While generating multiple reports in order to compile data across various departments in the organization every time the end user has to enter the date range in the report parameters every time they generate the report which becomes a quiet task and can be error prone too. Parameter Setup 1. Go to Setup > Users… Read More: How to Setup a Default Date Range for multiple reports… »
In Sage X3, user have an option to add comment against every transaction screen on right panel after attachment symbol. In this comment field user can enter an additional information as per the requirements for e.g. description, terms & conditions, declaration, note etc. This comment field is considered as a header comment field which is… Read More: How to add Comment Text from transaction screen to the… »
Sometimes, it happens when we add any customized screen or tab in window, we are not able see the customized screen added in the window. Also, it might happen you may see the fields of the added tab in the window but not added tab. We mostly solve this issue by global validation of window… Read More: How to solve if added tab in window is not… »
In Sage X3 , selection screen on a particular field helps users to search easily and select as per the requirement. In Sage x3, If user want search selection should be there on any field, then it is easy if we are directly using custom data type for the same, but if we have used… Read More: How to add selection screen on field action »
In Sage X3 V12, the Change request function is the central function for managing the delivery of ‘change’ for issues or enhancements that will benefit your organization or your customers. It controls every stage of the ‘change management’ process from the initial raising of a ‘request for change’ through to delivery of that change. Changes… Read More: Change Request in Sage X3 V12 »
The customer BP invoice entry function is used to manage the customer invoicing out of the “typical” sales cycle.In this context, the user does not manage the order, the delivery note with the stock issue etc. When issuing the invoice, the data necessary to the accounting are saved. We may need a basic important points… Read More: How to delete Customer BP Invoice in Sage X3 »
In Sage X3, Work orders dictate what product need to be manufactured, what raw materials are going to be required to manufacture the product, and which work center that the product needs to pass through in the manufacturing process. New Stuff:- Multiple ways to sign a standard workflow We have a Work Order created in… Read More: How to exclude Components on a Work Order in Sage… »
Sage X3 provide us multiple ways to sign a record in workflow process. There are various ways which helps user to save their time. Basically a user goes manually to a particular transaction and searches the record and then signs the record, this process is bit time consuming but we have few different methods to… Read More: Multiple ways to sign a standard workflow »
In a normal business scenario credit memo and customer return plays an important part. It has its own importance in the sales process which is integral to business processes. New Stuff:- MongoDB Backup and Restore Procedure A credit note or credit memo is a commercial document issued by a seller to a buyer. Credit notes… Read More: How to create credit memo from customer return »
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