A sales order specifies the details of products ordered by a specific customer along with the price, quantity, and terms and conditions. Customer: In sales, commerce, and economics, a customer is sometimes a client, buyer, or purchaser or is the recipient of a good, service, product, or idea obtained from a seller, vendor, or supplier via a… Read More »
In sage X3, you can add an attachment to entities like product, site, company and also you can add to transactions like sales order, delivery etc. Sage x3 provides functionality to maintain the attachment in an organized folder (Volume). The attachment management function uses volumes, i.e. folders which already been added in X3. For each… Read More »
Payment is the transfer of money or goods and services in exchange for a product or service. A payment can be made in the form of cash, check, credit card and debit card. Payments can be done against invoices that are generated from sales invoice or purchase invoice and Customer/Supplier BP invoice from the AP-AR… Read More »
Sage X3 provide us functionality where we can keep a track on the modification done on existing work order. If any of an operation or component is modified we will be able to track the critical changes. We will be able to check which field is modified and the reason of modification done by user.… Read More »
Sometimes we might want to give user specific access for the general parameters. User Access Control ensures access to specific assigned functions is given to users based on their roles and functions performed in the organization. This setup thus prevents users from accessing sensitive information not intended for them. Therefore, it becomes easier to have… Read More »
Loan orders are for products that shipped to customers that may return the product by a defined return date or may keep the product and be invoiced for it later. For example, an equipment might be loaned to a Business Partner for a special event and they will return it when the event is over.… Read More »
In the each new levels of patch, Sage do bring the new changes and hot fixes that needs to be identified and needs to be monitored that might hamper the existing customization when the upgrade patch is executed. To avoid this we should need to understand what new changes or hot fixes sage has deployed… Read More »
On a regular basis, our customer’s bank account gets replenished with wire transfers from their customers, which have no references to invoices. Accounting practices and bank reconciliation call for entering the payments steps below as soon as they are received. STEP 1: Enter the wire transfer in the Payment/Receipt entry Navigate to All -> A/P-A/R… Read More »
In Sage X3, one of our client requested to add the currency symbol before the amount in the Purchase Order report according to the currency field in Purchase Order screen. New Stuff: How to print a field once which is repeating in Sage X3 report Currency Field Follow the below steps to achieve the above… Read More »
Combination of keys pressed to give a specific command are known as shortcut keys. Generally shortcut keys are combination of two or more than two keys. As everyone likes a quick way of getting things done, Sage X3 has introduced some shortcut keys to get things done quickly and also results in saving time for… Read More »
