In Sage X3, we can create a new transaction against the previous Purchase or Sales transaction. For Example, we can create Sales Delivery against Sales Order, Purchase Receipt against Purchaser Order, Sales Invoice against Delivery or Order and so on. Similarly, we can create Purchase Order against Work Order by following the standard process.But as… Read More: Customisation on Subcontracting Order Type »
In Sage X3, there is a function where users can enter and view the demand forecasts for a product at a given site. These forecasts can be manually entered period by period or automatically based on the distribution information which can include the seasonality curve linked to the product or by duplicating the forecasts for… Read More: Demand Forecasts in Sage X3 »
A purchase request is a document detailing required items, the number required and when they will be required. Once approved it becomes a purchase order. A purchase request is an unapproved purchase order. The purchase request details what items and services are required, the quantity, supplier, and associated costs. A purchase order is used by… Read More: How to add an existing purchase request to an existing… »
Purchase request is a document detailing required items, the number required and when they will be required. Once approved it becomes a purchase order. A purchase request is an unapproved purchase order. The purchase request details what items and services are required, the quantity, supplier, and associated costs. A purchase order (PO) is a commercial… Read More: How to block creation of purchase order from partially signed… »
In a normal business scenario, purchase orders play an important role as it is a key part of any business process. A purchase order (PO) is a commercial document and first official offer issued by a buyer to a seller indicating types, quantities, and agreed prices for products or services. Purchase orders are a critical… Read More: How to set minimum Purchase Order amount »
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: PO Quantity Validation on Order Pre-receipt screen »
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: How to use service products in Purchasing »
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: How to restrict automatic signature in workflow »
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: How to ‘Close PO’ programmatically using 4GL Script »
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: How to add Comment Text from transaction screen to the… »
