In many manufacturing setups, businesses often require custom information to flow seamlessly from Sales Orders (SO) into Work Orders (WO). Recently, one of our clients needed an additional alphanumeric field (length 50) on the Sales Order header called “Special Notes”, and they wanted this field to automatically carry forward to the Work Order header during… Read More »
In real-time business reports—especially in Sage X3 Crystal Reports, it is very common to encounter repeated values across multiple detail lines. Examples include packing lists, invoices, delivery notes, or purchase registers where the same Pack Number, Gross Weight, or Dimension details repeat for multiple item lines. Printing the same values again and again not only reduces… Read More »
Industries like food processing, meat, seafood, dairy, and specialty chemicals deals with products that never have a fixed weight. A carton may look the same, but the weight inside can change every time. Yet, many businesses still manage these products using standard units such as pieces, cartons, or batches—while pricing, costing, and billing are driven… Read More »
A Bill of Lading is a legal document used to show the agreement between the shipper and the carrier. Trucking companies need this document to move goods. It usually includes the freight class, description, number of packages, weight, volume, and other shipping details. For deliveries, a Bill of Lading can be created from the delivery… Read More »
In Sage X3, the check number field used during payment and receipt entry helps with tracking and auditing. Its availability and behavior depend on the checkbook functionality, which is optional and managed through system setup. Fig 1 : Manual check Screen If the check number does not exist in the checkbook, you will encounter this… Read More »
In Sage X3, the Sales Invoice Inquiry function is widely used to review sales invoices and related transactions. By default, this inquiry only displays records coming from the Sales module. However, there may be scenarios where you also need to view AP/AR (Customer BP Invoice) records alongside your sales invoices. This document will walk you… Read More »
Bank reconciliation is a critical process for ensuring that your organization’s financial records align with the actual transactions in your bank account. In Sage X3, reconciling entries by date and amount can be streamlined with a few systematic steps. This post will guide you through the process of reconciling bank entries using these criteria, including… Read More »
In today’s distilleries, Liquor is crafted, not manufactured.Every batch carries the weight of heritage, brand reputation and market expectations. In this business, growth never happens overnight. A liquor brand matures the same way a fine whisky does — with patience, control, and a process where nothing is left to chance. But as operations expand,it requires… Read More »
We have introduced a new WhatsApp Integration module in Sage X3. With this feature, customers or vendors can now receive selected transaction details along with attachments directly via WhatsApp. This integration streamlines communication, enhances efficiency, and ensures that important documents are delivered quickly and securely. Features of WhatsApp Integration Module: The WhatsApp Integration Module in… Read More »
A Complementary Invoice in Sage X3 allows users to apply additional charges or costs to an existing Supplier Invoice. These could include tariffs, freight, or third-party service charges that need to be absorbed into inventory valuation, especially when using FIFO or Average Cost methods. IntroductionIn this guide, we will demonstrate how to create a Complementary… Read More »
