When leading a fast growing organization into the future one has to ensure that growth entails proper management, identification and streamlining of processes to increase visibility, efficiency and prevent losses due to avoidable errors. In an effort to achieve this, organizations invest heavily into appropriate CRM and/ or ERP systems that best suit their business… Read More »
Today it is important to integrate ERP and CRM in order to see your customers as whole entities 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 around-the-clock, 360° view of all customer interactions. “Streamline your front and back… Read More »
Sage X3 have a feature to deletes all the lots in the folder where the quantity is zero and where no movement has been carried out. New Stuff: WIP Valuation This process can be carried out either directly, in simulation mode or in Batch mode. To successfully bring this functionality follow below steps. Navigate to: Setup… Read More »
Have you ever come across in circumstances where you want to know the value of the work in progress product? Sage X3 provides a special feature to know the value of the work in progress product Work in progress valuation corresponds to the value of the products in production for which the raw material has… Read More »
We came across a scenario where client wants to add the invoicing elements charges on header level of different transaction. Sage X3 has standard feature to add the invoicing elements charges on header level of transaction. For this we have to do the price list configuration. New Stuff: Price List configuration-II Navigate: Setup->Price lists->Structure Set the… Read More »
In previous blog we saw the price list configuration for invoicing element charges. Now in this blog we will discuss to disallow to update the gross price through price book. New Stuff: How to verify if there are duplicated values in a series Navigate: Setup>Sales>Price lists>Setup In price lists setup set the Price Processing “NO” then… Read More »
uni is used to verify if there are or not duplicate values in a series of numeric, alphanumeric or dates variables. uni returns the rank of the first value equal to a previous value from the list, that is to say : New Stuff: How to set task status as completed by default in Customer relation?… Read More »
As we all know tasks group all the commercial actions that cannot be considered either an appointment or a telephone call. New Stuff: How to define centrally attachment path globally. There may be scenario in which you have to create a task but don’t want to synchronize it; to achieve this you can update the flag… Read More »
You may come across the situation, where you want to define central attachment path. Sage X3 has special settings to set the central attachment path to keep the files centrally. New Stuff: How to define default CRM call type in global level To set the central attachment path, follow the steps: Step 1: Go to, Setup >General… Read More »
You may come across the situation, where you want to define central attachment path. Sage X3 has special settings to set the central attachment path to keep the files centrally. New Stuff: How to get Operating System name through code To set the central attachment path, follow the steps: Step 1: Go to, Setup –>General Parameters–>… Read More »
