Category Archives: standard

How to solve if new field added in inquiry screen and still not visible after global validation of window.

As we all know, generally after adding fields in screens, we globally validate window of that screen and we are able to see the new added field in that screen. But in inquiry screens, it is little different. In this we will see how we add new field in inquiry screen and how we can… Read More »

How to resolve ‘The quantity to be returned exceeds the maximum authorized’ error message while creating Purchase return in Sage X3

Purchase return is normally a part of business. In which, goods are returned to the supplier if they had any defects or not according to the specifications of the buyer. In Sage X3, while creating Purchase Return we may come across an error like ‘The quantity to be returned exceeds the maximum authorized: 0 UN’.… Read More »

How to activate customer allocation

There is functionality in Sage X3 where we can hold stock reservations for each customer based on each site. This functionality is located in sales module. Navigate: SALES -> ALLOCATION -> CUSTOMER ALLOCATION. As shown in the above screenshot, there is also an ‘END DATE’ field which notifies that the customer allocation can be done… Read More »

How to display missing invoices during payment proposal and how to change the payment approval controls

We come across the scenario, while creating payment, posted invoice will not be available for the selection, here are the few solutions below to solve. Navigate to : A/P-A/R accounting > Open Items > Open Item Edit to check the status of the invoice. Choose Pay Approval to “Authorize to Pay”. If Authorize to pay… Read More »

How to resolve Unit Type error in UOM while defining PACK UNIT in SageX3

The stocking UOM describes how you store quantities of an item in the warehouse. When you assign UOMs to an item on the Units of Measure tab, it indicates whether each UOM is valid for ordering, shipping, or stocking transactions. If more than one UOM is valid for stocking, specify which of these should be… Read More »

How to solve Unbalanced Payment Error while creating Payment through Import/Export Template

Introduction: After sales invoice generation,next process is payment creation,While creating payment through import/export template using PAY object and GESPAY Function,we come across error Unbalance payment error as shown in below image .The solution for solving this error is following below, Solution: Setup>Usgae>Import/Export Template. In Fig 2.1,There is a Sign field which plays important in solving… Read More »

Setup of Analytical Allocation and Assigning at transaction

In some of scenario we need to assign the distribution according to the multiple dimension. This can be achieved through the analytical allocation and mentioning the same at the transaction level. Define the analytical allocation: Navigate through: Common Data >>G/L Accounting table >>Analysis>> Analytic Allocation Dimension types Block: In this Grid user need to mention… Read More »

How to set default journal entry type for journal created by import routine

In Sage X3 we can create Journal through import template also sage X3 provides a global parameter in which we can set default entry type using which journal should be created. Navigate To: Setup>General parameters>Parameter Values> Under Chapter Accounting >DEF> Parameter SCHIMPV5 (Entry transaction (import)) The entry transaction code to be assigned as the default… Read More »

How to enable Lot field in Customer return screen in Sage X3

Customer Returns are basically items that have been purchased from store or any online store but then returned by a customer. In Sage X3, while creating Customer Return we may find difficulty in entering manually lot number in the screen. For solving this , X3 has a functionality to enable this field . Navigate to:… Read More »