We encounter situations when a closed period needs to be opened frequently. The processes to open a closed period are so as follows. Go to “Financials -> Utilities -> Closures -> Re-open period”. Select the Company name for which the period is to be closed. You would see the list of the periods (last closed… Read More »
In our last blog, we had an overview of Web services in Sage X3. Now we are going to dive in further into this topic and will see in detail, how we can create transactions like Purchase Order, Sales order, invoice etc. in Sage X3. To start with you must have all the pre-requisites as… Read More »
One of the most effective ways of integrating Sage X3 with external applications like E-commerce portals, data feeds etc is Web Services. Web services enable Sage Enterprise Management to operate with third-party applications by making X3 objects available over the Internet and/or integrating data from external web services into Sage ERP X3 processes. In this… Read More »
Often it is required that a Sales invoice is printed before posting. However, it is not mandatory in Sage X3 by default. So, if you want to make the printing of Invoices mandatory before posting then following are the steps to do so: 1. Go to ‘Parameters -> General parameters -> Parameter values’. 2. Select… Read More »
It is quite often that we do some customizations related to financial data in X3, and almost most of the times it has something related to the Amount field. In case if we have a customization where we need to modify the decimal places used in the currency data i.e. we need to have only… Read More »
Off lately, we have been exploring ways to calling pop up screens in Sage X3. Now let us add one more leaf, though bit more technical, in this series. Although, calling up screens through action is the more preferred way, however, we came across a situation wherein a single action execution needs to be capable… Read More »
The title might sound a bit tweaky, but please do not take it on a wrong note. The motive here is to make you aware that such functionality exists in Sage X3 and can be activated by simple Parameterization. While configuring Sage X3, you might have created Stock Management rules for item movements. By default,… Read More »
Whenever we need to package any customization or add-ons, Sage X3 provides an option to create patches. This Patches are integrated at the client’s system to incorporate all the customizations. But what if we are not aware of all the objects which are modified while customizing, in that case Sage X3 provides a feature of… Read More »
Having the ability to attach files to transaction documents specially Sales documents is indispensable for any ERP user. In this blog we will demonstrate how to attach files to a transaction (for example Sales order). Open Sales order screen Sales -> Orders -> Order. Go to “File -> Attachments”. This would pull up “Attachments” screen with a… Read More »
Sage X3 has provided us with many functions which will be used to define the alerts by sending a message. We would like to discuss one of these Functions called “Notification Server”. The creation of a Notification automatically creates a Workflow event in X3. Proceeding further on detailing this function. We can think the notification… Read More »
