Category Archives: Sage ERP X3

Achieve User Delegation Authority in Sage X3 Workflow

Sage X3 provides the user delegate functionality in the workflow. To know how it works please refer to an example: Requester Budget exceeded Max. Value User 1 User 2 User 3 ADMIN 0 10000 USR03 ADMIN 10000 100000 USR03 USR02 ADMIN 100000 1000000 USR03 USR02 USR08 As you can see in the above approval matrix,… Read More »

Experience greater control over inventory with the new enhancement in Sage X3 Stock Change functionality

Sage X3 (Sage Enterprise Management) has a special feature “Stock Change” to move the stocks from a source location to destination. Whenever a user creates an entry to transfer stock from one location to another in Sage X3 for the function of Stock Change (GESSCS), the stock movement is immediate. There is no control procedure… Read More »

How to create Sales Order against a Project?

Sage X3 has a feature in which we can create Sales Quotation against a Project. This feature can be achieved by following below steps:- Navigate to Customer relation → CRM activity → Projects. To Create a project click on new button and enter all the required details as shown in below screen:- One can create quotation… Read More »

How to Close Open Table faster in Version 7 and above?

Sage X3 version 7 has a new Keyword/ function “LogicClose” which closes the open table/file faster than the close instruction of Sage ERP X3 which we used earlier in programming. LogicClose: This function closes a table logically. It releases the [F] buffer and any filters in a way that makes a further Local File execution much faster… Read More »

Add the Comment (Line level Text) in the Detail line

In some cases, we need to add the comment or some text in the detail line level. In Sage X3 we have that functionality to add the comment and some text at line level. We can add the text to line level as follows. Step 1: In the detail line level, we need to click… Read More »

Stock Change in Sage X3

We may come across a scenario where you want to move the stock from one location to another location. Sage X3 have the special feature to achieve this functionality. Follow below steps to achieve this feature: Navigate to Stock > Internal Transactions > Stock changes Enter the quantity that you want to move from one… Read More »

Setup Multiple Sites for Company when there is One Dedicated Storage Site and Rest are Financial Sites Part- 2 (Contd…)

In some industries where the Company has only one Site which actually store and deliver goods and other sites are only financial sites which manage the payments. i.e the financial sites can be stores and the Storage site is a warehouse where goods are stored. E.g. Car showrooms can be financial sites in different part… Read More »

Mass Deletion of Records in Sage X3

If we want to delete the current record in Sage X3, simply press the Delete button. This deletion is possible only if the “referential integrity” constraints as defined in the data dictionary, are adhered to, depending on the situation. These controls can take a relatively long time to perform, and they are carried out immediately… Read More »