Category Archives: Sage X3 Consulting

How to check the conformity of a string according to a pattern

You may come across the situation where you have to check the conformity of a string according to a pattern. Syntax:  pat(EXPR_STR,EXPR_PAT) EXPR_STR : is a string or CLOB expression that contains the string to be tested. EXPR_PAT   : is a string or CLOB expression that contains the pattern used for the verification. Example :… Read More »

Draft Management in Sage Enterprise Management (formerly Sage X3)

With globalization, business and trading often use Promissory Note /Bills of Exchange/ Drafts. In Sage Enterprise Management, Draft Management functionality take cares of the Drafts within your accounting. A bill of exchange is a binding agreement by one party to pay a fixed amount of cash to another party as of a predetermined date or… Read More »

How to setup expense notes defaults and maximums on portal in Sage X3

Step 1: Ensure that the variables containing the rates used as defaults and/or maximums are ticked for expense notes. Once “expense notes” is ticked this Variable cannot be used in a heading. Step 2: Flag input to the expense notes tab. Step 3: Ensure that all the variables are captured. Note: A separate variable is required… Read More »

Creating customized upload format to upload records in Sage X3 People

Sage Business Cloud Enterprise Management HR (formerly Sage X3 People) provides users with the best combination of functionality, technology, and value. One of the functions of Sage X3 People is the Import Function. Users can use the Import function to upload records in Sage X3 People. While uploading records, in the standard Sage X3 People,… Read More »

Asset modification functionality in Sage X3

Asset modification is one of the important processes of Asset Management in Fixed Assets. Fixed Assets modification records the changes or adjustments to existing assets at the individual betterment level. While using Sage Business Cloud Enterprise Management (formerly Sage X3), we may encounter a scenario where we need to modify the asset amount. Following the… Read More »

Asset splitting functionality in Sage Business Cloud Enterprise Management

Fixed Assets is one of the solution capabilities of Sage Business Cloud Enterprise Management (formerly Sage X3). Asset splitting is one of the functionalities of Fixed Assets in Sage Business Cloud Enterprise Management. Asset splitting is the process of splitting assets i.e. one asset can be split into multiple assets.   In Sage X3, we may… Read More »

How to Merge Business Partners (BP) in Sage X3

Many a times, the user creates 2 similar business partners in Sage X3 instead of 1 business partner, this results in 2 separate entities in all the related inquiries or reports. In such cases, Sage X3 provides BP Merge functionality which allows two BP accounts to be merged together, which will automatically transfer all the… Read More »

Things you need to know about Multi-Currency in Sage Enterprise Management

How will multi-currency support benefit organizations? Today, businesses are not bound by borders. With globalization and the growing transparency in business operations, organizations are exploring opportunities in the foreign markets. To function exceptionally in the global marketplace, businesses need multi-currency support to carry out seamless transactions. Given the complexity in managing multi-currency for different scenarios,… Read More »