Category Archives: Sage ERP X3

How to conditionally format fields using the Highlighting Expert in Crystal Report

In the Sage X3, we have various standard reports for almost every screen which are developed in Crystal Report. Also we can develop customized reports as per client‘s need. Crystal Reports is a popular Windows-based report writer solution that allows a developer to create reports and dashboards from a variety of data sources with a… Read More: How to conditionally format fields using the Highlighting Expert in… »

How to increase or decrease the number of lines in grid of any Inquiry screen

In each module of Sage X3, it has its own set of inquiries that allows to search and filter predefined data collections using a variety of prebuilt parameters. For example, in the sales module we have created a number of Orders, so to check Order data we can use the list of orders inquiry screens… Read More: How to increase or decrease the number of lines in… »

Tracking Restriction and Creation on the basis of Stock Availability

As we know, Production Tracking is created against Work Order in Sage X3. But if stock of raw materials/components is not available then creation of Tracking should be restricted. Usually this type of customizations are done to restrict Tracking creation. But here in this customization we have added one more condition to handle partial Tracking… Read More: Tracking Restriction and Creation on the basis of Stock Availability »

Modifying the WO component product in Sage X3

In Sage X3, During a WO process we get Header product’s BOM components auto loaded up and sometimes we want to replace a component code. To achieve this requirement, let us take you through a simple and effective process provided by Sage X3 as shown: We’ll be referencing the following screen from Sage X3 for… Read More: Modifying the WO component product in Sage X3 »

Refresh Graphical Requester

You must have noticed that the custom Graphical requesters added to the Sage X3 home screen do not refresh automatically. To refresh it, users have to manually refresh the Graphical Requester. This can be automated by passing certain parameters to the menu items. Navigate to Administration ->Authoring ->Menu Items, and select your Graphical Requester menu… Read More: Refresh Graphical Requester »

Higher Price Restriction on Purchase Order

In Purchase Order, the user can enter the price manually in Lines for any product in Sage X3. But sometimes we use price lists to declare the prices of the products for particular suppliers in the Purchase module. Those price list prices will be valid for the mentioned date range. By using this feature, client… Read More: Higher Price Restriction on Purchase Order »

Creation of Bar Charts and adding it to Dashboard

In industries Dashboard plays a very important role for users which provides summarized data of organizations, transactions and masters. Sage X3 has features to show dashboard data into graphical charts like bar chart, Pie chart, line chart & different types of chart. One of our clients has a requirement to represent the data on the… Read More: Creation of Bar Charts and adding it to Dashboard »

Exporting Real Time – SEI Data Models Using Excel Add-In

We all understand and know the importance of analyzing the daily/archived business data (from all different working styles & scenarios e.g., Sales, Purchase, Delivery, Warehouse, Payroll, etc.) which just not only helps to understand the current situation & performance of your business, but also helps to gain great, useful & valuable insights so that one… Read More: Exporting Real Time – SEI Data Models Using Excel Add-In »

How to perform CRUD operations using classes and representations in Sage X3 V12

Introduction: Sage X3 provides various features with user friendly screens and their amazing functionalities. The screens can be of various types such object based, function action based, inquiry screens , etc. For performing create, read, update and delete operations on a table, we need to have a screen for entering those data but what if… Read More: How to perform CRUD operations using classes and representations in… »