Sage X3 – Tips, Tricks and Components
Crystal report is a business intelligence application used to design and generate reports from a wide range of data source. It supports connectivity to various data sources such as Microsoft excel, SQL server, Oracle and more. It includes major features such as formulas, cross-tab reports, sub-reports, and conditional formatting etc. In crystal report sub-reports are… Read More »
In Sage X3, we had a requirement from one of our clients to add a dropdown in the GRN (Goods Received Note) or Purchase Receipt screen and restrict further transactions for receipts with an “Unapproved” status. The Purchase Receipt screen is used to debit the stock account. Once the stock is debited in the system,… Read More »
In Sage X3, there are several ways to build reports, whether using the in-build query tools or deploying external crystal reports in the application server folder. External crystal reports provide so much freedom of design choices to the developers to build complex reportings for client’s requirement. However, when working on a Live production environment, access… Read More »
Implementing and Support Electronic Data Interchange (EDI) in ERP (Enterprise Resource Planning) systems can significantly enhance efficiency and streamline business operations. Introduction to EDI Electronic Data Interchange is exchanging data in EDI Encrypted format with the Customer, Supplier, or Warehouse. This Integration process caused the bug-free and automated process without manual Intervention. Errors handling in… Read More »
Generating E-Way Bills for various types of transactions like sales invoices, sales deliveries, and customer BP invoices is crucial for compliance with Goods and Services Tax (GST) regulations. Sage X3 provides an efficient E-Way Bill Generation screen that allows users to create multiple E-Way Bills and modify the From and To addresses from a single… Read More »
Sage X3 provides the functionality to display either partial or full data in the left list selection of the screen. By default, it is set to partial because setting it to total causes the screen to take longer to refresh and load We are using the manual allocation screen as an example, where we can… Read More »
In Sage x3, there is a functionality that allows sending an entry to one or multiple levels of user approval. This process is triggered once the workflow for any screen is activated and an entry for that screen is created or modified. However, a client expressed concern about the signature workflow being triggered immediately after… Read More »
In Sage X3, for any Object or Miscellaneous window we can add several browsers or left-list objects that serve the purpose of entry selections and data linking. However, sometimes the object table when loaded fully can cause performance issues in loading of records. For this Sage X3 has provided a way to limit the number… Read More »
To prevent the customer care agent from creating a pick ticket from the sales order screen, follow these instructions to set up your functional profile for them.A button that displays the order’s life is located in the right upper panel of the sales order screen. These are known as validation links or buttons. Fig 1:… Read More »
In this tutorial, we’ll walk through the step-by-step process of creating a hyperlink from a database in Sage Enterprise Intelligence (SEI). Steps: 1. Prepare the URL Link in Your Database Tables: Ensure that your database tables contain the necessary URL links that you want to use as hyperlinks. Fig. 1.Database Tables 2. Create a Data… Read More »