An ERP system on its own is insufficient for the growth of a business. What you need is an ERP system which works in sync with a CRM system to attend increased efficiencies for both the systems. GUMU™ for Sage CRM – Sage X3 Integration is a comprehensive business intelligence system, specially designed to satisfy… Read More »
There is an easy way in Sage ERP X3 to change the user password. With the use of standard function PASSE (Password change), one can easily change the Sage ERP X3 user password. New Stuff: How to setup default location for the product Function: PASSE (Password Change) Usage: User → Password Change Screen: Description: This function makes it… Read More »
Our first blog post on Sage ERP X3 version 7 and we have an interesting article to begin with: Our experience at adding function menu on the menu tree of version 7. Our GUMU™ Integration Solution: GUMU™ for Sage CRM – Sage ERP X3 Integration ~real-time, bi-directional, multi-folder We created a function as we do in… Read More »
Sage ERP X3 Sales Module allows an array of alternates for selecting pricing and discount structures. For example while making a quotation- one can use a field like ‘Gross Price’ which auto populates based on reasons preset. These reasons are available on right click of the field. The reasons explain the origin of the values… Read More »
Often there can be a human error while entering invoices and it so happens that we find this anomaly quite later i.e after the Invoices are already posted and Journals are generated for the Invoices. What do we do in such a scenario? Well, X3 provides a very efficient and easiest workaround for this problem. Once… Read More »
In one of our last blog, we had seen the use of Calculator in Sage X3. Going further, we will now throw more light on the use and functionality of the same. New Stuff: How to remove spaces from a string To use the sigma formula, firstly we can open the calculator by pressing “Alt+Ctrl+k”. Also… Read More »
Sales invoice is a bill issued by the seller and is proof the selling process has already happened. The setup of the invoice footers is used to define the numbered codes which are calculated upon valuation of the invoice footer. Based on the setup, this valuation can be performed starting from: The value defined when… Read More »
In our previous blog, we had discussed about some tips on configuring the Signature Workflow. Continuing on the same topic, we will discuss the Signature Workflow of X3 but with some specialized scenarios in this blog. Related Post: How to Setup Quote Signature Management Let’s take an example of a business scenario wherein the business… Read More »
In one of my customization for a client, I created a local menu and need to integrate it in a patch. When I created a patch my local menu didn’t get included in it. After some research work, I found a way to send my local menu through a patch. Please refer below screen shot.… Read More »
When launching a print option from an Sage X3 function, it can be interesting to propose default values to the launch setups. This function is used to store values by default for the print setups as a function of the launch context (identified by a function code). A print means printing a Crystal Reports report,… Read More »
