‘Identify’ in Sage X3

The main entity for any ERP is its Business Partner, and in X3 we have an important feature which provides the information about all the Business Partners at one click. Path to reach: Customer relation → Identify The “Identify” window of the Customer Relation menu provides access to all the functions of the module. Each function… Read More »

Automatic Closing of purchase request in Sage X3

Purchasing -> Purchase request -> Close Purchase request -> Automatic Closing This function is used to close in bulk a selection of Purchase requests entered in the Purchase requests function. Pre-requisite An authorization can be granted for this function to limit the processes to a company or a site. The following options can be activated or de-activated for each… Read More »

Stock being counted in Sage X3

Sage X3 has an important feature to allow the counting of stock. The Stock is counted is the screen which allows the user to check the inventory which shows the list of stock which is counted. Functional Path: Inventory > Counts > Stock being counted. This function is used to list the products in the… Read More »