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 »
Data extraction is the process of retrieving data from sources for further processing or storage (e.g., data migration). In Sage X3, the folder where this data backup is stored is called “SVG.” You can find the SVG folder in the following path: Sage X3 Installation Folder> \<Folder Name>\ SVG Recently, a client requested that an… Read More »
In Sage X3, WIP posting is an important stage which allows one to generate Journal Entries for subcontracting processes. Subcontracting refers to the process of entering into a contractual agreement with an outside person or company to perform a certain amount of work. There was one requirement from one of our clients to Post WIP… Read More »
Sage X3 provide us multiple ways to sign a record in workflow process. There are various ways which helps user to save their time. Basically a user goes manually to a particular transaction and searches the record and then signs the record, this process is bit time consuming but we have few different methods to… Read More »
In our previous blog, we discussed the Task Creation Method. Now let’s proceed further to learn about the execution of the process. Once the task has been created in Sage X3, it can be executed through Request Submission or by Task Management itself. Now let’s learn about it one by one. Path: Usage>Batch Server>Request Submission … Read More »
Sage X3 allows creating a TASK which will process the system based on the specification. The user can create the TASK as per the requirement and this task will execute the process using the Function/Sub Processing assigned against it. There are some Standard Tasks defined in Sage X3, apart from this we can also create… Read More »
