Category Archives: Sage X3 Consulting

How to send a log trace file via email using the standard process

Step 1 : Start the Batch server In Sage X3, Batch server is a component of the software that is responsible for executing batch processes. Batch processes are typically large-scale, repetitive tasks that need to be performed in the background, such as data imports, report generation, data updates, and other automated operations. Path : All… Read More »

Theme based e-mail workflow using notification server in Sage X3

Sage X3 offers the ability to send email notifications using the notification server as well as the ability to establish email in the pretty format. The Notification Server settings give Sage X3 users access to an email client that supports authentication, extra security measures like TLS, and may structure workflow message text using notification themes.… Read More »

How To Use Dockable Filter Control in SEI Sage X3.

Sage Enterprise Intelligence is an intuitive business intelligence solution integrated with your Sage Business Management system to help business users reduce time spent on analysis and reporting and make faster and better-informed decisions. It empowers all users with a simple solution to access and analyse data in a self-sufficient manner, which eliminates the need for… Read More »

External URL Policies Functionality in Sage X3

All businesses have a lot of concerns about security. Sage commits to continuously improve the security of its products. The most popular protocols, HTTP and HTTPS, are supported by Sage X3 for network calls to a variety of services (internally and externally. The user’s home page or a page linked to a function are two… Read More »

Outbound 856 (ASN) Sales Delivery In Sage X3

Modern supply chain management requires the creation of Advanced Shipping Notices (ASNs) for outbound sales deliveries to ensure effortless communication and cooperation between suppliers and customers. The 856 Out (ASN) module which we have designed in Sage X3 provides a simplified method for reducing this process. Businesses may easily generate ASNs by utilizing this module,… Read More »

How to Use OAuth 2.0 Functionality in Sage X3

OAuth is an open-standard authorization framework which provides authorization flows for web and desktop applications, as well as mobile devices. OAuth examples: An example of OAuth is when user wants to login to a particular application or website you it will offers one or more opportunities to log on using another website’s/service’s logon. User then… Read More »

Inter-Site Stock Transfers with 944 In (Purchase Receipt) in Warehouse Management

The 944 In (Purchase Receipt Inter-site Stock Transfer) (Warehouse) is an electronic document used in supply chain management to record the receipt of goods transferred between different warehouse locations within a company. This transaction is specifically related to inter-site stock transfers, where inventory is moved from one warehouse to another within the same organization. The… Read More »

Document type setup on sales invoice entry transaction screen in Sage X3

As we are aware that in customer invoices, you need to enter the invoice type in the header. The invoice type will determine the processing applied to the entered invoice like whether it is a direct invoice or a credit memo or normal invoice or proforma. Generally, whenever we create a new invoice, while selecting… Read More »

Temporarily Pausing Payment : Placing an Invoice on Hold

In a normal business scenario, invoices play an important role as it is a key part of any business process. An invoice is a document that maintains a record of a transaction between a buyer and seller Easily prevent payment for Supplier BP invoices with our intuitive system. By default, all new Supplier BP invoices… Read More »