Category Archives: standard

How to link additional Print Server with the Main Application server in Sage X3

Print server is hosted on a machine running a Windows Server operating system. There can be multiple print servers per solution depending on volume requirements for printing. The Print server supports all print requests from interactive sessions as well as batch submissions and sends the files to the appropriate print destination (printer, file, PDF etc.).A… Read More »

How to open printing screen & print a desired report on click of customized menu item

In Sage X3, reports play an important role for representing transactions and records for analysis and growth perspective. Reports can be printed by navigating to the reports module as well as it can be printed via writing script file using 4GL code in sage X3. Sometimes there might be a requirement if the end user… Read More »

To Export all the Email address, Phone number and Personal Details

We would come across that we would need all the email address, Phone number, Personal details associated with the respective personal details in the system. Sage X3 has provided the below functionality were we can export all the email address with its names.We would receive this details in the csv file format, which then we… Read More »

How to Setup Credit Hold Authorization Levels for Users in Sage X3

A critical part of managing risk within an organization is managing the credit available to customers. If you give a customer who may not be in the best financial position credit terms, or too much credit, you may have a hard time collecting what they owe. In addition, you do not want to provide a… Read More »

How to make multiple selection of transaction in single field

In Sage X3, there are various types of transactions for different modules such as sales order, purchase order, sales invoice, purchase invoice, customer BP invoice, etc. Sage X3 have feature of selection that is a “lookup” button on fields which helps the user to choice a particular selection. Sometimes there may be requirement for particular… Read More »

How to display reserved quantity message in Sales Order screen in Sage X3

The Sales Order, sometimes abbreviated as SO, is an order issued by a business to a customer. A sales order is a document generated by the seller specifying the details about the product or services ordered by the customer. Along with the product and service details, sales order consists of price, quantity etc. Order entry… Read More »

How to Personalize the Layout of Screen in Sage X3 V12

In Sage X3, screens play a very important role, and their layouts too. Sometimes, the customer wants a slightly different layout than the standard screens of Sage X3. One exciting feature of Sage X3 is that it allows the user to change or modify with few possible options for customized screen layout for better user… Read More »

How to Align Lot numbers with Miscellaneous receipts numbers

“Miscellaneous Receipts” is the business process that is used to carry out the receipt of products into the warehouse without a corresponding transaction such as a purchase order or works order to receive the product against. Datalinx Warehouse Manager for Sage X3 allows the receipt of product to be recorded. Whilst completing the receipt, the… Read More »