriately recognized and financial goals are met. The process typically includes various stages, from tracking project activities and… Read More »
The ERP comprises multiple modules that link inventory accounts effects in a single process. In this blog, we will address the problem we are having with journal entry creation. Initially, we create a sales order in X3 when we receive an order, then we move on to creating a sales invoice for the accounting effect.… Read More »
To manually select a sales order or delivery type every time you enter data into your system. It can be a tedious task, especially when you have a long list to choose from. However, there’s a solution that can save you time and improve your efficiency. By setting up a preferred default for your sales… Read More »
In the last blog, we learned how to make global scripts. This blog will teach us how to make and use parameters. Parameters: The “Parameters” option shows all the parameters that are set up and can be used from the global scripts. Steps To create a new script parameter: In the upper left hand corner,… Read More »
In Sage ERP X3, the software offers flexibility in representing dates, allowing users to customize the date format to align with specific requirements. To determine the current date format being used in the application, you can use the Adonix calculator by pressing Ctrl+Alt+K on any X3 screen and entering ‘GFMD’ click on Ok from that… Read More »
As we know, Sage X3 provides the functionality of creating\updating the transactions using an Import/Export template. The export function in X3 is used to extract data from the database to ASCII type file (with fixed length or variable with separators), whose structure is described by an import/export template. Export functionality is basically used to fetch the… Read More »
