The System Date plays an important factor in any ERP, similarly, Sage X3 also keeps a track of the current system date [logical date] when users login in the system. Apart from this, X3 also maintains a parameter which will keep a check on the system date which will be allowed to login in Sage… Read More »
Sage X3 provides an extensive knowledge base for its functions, screens and modules. This knowledge resides on the Documentation server for access through Sage X3 Screen: ?\Function Help or ?\Parameter Help. For curious users, this help file is a great tool of knowing the system better. However, sometimes, you get a blank page while accessing… Read More »
As an extension to the Workflow in Sage X3 series, Send Invoice Reports Automatically in Sage X3 Assigning Workflow Parameters in Sage X3 We would now be exploring the Workflow monitoring process which deals with the management & control of the Workflow. The Workflow monitor is used to present those events pending signature by a… Read More »
In our last blog, Send Invoice Reports Automatically in Sage X3, we have seen how we can set up and use workflow in Sage X3. To keep the context simple and clear we avoided the core technicalities including parameterization required for the workflow to work. So, in this blog, we will be exploring the various parameters… Read More »
Each sequence number counter is identified by an alphanumeric code. Once you have defined the structure of your sequence numbers you use the sequence number Assignment function to assign the sequence number to a specific type of document. Ever wondered what determines the Document number of a transaction in Sage X3 and how you can… Read More »
The Sales quote screen in Sage X3 has a wonderful feature of saving the quote in the desired MS Word format. Even if the option of printing the report was there, but the client preferred to export it to a word. So, this feature came very handy in this scenario. Later we were asked for… Read More »
While creating the Shipment for a product, it is necessary for an ERP system to check the physical quantity available for the same. Similarly, Sage ERP X3 allows a feature which allows the user with an option to keep/ignore the availability of Physical Quantity for the product. Sage X3 provides a feature for the product “Allow… Read More »
Whenever we create any Transactions like Sales or Purchase invoices, we tend to wonder about the accounts this transaction will affect, since the accounts are directly not visible on the transaction screen. We can look for the Journal Entries which will be created in a General ledger to get the accounts which are affected while… Read More »
Often we are requested for a feature that sends a mail along with a report copy of Invoice automatically when an Invoice is created in Sage X3. This blog will take you through a graceful solution that enables users to intimate the clients about the Invoice raised. Prerequisites: Print Server needs to installed and configured.… Read More »
One of the salient features of Sage X3 is support for Multiple Languages, which gives the privilege of working with your native language. For this, almost all of the components of the system are translated to all supported language. Now, if you have created a screen that needs to be used in multiple languages following… Read More »
