Category Archives: standard

Financial snapshots in Project management

Projects Module is used to manage the elements often denominated under different terms: Business, Projects, and Opportunities. These translate to the same basic concept. Their objective is to manage the characteristics and stages in a sales cycle. Financial snapshots function is used to obtain a real-time top-level financial overview, a snapshot, of a project at… Read More »

How to Reset\Change the User Login Password in Sage X3

Sage ERP without appropriate protection levels in place would be the worst-case scenario since the whole company would be at risk if all confidential information is leaked, or if information cannot be retrieved in the worst-case scenario. The list of endpoints the user can connect to define at the group level. When a group grants… Read More »

How to deactivate warning ‘Supplier without ABN’ in Sage X3

Basically this warning is pop up on Purchase invoice if the Sage X3 is setup with Australian legislation. And any sales person is set without ABN Number. Now we will see what exactly ABN is: ABN Lookup is the free public view of the Australian Business Register (ABR). It provides access to publicly available information… Read More »

How to solve ‘Accounting destination’ error while creating payments in Sage X3

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/Purchase Invoice and Customer/Supplier BP invoice from the AP-AR accounting module. Payments… Read More »

How to delete the U tables after post-migration in Sage X3

Now days Every company wants to upgrade the system or data with newly functionality on the higher version. In Some industries the company wants to migrate the data from lower version to higher version in Sage X3. For those needs to done some steps in Sage X3 i.e., Execution of Pre-migration and Post-migration script in… Read More »

How to solve error “BP incompatible with that of the project” in Sage X3 V12

In Sage X3, version 12, as we already aware that Project module in newly introduced.Project management has the capacity for services and manufacturing sectors to manage planning and quotations, manage budgets and control costs, organize and allocate resources, and raise external documents. Sage X3 Project management provides the functionality to plan, to develop estimates and manage resources and… Read More »