Category Archives: Sage ERP X3

Workflow in Sage Enterprise Management

The word “Workflow” in an ERP system is defined for all business processes and procedures that are involved in running a successful Organization. Typically, workflow is a trail of any business process from bring to end involving lot of complicated steps. Workflow automation is a way in which these steps can be automated into one… Read More: Workflow in Sage Enterprise Management »

Integrating Loyalty program with Sage X3 system

Customer Retention is the important business sense for the growth of an organization. We have to keep our customers engaged and interested in our products and services. With some improvement in service quality and loyalty incentives, it is easier to retain the existing customer base and keep them happy. The 3 pronged approach to retaining… Read More: Integrating Loyalty program with Sage X3 system »

How to mandate Dimension Types in any transaction wherever required at company level

You may come across a scenario where you would like to mandate Dimension Types at transaction level, you can do the same with the following setups. Go to- Setup> Organizational Structure > Companies New Stuff:How to Disable Inventory Shortage generation in Transactions and Inquiries Select Company for which you would like to impose the same… Read More: How to mandate Dimension Types in any transaction wherever required… »

How to setup Auto Quality Control generation on Purchase Receipt

There might be a scenario where you would like to create auto Quality Control against Purchase Receipt, you can do the setup as follows Go to the said path Common data > Products > Product categories New Stuff: How to add navigation buttons in left list in version 7 Select the category from the right list… Read More: How to setup Auto Quality Control generation on Purchase Receipt »

How to add navigation buttons in left list in version 7

There is no limit of creating records in ERP. The main task is to navigate and find the record. Left list in Sage X3 holds and display all the records/transactions. We can add/remove the navigation buttons in left list of windows of Sage X3. In Windows under Browser tab, set the “Pointers” options to “Yes”… Read More: How to add navigation buttons in left list in version… »