In Sage X3, workflows are used to automate and streamline business processes by defining a sequence of tasks that need to be performed in a specific order. These tasks can involve approvals, reviews, or other actions necessary for the completion of a business process. Workflows in Sage X3 help organizations enforce consistency, reduce manual intervention,… Read More »
To create a Shipping calendar we will use X3 calendar functionality.The shipping calendar will help us with delivery tracking. Specially it will be helpful for sales and warehouse teams. For creation of “Shipping calendar” we are going to use SORDER and BPCARRIER table’s. Step 1: Go to Setup>Usage>Reports>Graphical query tool. Create new query Fig: Graphical… Read More »
Account pyramids are the manner in which accounts are associated with one another in account groups as user-defined in sage x3. The account pyramids could also be known as account rollups in the way that account groups ‘roll up’ to greater account categorizations in summary form for reporting purposes. In Sage X3, Account pyramids can… Read More »
Introduction: Sage X3 provides the functionality of creating\updating the transactions using an Import/Export template. We can use import/export templates quite often for importing huge data with ease. We need to setup some parameters in order to export data in a particular format. We came across a scenario where users need to export data in a flat… Read More »
In Sage X3, assignment rules are used to define how transactions, such as sales orders or purchase orders, are automatically assigned to specific resources or entities. These rules are part of the Resource Planning module, which helps in optimizing resource utilization and improving efficiency in managing various business processes.Assigning orders (needs and resources) among one… Read More »
Introduction: As we know, Product configurator is the Sage x3 functionality which allows to create product along with BOMs, routing etc. There are some basic parameters that need to be set first. The first one is Configurator symbol where we can define the questions which can be used while using the configurator. The navigation for… Read More »
Managing project billing is a critical aspect of project management and financial control within an organization. It involves the systematic and accurate invoicing of customers or clients for the work performed on projects, ensuring that revenue is appropriately recognized and financial goals are met. The process typically includes various stages, from tracking project activities and… Read More »
The ERP comprises multiple modules that link inventory accounts effects in a single process. In this blog, we will address the problem we are having with journal entry creation. Initially, we create a sales order in X3 when we receive an order, then we move on to creating a sales invoice for the accounting effect.… Read More »
To manually select a sales order or delivery type every time you enter data into your system. It can be a tedious task, especially when you have a long list to choose from. However, there’s a solution that can save you time and improve your efficiency. By setting up a preferred default for your sales… Read More »
In the last blog, we learned how to make global scripts. This blog will teach us how to make and use parameters. Parameters: The “Parameters” option shows all the parameters that are set up and can be used from the global scripts. Steps To create a new script parameter: In the upper left hand corner,… Read More »
