Category Archives: Integration

Sage X3 Dashboard: Sales by Product Category

In industries, Dashboard plays a very important role for users which provides summarized data of organizations, transactions, and masters. Likewise, we received a requirement to create a dashboard that provides sales amounts by product category. For that requirement, we were requested to display the top 10 greater amounts of sales by category, and then at… Read More »

Loading Chart customization in Sage X3

In Sage X3, one of the client’s requirements was to have a screen that’ll be used for the purpose of tracking Sales Invoice contents based on QR code label before the final process of Loading the goods in delivery transports, hence we’ve given it the name Loading Chart.Furthermore, the customization provides a business solution in… Read More »

Valuation price null not authorized

In Sage X3, we recently faced an issue while processing a purchase order/Miscellaneous Receipt, “Valuation price null not authorized” which prevented the user from creating a purchase order. On debugging we found that this message can occur when the Valuation method found in the Common data->Products-> Product-site-> Cost is Standard cost, but it does not… Read More »

Creating Dashboards In Sage Enterprise Intelligence(SEI)

Sage Enterprise Intelligence gives business users, managers and executives the   power to analyze and create business reports, dashboards and views. Dashboards are a quick and effective way for decision makers to get detailed insight into  business. In this blog we will have a look on how we can create a dashboards in Sage Enterprise Intelligence… Read More »

“How to assign Access Code to User by creating permission on Field”

User plays a key role in a Business process.  User Access Is a Vital thing to do in Initial Phase Of Business.  The rights given to users allowing them to access particular instance, can be vary from different type can be read (read only) or  can allow to  update (read and write)follows as  as “user… Read More »

How to view data in different formats in SEI

Using Sage Enterprise Intelligence, we can create reports, dashboards, and views. Also, we can analyze data easily in SEI. Sometimes user wants to view data in different format in SEI. In this blog we will see how to view data in different format in SEI. When a column is added to SEI dashboards and views,… Read More »

How to solve ‘Incomplete document type’ error while closing the Financial Year in Sage X3

A fiscal year (or financial year) is used in accounting, which varies between companies and for budget purposes. It is also used for financial reporting by businesses and other organizations. Fiscal End closes a Company’s fiscal year and generates the corresponding accounting entries with the document type of NEW. As we know, before any accounting operations, the accounting financial years… Read More »