In Sage X3, notifications are typically used to alert users about certain events or actions within the system. These notifications can be configured to appear in various parts of the system, such as the user’s dashboard, or they can be sent via email.Notifications in Sage X3 provide a flexible and configurable way to keep users… Read More »
Positive Pay is a banking service designed to mitigate check fraud risks. Customers of the bank provide a file containing account numbers, check numbers, and corresponding dollar amounts for each check. If a check is presented for payment but is not listed in this file, the bank will refrain from processing the payment and will… Read More »
In Sage X3, the Work in Progress (WIP) valuation feature is designed to provide insight into the value of products that are in the production process but not yet completed. This value includes the cost of raw materials consumed, the labor time entered, and any stock receipts related to the ongoing production. The WIP valuation… Read More »
As we all know open items Open Item refers to a financial transaction or record that has not yet been fully processed, reconciled, or settled. Sage X3 provides a special function to group open items related to the operations saved for BP like invoices, credit memos etc. on a statement. We are allowed to create the… Read More »
In the previews blog we learned how to check the history of any job, now we are going to learn how to distribute the job history. Steps will be similar to till checking the log of job history. I.e. when jobs have been scheduled and run, you can view the job history in the History… Read More »
In Sage X3, you can add a new report to a function on the different objects screen. When the standard reports are not sufficient, we use an existing report and customize it according to our requirements. We can also add the validations on report printing. For example, On the screen, the user wants to print… Read More »
In Sage X3, the term “Dashboard” typically refers to a user interface feature that visually represents the relevant data. These dashboards are customizable and can be tailored to suit the specific needs of users or departments within an organization. Sage X3 dashboards allow users to monitor various aspects of their business in real time, such… Read More »
In some situations, companies need to transfer products from one place to another that are not part of the normal distribution flow. For example, shipping a computer that needs to be repaired or shipping marketing materials to a conference or tradeshow. The Transport Note feature in Sage X3 tracks goods that are shipped and/or delivered… Read More »
Workflow in Sage X3 allows you to automate steps such as sending emails with attachments etc. Sage X3’s workflow function allows you to create a process that sends an email when certain conditions are met, such as fulfilling/satisfying the condition or triggering an event. This email may include attachments, such as documents or reports generated… Read More »
Overpayment by customers can present unexpected hurdles, ranging from accounting balance. In this blog, we will explore the process of resolving overpayments made by customers. Consider a scenario where we have a $2,000 invoice and receive a payment of $3,000, which we record in Payment/Receipt Entry using the Transaction Type Check Receipts (RECCH) function located… Read More »
