Know How we helped Client A to Manage Their Inventory with Automation Efficiently If you struggle with manual weight entries, this blog is for you! Find out how we helped Client A scale their processes’ efficiency with Weigh Scale Customization for Sage X3. Businesses constantly look for ways to fine-tune their processes to accommodate their… Read More »
In Sage X3, you can set up Workflows in 2022R2 to use the Notification Server method rather than the Legacy Email Service, meladx, which is one of the New Features. The Notification Server option gives Sage X3 users access to an email client that supports authentication and extra security measures like TLS. It can also… Read More »
In a normal business scenario, invoices play an important role as it is a key part of any business process. An invoice is a document that maintains a record of a transaction between a buyer and seller Easily prevent payment for Supplier BP invoices with our intuitive system. By default, all new Supplier BP invoices… Read More »
Password policies in Sage X3 refer to the set of rules and guidelines implemented to ensure the security and strength of user passwords within the system. These policies dictate the requirements and restrictions for creating and managing passwords to prevent unauthorized access and protect sensitive data. The password policies in Sage X3 typically include parameters… Read More »
The 940 EDI file is a standardised electronic document used in the transportation and logistics industries. It is specifically designed for the purpose of transferring a shipment order for warehouse management. The 940 EDI file contains important information related to outbound shipments, including details about the shipping order, such as the sender and receiver’s information,… Read More »
Recently we had a requirement from one of our client in which we have done customization on Requirement Quantity field of components tab in the Work Order screen. They are using stocking unit in “KG” in Sales Order but for work Order they require quantity to be converted in the “NOS”. So now by using… Read More »
In Sage X3, user can create products manually by setting the product code sequence and entering description for the same product in the product master. But now we have added a customization for automatic Product Code and Description generation to fulfil the client’s requirement. In this customization we have used one standard field “Product Line”… Read More »
In Sage X3, we recently had a requirement to configure an email to be triggered to send the Payment Voucher report as an attachment on posting the Payment entry to the respective supplier against whom the Payment entry has been created. So let’s see how we can create and configure an email. Step 1: Deploy… Read More »
In Sage X3, we often work on data grid screens/masks where managing operations on multiple lines such as deletion, copying etc. becomes a hassle. However Sage X3 offers the users a way which operates with ease as shown below in an example of a patch creation where we want to remove several objects which are… Read More »
In Sage X3, did you ever face a requirement where you wanted to set up a signature workflow without triggering a value to recipients to sign the transaction and use the workflow monitor instead to manage all their signatures? This blog shows you a neat trick to stop the mail from being sent to the… Read More »