You may come across a situation, where you may want to link or ‘order by‘ with different tables. X3 has the solution for the scenario and it will help us to get the value from linked tables and be able to sort by descending and ascending order on each field. Please refer to the below… Read More: How to Link and Order with Different Tables in 4GL »
If user wants to create purchase order by using different responses from different suppliers sage erp x3 has provided a standard feature to create the purchase order by using the RFQ and responses. Below are the steps. New Release: Salesforce Integration with Sage ERP X3 – An Introduction First create the Purchase request Navigation: Purchasing>Purchase… Read More: Create purchase order by using Purchase Request and RFQs »
RPT is an output file created by Crystal Reports. When you copy any report from one folder to another folderRPT file does not automatically move to destination folder. You can use below steps in Sage ERP X3 to copy RPT file one folder to another folder. New Release: Salesforce Integration with Sage ERP X3 – An… Read More: Steps to move reports within Sage ERP X3 folders »
Many a times, it is possible that the Purchase Receipt has been created, but the Purchase Invoice for the same is yet to be created till the end of the month. There is a function to automatically generate accounting entries for the non – invoiced purchase receipts. These entries are then reversed on the first… Read More: Automatically Generate Invoices Receivable In Sage ERP X3 »
This blog will help you in the manual Reconciliation process in Sage ERP X3. A BANK RECONCILIATION is a process performed by a company to ensure that the company’s records (check register, general ledger account, balance sheet, etc.) are correct with the bank’s records. New Release: Salesforce Integration with Sage ERP X3 – An Introduction To achieve this… Read More: Manual Bank Reconciliation in Sage ERP X3 »
Sage ERP X3 provides a feature to automatically generate the exchange variance and conversion variance entries on the accounts generated in currencies. New Release: Salesforce Integration with Sage ERP X3 – An Introduction The conversion variance, of the “Balance sheet” type, is the result of the revaluation of the accounts receivable or payable denominated in currencies.… Read More: Conversion of Variance in Sage ERP X3 »
Today it is important to integrate ERP and CRM in order to see your know your customer better and not as separate and unequal parts. With Sage ERP X3 – Salesforce.com integration, we have taken your ERP data to the cloud, giving salespeople a round-the-clock, 360 degree view of all customer interactions. Every organization in… Read More: Integrate Salesforce with Sage X3 | Tips, Tricks and Components »
Every organization in order to achieve continuous growth should engage itself in integrating its business software solutions. So how does one achieve front-end and back-end integration to optimize the business software solutions? With Sage ERP X3 as your back-end business system, you can get more done in less time. It’s time to take your customer experience… Read More: Integrate Salesforce with Sage X3| Get the best of both… »
The Workflow rules are used to define the execution of a number of actions when specific events occur within the Sage ERP X3 software. The possible actions are: The sending of messages by the e-mail system The display of notifications in planning workbenches New Stuff: Automatic posting of Invoice We can execute the workflow manually.… Read More: How to execute workflow through function? »
Sage X3 provides a feature to generate the automatic posting of the invoices to be issued arising from the validated and not invoiced customer shipments. The shipments that are not considered are the inter-site shipments, the sub-contractor shipments, the loan shipments where the return date is not exceeded and the totally returned shipments. To successfully… Read More: Automatic posting of Invoice »
