Do your Sales quotes require an approval process before being allowed to be used in Sales order Creation? Well Sage X3 provides you with a precise way of approving Sales Quotes before using them to create a Sales Order. This feature is referred to as “Quote Signature Management”. Let me explain how to set up… Read More: How to Setup Quote Signature Management in Sage X3 »
Sage ERP X3 has an interesting feature which support the Dashboard. We can call any of Sage X3 screens through the Dashboard. Follow the below steps to call screen from Dashboard: To open the Dashboard Processes screen navigate through – Setup > Interactive dashboard > Processes Create any new process or you can edit the… Read More: Calling Screens from Dashboard »
Sage ERP X3 has come up with an interesting feature through which we can easily achieve feature of assigning Parent and Child Company. The Customers in Sage X3 has a feature termed as Bill To and Pay-By which we have explained below and this can be made to use as Parent and Child Company. Bill-to:… Read More: Implementing Parent and Child Company in Sage X3 »
The Re-Order Level in any ERP plays a significant role in checking up the Inventory Levels and manages the inventory. All this data statistics is handled using Location in Sage X3, this location is assigned to Sites. The Location has an option to assign the Reorder Level point for every location. Let’s understand it with… Read More: Re-Order Feature in Sage X3 »
** We have experience in all flavors of integration having an experienced team of over 10+ years in Sage Product Lines. Contact us on x3@greytrix.com to discuss more integrations with X3 and how this can be done effectively, quickly and in a cost-effective manner ** Currently, we find people are looking for integrating X3 with their third-party applications. But… Read More: Create Web Service Pool for Integration with Sage X3 »
In our previous blog i.e. “Entry transaction Validation via Patch “we explained how to validate entry transactions through patch. Usually, when we talk about integration the web service becomes an important mediator between the 2 systems. Then it becomes self-explanatory that we wish that these should also be getting published through the patch. To achieve… Read More: Publishing the Web Service via Patch »
There are scenarios where the user is doing Inventory movements with various Inventory transactions but cannot trace the same in the accounting journals even after all the transactions are posted. This blog explains how the various stock movements such as Sales, Purchase, Receipt, etc. can be seen posted to accounting. When user creates a Sales… Read More: Periodic Processing of Inventory Valuation »
We have come across a scenario where we needed to create a direct Invoice in Sage X3 [i.e. one without a Sales Order or Delivery]. But after the Invoice creation, to my surprise, the stock quantity still remains unaffected even after posting the Invoice. After some findings and research, we have found a solution which… Read More: Stock Quantitative Update with Direct Invoice in Sage Enterprise Management »
Sage X3 allows user to maintain Sub-Lot for products. In Order to manage Inventory at a sub-lot level you need to activate the “SLT” Code at the Folder Level. Kindly select ‘General Parameters’ under ‘Parameters’ Section and then select the ‘Folders’ option. Parameters -> General Parameters -> Folders (GESADS) Then you need to change the… Read More: Managing Inventory at the Sub-Lot level in Sage X3 »
More than often one faces the need to apply field level access rights on a particular transaction or Master screen. For example, you won’t want your procurement team to edit the gross price of an Item in a Purchase order. Well, such scenarios can be well managed by using the “Access Codes” in Sage X3.… Read More: How apply access rights at field level »
