Managing accurate pricing in purchase transactions is essential for maintaining cost control and consistency. In Sage X3, the Price List functionality allows businesses to automate pricing in Purchase Orders based on predefined conditions. One of the most useful features is the ability to define prices based on a Supplier–Product combination, ensuring that the correct gross… Read More: Automating PO Pricing in Sage X3 »
When creating a Sales Order in Sage X3, one of the important configurations available to users is the Invoicing Mode, which can be found under the Invoicing tab. This setting plays a key role in determining how invoices are generated from sales orders. Default Invoicing Mode: “One/Slip” By default, the invoicing mode is set to… Read More: Site-Specific Invoicing in Sage X3 »
In Sage X3, bank entries are typically posted using the Bank Posting screen available in the AP/AR Accounting module. This process allows finance teams to record supplier payments, receipts, and other bank-related transactions efficiently. In one of our client implementations, a requirement arose where email notifications needed to be automatically sent to suppliers whenever multiple… Read More: Bank Posting Email Automation in Sage X3 »
Short closing a PO means the purchase order has been manually or systemically closed before all items are delivered or invoiced, even if: It indicates that no further goods or services are expected and the PO should not be processed further. In Sage X3, a Purchase Order (PO) line can be marked as “Closed” even… Read More: PO Short Closed in Sage X3 »
In Sage X3, when production tracking is created for a work order and the WIP Posting is processed, the work order status automatically changes from “Pending” to “Closed + Coasted.”However, one of our clients has requested an enhancement: they would like the work order to be automatically closed without the need to process the WIP… Read More: Auto Close WO »
In Sage X3, user can create Fixed Asset and PO entries manually. After creation, Sequence No will be generated automatically by setting the entry no sequence in the Document Types setup. But one of our client requested to generate entry no with formulas. Now we will see Logic required to generate Sequence No with Formula… Read More: Automatic Sequence No generation with Formulae for Fixed Assets and… »
In Sage X3, user can create products manually by setting the product code sequence and entering description for the same product in the product master. But now we have added a customization for automatic Product Code and Description generation to fulfil the client’s requirement. In this customization we have used one standard field “Product Line”… Read More: Automatic Product Code and Description generation from the User Input »
In Sage X3, we apply taxes in the Lines tab for products in Tax 1 and Tax 2 fields manually on the basis of the Tax Rule selected in the Management Tab. And if we want to apply TCS then in Tax 3 field, we can enter TCS tax code. But one of our client… Read More: TCS18 and NTC18 Taxes – set to update automatically at… »
As everyone knows, LOT No creation for the raw materials can be done in Purchase Receipt and Miscellaneous Receipt transactions in Sage X3. In LOT No field, LOT will be generated either automatically or manually. User can enter LOT No manually. Logically, LOT No should be unique for every Product as per the LOT-SUBLOT concept.… Read More: Restriction on Duplicate LOT-SUBLOT creation »
