A Work order is an order to make one or more products. Conventionally, the work order uses a bill of materials (BOM) to create a list of materials to be issued, and a routing to make a list of operations to be performed on work centers. Basically, work order uses a bill of materials (BOM)… Read More »
All users play a very critical role in Sage X3, also it has a feature where we can set a permissions and access to a particular user, so that there is no mishandling of information. The need to restrict users to access ERP Modules can be based on the employees’ role and their department. User… Read More »
Project management involves the planning and organization of a company’s resources to move a specific task, event, or duty towards completion. It can involve a one-time project or an ongoing activity, and resources managed include personnel, finances, technology, and intellectual property. On a very basic level, project management includes the planning, initiation, execution, monitoring, and closing… Read More »
In Sage X3, commission module provides enhancement of existing commission feature of Sage X3. In this blog we will learn how to setup sales rep target for different combinations such as customer category, product category, sales site, shipment site, state group, etc. in sales commission module. Navigate to All -> Commission -> Setup -> Sales… Read More »
As we all know that the sales commission is a key aspect of sales compensation. It’s the amount of money a salesperson earns based on the number of sales they have made. Most businesses rely on manual procedures to calculate commissions which causes errors and delays in making the payments. Accuracy in sales commission calculation… Read More »
Basically the additional process servers are installed to balance the load of CPU and memory usage. In this blog we will see the necessary steps to configure the additional process server. To begin the installation process of additional servers, we need to satisfy pre-requisite. Install the SQL Client Connectivity tools and Management Tools Install the… Read More »
Title – How to Configure Legal and Analytical Reporting Account Setup for multiple companies in Sage X3 Summary -This functionality in Sage X3 will enable the users to view the Account balances at reporting level in either Company’s Local currency (Legal) and in other currencies (Analytical) if there are multiple Companies in same or other… Read More »
Sage X3 provide us multiple ways to sign a record in workflow process. There are various ways which helps user to save their time. Basically a user goes manually to a particular transaction and searches the record and then signs the record, this process is bit time consuming but we have few different methods to… Read More »
In this blog, we will get to know about the payment integration through node js method. In case if the client doesn’t want java bridge integration and also there would be compatibility issues in x3 v12, we can suggest node js integration instead of java bridge & will be more compatible and robust for the… Read More »
In sage X3, under Payment entry type we can define characteristics and the methods for different payment transactions. We can also control the sign of payment to be Revenue, expense or we can keep it as unspecified and differentiate that value based on our payment entry. Path: All>Setup>A/P-A/R accounting>Payment entry type Also in payment attribute,… Read More »
