This blog will help you in the manual Reconciliation process in Sage ERP X3. A BANK RECONCILIATION is a process performed by a company to ensure that the company’s records (check register, general ledger account, balance sheet, etc.) are correct with the bank’s records. New Release: Salesforce Integration with Sage ERP X3 – An Introduction To achieve this… Read More »
Sage ERP X3 provides a feature to automatically generate the exchange variance and conversion variance entries on the accounts generated in currencies. New Release: Salesforce Integration with Sage ERP X3 – An Introduction The conversion variance, of the “Balance sheet” type, is the result of the revaluation of the accounts receivable or payable denominated in currencies.… Read More »
Today it is important to integrate ERP and CRM in order to see your know your customer better and not as separate and unequal parts. With Sage ERP X3 – Salesforce.com integration, we have taken your ERP data to the cloud, giving salespeople a round-the-clock, 360 degree view of all customer interactions. Every organization in… Read More »
Every organization in order to achieve continuous growth should engage itself in integrating its business software solutions. So how does one achieve front-end and back-end integration to optimize the business software solutions? With Sage ERP X3 as your back-end business system, you can get more done in less time. It’s time to take your customer experience… Read More »
The Workflow rules are used to define the execution of a number of actions when specific events occur within the Sage ERP X3 software. The possible actions are: The sending of messages by the e-mail system The display of notifications in planning workbenches New Stuff: Automatic posting of Invoice We can execute the workflow manually.… Read More »
Sage X3 provides a feature to generate the automatic posting of the invoices to be issued arising from the validated and not invoiced customer shipments. The shipments that are not considered are the inter-site shipments, the sub-contractor shipments, the loan shipments where the return date is not exceeded and the totally returned shipments. To successfully… Read More »
Before using any system users should sign in with proper roles, below are the steps to create users and assigning roles in Sage X3 V7. New Stuff: How to add Module and Sub module in SageX3 Version 7? Step 1: Navigate to: Administration > Administration >Groups Crate new Group. Step 2: Navigate to: Administration > Administration >Users… Read More »
We have described in our earlier blog how to add menu item in Version 7. Now proceeding further, we are describing here how to add Module and Sub-module in V7? Please follow below New Stuff: How to do the print server configuration in X3? Navigate to Administration->Navigation Pages. Click on Administration dashboard. Now click on… Read More »
Have you ever come to a scenario where you want to print the reports in version 7 but you were not able to print? To print the reports we have to do the print server configuration. Before configuring the print server we have to install the safe x3-print server-installer. Here below are the steps to… Read More »
We have the ability to attach documents to our transactions by using attachment feature in Sage X3. But have you faced a situation where you moved your server and then it’s a bit difficult to manage the attachments? To overcome this situation we can define some centralized path for all the attachments as demonstrated below.… Read More »
