Category Archives: Integration

How to add a field in data model designer in SEI

In this blog, we’ll explore the step-by-step process of creating data models, linking tables, adding fields. Once the tables have been added and linked, fields can be added to the Data Model. Click on the  to open the Fields. Right-click on the Field to access to these options: Fig. 1. Add column Note: Fields can… Read More »

What is License Plate Numbering in Sage X3

In logistics and supply chain management, internal containers refer to the various types of packaging or storage units used to transport and store goods within a facility or during transportation. These containers can include pallets, boxes, packs, big bags, barrels, bins, and others. Assigning unique identifiers, such as license plate numbers, to these internal containers… Read More »

Renewal annual envelopes in Sage X3

In Sage X3, the concept of “annual envelopes” refers to predefined budgets or allocations that are set aside for specific purposes within an organization, typically on an annual basis. These envelopes are often used to manage expenses, track spending, and allocate resources effectively across various departments or cost centers. The renewal of annual envelopes in… Read More »

Creating custom Storage area in Sage X3

In this blog, I’ll demonstrate how to allow X3 to access specific directories beyond its default folders. These external storages are useful places to keep documents. Below are the steps, simplified to the fullest extent. Step 1: You can find the directory at (…\runtime\cfg). Inside this directory, you’ll see a file named configRuntime. Before making… Read More »

Auto-attachments tagging routine customization in Sage X3

In Sage X3, one of our client’s requirements was to have a way to get their attachments auto-tag to their respective transactions in a regular interval of time. For this we’ve developed a customization in place that’ll not only fulfill the requirement with minimal user efforts but also take in consideration of several validations and… Read More »

Validation of the payment screen’s UTR number field.

One of our clients asked that the validation be added to the UTR number field in Sage X3 for the payment screens listed below. “ADVP Payment Against Advance” and “PAYMT Payment Against Invoice”. The “POST” button for these payment windows shouldn’t be enabled until the required UTR number has been entered. Typically, “UTR number” denotes the “Unique… Read More »

How to view data in different formats in SEI

We are able to produce reports, dashboards, and views with Sage Enterprise Intelligence. Additionally, SEI makes data analysis simple. Users may choose to view data in SEI in a different format at times. This blog post will explain how to see data in various formats within SEI.Figure 1 illustrates how only the data code is… Read More »

How to solve the error@“Field BPAADD(Alphanumeric) : mid$ Function not defined for the value given” when extracting the Excel export from the Purchasing Receipt Line Inquiry screens

Sage X3 is enterprise resource planning (ERP) product which help organization to manage all the operation of organization and database into a single software solution. Sage X3 contains list of modules like sales, purchase, inventory, project, financial and many more. One of our clients is encountering an error “Field BPAADD(Alphanumeric) : mid$ Function not defined… Read More »

Receipt selection at purchase invoice screen with Provisional Freight charges

Provisional freight charges refer to estimated freight costs that are temporarily assigned to transactions in Sage X3 ERP until actual freight costs are determined. These charges are useful when the exact freight costs cannot be determined at the time of transaction entry.Provisional freight at purchase receipt in Sage X3 ERP involves estimating and recording freight… Read More »

How to Restrict Single Delivery Creation from Multiple Orders in Sage X3

Sage X3 offers functionality allowing the consolidation of multiple orders into a single delivery. If your business process requires limiting such entries to prevent confusion during invoice report printing, follow the steps below: While creating Order there exist an option of Invoicing Mode, with choices including 1/Order, 1/Shipment, and 1/Invoice. Choose the ‘1/Order’ option. Users… Read More »