Category Archives: Sage X3 Consulting

The folder version is different from the version of the root folder V11

You’re encountering a versioning issue with your Sage X3 application server after reinstalling it. Here’s a step-by-step guide to help resolve the “folder version is different” error: Figure 1. Folder Screen Figure 2. About Screen Additional Tips: By following these steps, you should be able to address the version mismatch error between the PILOT folder… Read More »

Multi-Company Period Opening(TRTPERMC)

Do you resent the opening periods for each and every organization when the new year begins? Do you avoid opening for only one month at a time due to the work required? If you have many companies, it can be tiresome and time-consuming. Do you want a faster way to open periods? To tackle this… Read More »

Implementing and Support Electronic Data Interchange

Implementing and Support Electronic Data Interchange (EDI) in ERP (Enterprise Resource Planning) systems can significantly enhance efficiency and streamline business operations. Introduction to EDI Electronic Data Interchange is exchanging data in EDI Encrypted format with the Customer, Supplier, or Warehouse. This Integration process caused the bug-free and automated process without manual Intervention. Errors handling in… Read More »

How to Setup Up User Security for Sales Order and Pick Tickets

To prevent the customer care agent from creating a pick ticket from the sales order screen, follow these instructions to set up your functional profile for them.A button that displays the order’s life is located in the right upper panel of the sales order screen. These are known as validation links or buttons. Fig 1:… Read More »

How to resolve ‘The order was not converted No supplier’s error message while creating a back-to-back order against the sales order in Sage X3

In Sage X3, a back-to-back order refers to a specific procurement and sales process where a sales order is created directly from a purchase order to fulfil a customer’s demand for a particular product. This method is commonly employed when a company receives a customer order for an item that it doesn’t currently have in… Read More »

Task Management in Sage X3

This function serves two main purposes. First, it allows users to create new batch tasks from scratch. Second, it enables users to modify the characteristics of tasks that already exist. Each batch task has a unique code for identification and several technical characteristics that define the process to be executed. A batch task can be… Read More »

How to automatically adjust shortages of outstanding sales order with recording of stock receipts

In order to make sure effective stock allocation and order fulfillment, integrating inventory management with sales order processing in Sage X3 is necessary for automating the adjustment of shortages in outstanding sales orders. In order to manage supply shortages more efficiently overall, you can eliminate errors, cut down on manual intervention, and set up automated… Read More »

How to change the status of multiple work orders at once.

In Sage X3, a work order is a document that details the production activities required to manufacture a specific quantity of a product or item. It serves as a set of instructions for the production team, outlining the necessary tasks, resources, and timelines to complete the manufacturing process. After running MRP and checking Enterprise planning,… Read More »