Category Archives: Sage ERP X3

Customize the Title Bar of Client Workstation

Perhaps, one of the most nice features of Sage X3’s UI is the ability to customize the Title bar of the Client Workstation. Sage CRM Developer’s Delight: Fiddler: A tool which gives you a super power This can be done by configuring the Title Bar field on the User Management screen. Before:  After: You just can… Read More: Customize the Title Bar of Client Workstation »

How to Restrict the Modification of gross price/Discounts/Charges for Transaction

Have you felt a situation where you don’t want to modify the gross price/discount/charges while creating sales orders/shipments/Invoices/Quotes? Sage X3 has provided standard features for this. Here is the process Our new GUMU™ Integration Solution: GUMU™ for Sage CRM – Sage ERP X3 Integration ~ real-time, bi-directional, multi-folder Path: Set UP >General parameters>Parameters value>VEN sales>AUZ If… Read More: How to Restrict the Modification of gross price/Discounts/Charges for Transaction »

How to add search criteria to a Graphical Requester

You may come across a situation where you want to add the search criteria to a Graphical requester window. Sage ERP X3 has a special in-built feature to address the issue. New Stuff: How to fetch revision number through code? Follow below instructions to add search criteria to the graphical requester. Step 1: Go to… Read More: How to add search criteria to a Graphical Requester »

How to create a storage area in Sage ERP X3 Version 7

In Sage ERP X3 version 7, Sage has enhanced the security for dealing with files. Now in version 7, we cannot directly get access to or store the files anywhere in the system. After some research, we were able to find the feature of X3 storage classes incorporated in version 7. New Stuff: How to… Read More: How to create a storage area in Sage ERP X3… »

How to check Specific Activity code which are active at folder level

To know which Activities codes can be activated in the folder in V7 just navigate to: Setup > General parameters > Folders. Please refer below screenshot. Our Other Blogs: Sage CRM | Sage 300 ERP | Salesforce.com Click on the Folders menu and move to Specific tab. Here is the list of activity code which can be activated on folder level. If… Read More: How to check Specific Activity code which are active at… »

Revalidate database objects using activity code

While working on one the projects, we came across a situation where Sage ERP X3  was not updating the existing index in SQL server table whenever we added the activity code and did the validation even though the activity code was active. GUMU™ Sage CRM Integrations: Sage ERP X3 | Sage 100 | Sage 500 | Sage 300 After some R&D, we… Read More: Revalidate database objects using activity code »