Category Archives: Sage X3

How to Use the Profile Settings in SEI

The Profile section in Sage Enterprise Intelligence (SEI) lets you customize how the system looks and works for you. It’s a quick way to make SEI more comfortable and efficient to use every day. Here’s a simple guide to what you can do in the Profile tab. Fig .1.User settings General Settings These are your… Read More »

“Additional Commissions: A Strategy for Business Growth”

In today’s competitive business world, companies always face one big question: how do you keep your sales team motivated to go beyond just meeting their targets? The key is to understand what really drives people at work. In most businesses, sales representatives already earn a commission as part of their salary. But sometimes, companies want… Read More »

How to Record a Write-off and an Over-payment in Sage X3

In accounting and finance, handling invoices and payments is part of the daily routine—but it’s also one of the most important tasks for keeping books accurate. Sometimes, businesses face situations where small amounts need to be written off, whether due to bad debts, rounding differences, or even over-payments. Knowing how to record these write-offs correctly… Read More »

How to Use Auditing in Sage X3

In Sage x3 many times you may want to know when and who changed, deleted or added a record to a table. This is possible using the Auditing feature in X3. You can turn Auditing on for select tables and fields and then see who modified, added or deleted from this table. We do suggest… Read More »

How Sage X3 for Pharmaceuticals Optimizes Cold-Chain Safety

The pharmaceutical industry is one of the most highly regulated and sensitive industries worldwide. A single mismatch in data or a cold chain breach can cost millions. Medicines or vaccines lose potency when exposed to the wrong temperatures, so the entire batch becomes unusable. Studies show that temperature breaches/excursions are among the top concerns for pharma… Read More »

From Generic to Geared: Making Sage X3 Work for Oil & Gas

There’s a reason oil and gas companies struggle with off-the-shelf ERP systems because no two fields are the same, and neither are the challenges they bring. Between scattered asset locations, shared investments, and region-specific regulations, trying to run operations on a one-size-fits-all platform is like drilling with a dull bit slow, risky, and unnecessarily costly.… Read More »

Custom Field Entry Without Sales Invoice Access in Sage X3.

In Sage X3, we recently had a requirement to add a custom field on the Sales Invoice screen, which is intended to be filled only by a specific department. However, in certain scenarios, users from this department do not have access to the Sales Invoice screen. To address this, we created a custom screen specifically… Read More »