Retrieving data from a single table for the Sage X3 dashboard is straightforward. However, if you require data from multiple tables or linked tables, attempting to add a field from those tables triggers an error message: “Standard Query ‘QUERY_CODE’: Links not possible.” In our recent blog post, we’ve provided a clear solution to address this… Read More »
In Sage X3, the term “Dashboard” typically refers to a user interface feature that visually represents the relevant data. These dashboards are customizable and can be tailored to suit the specific needs of users or departments within an organization. Sage X3 dashboards allow users to monitor various aspects of their business in real time, such… Read More »
To create a Shipping calendar we will use X3 calendar functionality.The shipping calendar will help us with delivery tracking. Specially it will be helpful for sales and warehouse teams. For creation of “Shipping calendar” we are going to use SORDER and BPCARRIER table’s. Step 1: Go to Setup>Usage>Reports>Graphical query tool. Create new query Fig: Graphical… Read More »
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 »
In industries Dashboard plays a very important role for users which provides summarized data of organizations, transactions and masters. Sage X3 has features to show dashboard data into graphical charts like bar chart, Pie chart, line chart & different types of chart. One of our clients has a requirement to represent the data on the… Read More »
In Sage X3, we have a feature called dashboard that displays data when a user logins to the Sage X3 application. But have you ever come across a situation where you have set the format of a numerical field to be 3 decimal but on the dashboard the field only displays 2 decimal? Let’s see… Read More »
In industries, Dashboard plays a very important role for users which provides summarized data of organizations, transactions, and masters. Likewise, we received a requirement to create a dashboard that provides sales amounts by product category. For that requirement, we were requested to display the top 10 greater amounts of sales by category, and then at… Read More »
In Sage X3, we recently had a requirement to make a report that shows all the pending sales orders that are yet to be delivered while giving them an option to remove a particular sales order line record from the report when there is excess production for that sales order. The dispatch dashboard is visible… Read More »
Sage Enterprise Intelligence gives business users, managers and executives the power to analyze and create business reports, dashboards and views. Dashboards are a quick and effective way for decision makers to get detailed insight into business. In this blog we will have a look on how we can create a dashboards in Sage Enterprise Intelligence… Read More »
In Sage X3, there are many ways to display records of transactions, customers or suppliers data and other masters data. So, sometimes users want to see the set of records like Sales Order, Sales Invoice, Purchase Invoice and many more when they login to the Sage X3. Sage X3 allows one feature of displaying such… Read More »