In Sage X3, Order pre-receipt transaction is made before we received the goods and make the GRN. During Order Pre-Receipt transaction, user select the respective Purchase Order number from the left list and data gets populated in the lines tab with the Order number and their respective details on the screen. Recently, we got the… Read More »
In sage x3 v11, if we need to generate a purchase order for services, it won’t allow us to create it by giving us an error as no “requirement to consider for the subcontract product”. In sagex3 v12 there is a new enhancement that will allow us to generate Purchase orders for services without subcontracting.… Read More »
Sage X3 provide us a feature of processing automatic signature for a record if the record is created or modified by the first level of user present in assignment rule. This means if we have ADMIN as first user to sign a record and if ADMIN himself creates or modifies the record, that particular record… Read More »
In Sage X3, User have option to close Purchase order manually by using “close order” button on Purchase order screen. But one of our client has requested to automate this process on certain event so that user doesn’t have to take of this manually. To achieve this we have come up with some customization on… Read More »
In Sage X3, user have an option to add comment against every transaction screen on right panel after attachment symbol. In this comment field user can enter an additional information as per the requirements for e.g. description, terms & conditions, declaration, note etc. This comment field is considered as a header comment field which is… Read More »
Purchase Order suggestion process is most widely useful in manufacturing activity. Sage x3 provides a flexible, user-friendly, and relatively easy process to perform this activity. In the PO Suggestion screen, the safety stock material appears in the suggestion list. PO suggestion is the integration between the modules means core modules functions are interconnected, all the… Read More »
Recently one of our client wants customization in Sage X3 where they want to restrict creation of Purchase Order based on the Sales Order amount i.e. if Purchase order amount get exceeded than total Sales Order amount then user should not able to create Purchase Order. To achieve this, we have added a custom field… Read More »
Products or Goods which are sold or procured by organization. Both sales and purchase module using product effectively. We can create product by filling all information in product screen, importantly select the product status. If Product Status is Obsolete, then product is no longer available in all modules including sales and purchase. Error Message received… Read More »
Sometimes we may come under a situation where we need to update fields in the same time when the workflow gets triggered. To update field on running workflow firstly we need to select a workflow rule. I.e. at what action you need to update the field (For e.g. on Validation, rejection, notification, cancellation etc.) The… Read More »
In this blog we will discuss about the product usage. Sage X3 has a Product usage functionality and this functionality is used to display a historical usage of a product in a rolling 36 months view. The amounts are the total Product movements by a site each month, including sales, miscellaneous issues and inter-site transfers.… Read More »
