How to modify Financial Assets details in Sage X3

Sage X3 Fixed Asset helps to manage different financial Assets created in it along with its modification functionality. The financial asset corresponds to Fixed Asset. While using Sage X3, user may come across such scenarios where asset related information requires some modification to be incorporated. Once the asset creation is confirmed, the entered information can… Read More »

How to enable Accounts mapping section under Accounting Code in Sage X3

In Sage X3, when a new folder is created we may come across a scenario where we don’t see a column to map accounts in Accounting code lines. Below screen capture depicts the navigation to enable the column: Navigate to Setup–>Financial –>Accounting interface–>Accounting Code Step 1: Navigate to Setup –>General Parameters–>Parameter Values. Step 2: From… Read More »

How to create document category in Sage X3 People

In Sage X3 People, to create document category the local menu function can be used. In standard Sage X3 People, below screen capture depicts the navigation to local menu function Navigate to Development –> Local Menu-messages To create document category by using standard functionality in letter generation below are the steps to follow Step 1:… Read More »

How to add legal accounts in the list of the budget Misc. Operations screen

The budget of a company is often compiled annually, but may not be a finished budget, usually requiring considerable effort, is a plan for the short-term future, typically allows hundreds or even thousands of people in various departments (operations, human resources, IT, etc.) to list their expected revenues and expenses in the final budget. In… Read More »

Sage Sessions X3 : Experience the Power of Cloud Technology for an Always-On Mode in your Business!

Sage, a leading provider of cloud business management solutions is all set to host Sage Sessions X3 in Scottsdale from September 4-5, 2019. It is a must attend event for Sage X3 (Sage Enterprise Management) Customers and Partners as the agenda is power packed with learning opportunities, networking and transformation. Sage has been in the… Read More »

How to solve ‘There is no ledger type corresponding to the criteria!’ error message in Budget Misc. operation screen

In Sage X3, we may come across a scenario where user get this error while entering and tab out of the company name field in the budget misc. operation screen. Refer below screen shot: To solve this functionality, follow below steps: Step1: Navigate to : Setup → Organisational structure → Ledgers In this screen, select… Read More »