Category Archives: Integration

User-Wise Restriction for Reactivating Closed or Suspended Projects in Sage X3

Sage X3’s Project Management module (commonly referred to as PJM) is designed to support a wide range of project types, including services, manufacturing, and custom billing contracts. It provides a flexible framework for defining project structures and for tracking costs, operations, and project progress within an integrated ERP environment. Sage X3 also provides the ability… Read More: User-Wise Restriction for Reactivating Closed or Suspended Projects in Sage… »

A single RFQ (Request for Quotation) can cover multiple products from a purchase request, based on the suppliers defined in Sage X3.

In today’s fast-moving supply chain environment, procurement teams face increasing pressure to respond quickly to business needs—especially when products come with multiple customization options. Dimensions, materials, finishes, configurations, or variant-specific requirements can dramatically increase the time needed to prepare accurate Requests for Quotation (RFQs). In Sage X3, our client has requested a single Request for… Read More: A single RFQ (Request for Quotation) can cover multiple products… »

How to Enable or Disable Electronic Signature in Portugal for Companies

Electronic signatures are an important compliance requirement for companies operating in Portugal. Depending on business needs, you may need to enable or disable the Electronic Signature feature for a specific company. This blog explains the step-by-step process to configure Electronic Signature settings for Portugal in Sage X3. Steps to Enable or Disable Electronic Signature Portugal:… Read More: How to Enable or Disable Electronic Signature in Portugal for… »

Manual PO Line Closure

In Sage X3, when a Purchase Receipt is created against a Purchase Order and the received quantity is equal to or greater than the ordered quantity, the system automatically updates the Purchase Order status from “Pending” to “Closed.” However, one of our clients has requested an enhancement that allows Purchase Orders to be closed manually,… Read More: Manual PO Line Closure »

Sales Order Update Routine Module functionality overview

Recently, a client faced an issue in Sage X3 where some Sales Order lines were not getting closed automatically. Due to this, open lines remained in the system even after business completion, which affected reporting and operational follow-ups. To address this requirement, the client requested a separate custom module where they could import a CSV… Read More: Sales Order Update Routine Module functionality overview »

How to Update Custom Fields in the Work Order (WO) Header Table (MFGHEAD) in Sage X3

In many manufacturing setups, businesses often require custom information to flow seamlessly from Sales Orders (SO) into Work Orders (WO). Recently, one of our clients needed an additional alphanumeric field (length 50) on the Sales Order header called “Special Notes”, and they wanted this field to automatically carry forward to the Work Order header during… Read More: How to Update Custom Fields in the Work Order (WO)… »

Managing Repeated Data and Line Suppression Using Next() & Previous() Functions in Crystal Reports

In real-time business reports—especially in Sage X3 Crystal Reports, it is very common to encounter repeated values across multiple detail lines. Examples include packing lists, invoices, delivery notes, or purchase registers where the same Pack Number, Gross Weight, or Dimension details repeat for multiple item lines. Printing the same values again and again not only reduces… Read More: Managing Repeated Data and Line Suppression Using Next() & Previous()… »

How to Manage Variable-Weight Products in Sage X3

Industries like food processing, meat, seafood, dairy, and specialty chemicals deals with products that never have a fixed weight. A carton may look the same, but the weight inside can change every time. Yet, many businesses still manage these products using standard units such as pieces, cartons, or batches—while pricing, costing, and billing are driven… Read More: How to Manage Variable-Weight Products in Sage X3 »

How to create Bill of Lading against Delivery in Sage X3

A Bill of Lading is a legal document used to show the agreement between the shipper and the carrier. Trucking companies need this document to move goods. It usually includes the freight class, description, number of packages, weight, volume, and other shipping details. For deliveries, a Bill of Lading can be created from the delivery… Read More: How to create Bill of Lading against Delivery in Sage… »

How to Handle CHQNUM [CHN] Error when Cancelling a Payment or Receipt in Sage X3

In Sage X3, the check number field used during payment and receipt entry helps with tracking and auditing. Its availability and behavior depend on the checkbook functionality, which is optional and managed through system setup. Fig 1 : Manual check Screen If the check number does not exist in the checkbook, you will encounter this… Read More: How to Handle CHQNUM [CHN] Error when Cancelling a Payment… »