Tag Archives: Dashboard

Manufacturing Dashboard to get empty location details

In Sage X3, there are dashboards on the home page such as AP/AR Accounting Manager, Workshop Manager, Planning Manager, etc. And customer, sales, purchase related information is getting displayed on those standard dashboards. But one of our client requested to develop a customized dashboard for Manufacturing. Customization Required: In their system when they create a… Read More »

How to make use of Sage X3 dashboard to display data from other tables

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 »

HOW TO FILTER DATA ON DASHBOARD IN SAGE X3

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 »

Creation of Shipping Calendar to display on dashboard

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 »

Sales By Customer Dashboard in Sage X3.

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 »

Creation of Bar Charts and adding it to Dashboard

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 »

Sage X3 Dashboard: Sales by Product Category

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 »

Creating Dashboards In Sage Enterprise Intelligence(SEI)

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 »