In this demonstration, we will explore how to manually issue a product from different locations. If you need to allocate your product from a specific location, Sage X3 offers a feature that allows users to allocate products from any required location, including multiple locations. Please follow below steps: Create an Order. Fig 1: Sales Order… Read More »
In Sage Enterprise Intelligence (SEI), Data Model Parameters serve as dynamic variables essential for scripting and enhancing flexibility within your data management processes. Whether you’re customizing reports or fine-tuning queries, understanding how to integrate these parameters can significantly streamline your workflow. Step-by-Step Guide to Adding a New Parameter Follow these steps to seamlessly add a… Read More »
You’re encountering a versioning issue with your Sage X3 application server after reinstalling it. Here’s a step-by-step guide to help resolve the “folder version is different” error: Figure 1. Folder Screen Figure 2. About Screen Additional Tips: By following these steps, you should be able to address the version mismatch error between the PILOT folder… Read More »
Do you resent the opening periods for each and every organization when the new year begins? Do you avoid opening for only one month at a time due to the work required? If you have many companies, it can be tiresome and time-consuming. Do you want a faster way to open periods? To tackle this… Read More »
Sage X3 provides an organized list of all the accounts that a company uses to document its financial transactions is called a chart of accounts (COA). Various account types, including assets, liabilities, equity, revenue, and expenses, are usually included in the COA. In order to guarantee consistency and accuracy of financial information. Chart of Accounts… Read More »
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 »
In Sage X3, we had a requirement from one of our clients to add a dropdown in the GRN (Goods Received Note) or Purchase Receipt screen and restrict further transactions for receipts with an “Unapproved” status. The Purchase Receipt screen is used to debit the stock account. Once the stock is debited in the system,… Read More »
In Sage X3, there are several ways to build reports, whether using the in-build query tools or deploying external crystal reports in the application server folder. External crystal reports provide so much freedom of design choices to the developers to build complex reportings for client’s requirement. However, when working on a Live production environment, access… Read More »
Implementing and Support Electronic Data Interchange (EDI) in ERP (Enterprise Resource Planning) systems can significantly enhance efficiency and streamline business operations. Introduction to EDI Electronic Data Interchange is exchanging data in EDI Encrypted format with the Customer, Supplier, or Warehouse. This Integration process caused the bug-free and automated process without manual Intervention. Errors handling in… Read More »
Generating E-Way Bills for various types of transactions like sales invoices, sales deliveries, and customer BP invoices is crucial for compliance with Goods and Services Tax (GST) regulations. Sage X3 provides an efficient E-Way Bill Generation screen that allows users to create multiple E-Way Bills and modify the From and To addresses from a single… Read More »
