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: Installation and steps to use the Patch Finder »
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: How to handle un-applied payments in Sage X3 »
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: How to add dynamic currency symbol in Sage X3 report »
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: Shortcut Keys in Sage X3 »
In Sage X3, most of the times you need to deal with the screens during development. Either you require to create new screens or to add required customization to the existing fields of screens. We aware that Sage X3 provides different features at screen level such as entry condition – where you can set a… Read More: Control table feature in Sage X3 »
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: Financial snapshots in Project management »
In Sage X3, there are certain requirements when you need to call a pop-up screen and even in standard X3, we have a lot of examples where a lot of pop-up screens open up on certain actions like before creation or modification or after tapping through certain fields and all. For e.g., we have a… Read More: How to Call Action Based Screen Through Code in Sage… »
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 Reset\Change the User Login Password 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 deactivate warning ‘Supplier without ABN’ 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 solve ‘Accounting destination’ error while creating payments in… »
