Sage Enterprise Intelligence (SEI) can help to convert all that data into actionable insights to run your business more effectively. SEI provides you with a simple tool to not only access and analyze your ERP data, but also setup personalized dashboards and key performance indicators (KPIs) so you get quick access to the data that’s… Read More »
Introduction: Sage Enterprise Intelligence has a feature to create scripts and run them in the environment using the script builder. These scripts can be created and run to create worksheets, dashboards, and SEI reports, so for these scripts, sometimes we need to provide global values that can be made available to the user for access… Read More »
We all are aware how to do the setup of dimensions for sales/purchase transactions in Sage X3. Basically, the setup needs to be done on entry transaction level and product level. You can refer this blog to setup dimensions on Sales order lines:- https://www.greytrix.com/blogs/sagex3/2015/10/30/how-to-enable-dimensions-on-sales-order-detail/ Or you can refer this one to auto-populate dimensions on Sales… Read More »
Integrating an SEI dashboard inside SageX3 is a simple process that can be done in a few steps. 1. Open SEI and choose the dashboard you want to add to Sage X3. 2. Click the share button on the right side of the screen. 3. Choose ‘View External Link’. 4. Copy the link that appears.… Read More »
Workbooks are powerful tools that allow you to manipulate and analyse data in a variety of ways. One of the ways that workbooks can be made even more powerful is through the use of global variables and global selection page variables. Selection pages are a powerful tool in workbooks that can be used for more… Read More »
In Sage X3 there is some multiple type of movement code , found in Miscellaneous table 14. Basically movement code is used to specify when a product is received or issued . One of the predefined code is Status Change CHS which is used to further define the management rules on the product category by… Read More »
In the context of the sales order process in Sage X3, this implementation focuses on creating an outbound process for sales orders. Specifically, we aim to enhance the functionality by introducing a new button on the Sales Delivery Screen. This button will be selectively enabled only for inter-site deliveries, which involve transferring stock between different… Read More »
We all understand and know the importance of analyzing the daily/archived business data (from all different working styles & scenarios e.g., Sales, Purchase, Delivery, Warehouse, Payroll, etc.) which just not only helps to understand the current situation & performance of your business, but also helps to gain great, useful & valuable insights so that one… Read More »
Introduction: Sage X3 provides various features with user friendly screens and their amazing functionalities. The screens can be of various types such object based, function action based, inquiry screens , etc. For performing create, read, update and delete operations on a table, we need to have a screen for entering those data but what if… Read More »
In this blog, we are going to learn about how to trigger an automatic email in SEI. SEI offers a distribution function that can be configured and customized to your company’s specifications. Features include: Email Notifications, Security Settings, Network Specifications and more. Step 1:- Go to Scheduler The Scheduler page enables you to create new… Read More »
