Category Archives: Technical

How to update a header field through workflow

Sometimes we may come under a situation where we need to update a field in the same time when the workflow gets triggered. To update field on running workflow firstly we need to select a workflow rule. i.e at what action you need to update the field (For eg: on Validation, rejection, notification, cancellation etc).… Read More »

How to increase the range of product serial numbers while creating Miscellaneous Receipt through import/export template

A serial number is a series of characters that have been assigned to each product in the warehouse so that it remains separate and are identified in the warehouse system. Using serial numbers, you can easily track the location of goods in the warehouse. While trying to import file for creating miscellaneous receipt for serial… Read More »

How to display the stock availability on sales order screen in Sage X3 version 12

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 »

How to add the Dashboard in Sage X3 Version 12

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 »