Category Archives: Sage X3

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 »

Line duplication function on Purchase order in Sage X3

Sage X3 provides the Line duplication functionality especially for Purchase order lines. This is the feature where we can create a duplicate copy of the line in Purchase Order. Sometimes you may come across a scenario where “Line duplication” button is not visible on purchase order line. In such cases, you would need to check… Read More »

How to import X3 navigation pages from old Sage X3 servers to migrated Sage X3 server

A navigation page is a page that organizes the links to different menu items referring to Sage ERP pages. A navigation page is defined by the following information:  MODULES: This section displays all the modules of the navigation page. Modules can be added by selection from a list of available modules, their label can be modified.… Read More »