Test Sage X3 – Salesforce Cloud CRM integration, the easy way

In our last post we read a quick introduction of our Salesforce – Sage X3 integration and how we can get done more in less time. Next step would obviously be to see how is the overall experience of integrating your Sage X3 with Salesforce Cloud CRM. We have been regularly organizing live demos and webinars for… Read More: Test Sage X3 – Salesforce Cloud CRM integration, the easy… »

How to get number of day and name from date

Sage X3 provides you inbuilt function to retrieve the number of day and name of a day from given particular date. You just need to write one line of code as mentioned below. New Stuff: How to auto populate the dimensions on Sales Order detail? Syntax: day(exp_date) :  day extracts the day (number) from a date.… Read More: How to get number of day and name from date »

How to create one purchase order for multiple sales orders?

Sage X3 has a feature in which you can create a purchase order for a set of sales orders using back to back functionality. New Stuff: How to auto populate the dimensions on Sales Order detail? This feature can be achieved by following below steps:- Create n number of sales order with Delivery for source as… Read More: How to create one purchase order for multiple sales orders? »

How to define the routing sequence no?

Sage X3 provide feature to define increment step that will be proposed by default for the definition of the routing operations. New Stuff: How to auto populate the dimensions on Sales Order detail? The operation numbers proposed in this way can be modified during the definition of the routings. The value is used to create several… Read More: How to define the routing sequence no? »

How to auto populate the dimensions on Sales Order detail?

In our previous blog, we have explained how to enable dimension in sales order detail. Here we are describing how to auto-populate dimension on SO detail? Please follow the below step to auto-populate the dimension- New stuff: How to enable dimensions on Sales Header? Step 1:- Navigate to Setup->Sales->Entry transactions->Orders Step 2:- Enter the dimension. Save and… Read More: How to auto populate the dimensions on Sales Order detail? »

How to enable dimensions on Sales Header?

In our previous blog we have explained how to enable dimension in sales order detail. Here we are explaining how to enable in dimension in sales order header. Please follow the below step to enable the dimension- New stuff: How to enable dimensions on Sales Order detail? Step 1:- Navigate to Setup->Sales->Entry transactions->Orders Step 2:- Change… Read More: How to enable dimensions on Sales Header? »

How to enable dimensions on Sales Order detail?

You may come across the scenario where you want to enable to dimensions on Sales order detail. Please follow the below step to enable the dimensions- New stuff: How to change the Analytical dimension Product/Customer/Supplier? Step 1:- Navigate to Setup->Sales->Entry transactions->Orders Step 2:- Enter the dimensions. Save and validate the transaction. Refer below screenshot. Step 3:- Navigate… Read More: How to enable dimensions on Sales Order detail? »

How to change the Analytical dimension Product/Customer/Supplier?

You may come across the scenario where you want to change the analytical dimension of Product/Customer/Supplier. Please follow the below step to change the dimension- New stuff: How to pre load the Patch kept on client in V7 Navigate to Setup->Organizational structure->Default dimension types . Change the dimension of Product/Customer/Supplier as per your requirement. Here we… Read More: How to change the Analytical dimension Product/Customer/Supplier? »

How to add Entry Point to the Patch File?

You may come across the situation, where you may want to add Entry Point to the Patch file in Sage X3. Sage X3 has a feature to add Entry Point to the Patch File. Follow the below steps, New stuff: How to do component requirement calculation? Step 1: Kindly navigate to Development > Utilities > Patches… Read More: How to add Entry Point to the Patch File? »