In industries the company has different accounts and that accounts has different currencies. So one company account can be define in a different currencies. In standard Sage X3 there is a screen “Account balances”, With the help of this, user can check the account balance for respective currency. Also Sage X3 have another screen “Balance… Read More »
We may come across a scenario where we want to delete the sales delivery after delivery has been validated Now when we try to delete created shipment or delete lines in validated sales delivery, the delete button is disabled by default and also not allowed to delete lines in sales delivery. Refer the screen shot… Read More »
In X3 People, each employee has their payslip generated for each month. In Employee Payslip master, we can see payslip generated for a particular month. We may come across the situation when we need to change the pay month in Employee Payslip Master. In order to change this, follow the below steps. Navigate to :… Read More »
In Sage X3 People for uploading and updating records a user should use the Import functions to either add a new record or update an existing records. Below is the navigation for import functionality.Navigate: – Usage -> Imports/Exports -> Imports Usage Screen To upload employee data by using standard functionality below are the steps to… Read More »
For every sales order transaction, we need a stock availability at sales site.In standard Sage X3 there is one stock inquiry screen for checking the stock availability on sales site.But instead of this,while during the sales order transaction if we want to see the available stock on the sales order screen,then Sage X3 provides standard… Read More »
In some cases, we require the field text to be entered in capitals. If we enter values in small letters then it may cause problem in case the field has some customization. We can handle this type of conversion (capitals to small and vice versa) by writing code. But, to easily handle this type of… Read More »
In some requirement, user may wants to see some reports when they login to the Sage X3, or for the management people thy need to see the any sets of records like Open Sales Order, Open Invoice, outstanding and many more on the login of the Sage X3. We can achieve this by following the… Read More »
Discount can be used in a different way in Sage X3. For example on the basis of percent, amount, etc. In this blog, we will see the different set of values for a discount in Sage X3. Navigate to Setup > Sales > Price list > Structures User can see the different values for discount… Read More »
Sage X3 provides an inbuilt function to verify if there are any duplicate values in a series of variable or numeric expressions, alphanumeric expressions or dates. The function used for this purpose is UNI. If the series contain duplicate value(s), the UNI() will return the position of the duplicate value. If there are no duplicate… Read More »
If you come across a scenario where you want to restrict user from creating a sales order for net price less than minimum price then sage X3 provides a standard functionality Non block ctrl price,profit,qt. Navigation: Setup –> General parameters –> Parameter Values Sales – Authorization — SDACLOK (Non block ctrl price,profit,qt ) Set Non… Read More »
