For any organisation, having a sales by customer dashboard in their ERP systems is a valuable tool for any businesses to track and analyse their sales performance with a focus on individual customers. This dashboard can provide insights into customer-specific sales data, helping you make informed decisions and improve customer relationships.Recently, one of our clients… Read More »
An out-of-the box implementation of Sage X3 includes three statistical groups for Products, Customers, and Vendors. Statistical groups provide the means to group or categorize products, customers and suppliers for reporting or inquiries. Sage X3 supports up to five statistical groups, so we can create an additional two groups. Let’s see how we can create… Read More »
There was a requirement from the user to add a check box on Customer master as “TCS Applicable” and “Tax Level 3” field of detail line on the Sales Order screen should be activated only when the “TCS Applicable” check box for any customer is ticked, otherwise it should be disabled. To achieve the above… Read More »
In Sage X3, in customer master user have provision to define multiple addresses with different address codes. So one of our client has requested to add some custom fields on address tab of customer master. And flow it to the Sales order depending on the address code selection on Sales order screen Suppose user wants… Read More »
In this blog, we will see how to add State field in BP Master.This can be done by following below mentioned steps. Step 1: As seen from below Screenshot no State field is there in BP Master Screen. Follow the below steps Navigate:Common Data->Common Tables->Countries->Details Tab Do the following setting 1. Select Subdivision checkbox 2.… Read More »