In Sage X3, we can create a file in the desired location and also move from one folder to another. We got a requirement from a client to get the file downloaded from the browser. To achieve this Sage X3 provides a subprogram ‘COPCLI’ which takes the file path as a parameter and downloads the… Read More »
In a previous blog, we saw Set up the payment reminders for multiple customers. Now in this blog, we see the set up for automatic selection of reminder checkbox on customers BP invoice. In Sage Enterprise Management (Sage X3) there is a functionality of reminder where a user can send the reminder to the customer.… Read More »
In Sage X3, we can create a number of entry transactions for any function. The entry transactions are used to define various frameworks to enter the different types of entries. Each recorded entry will be so recorded on an entry transaction. If there are multiple transactions for a particular function, an entry transaction dialog box… Read More »
Sage Enterprise Management (Sage X3) provides us with a feature to setup Sales price based on the Purchase price of Product. This set-up is subsequently used for charging a customer based on the purchasing cost of the product. E.g. an instance where you want to sell a product to a customer on the 50% margin… Read More »
In Sage X3 People, we may come across a scenario where we may restrict the re-calculation of Employee Payslip. Employee Payslip is a document an employee receives either as a notice that the direct deposit transaction has gone through, or is attached to the paycheck. Navigate to: Payroll → Payslips → Employee Payslips When Employee… Read More »
Stock count is a process of counting inventory on a periodic basis throughout the year. It is the physical verification of the quantities and condition of items held in an inventory or warehouse. This may be done to provide an audit of existing stock. It is also the source of stock discrepancy information. Stock-taking may be performed as an intensive… Read More »
Sage X3 ERP – is the choice of next-generation enterprise’s to stay ahead of the competition. Sage X3 is a comprehensive suite that integrates and streamlines your business information and processes. It is a flexible and adaptable solution offering the safest development platform designed to take control of processes like finance, sales, CRM, purchasing, inventory,… Read More »
Follow below steps to set the decimal value for currency rate. Navigate to: Set Up->General Parameters->Parameter values->Superviser Click on FMT formats action and set “DERCU” parameter values which are used for no decimals currency rate. Hope this helps! About Us Greytrix – a globally recognized Premier Sage Gold Development Partner is a one-stop solution provider… Read More »
You may come across a situation where you will need to delete a line from a Grid in Sage X3 using web-services. This can be achieved using the web-service operation “delete lines”. Following is an example used to delete a line from Sales Order Grid using web-service tester in Sage X3. To run the web-service… Read More »
In Sage X3 People, we may come across a scenario where we may need to do Global Deletion of Leave for a bulk of employees. Navigate to: Time Management → Leave-Absence → Absences → Global Deletion Registration Start and Registration End:- The Employee range for which the leave is to be deleted. Event:- Leave type… Read More »
