Category Archives: Sage ERP X3

How to solve Unbalanced Payment Error while creating Payment through Import/Export Template

Introduction: After sales invoice generation,next process is payment creation,While creating payment through import/export template using PAY object and GESPAY Function,we come across error Unbalance payment error as shown in below image .The solution for solving this error is following below, Solution: Setup>Usgae>Import/Export Template. In Fig 2.1,There is a Sign field which plays important in solving… Read More: How to solve Unbalanced Payment Error while creating Payment through… »

How to enable/disable ‘Last Read’ option at window level

We are aware that Sage X3 provides number of left lists to easily access the records on any transaction screen. One of the left list we can find in almost all transaction types is ‘Last read’. Using this left list, we can easily find out the recently accessed records. Also, we can manipulate the number… Read More: How to enable/disable ‘Last Read’ option at window level »

Setup of Analytical Allocation and Assigning at transaction

In some of scenario we need to assign the distribution according to the multiple dimension. This can be achieved through the analytical allocation and mentioning the same at the transaction level. Define the analytical allocation: Navigate through: Common Data >>G/L Accounting table >>Analysis>> Analytic Allocation Dimension types Block: In this Grid user need to mention… Read More: Setup of Analytical Allocation and Assigning at transaction »

World Health Day and Business in Times of COVID-19

During the recent times the world is on the verge of emotional and physical outbreak due to the Novel Coronavirus. The outbreak has led to a human tragedy which has further led to the crashing global economy in the absence of a cure. Leaders all over the world are engaged in finding a vaccine for… Read More: World Health Day and Business in Times of COVID-19 »

How to solve the error “Calculation capacity exceeded”

In Sage X3, most of the times, we need to perform some operations on fields like amount, tax etc. or any other cusomized numeric field. As we know, there are number of data types avaliable for decimals in X3 with different length and varying number of digits after decimals. For example, data type DCB supports… Read More: How to solve the error “Calculation capacity exceeded” »

How to set default journal entry type for journal created by import routine

In Sage X3 we can create Journal through import template also sage X3 provides a global parameter in which we can set default entry type using which journal should be created. Navigate To: Setup>General parameters>Parameter Values> Under Chapter Accounting >DEF> Parameter SCHIMPV5 (Entry transaction (import)) The entry transaction code to be assigned as the default… Read More: How to set default journal entry type for journal created… »

How to enable Lot field in Customer return screen in Sage X3

Customer Returns are basically items that have been purchased from store or any online store but then returned by a customer. In Sage X3, while creating Customer Return we may find difficulty in entering manually lot number in the screen. For solving this , X3 has a functionality to enable this field . Navigate to:… Read More: How to enable Lot field in Customer return screen in… »

Enhancement feature in EMV12 for managing serial numbers in Product using “Global Received/Issued”

The new feature in V12 for managing serial numbers for product using the “Global received/issued” radio button under serial no.management section in Product screen increases better usability and increase performance and productivity. Here are the steps to check the benefits using the new option added for serial number products. STEP 1: Navigate to product screen… Read More: Enhancement feature in EMV12 for managing serial numbers in Product… »

Automatic/Manual stock issue in Sales Invoice

User may come across a scenario where they want to setup automatic determination of stock during a direct sales invoice creation. It can differ from user to user. Some may want it automatically and some may want it manually. This can be handled by doing a configuration in sales invoice entry transaction. Follow the below… Read More: Automatic/Manual stock issue in Sales Invoice »

How to solve ‘Payment transaction is not of receipt type’ error message in Sage X3

A Payments is like an accountant. It keeps track of who owe whom and how much. Basically it is a transfer of money or assets to another person or business. You may come across a situation where you would like to do payments for the sales invoices. Sometimes while doing payments for sales invoices we… Read More: How to solve ‘Payment transaction is not of receipt type’… »