Category Archives: standard

How to update the fields in the signature history table for a custom workflow in Sage X3

In Sage X3, workflows are used to automate and streamline business processes by defining a sequence of tasks that need to be performed in a specific order. These tasks can involve approvals, reviews, or other actions necessary for the completion of a business process. Workflows in Sage X3 help organizations enforce consistency, reduce manual intervention,… Read More »

How to Install Microsoft Excel add-in in Sage X3

Sage X3 has an accompanying Excel add-in that you can use to export data from grids in Sage X3 into a Microsoft Excel spreadsheet. In this blog, we will run through the steps involved in installing the add-in and using it for a simple export. Integrating an Excel add-in with Sage X3 can be a… Read More »

Powershell error encountered ‘The certificate chain was issued by an authority that is not trusted’ during configuring it in Sage X3 Console

In Sage X3, we may come across this error ‘The certificate chain was issued by an authority that is not trusted’’ while trying to configure Application in the console. This issue occurs when you upgrade runtime to any version 95.2.85 and greater. Cause: Solution: To solve powershell error, follow below steps: Uninstall-module -Name SQLServer -RequiredVersion… Read More »

How to Restrict Single Delivery Creation from Multiple Orders in Sage X3

Sage X3 offers functionality allowing the consolidation of multiple orders into a single delivery. If your business process requires limiting such entries to prevent confusion during invoice report printing, follow the steps below: While creating Order there exist an option of Invoicing Mode, with choices including 1/Order, 1/Shipment, and 1/Invoice. Choose the ‘1/Order’ option. Users… Read More »

How to Use Conditional Formatting in Sage X3

Introduction When you look at raw data, it can be hard to understand what it all means because it’s just a bunch of numbers or information. It’s difficult to see patterns or trends when the data is in this simple form. One tool that helps with visualizing data is called conditional formatting. This tool makes… Read More »

How to make use of Sage X3 dashboard to display data from other tables

Retrieving data from a single table for the Sage X3 dashboard is straightforward. However, if you require data from multiple tables or linked tables, attempting to add a field from those tables triggers an error message: “Standard Query ‘QUERY_CODE’: Links not possible.” In our recent blog post, we’ve provided a clear solution to address this… Read More »

Time Verification in Sage X3

In order to track time spent  on a project, the budgeted time that was invested  and employee time sheets must be reconciled. This requires that one must be able  to determine if there are missing employee time sheets at all  and if the correct time sheets were entered for all project employees at the location… Read More »

Adding Destinations, Inquiry and Database Mass Update as component through Patch in Sage X3

This blog refers to the scenario where we would find out how to add components such as Destinations, Inquiry screens and Database Mass Update while creating a patch. Follow to the below steps to add the mentioned components while creating a patch: 1. Destinations: Go to the below path to access Patch creation: Navigation Pages… Read More »

Revision Management for Sales Orders in Sage X3

Revision management for sales orders was implemented to enable users to track updates made on sales orders for both headers and lines using a revision number. This new feature gives full visibility to the updates made by users to a sales order. Revision management allows you to easily and quickly track updates made on the… Read More »

How to ship the product again after creating the customer return in Sage X3

This function is used to record the customer returns following a delivery or a supplier return in the case of inter-site or inter-company transfers. Once the return is carried out, the stock will be moved if necessary and it will be possible to print a return note and if required to enter a credit memo… Read More »