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 »
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 »
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 »
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 »
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 »
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 »
Introduction When you look at raw data, it can be hard to understand what it all means because it’s just a bunch of numbers or information. It’s difficult to see patterns or trends when the data is in this simple form. One tool that helps with visualizing data is called conditional formatting. This tool makes… Read More »
In Sage X3, notifications are typically used to alert users about certain events or actions within the system. These notifications can be configured to appear in various parts of the system, such as the user’s dashboard, or they can be sent via email.Notifications in Sage X3 provide a flexible and configurable way to keep users… Read More »
Positive Pay is a banking service designed to mitigate check fraud risks. Customers of the bank provide a file containing account numbers, check numbers, and corresponding dollar amounts for each check. If a check is presented for payment but is not listed in this file, the bank will refrain from processing the payment and will… Read More »
In Sage X3, the Work in Progress (WIP) valuation feature is designed to provide insight into the value of products that are in the production process but not yet completed. This value includes the cost of raw materials consumed, the labor time entered, and any stock receipts related to the ongoing production. The WIP valuation… Read More »
