All users play a very critical role in Sage X3, also it has a feature where we can set a permissions and access to a particular user, so that there is no mishandling of information. The need to restrict users to access ERP Modules can be based on the employees’ role and their department. User… Read More »
Recently in Sage X3, we had got a requirement from the client to add the Location field in Physical elements screen in the Fixed Asset tab. New Stuff: How to create process flows in Sage X3 V12 [Fixed Asset Screen – Physical element] For this we first need to add the field in “PHYELT” table… Read More »
Sage X3 provides various features of displaying transactions through different ways of navigating them, sometimes by jump to options or by menu items and many more. These process flows are widely used for because they eliminate the need to go the site map every time to access a function. Instead, it helps the user to… Read More »
In Sage X3, transactions and their records play significant role. There can be various records in an entry transaction. During opening of any entry transactions, sometimes screen loading takes several seconds to open which causes system delay. This may be caused by unnecessary records loaded from the left list during screen opening. This can be… Read More »
We know that company and sites are the basic key elements in Sage X3. The site is the core element for organizing the management data of companies and sites. Whereas, company can be featured as the grouping of all the sites that form part of the company. A company can group 1 to N sites:… Read More »
This function is used to calculate the budgeted cost of one or a range of products at a specified site. This function is typically used to prepare provisional costs for the following year. Costs are calculated from a set of user-defined parameters. A single product-site record has only one budget cost. You can prepare simulated… Read More »
In Sage X3, there are multiple option available for billing the customer under project management. Project billing is a process for companies working in a Project management context that need to invoice customers for a project. Project billing is a complete overview of the billing process for a project. Following are the billing mode currently supported… Read More »
A multi-counting inventory process reduces the risk of making errors during the stock count. If users are able to count the same stock multiple times and track each stock count, variances can be identified and the accuracy of the total can be ensured. With the multi-count process, you can enter individual counts for multiple stocks… Read More »
In a normal business scenario, allocation plays an important role as it is a key part of any business process. An allocation is the process of shifting overhead costs to cost objects, using a rational basis of allotment. Allocations are most commonly used to assign costs to produced goods, which then appear in the financial… Read More »
This function can be launched on a single sub-contracting order or on a selection of sub-contracting orders (EO), using the filters. It is used to calculate the various costs corresponding to the various stages of the sub-contracting order in order to analyze the variances and the valuation choices in the production reporting. A single subcontracting… Read More »
