Category Archives: Technical

How to personalize the layout of screen in Sage X3 V12

In Sage X3, screens play a very important role and their layouts too. Sometimes, customer wants little more different layout than the standard screens of Sage X3. One exciting feature in Sage X3 is that it allows the user to change or modify with few possible options for customized screen layout for better user experience.… Read More »

How to solve Error: FILE Reading Error STOPAR ‘site’ while validating a Stock Count

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 »

How to flow custom fields from Customer master to Sales order screen

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 »

How to restrict automatic signature in workflow

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 »

How to Setup a Default Date Range for multiple reports and inquiries in Sage X3

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 add Comment Text from transaction screen to the Crystal Report

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 solve if added tab in window is not visible after global validation of window

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 »