Category Archives: Uncategorized

How to Add a Hyperlink in Sage Enterprise Intelligence (SEI)

In this tutorial, we’ll walk through the step-by-step process of creating a hyperlink from a database in Sage Enterprise Intelligence (SEI). Steps: 1. Prepare the URL Link in Your Database Tables: Ensure that your database tables contain the necessary URL links that you want to use as hyperlinks. Fig. 1.Database Tables 2. Create a Data… Read More »

License Plate Numbers in Sage X3

Step1. How to create and set up the various license plate numbers? Sequence number creation Open: Setup > General parameters > Sequence number definition > Structures Before creating the license plate number, you must create a sequence number. This sequence number can include up to 18 characters. Fig 1. Sequence Number Link the Sequence code… Read More »

Sage X3 for business management

Ready to break free from the constraints of traditional business management? Sage X3 Cloud ERP is your ticket to smooth operations, freeing up your team from time-consuming tasks. Enter a world where complexity is simplified, and strategic goals take the spotlight. In a landscape marked by swift changes, adaptability is key. Sage X3 Cloud ERP… Read More »

Automate sending reports on emails in Sage x3

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 »

Create Refund for Overpayment

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 »

How to flow dimension in Work Order’s GL/journal entry in Sage X3

In Sage X3,dimension types are analysis codes that can be used to track costs, revenue, and quantities. In various case, user wants to flow the dimension data to the SI/PI/WO transactions and its GL entries. So, to achieve this setup and functionality. Kindly follow below steps. Below is the setup and working of the GL… Read More »

Allocation Methods for Efficient Work Order Management

In Sage X3, a work order is a document that is used to plan and track the production of items in a manufacturing or production environment. Work orders are an essential part of the manufacturing process that can be the “Manual,” “Global,” and “Detailed” allocation methods are options you can choose when allocating materials to… Read More »

How to create pie chart in Sage Enterprise Intelligence (SEI) report.

Sage Enterprise Intelligence is an intuitive business intelligence solution integrated with your Sage business management system to help business users reduce time spent on analysis and reporting and make faster, better-informed decisions. It empowers all users with a simple solution to access and analyse data in a self-sufficient manner, which eliminates the need for disparate… Read More »

Two ways to setup the Date format in Sage x3

In Sage ERP X3, the software offers flexibility in representing dates, allowing users to customize the date format to align with specific requirements. To determine the current date format being used in the application, you can use the Adonix calculator by pressing Ctrl+Alt+K  on any X3 screen and entering ‘GFMD’ click on Ok  from that… Read More »

How to create batches in Sage X3

In Sage X3, (formerly known as Sage Enterprise Management or Sage ERP X3), ERP system refers to a method of transaction processing where your system collects data over a small period of time before processing and posting entries to your general ledger. Instead of processing each journal entry as it comes into your system, entries are… Read More »