Signature workflow feature of Sage X3 helps in tracking of transactions. Sometimes there might be a requirement if the end user needs to add additional field in left list of any transaction which will display user’s name for whom the signature is pending for approval. We can achieve this by using the following steps. Consider… Read More »
Sage X3 provides a feature in which you can manage the entire bad debts process, which includes defining the types of bad debts managed like impairment, doubtful receivables, and write-offs and the automatic journals and analytical dimensions applied for journal entries. There is a setup screen Bad debt term’s function (GESBDT) to create the terms… Read More »
Many of the business process works on the basis of customer relationship projects which will then continue in sale cycle. As we all know the use of this function is to manage projects, which may also be referred to as “opportunities” or other various terms. Their objective is to manage the characteristics and stages in… Read More »
In Sage X3, any transaction that impacts a company’s profit and loss needs to be recorded in their accounting system is called ‘Journal Entries’. A journal entry is used to record a business transaction in the accounting records of a business. A journal entry is usually recorded in the general ledger; alternatively, it may… Read More »
The customer BP invoice entry function is used to manage the customer invoicing out of the “typical” sales cycle. In this context, the user does not manage the order, the delivery note with the stock issue etc. When issuing the invoice, the data necessary to the accounting are saved. We may need a basic important points to make a sales… Read More »
In Sage X3, left-list plays an important role as most of the screens which are very important in X3 like sales delivery, sales invoice, purchase receipt, purchase invoice, etc. have left list selections where we can select from the left list and create a transaction in X3. For e.g. On the sales delivery screen we… Read More »
As we know, sage X3 v12 provides number of new features. One of them is the Project module which is completely new in v12. This Projects function is used to manage the elements often denominated under different terms : Business, Projects, Opportunities. These translate to the same basic concept. Their objective is to manage the… Read More »
Basically this routing function use to define the sequence of shop floor processes required to produce, or process, a particular product.Every routing is a sequence of operations and tools that are involved in producing (manufacturing) or processing a particular product or assembly (bill of materials). Each routing is associated with the stock item that is… Read More »
In Sage X3, We can import data to the table through an Import/Export template feature. Here we can create Import/Export template with table fields which we have to update or enter in the table and import the text file which contain data and after successfully import of text file, table get affected. Through Import/Export template… Read More »
As we all know in Purchase Invoice screen, Supplier Invoice Date field is mandatory. In Sage X3, while creating Purchase Invoice transaction, it displays current date by default in the Supplier Invoice Date as well as in the Accounting date fields. But one of our client requested to add a validation for the dates where,… Read More »
