Category Archives: Integration

Lot Validation of ‘Closed + Coasted’ and WIP posting

In Sage X3, FG product production is carried out in the Manufacturing module through Work Order and Production Tracking transactions. The LOT generated in the Manufacturing module can then be allocated in the Sales Order transaction.One of our client requested a validation to the “Validation” button of Sales delivery and the Intersite Transfer Stock selection… Read More »

How to restrict a site for certain module in Sage X3.

In Sage X3, both users and sites play crucial roles within the system. For all transactions, selecting a site is mandatory. In some cases, the site can differ based on the transaction type, such as sales, purchase, or manufacturing, depending on the client’s requirements.Sage X3 provides functionality to restrict access to specific sites based on… Read More »

Streamlining Quality Control Processes with Custom Workflows in Sage X3

Quality control is a critical component in ensuring that products meet the required standards before they are added to your inventory. For businesses, managing quality efficiently can help prevent costly errors and improve overall operational performance. Fortunately, Sage X3 offers a robust solution to track and manage products that do not meet the necessary criteria… Read More »

How to Rename Your Exported Crystal Reports Dynamically in Sage X3

Crystal Reports is a powerful tool that allows users to create customized reports from various data sources. With features like formulas, cross-tab reports, sub-reports, special fields, and conditional formatting, it’s no surprise that Sage X3 supports Crystal Reports to export ERP data as needed. In this blog, we will guide you through the process of… Read More »

Quantity Tolerance Limits for Enhanced Transaction Accuracy

In Sage X3, transactions for sales and purchases can be created either independently or as part of a structured flow. For sales, the process typically follows the sequence: Sales Quotation → Sales Order → Sales Delivery → Sales Invoice, while for purchases, the sequence is: Purchase Request → Purchase Order → Purchase Receipt → Purchase… Read More »

How to print comments data longer than 250 characters on Crystal Reports at once in Sage X3

Sage X3 is enterprise resource planning (ERP) product which help organization to manage all the operation of organization and database into a single software solution. Sage X3 contains list of modules like sales, purchase, inventory, project, financial and many more. At times, users encounter an issue where they input comments in the comment section exceeding… Read More »