Configuring Financial Data Extraction in Sage X3 with Type of extraction as Account root

The Purpose of the Financial Data Extraction is representing Financial Data of an Organization/Company in form of Financial Reporting to their concerned stakeholders. This will help to evaluate the Company’s performance over specific period (Half-yearly/Yearly), eventually helping the management to take effective decisions based on the financial reports generated. Financial reports, Balance Sheet and Profit… Read More »

Error while configuring console in Sage X3 installation

In Sage X3 two tier installation for a client, we came across an error of user creation in database. While configuring the application server in console, we got an ERROR – Error while creating user. Please check file E:\Sage\X3V12\folders\X3\FILPLAT\x3v12_CrUsr.tra on server.(LibAdm.RunCreateUserSqlMainNT). Also, Refer the below screen shot for the same error.                                                                                    We investigated the… Read More »

Tax calculation on Freight charges in Sage X3

Freight charges refers to the Freight rate or the Price that is charged by a carrier for delivering goods from Source location to Destination location. You may come across a situation where you would like to add elements like discounts, freight charges etc on the sales order . Sage X3 has a feature to add… Read More »

Greytrix Africa Wins Award in Three Categories at the Annual Sage Partner Kick-off Event FY-19

Greytrix Africa wins award in all the three categories at the annual Sage Partner Kick-off event FY-19 for excellence in driving revenue and being the Sage Top ISV Partner. Greytrix Africa has proved yet again its excellence in providing out of the box quality work and services to its customers throughout Africa. The award ceremony… Read More »

How to create LOP leave type in Sage X3 People

LOP stands for Loss of Pay. In some organizations, this is also called as LWP (Leave Without Pay) or UPL (Unpaid Leave). In order to calculate the LOP days and deduction automatically in Sage X3 people there are few steps needs to be followed, Below are the details. LOP needs to be applied from the portal… Read More »

How to Setup Purchase Receipt Quality check in Sage X3

There can be possible scenario in an industry where the Products undergoes Quality Check once the Purchase Receipt is created. There is a setup explained below which will decide if Quality check is required or not. Steps Involved- Common data >Products > Product Categories Select the Product Category for which you would like to enable… Read More »

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 »