When launching the Journal Entry function in Sage X3, users may sometimes be presented with multiple journal entry transactions to choose from. This can lead to delays, confusion, or mistakes when selecting the correct transaction. To improve efficiency, Sage X3 allows you to configure user parameters so that only a single, default journal entry transaction… Read More »
In order to make sure effective stock allocation and order fulfillment, integrating inventory management with sales order processing in Sage X3 is necessary for automating the adjustment of shortages in outstanding sales orders. In order to manage supply shortages more efficiently overall, you can eliminate errors, cut down on manual intervention, and set up automated… Read More »
One of our clients asked that the validation be added to the UTR number field in Sage X3 for the payment screens listed below. “ADVP Payment Against Advance” and “PAYMT Payment Against Invoice”. The “POST” button for these payment windows shouldn’t be enabled until the required UTR number has been entered. Typically, “UTR number” denotes the “Unique… Read More »
In Sage X3, notifications are typically used to alert users about certain events or actions within the system. These notifications can be configured to appear in various parts of the system, such as the user’s dashboard, or they can be sent via email.Notifications in Sage X3 provide a flexible and configurable way to keep users… Read More »
The “Pegging History” tool allows the history elements to be shown both upstream (what does the order cover?) and downstream (what covers the order?) from a “pivotal” order. In the second grid, under the multi-level option, the list of coverages is suggested if the selected “pivot” is of the required type. The “Pegging History” functionality… 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 »
Account pyramids are the manner in which accounts are associated with one another in account groups as user-defined in sage x3. The account pyramids could also be known as account rollups in the way that account groups ‘roll up’ to greater account categorizations in summary form for reporting purposes. In Sage X3, Account pyramids can… Read More »
In Sage X3, assignment rules are used to define how transactions, such as sales orders or purchase orders, are automatically assigned to specific resources or entities. These rules are part of the Resource Planning module, which helps in optimizing resource utilization and improving efficiency in managing various business processes.Assigning orders (needs and resources) among one… Read More »
The primary goal of creating web services for specific users is to enhance the user experience and efficiency by tailoring the functionality and data offered to each user. This personalization allows businesses and organisations to offer custom features, data, or services based on individual preferences, roles, and requirements. A key component of developing customized and… Read More »
Greytrix is one of the leading ERP vendors and CRM vendors globally, providing low cost, high quality Professional Services for ERP softwares like Sage X3, Sage 100, Sage 300, Sage 500, Sage Intacct and CRM softwares like Sage CRM, Microsoft Dynamics 365 CRM, Salesforce with over two decades of experience and 250+ developers & consultants.… Read More »
