How to overcome ‘Date prohibited ‘error in sales, purchase and accounting module

In Sage X3 we can control transaction creation by specifying the duration for which creation should be allowed. In order to prohibit the entry of invoices/credit memos Sage X3 provide a parameter level control where we can specify the duration for which sales transaction should be active these parameter set up is available for Sales,… Read More »

Credit Level Total

The “Credit level total” field under the management tab in the Customer screen displays the total of credit level of that particular customer based on the calculation involving a number field. By clicking on Calculation details the field that are involved in the calculation, The field On order+ shows the amount for the sales orders… Read More »

How to delete the shipment after delivery validation

We may come across a scenario where we want to delete the sales delivery after delivery has been validated Now when we try to delete created shipment or delete lines in validated sales delivery, the delete button is disabled by default and also not allowed to delete lines in sales delivery. Refer the screen shot… Read More »

How to update a header field through workflow

Sometimes we may come under a situation where we need to update a field in the same time when the workflow gets triggered. To update field on running workflow firstly we need to select a workflow rule. i.e at what action you need to update the field (For eg: on Validation, rejection, notification, cancellation etc).… Read More »

How To Change Pay date in Employee Payslip in X3 People?

In X3 People, each employee has their payslip generated for each month. In Employee Payslip master, we can see payslip generated for a particular month. We may come across the situation when we need to change the pay month in Employee Payslip Master. In order to change this, follow the below steps. Navigate to :… Read More »

Top 5 Reasons Why Industries Should Start Using Sage X3 ERP in Africa!

Africa has been in the hub of growing economies in the world since quite some time now and has emerged as one of the promising economies. Presently 6 of the world’s 10 fastest growing economies are in Africa, and the simplicity of doing business is improving to the extent that a good number of countries… Read More »

Sage X3 Catch Weight Addon- Addressing Critical Needs of Food and Process Manufacturing Industries

Sage X3 ERP – is the choice of next-generation enterprises to stay ahead of the competition. It is a comprehensive suite that integrates and streamlines your business information and processes. Sage X3 offers flexible and adaptable solutions offering the safest development platform designed to take control of processes like finance, sales, CRM, purchasing, inventory, and… Read More »

How to upload employee records using txt file in Sage X3 People

In Sage X3 People for uploading and updating records a user should use the Import functions to either add a new record or update an existing records. Below is the navigation for import functionality.Navigate: – Usage -> Imports/Exports -> Imports Usage Screen To upload employee data by using standard functionality below are the steps to… Read More »

Machine and Labor cost calculation in Sage X3

In Sage X3, we may come across a scenario where we need to calculate machine and labor time for the specific release quantity on basis of time, cost for machine and labor will be calculated. Navigate to -> Manufacturing -> Technical Data -> Standard Operation Declaration in standard operation Setup Time: 2 Hours Run Time:… Read More »