In Sage X3, the inquiries screen refers to a user interface where users can view and analyze data stored in the system. This screen typically provides a way for users to query and retrieve information about various aspects of the business, such as sales orders, purchase orders, inventory levels, customer information, supplier information, and financial… Read More »
When the packaging capacity isn’t configured at the site level and there are multiple products involved in Sales Order Packaging, the process of manually setting up automatic packaging for each product can be incredibly time-consuming. To streamline this and prevent the need for manual automatic packing at the packaging level, Sage X3 offers a feature… Read More »
Introduction: As we know, business processes like sales, manufacturing, and logistics, require a functionality where you can substitute one product with another. In Sage X3, there is a concept of supersession product or substitute product. The name substitute refers to a product or service that consumers see as essentially the same or similar-enough to another product.… Read More »
One more feature of Sage X3 that frequently gets overlooked is the capability of adding controls to a specific field within the system without requiring knowledge of the 4GL language, which is Sage X3’s exclusive coding language. After realizing that they were continuously using the control action to add custom logic to standard or custom… Read More »
In this blog, we’ll explore the step-by-step process to grant access to the data model in sage enterprise intelligence (SEI). This option is used to grant access to the Data Models, to groups or users. There are three different ways of adding authorization to a Data Model and you can toggle from one to the… Read More »
In this blog, we’ll explore the step-by-step process of creating data models, linking tables, adding fields. Once the tables have been added and linked, fields can be added to the Data Model. Click on the to open the Fields. Right-click on the Field to access to these options: Fig. 1. Add column Note: Fields can… Read More »
In logistics and supply chain management, internal containers refer to the various types of packaging or storage units used to transport and store goods within a facility or during transportation. These containers can include pallets, boxes, packs, big bags, barrels, bins, and others. Assigning unique identifiers, such as license plate numbers, to these internal containers… Read More »
In Sage X3, the concept of “annual envelopes” refers to predefined budgets or allocations that are set aside for specific purposes within an organization, typically on an annual basis. These envelopes are often used to manage expenses, track spending, and allocate resources effectively across various departments or cost centers. The renewal of annual envelopes in… Read More »
Sage X3 offers functionality allowing the consolidation of multiple orders into a single delivery. If your business process requires limiting such entries to prevent confusion during invoice report printing, follow the steps below: While creating Order there exist an option of Invoicing Mode, with choices including 1/Order, 1/Shipment, and 1/Invoice. Choose the ‘1/Order’ option. Users… Read More »
Introduction When you look at raw data, it can be hard to understand what it all means because it’s just a bunch of numbers or information. It’s difficult to see patterns or trends when the data is in this simple form. One tool that helps with visualizing data is called conditional formatting. This tool makes… Read More »
