There are scenarios where the user is doing Inventory movements with various Inventory transactions but cannot trace the same in the accounting journals even after all the transactions are posted. This blog explains how the various stock movements such as Sales, Purchase, Receipt, etc. can be seen posted to accounting. When user creates a Sales… Read More: Periodic Processing of Inventory Valuation »
In Sage X3, we have different invoicing elements like Freight Charges, Discount %, Discount $ etc. that are used for applying the discount/charges on the orders/shipment lines (Refer below screenshot). Now if we are updating these freight elements from third party system via integration we use modes like web services and for this we need… Read More: Determine Position of Invoicing Element »
Sage X3 provides the feature of Re-opening the Closed Purchase order to add an additional line or edit the existing one. The function which provides this feature is “Close and Re-Open orders”. To navigate through this screen we need to go to Purchasing > Orders > Close and Re-Open Orders (Process name is FUNCLEAR). You… Read More: Re-Open Closed Purchase Orders in Sage X3 »
Sage ERP X3 has come up with an interesting feature through which we can easily handle the credit holds functionality. There are 3 option buttons provided on Customer screen in Management tab check, no check and hold with the help of this button we can easily manage the Credit Check of the customer. Check –… Read More: Check BP Credit Limit in Sage X3 »
Whenever any changes are performed on the order, shipment or any other screens, the Entry Transaction validation becomes must. But whenever we need to deploy these changes on the clients end we create a patch. But after deploying it happens that we need to manually validate the transactions, isn’t this seems to be truly not… Read More: Entry transaction Validation via Patch »
We have come across a scenario where we needed to create a direct Invoice in Sage X3 [i.e. one without a Sales Order or Delivery]. But after the Invoice creation, to my surprise, the stock quantity still remains unaffected even after posting the Invoice. After some findings and research, we have found a solution which… Read More: Stock Quantitative Update with Direct Invoice in Sage Enterprise Management »
As we know ADC is a module in Sage X3 available for Radio Frequency terminals. One of the features in the ADC allows you to manually enter the Inventory counts through Radio Frequency terminal. Below are the steps for updating the Inventory Counts through ADC Screen: Navigate via ADCs->Inventory->Counts Enter Count Session No. (as defined… Read More: Inventory Counts through ADC »
Sage X3 allows user to maintain Sub-Lot for products. In Order to manage Inventory at a sub-lot level you need to activate the “SLT” Code at the Folder Level. Kindly select ‘General Parameters’ under ‘Parameters’ Section and then select the ‘Folders’ option. Parameters -> General Parameters -> Folders (GESADS) Then you need to change the… Read More: Managing Inventory at the Sub-Lot level in Sage X3 »
More than often one faces the need to apply field level access rights on a particular transaction or Master screen. For example, you won’t want your procurement team to edit the gross price of an Item in a Purchase order. Well, such scenarios can be well managed by using the “Access Codes” in Sage X3.… Read More: How apply access rights at field level »
Ever wondered, how wonderful it would be if you could intercept the standard processing of Sage X3 and make your process work along/instead of it. This can be done through Entry Points. In this blog we will see how we can setup entry points and use them in the processing. Our focus would be to… Read More: How to Intercept Standard Sage X3 functions »
