Tag Archives: quantity

How to Use Auditing in Sage X3

In Sage x3 many times you may want to know when and who changed, deleted or added a record to a table. This is possible using the Auditing feature in X3. You can turn Auditing on for select tables and fields and then see who modified, added or deleted from this table. We do suggest… Read More »

Quantity Tolerance Limits for Enhanced Transaction Accuracy

In Sage X3, transactions for sales and purchases can be created either independently or as part of a structured flow. For sales, the process typically follows the sequence: Sales Quotation → Sales Order → Sales Delivery → Sales Invoice, while for purchases, the sequence is: Purchase Request → Purchase Order → Purchase Receipt → Purchase… Read More »

Manufacturing Dashboard to get empty location details

In Sage X3, there are dashboards on the home page such as AP/AR Accounting Manager, Workshop Manager, Planning Manager, etc. And customer, sales, purchase related information is getting displayed on those standard dashboards. But one of our client requested to develop a customized dashboard for Manufacturing. Customization Required: In their system when they create a… Read More »

Sales By Customer Dashboard in Sage X3.

For any organisation, having a sales by customer dashboard in their ERP systems is a valuable tool for any businesses to track and analyse their sales performance with a focus on individual customers. This dashboard can provide insights into customer-specific sales data, helping you make informed decisions and improve customer relationships.Recently, one of our clients… Read More »

Validation on Quantity field of the Purchase Invoice screen

In Sage X3, validating the quantity field in a Purchase Invoice screen is important to ensure data accuracy and prevent errors in your accounting or inventory management system.Recently we had a requirement to add validation on the quantity field in the Purchase Invoice screen in such a way that, If the Purchase Order is created… Read More »

Partial quantity allocated Work order display in Operation tracking plan screen

In Sage X3, we recently faced an issue where partially allocated work orders were not shown in the Operation tracking plan screen. Let’s take an example to understand the issue.The below work order has partial allocation and the Work Order was not being shown in the Operation Tracking plan screen. New Stuff: Enabling reports on… Read More »

Validation on Gross/Net Price and Qty fields in Sales/Purchase Invoice Transactions

As we all know, while creating any transaction in Sage X3, we can enter quantity and price manually in detail line as per the requirement. But one of our client wanted to restrict the creation of the Sales/Purchase Invoice Transactions if the user is trying to enter ‘0’ in Gross/Net Price and Quantity fields. Even… Read More »