Category Archives: Integration

How to show comma-separated value for single or multiple fields in Sage X3 reports using crystal report

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: How to show comma-separated value for single or multiple fields… »

Price List Import template does not update products

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: Price List Import template does not update products »

Restrictions on Selection Exceeding the requested SO quantity from pick ticket

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: Restrictions on Selection Exceeding the requested SO quantity from pick… »

Identifying local menu data from message in Sage X3

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: Identifying local menu data from message in Sage X3 »

Auto-printing order acknowledgement functionality in Sage X3

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: Auto-printing order acknowledgement functionality in Sage X3 »

Project Billing Overview functionality in Sage X3

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: Project Billing Overview functionality in Sage X3 »

Why do the journal entries not get created automatically?

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: Why do the journal entries not get created automatically? »

Assembling Default Sales Order & Delivery Type in Sage X3

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: Assembling Default Sales Order & Delivery Type in Sage X3 »

How to execute Global Scripts with parameters in SEI

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: How to execute Global Scripts with parameters in SEI »

Two ways to setup the Date format in Sage x3

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: Two ways to setup the Date format in Sage x3 »