In Sage X3, you can set up business rules and validations to achieve the desired behavior of displaying a pop-up message when a payment receipt is being created for a sales order with a 100% advance payment term and no proforma invoice. There was one requirement from one of our client if the proforma invoice… Read More »
During the Production tracking process in Sage X3, it has been identified that there is a need for validation to ensure that the minimum corresponding amount of raw material has been tracked or consumed prior to initiating Production tracking for a specific work order. To tackle this issue effectively, we plan to customize the Production… Read More »
In Sage X3, we make sure of import/export templates quite often for importing huge data with ease. However sometimes the importing data templates are acquired through any external client application which might have different external data parameters which in Sage X3 are stored in different internal codes. Sage X3 provides us a Setup module that… Read More »
Ever wished you could monitor the locations in Sage X3 where a specific data type is being utilized without having to create a large SQL query to discover their linking in tables, screens, and other areas? We have some good news. We discovered a feature in Sage X3 that accomplishes this. New Stuff: How to… Read More »
In Sage X3, a sales order is a document that is used to record and manage the sale of products or services to customers. When we tried to create a sales order, we faced one scenario: While filling out the grid line details, one field called ‘Product Source’ was missing. Refer below screenshot Fig 1.… Read More »
Factoring consists in transferring all or part of the customer accounts receivable or debts to a third party financial body: the factoring company or factor. The factoring company collects the accounts receivable that have been transferred to it and the related non-payment risk. In exchange, the factoring company settles the amount of the invoices, minus… Read More »
Subcontracting process, raw materials are provided to subcontracting supplier/customer. It’s being processed by subcontracting supplier/customer, convert it to semi-finish material and deliver back. To solve the error ‘supplement not assigned’, there are main point which are linked with it. Work Order. Purchase Order. Sales Delivery. PO’s Purchase Receipt. Let’s describe each points shortly. Work Order: A… Read More »
Step 1 : Start the Batch server In Sage X3, Batch server is a component of the software that is responsible for executing batch processes. Batch processes are typically large-scale, repetitive tasks that need to be performed in the background, such as data imports, report generation, data updates, and other automated operations. Path : All… Read More »
Sage X3 offers the ability to send email notifications using the notification server as well as the ability to establish email in the pretty format. The Notification Server settings give Sage X3 users access to an email client that supports authentication, extra security measures like TLS, and may structure workflow message text using notification themes.… Read More »
As we have saw in our pervious blog how to solve sales Jou not open issue during the fiscal year closing, in this blog we will see how to solve the error might face during the fiscal period closing As we all know there are multiple entries, multiple accounts and multiple amount are validating together… Read More »
