In Sage X3, a work order is a document that is used to plan and track the production of items in a manufacturing or production environment. Work orders are an essential part of the manufacturing process that can be the “Manual,” “Global,” and “Detailed” allocation methods are options you can choose when allocating materials to… Read More: Allocation Methods for Efficient Work Order Management »
You may come across the situation, where you want that, In CRM whenever user creates new call entry that time by default call should be marked as Completed. New Stuff: How to Execute Miscellaneous Type Workflow Programmatically Sage X3 has special settings to set call by default marked completed Follow the steps, Step 1: Go to, Setup… Read More: How to set call completed by default to Yes globally »
We have created a second company using similar core model and the new user will work only for this specific company (everything in one folder). What is the easiest way to set a filter between companies and assign this filter per user? The Filter should be switched in one place and will work for all… Read More: Global Filter to View data for Specific Company in Sage… »
