Do your Sales quotes require an approval process before being allowed to be used in Sales order Creation? Well Sage X3 provides you with a precise way of approving Sales Quotes before using them to create a Sales Order. This feature is referred to as “Quote Signature Management”. Let me explain how to set up… Read More: How to Setup Quote Signature Management in Sage X3 »
Sage ERP X3 has an interesting feature which support the Dashboard. We can call any of Sage X3 screens through the Dashboard. Follow the below steps to call screen from Dashboard: To open the Dashboard Processes screen navigate through – Setup > Interactive dashboard > Processes Create any new process or you can edit the… Read More: Calling Screens from Dashboard »
Sage ERP X3 has come up with an interesting feature through which we can easily achieve feature of assigning Parent and Child Company. The Customers in Sage X3 has a feature termed as Bill To and Pay-By which we have explained below and this can be made to use as Parent and Child Company. Bill-to:… Read More: Implementing Parent and Child Company in Sage X3 »
The Re-Order Level in any ERP plays a significant role in checking up the Inventory Levels and manages the inventory. All this data statistics is handled using Location in Sage X3, this location is assigned to Sites. The Location has an option to assign the Reorder Level point for every location. Let’s understand it with… Read More: Re-Order Feature in Sage X3 »
** We have experience in all flavors of integration having an experienced team of over 10+ years in Sage Product Lines. Contact us on x3@greytrix.com to discuss more integrations with X3 and how this can be done effectively, quickly and in a cost-effective manner ** Currently, we find people are looking for integrating X3 with their third-party applications. But… Read More: Create Web Service Pool for Integration with Sage X3 »
In our previous blog i.e. “Entry transaction Validation via Patch “we explained how to validate entry transactions through patch. Usually, when we talk about integration the web service becomes an important mediator between the 2 systems. Then it becomes self-explanatory that we wish that these should also be getting published through the patch. To achieve… Read More: Publishing the Web Service via Patch »
There are several times when user has posted any Invoice, Receipt or Payment and is not able to find the journal entry regarding the same, though the transaction is marked as validated. We found that the Sage X3 works on the batch server fundamentals which needs to be activated for these transactions to get reflected… Read More: Accounting Task in Sage X3 »
I was creating a transaction in X3 and was stuck as the Tax was not getting calculated. I was just wondering the reason for the tax not getting calculated. I can say that “I discovered’ that In order to calculate the tax you need to add the company code to the specific tax rate codes.… Read More: How to setup tax rates for different companies »
Whenever the folder is not marked as a “Specific Folder”, all the specific processes (TRT\ADX) will not be installed in the folder. But just marking it as specific does not serves the purpose we need to go for the folder Validation. But the validation takes a longer time and thus if we need to do… Read More: How to Allow Specific Processing without Folder Validation »
The Inter-site transfers function is used to intervene on a stock line or a group of stock lines so as to transfer stock from one site to another for one or several companies. The Inter-site transfers function is used to intervene on a stock line or a group of stock lines so as to transfer stock from… Read More: How to perform an Inter-Site Transfers in Sage X3 »
