Process to check in Version 12 Go to Administration > Utilities > Update > About Click on the Folder name to view the Version Process to check in Version 11 Go to Administration > Utilities > Update > About Click on the Folder name to view the Version Process to check in Version 9 Go… Read More »
In Sage X3, screens play a very important role, and their layouts too. Sometimes, the customer wants a slightly different layout than the standard screens of Sage X3. One exciting feature of Sage X3 is that it allows the user to change or modify with few possible options for customized screen layout for better user… Read More »
Stock Count is the process of tracking the actual physical stock available in the warehouse. Stock count is to provide an audit of existing stock. It is the process of physically counting is to check the actual stock on different sites. sites can also include any storage or warehouse facility. A stock count will identify any issues… Read More »
There are business process in which component are not be readily available at the start of the production process, routing code is used to define the specific operation or stage in the manufacturing process at which this component must be available to it. Holding back availability of this component until it is needed can be… Read More »
In Sage X3, buttons play an important role as those are the passage through which the screen opens up, records can be created, modified and deleted. In short, buttons are the catalyst as the entire functionality of X3 works on the click of various buttons. So, X3 has various types of inbuilt buttons already provided… Read More »
In Sage X3, in customer master user have provision to define multiple addresses with different address codes. So one of our client has requested to add some custom fields on address tab of customer master. And flow it to the Sales order depending on the address code selection on Sales order screen Suppose user wants… Read More »
Sage X3 provide us a feature of processing automatic signature for a record if the record is created or modified by the first level of user present in assignment rule. This means if we have ADMIN as first user to sign a record and if ADMIN himself creates or modifies the record, that particular record… Read More »
In Sage X3, User have option to close Purchase order manually by using “close order” button on Purchase order screen. But one of our client has requested to automate this process on certain event so that user doesn’t have to take of this manually. To achieve this we have come up with some customization on… Read More »
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 »
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 »
