Category Archives: Sage X3 Consulting

How to Setup a Default Date Range for multiple reports and inquiries in Sage X3

While generating multiple reports in order to compile data across various departments in the organization every time the end user has to enter the date range in the report parameters every time they generate the report which becomes a quiet task and can be error prone too. Parameter Setup 1. Go to Setup > Users… Read More »

Sage X3 – How to setup Legal and Analytical Chart of Accounts for Multiple Companies Reporting.

Title – How to Configure Legal and Analytical Reporting Account Setup for multiple companies in Sage X3 Summary -This functionality in Sage X3 will enable the users to view the Account balances at reporting level in either Company’s Local currency (Legal) and in other currencies (Analytical) if there are multiple Companies in same or other… Read More »

Restricting purchase order creation if there is no request/open order

Sometime we may come under a situation where we need to restrict the purchase order if there is no purchase request. This scenario can be handled on the basis of product. We may have a condition where we need to apply this restriction only for some type of product. We can apply this restriction for… Read More »

How to display missing invoices during payment proposal and how to change the payment approval controls

We come across the scenario, while creating payment, posted invoice will not be available for the selection, here are the few solutions below to solve. Navigate to : A/P-A/R accounting > Open Items > Open Item Edit to check the status of the invoice. Choose Pay Approval to “Authorize to Pay”. If Authorize to pay… Read More »

Four Scenarios that Smart Manufacturing Enables for Pharmaceutical Industry

A Pharmaceutical industry is constantly bestowed with responsibilities of discovering, developing, producing drugs for the welfare of mankind. Considering the present situation, it has become a challenge for Pharma giants to come up with a possible vaccine to defeat COVID-19. With high pressure to deliver results smart manufacturing is the key to success. Smart manufacturing… Read More »

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 »

Sage X3 to X3 People Integration

As we all know, Sage X3 provides features to get/create data from third party applications using web services etc. Similarly, Sage X3 People also provides special feature to connect to the outside application. For example, if we need to create journal entries in Sage X3 from the payroll data of employees coming from X3 People… Read More »

Setting default tax rule and payment term for BP’s

As we know, Sage X3 provides masters for each object used in it like Business Partner, Product, Company, Site etc. We can setup various things for these objects such as id, name, and address etc. on their respective Master screens. Similarly on BP’s master, we can set up default payment term and tax rule against… Read More »

Proud Moment for Greytrix Africa as MPESA Foundation Academy and East African Breweries Win at CIO 100 Awards

MPESA Foundation Academy and East Africa Breweries have emerged as the winners at the annual CIO 100 awards held at Enashipai Resort, Kenya for FY 19-20 with Greytrix Africa as implementation Partner. MPESA Foundation Academy made its mark at the annual event and swept the award for the ‘Company of the Year’ while Kenneth Ogwang… Read More »