When multiple sites operate under a single Sage X3 environment, giving every user access to all sites can lead to unnecessary complexity and security risks. With row-level permissions, administrators can precisely restrict users’ access to one or a few sites based on their roles. This blog demonstrates how to implement these restrictions efficiently and maintain… Read More: Restricting User Access to Specific Sites in Sage X3 »
In Sage X3, recurring tasks help streamline routine operations by automating them through the Recurring Task Management feature found under Usage > Batch Server > Recurring Task Management. This tool allows users to schedule essential processes—like accounting updates or stock adjustments—to run automatically at set times. Tasks can be configured to repeat hourly, daily, weekly,… Read More: How should i get logs for the recurring task in… »
Do you resent the opening periods for each and every organization when the new year begins? Do you avoid opening for only one month at a time due to the work required? If you have many companies, it can be tiresome and time-consuming. Do you want a faster way to open periods? To tackle this… Read More: Multi-Company Period Opening(TRTPERMC) »
Sage X3 is enterprise resource planning (ERP) product which help organization to manage all the operation of organization and database into a single software solution. Sage X3 contains list of modules like sales, purchase, inventory, project, financial and many more. One of our clients is encountering an error “Period not defined or processing prohibited on… Read More: How to solve the error@“Period not defined or processing prohibited… »
We encounter situations when a closed period needs to be opened frequently. The processes to open a closed period are so as follows. Go to “Financials -> Utilities -> Closures -> Re-open period”. Select the Company name for which the period is to be closed. You would see the list of the periods (last closed… Read More: Open a Closed Fiscal Period in Sage X3 »
As an ERP user it is quiet mandatory that whenever we do any accounting transaction, it should be carried in Open Fiscal Year/Open Period. Now if we design a custom screen that deals with financial transactions in Sage X3, it should check for the validity of transaction date. In other words, it needs to be… Read More: Check Validity of an Accounting Period in Sage ERP X3 »
