Having the ability to attach files to transaction documents specially Sales documents is indispensable for any ERP user. In this blog we will demonstrate how to attach files to a transaction (for example Sales order). Open Sales order screen Sales -> Orders -> Order. Go to “File -> Attachments”. This would pull up “Attachments” screen with a… Read More »
Sage X3 has provided us with many functions which will be used to define the alerts by sending a message. We would like to discuss one of these Functions called “Notification Server”. The creation of a Notification automatically creates a Workflow event in X3. Proceeding further on detailing this function. We can think the notification… Read More »
Sometimes, it can be very hectic to add a product to transaction documents like Sales order, invoices etc. specially when your inventory has thousands of variety of products which is prevalent in Apparel and retail industry. In such cases, one would prefer to choose products based on attributes. For example a shoe can be ordered… Read More »
In our blog, Launching Pop up window in Sage X3, we saw how we can launch a Window from a button click. Now, we might also need to access some data from the source screen as well. So, in this blog we will see how we can pass on data (parameters) from the source window… Read More »
Suppose we are doing some customizations in Sage X3 where we need to add some fields in existing or new tables/screens. This field added should also display its short name or description, this becomes very easy in Sage X3. Let’s proceed with an example, if we have added Chart of Account field within a screen… Read More »
Recently, we have created a new test folder in Sage X3 for one of the projects we have been working on. After completing the configuration process, we moved to install the customization patches. To my surprise, the customizations were not reflecting even though the installation of patches went fine. So, we backtracked the configuration process… Read More »
More often than not, we bump into a scenario wherein we need to change the key (code) of Masters or Transactions. In this blog we will see how to change the keys in Sage X3. Before we go ahead to change the key, we need to make sure that the window corresponding to the master… Read More »
Recently we had a requirement wherein the name of the columns need to be dynamic. That is, based on the user selection the titles of the columns in the grid need to be changed. For those with prior .Net or Java this is just a matter of assigning a title string to the column object.… Read More »
In this article, I will concentrate how to launch a pop up window through a button click. Assuming that you have already had some hands on creating basic Sage X3 screen, I will take to a nickel tour of launching pop up window on button click in Sage X3. A pop up window is actually… Read More »
It is not uncommon for an ERP consultant to be asked for features that appear logical but seems difficult to be implemented in the system. We had one such scenario when one of our client wanted to create a purchase order of 1 case and 2 bottles of a beverage. Here, one case contains 10… Read More »
