Category Archives: Sage ERP X3

Adding New Endpoints in Sage X3

Sage X3 is a versatile and robust Enterprise Resource Planning (ERP) system that caters to a wide range of business needs. However, every business is unique, and often, out-of-the-box functionality doesn’t cover all the requirements. This is where customization comes into play. In this blog post, we’ll explore how you can extend Sage X3’s capabilities… Read More »

Component’s requirement quantity shows blank value in Work Order in Sage X3

In Sage X3, we have manufacturing module which eases the manufacturing process and present a solution to create one Manufacturing order for finished product and semi-finished product’s components are compiled automatically in the manufacturing process. In Sage X3, before creating the Work order of any finished product, we will require BOM (Bill of Material) of… Read More »

Guide to create Groups after creating the new User in Sage Enterprise Intelligence (SEI)

In SEI, when we create Users, it is strongly recommended to create Groups to maintain the security based on these groups instead of an individual user. Rather than solely relying on individual user permissions, a strategic approach involves organizing users into groups with shared access levels. This practice not only simplifies administration but also strengthens… Read More »

How to Use OAuth 2.0 Functionality in Sage X3

OAuth is an open-standard authorization framework which provides authorization flows for web and desktop applications, as well as mobile devices. OAuth examples: An example of OAuth is when user wants to login to a particular application or website you it will offers one or more opportunities to log on using another website’s/service’s logon. User then… Read More »

Inter-Site Stock Transfers with 944 In (Purchase Receipt) in Warehouse Management

The 944 In (Purchase Receipt Inter-site Stock Transfer) (Warehouse) is an electronic document used in supply chain management to record the receipt of goods transferred between different warehouse locations within a company. This transaction is specifically related to inter-site stock transfers, where inventory is moved from one warehouse to another within the same organization. The… Read More »

SAML2 authentication method in sage x3

Security Assertion Mark-up Language 2.0 is referred to as SAML2. Passing user credentials to a token system is the purpose behind this. The exchange of a secure session token for user account authentication within an identity provider. Enterprise Management can use this for applying independent external authentication. The application only permits access after successful authentication… Read More »

Automatic Sequence No generation with Formulae for Fixed Assets and PO

In Sage X3, user can create Fixed Asset and PO entries manually. After creation, Sequence No will be generated automatically by setting the entry no sequence in the Document Types setup. But one of our client requested to generate entry no with formulas. Now we will see Logic required to generate Sequence No with Formula… Read More »

How to assign multiple signatures on different objects in Sage X3

In Sage X3, you can assign multiple signatures in a workflow on different objects to implement a multi-level approval process. This allows for more complex and controlled workflows, where different users or groups need to review and approve various stages of a business process. Here’s a step-by-step description of how to assign multiple signatures in… Read More »

Document type setup on sales invoice entry transaction screen in Sage X3

As we are aware that in customer invoices, you need to enter the invoice type in the header. The invoice type will determine the processing applied to the entered invoice like whether it is a direct invoice or a credit memo or normal invoice or proforma. Generally, whenever we create a new invoice, while selecting… Read More »