In Sage X3, we have Inquiry screens which display all the information from tables based on a certain filter criteria. We recently had a requirement to add Description 2 and Description 3 fields in the Inquiry Screens. In this blog we will see how we can manually display Description 2 and Description 3 of a… Read More »
In Sage X3, for processing certain functionalities or scripts as per requirement and on interval basis, sage x3 provides a feature of batch task. It allows the user to execute multiple processes at single time and can be processed on interval basis. Creating a batch task is very common. We often create a batch task… Read More »
In this blog, we will get to know about the process of the integration of Sage X3 with Magento using rest web services. Currently the Magento API is using tokenized authentication. We are calling Magento rest API endpoints from Sage X3 using rest webservices which will request the Magento API for specific data and save… Read More »
In sage X3, a new screen has been added to create, post, and pay prepayment invoices. In the A/P-A/R accounting module, the Prepayment invoice function (GESPREPI) can set up customer contract data with relative amounts and specific invoice types for prepayments and the final invoice. The invoices are created in the Customer BP invoices function… Read More »
We may come across the scenario where the user needs to put the specific pay by customer or the risk customer on hold. Hence processing each customer will be the crucial and time consuming task. To avoid this thing, Sage X3 has provided the feature as the customer on hold function in the below navigation:… Read More »
In Sage X3, commission module provides enhancement of existing commission feature of Sage X3. It helps in overcoming challenges such as accuracy in sales commission calculation, timely payment to sales representatives, track of commissions of sales representatives, etc. In this blog we will learn how to setup commission rate for different combinations such as customer… Read More »
There may be situation that a user needs to change the due date or pay approval on a posted sales invoice or purchase invoices . Sage x3 provides a functionality called the Open item edit function to make the changes to the due date , pay approval as well as other characteristics for open items.… Read More »
A sales discount is a reduction in the price of a product or service that is offered by the seller, in exchange for early payment by the buyer. An example of a sales discount is for the buyer to take a 1% discount in exchange for paying within 10 days of the invoice date, rather… Read More »
Put-away Plan or Storage Plan is a functionality to plan stock change from dock location category to another location or internal location. Sage X3 offers flexibility to manage default location for a product within site for different operations. For instance, if a product exists in multiple locations of the site and for each operations (receipts,… Read More »
Sage X3 provides us functionality where we can check the number of products that are purchased from a single supplier and also can group and view them. The Grouping workbench that is found in Purchasing, Supply provides visibility of products purchased from specific suppliers and same site. Using this function and selecting the ACH Buyer transaction as an option,… Read More »
