There might be a scenario where we want to cancel the posted payment receipt. Sage X3 provide feature to reverse the posted payment receipt. To successfully bring this functionality follow below steps. Navigate to: A/P-A/R accounting>Payment/ Receipt entry >RCHQ>Options/Menu Bar> Accounting Cancellation Click on ‘Accounting cancellation’. Select the negative generation type. Select the accounting. Click… Read More »
Businesses small or large employ two crucial systems in their organization for an efficient business process – Sage X3 deals with the back end operations and Sage CRM for the front end operations. Sage X3 manages the post-order customer information. This includes purchase history, account information, shipping information and supply chain management details. On the… Read More »
If you come across a scenario where you do not want to load the last read records, then sage X3 has the standard parameter to achieve this functionality. Navigation: Setup > General parameter > Parameter values Steps: Click on arrow > SUP Supervisor Click on arrow > folder Select SEED folder. Click on the highlighted… Read More »
It’s Very obvious to declare the variables while developing any kind of application. These variables contains a value for particular field. While declaring this variable, we have to set the length of the variable. Two obvious way to set length and corresponding disadvantages: Check with the length of the field data type of that field.… Read More »
You may come across a scenario where we want to set closing criteria for a purchase order taking into account the quantity that you receive. To set the closing criteria, go to Product → supply tab → purchasing. There is a field “Delivery Tolerance %” which is used during the receipt of goods. It is… Read More »
East African region – a union of Kenya, Tanzania, Ethiopia, Uganda, and Rwanda, is a fast-growing hub of economic activities. Industries such as agriculture, oil, and gas, manufacturing, financial services are the predominant GDP contributors in the region. Due to fast economic growth technology is making equally fast inroads in African IT ecosystem. While some… Read More »
Sage X3 has a special in-built feature to add levels in graphical requester. Follow the below instructions to add levels to graphical requester. Step1: Go to Setup –>Usage –>Reports –>Graphical requester You will find the Graphical requester screen and create a record as shown below, In the below screen, we have added the “SORDER” and… Read More »
In many manufacturing and distribution companies, it is a top most priority to have user security in place. For e.g. a purchase executive may issue a purchase order on a purchase request but only a purchase manager can approve a purchase order (w.r.t. quantity, price, discount etc.) Sage X3 provides 4 levels of user securities… Read More »
Have you ever come across a scenario where you want to edit the prices, discounts or charges on a sales document? Sage X3 has a standard feature where you can edit the same on a sales document. Follow the below steps: Navigate: Setup>General parameter>Parameter values>VEN sales Setup>General parameter>Parameter values>VEN sales> Click on Detail and set… Read More »
Sage X3 provides an inbuilt function to retrieve the number and name of month from the particular date. Following are the functions you need to write for the same. To retrieve number of month from given date: month(exp_date) To retrieve name of month from given date or given number of month: month$(exp_date) month$(exp_num) Where, exp_date … Read More »
