A purchase request is a document detailing required items, the number required and when they will be required. Once approved it becomes a purchase order. A purchase request is an unapproved purchase order. The purchase request details what items and services are required, the quantity, supplier, and associated costs. A purchase order is used by… Read More »
In Sage X3, we recently had a requirement to configure an email to be triggered to the respective supplier against whom the RFQ has been created. So let’s see how we can create and configure an email. New Stuff: How to Check Quantity in PCS on QC Screen Step 1: Deploy the report. Step 2:… Read More »
As we all know in Sage X3, whenever Purchase Receipt/ GRN is created with status “Q” then Quality Control entry of that Purchase Receipt/ GRN will be created automatically. So that user can enter the quantity which is Accepted, rejected or still remains in Quality. Recently we had a requirement from one of our client… Read More »
Recently there was a requirement to flow the work center and it’s description from work center screen to Load WIP inquiry screen in Sage X3. Navigate: Manufacturing -> Planning -> Work Order -> Operations New Stuff: How to control the Scrap percentage while we make the Production tracking in Sage X3 Work Order Screen Initially… Read More »
We do have request to control the scrap when the manufacturing of the product needs to be done. If as such control are not placed then the end user will not hold any control on the wastage while preparing the finished goods. This setup can be done within the Sage X3 functionality toachieve the control… Read More »
Recently we had a requirement from one of our client to lock the delivery date and shipment date fields in the sales order screen in such a way that once the work order is created against sales order then it will not allow the user to change/modify delivery date and shipment date fields in sales… Read More »
Sage X3 provides an excellent feature called landing pages or home pages which are very useful for the end-users to set up visual process flows, a visual representation of data for various screens and processes. The data represented on the landing pages helps the user see the overall performance of functionalities and customizations with real-time… Read More »
In Sage X3, we can create Sales open order as a long term commitment with a customer. The fundamental purpose of this screen is to manage the open order contracts against customer. The creation of each sales open order (Contract order) is used to manage the delivery schedule as a next step. This delivery schedule… Read More »
In sage x3, we have a function called database optimization which is used to track or create custom index. This function help us for easy reapplication when updating or migrating data set. It is useful to create the indexes in order to achieve a specific optimization (for example in a report or to optimize a… Read More »
In Sage X3, for the entry of documents requiring analytical dimensions, a default dimensions function specifies how to enter these dimensions by default. Strictly speaking, they are not accounting documents (most of them are generated outside the Financials module), but they can generate postings. These setups are useful to enter the analytical allocations in all… Read More »
