Category Archives: Integration

Delivery Tolerance Functionality

As per the standard functionality of Sage X3, we can create Sales Delivery against Sales Order with the same quantity or more than the ordered quantity only if the stock of that particular product is available in the system. But one of our client wanted to have validation on delivered quantity on the basis of… Read More: Delivery Tolerance Functionality »

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: Creating Dashboards In Sage Enterprise Intelligence(SEI) »

“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 assign Access Code to User by creating permission… »

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 view data in different formats in SEI »

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: How to solve ‘Incomplete document type’ error while closing the… »

How to Solve “WMAUHSTD: Nonexistent screen” Error while opening Usage Audit table inquiry screen

Sage X3 has inquiry screens for every module in which we can audit our transactional data. For example, in the sales module we have created a number of invoices, so to check invoice data we can use the list of invoices inquiry screens of the sales module like List of invoices, invoice lines, invoice by… Read More: How to Solve “WMAUHSTD: Nonexistent screen” Error while opening Usage… »

Bulk E-way bill generation after crossing a Threshold limit

As we already know, as per the government’s rule, E-way bill generation will be required whenever the transportation (movement of Goods in a vehicle) is being done. Transporters are required to generate and carry an e-way bill while transporting goods from one place to another if the total value exceeds the limit which is already… Read More: Bulk E-way bill generation after crossing a Threshold limit »

Refreshing the Left-List data for misc. windows using 4GL scripting in Sage X3

In Sage X3, one of the client’s requirements was to get a left-list browser on a custom miscellaneous type window from where we were creating transactions in an unique way.Since we know for left-lists an object needs to be linked in the browser tab of the window under development window, and the object requires a… Read More: Refreshing the Left-List data for misc. windows using 4GL scripting… »

How To specify a generic Send From email address from Workflow Notifications

In Sage X3, We have Signature Workflows that Provides us a feature of processing automatic signature for a record if the record is created or modified by the first level of the user present in the assignment rule. You will able to see the record signed and processed to second level user for signature in… Read More: How To specify a generic Send From email address from… »

Quality Variance in Sage X3

In Sage X3, one of the client’s requirement was to have a “comparison report for Quality Variance” which will print from the Quality control screen. This report will be used to compare the quality of the product whether it passes or fails in the given range. We will see the functionality in detail: Navigate to:… Read More: Quality Variance in Sage X3 »