A Complementary Invoice in Sage X3 allows users to apply additional charges or costs to an existing Supplier Invoice. These could include tariffs, freight, or third-party service charges that need to be absorbed into inventory valuation, especially when using FIFO or Average Cost methods. IntroductionIn this guide, we will demonstrate how to create a Complementary… Read More »
Sage X3 is an enterprise resource planning (ERP) system that helps organizations efficiently manage operations and data across all functional areas — including Sales, Purchasing, Inventory, Projects, and Finance. During one of our implementations, a client requested a customization in the Depreciation Plan screen. Specifically, the requirement was to ensure that the value present in… Read More »
In Sage X3 development, there are times when you need to filter records based on a selective list of values—similar to using the IN operator in SQL. However, Sage X3 does not provide a direct equivalent of SQL’s IN operator within its standard 4GL syntax. Fortunately, there is an effective alternative: the FIND() function. Using the FIND() Function as… Read More »
In many business scenarios, organizations need to ensure that supplier invoices are linked to valid Purchase Orders (Po’s) to maintain accurate procurement and payment processes. In Sage X3, our client has requested a validation on the “Non-existing PO” field within the Supplier BP Invoice screen, specifically for certain invoice types such as Purchase Invoice (INV)… Read More »
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 »
