There is functionality in Sage X3 where we can hold stock reservations for each customer based on each site. This functionality is located in sales module. Navigate: SALES -> ALLOCATION -> CUSTOMER ALLOCATION. As shown in the above screenshot, there is also an ‘END DATE’ field which notifies that the customer allocation can be done… Read More »
As we all know sage x3 uses dimensional accounting which helps to improve and simplify the reporting. There may be cases where a specific dimension is restricted for specific account although the dimension type is allowed on the GL account. To prevent such cases Restriction codes can be configured. First we will check how to… Read More »
Sometime we may come under a situation where we have to close the sales order through code. Keyword DIVSOHCLE is used to close the sales order record. For example: Below is a sales order which we have to close through our code. Fig1: Sales order record Use the keyword as… Read More »
In Sage X3, the stocking UOM describes how you store quantities of an item in the warehouse. When you assign UOMs to an item on the Units of Measure tab, it indicates whether each UOM is valid for ordering, shipping, or stocking transactions. If more than one UOM is valid for stocking, specify which of… Read More »
In Sage x3 we can control Discount calculation on what basis it should be calculated. In sales document we can enter Discount which will be calculated on 3 basis ‘By unit’, ‘by Line’, ‘by Document’ Navigate to Setup > Sales > Price list > Structures User can see the different values for Calculation basis (Refer… Read More »
We are aware that Sage X3 provides number of left lists to easily access the records on any transaction screen. One of the left list we can find in almost all transaction types is ‘Last read’. Using this left list, we can easily find out the recently accessed records. Also, we can manipulate the number… Read More »
In some of scenario we need to assign the distribution according to the multiple dimension. This can be achieved through the analytical allocation and mentioning the same at the transaction level. Define the analytical allocation: Navigate through: Common Data >>G/L Accounting table >>Analysis>> Analytic Allocation Dimension types Block: In this Grid user need to mention… Read More »
In Sage X3, most of the times, we need to perform some operations on fields like amount, tax etc. or any other cusomized numeric field. As we know, there are number of data types avaliable for decimals in X3 with different length and varying number of digits after decimals. For example, data type DCB supports… Read More »
In Sage X3 we can create Journal through import template also sage X3 provides a global parameter in which we can set default entry type using which journal should be created. Navigate To: Setup>General parameters>Parameter Values> Under Chapter Accounting >DEF> Parameter SCHIMPV5 (Entry transaction (import)) The entry transaction code to be assigned as the default… Read More »
MPESA Foundation Academy and East Africa Breweries have emerged as the winners at the annual CIO 100 awards held at Enashipai Resort, Kenya for FY 19-20 with Greytrix Africa as implementation Partner. MPESA Foundation Academy made its mark at the annual event and swept the award for the ‘Company of the Year’ while Kenneth Ogwang… Read More »
