In Sage X3, We can import data to the table through an Import/Export template feature. Here we can create Import/Export template with table fields which we have to update or enter in the table and import the text file which contain data and after successfully import of text file, table get affected. Through Import/Export template… Read More »
As we all know in Purchase Invoice screen, Supplier Invoice Date field is mandatory. In Sage X3, while creating Purchase Invoice transaction, it displays current date by default in the Supplier Invoice Date as well as in the Accounting date fields. But one of our client requested to add a validation for the dates where,… Read More »
Recently there was an issue while posting the purchase invoice in Sage X3, where system was giving a pop up message “No current record found“. All the taxes and other configuration were right still while positing any purchase invoice, it was giving an error as shown in the below screenshot. New Stuff: Formatting of text… Read More »
In Sage X3, every company/site/supplier/customer have their addresses that we fetch from the respective screens to Standard or Custom reports. Normally we create a formula in Crystal Report for address with the required fields and place that formula wherever required. This can be also achieved by using HTML tags in formula. Using this method can… Read More »
In Sage X3, we have created a screen where in Tax Invoice report is getting printed from the Tax invoice custom screen. In this screen we have added a filter “From Invoice” and “To Invoice” number which filters the list of invoices which are posted in a selected range. New Stuff: Formula based Material Issue… Read More »
This “Formula based material issue” concept will be mostly useful in Pharmaceutical Industries, as these type of industries produce medicines. In manufacturing process, drugs will be considered as Raw Material to produce one particular tablet/ medicine. For this, quantity of required drugs should be correctly calculated. By using this formula based concept we will be… Read More »
In Sage X3, in customer master user have provision to define multiple addresses with different address codes. So one of our client has requested to add some custom fields on address tab of customer master. And flow it to the Sales order depending on the address code selection on Sales order screen Suppose user wants… Read More »
In Sage X3, we faced an issue for the Quantity not getting flown from Purchase Receipt to Purchase Invoice screen on the selection from the left list. As per the standard process, we create a Purchase order, and further we create a Purchase receipt using the same Purchase Order. Further, while creating the Purchase Invoice… Read More »
In Sage X3, User have option to close Purchase order manually by using “close order” button on Purchase order screen. But one of our client has requested to automate this process on certain event so that user doesn’t have to take of this manually. To achieve this we have come up with some customization on… Read More »
As per the standard functionality of Sage X3, if the user is entering same Supplier Document No in new Purchase Invoice entry which is already entered or used in the existing invoice entry then user gets a warning message popup that “Reference entered on Invoice(Invoice No)” as shown in the below screenshot. But after clicking… Read More »
