In this article, I will concentrate how to launch a pop up window through a button click. Assuming that you have already had some hands on creating basic Sage X3 screen, I will take to a nickel tour of launching pop up window on button click in Sage X3. A pop up window is actually… Read More »
Every ERP has hundreds of predefined reports and inquiry screens for the convenience of users. For accounting functions, there may be agreed upon set of reports and inquiry screens. However, one cannot predict or pre-empt what kind of data view user might want. That is where the flexibility of the system comes into play. Sage… Read More »
It is not uncommon for an ERP consultant to be asked for features that appear logical but seems difficult to be implemented in the system. We had one such scenario when one of our client wanted to create a purchase order of 1 case and 2 bottles of a beverage. Here, one case contains 10… Read More »
Needless to say, every accounting system or ERP has an unavoidable problem of unmatched transactions. That is why a separate function or screen is devoted for the matching of such entries. In Sage X3, you do so through the ‘Automatic Matching’ or ‘Manual Matching’. In this blog, we will explore how to do this through… Read More »
Welcome to the fifth edition of our Sage X3 reports as per Indian Business Standards. In this blog we will see the following reports: 1. General Ledger 2. Purchase Register 3. Stock Report New Stuff: Sage X3 reports as per Indian Business Standards – Part IV General Ledger: The general ledger report is a most common and… Read More »
Its getting fun as we work on more developments and reports for one of our Global Client using Sage ERP X3 with an office in India. New Stuff: Sage X3 reports as per Indian Business Standards – Part III We will see today another set of interesting reports 1. Sales Register 2. Sales Invoice Report… Read More »
This is a useful set up for Inter-Company transactions. In order for it to work correctly set up a unique collection that is for both suppliers and customer postings. Set up a new Payment Attribute Note that the Accounting sign is set as Payment Sign and that the “Posted” field is left blank. This allows… Read More »
In our last blog, we saw how to create a Setup Template to copy/extract data from a (source) X3 folder. Now we will see how to integrate this template into another (target) folder. The integration of the setup template can be done from the source folder itself provided you have appropriate privileges. The Setup Copy… Read More »
You might have come across a scenario when you are required to move your X3 Configurations or data i.e. COA, Legislation, Account Structures etc from one X3 folder to another. This might arise out of a need to create a development/backup folder that needs to have the same structure as your live/production folder. You can… Read More »
Improving relations between you and your Customers/Vendors can call for pre-payment or sometimes a supplier may require a deposit before commencing work on an order, or the order may have to be paid in advance. Although it is quite easy to do prepayments in Sage X3, however, one has to make sure that these prepayments… Read More »
