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 »
Signature workflow is a feature provided by Sage for Automatic signature for a record if it is modified or created by the first level user defined in the Assignment rule. Once the user sign’s the record you will see “Signed” against the user and is processed to the next level of user for signature defined… Read More »
In Sage X3, every now and then a requirement requires a defaulting screen/mask field with a value upon initialization or start of processing. To achieve this requirement, Sage X3 offers several ways such as scripting in the Action script under specific events or through screen dictionaries.Below we are demonstrating how to default value through screen… Read More »
While creating any transaction in Sage X3, user has to enter “Gross Price” manually for the products in the detail line. But sometimes we use Price Lists to flow Gross Price automatically on the basis of Product and Supplier/ Customer combination. We have different price lists for Sales and Purchase with the respective Customers and… Read More »
Sage X3, formerly known as Sage Business Cloud Enterprise Management, is an ERP software suite that includes integrated functionality for financial management, sales, customer service, distribution, inventory, manufacturing, and business intelligence. Recently we had a requirement in Sage X3 from one of our client, in sales delivery screen, the data of Number of Boxes, Box… Read More »
An out-of-the box implementation of Sage X3 includes three statistical groups for Products, Customers, and Vendors. Statistical groups provide the means to group or categorize products, customers and suppliers for reporting or inquiries. Sage X3 supports up to five statistical groups, so we can create an additional two groups. Let’s see how we can create… Read More »
In the Sage X3, we have various standard reports for almost every screen which are developed in Crystal Report. Also we can develop new customized crystal report as per the client’s need. For one of our client we have developed a report that contains all the information related to Work Orders (report is printing in… Read More »
In the Sage X3, we have various standard reports for almost every screen which are developed in Crystal Report. Also we can develop customized reports as per client‘s need. Crystal Reports is a popular Windows-based report writer solution that allows a developer to create reports and dashboards from a variety of data sources with a… Read More »
In each module of Sage X3, it has its own set of inquiries that allows to search and filter predefined data collections using a variety of prebuilt parameters. For example, in the sales module we have created a number of Orders, so to check Order data we can use the list of orders inquiry screens… Read More »