Tag Archives: reports

Configuring Financial Data Extraction in Sage X3 with Type of extraction as Account root

The Purpose of the Financial Data Extraction is representing Financial Data of an Organization/Company in form of Financial Reporting to their concerned stakeholders. This will help to evaluate the Company’s performance over specific period (Half-yearly/Yearly), eventually helping the management to take effective decisions based on the financial reports generated. Financial reports, Balance Sheet and Profit… Read More »

How to Assign Default Values to Crystal Reports

When launching a print option from an Sage X3 function, it can be interesting to propose default values to the launch setups. This function is used to store values by default for the print setups as a function of the launch context (identified by a function code). A print means printing a Crystal Reports report,… Read More »

Print Codes in Sage X3

A print code is a code used to launch the automatic prints within the framework of the software’s functions. A print is a generic term which may correspond to: Crystal Reports report. Request or an SQL query that is an inquiry which can then be printed. An export to a file by using an import-export… Read More »

Send Invoice Reports Automatically in Sage X3

Often we are requested for a feature that sends a mail along with a report copy of Invoice automatically when an Invoice is created in Sage X3. This blog will take you through a graceful solution that enables users to intimate the clients about the Invoice raised. Prerequisites: Print Server needs to installed and configured.… Read More »

Sage X3 reports as per Indian Business Standards – Part III

We continue with our series of “Sage ERP X3: India Specific Reports”. Sage ERP X3 Reports – India Specific Reports – Part I Sage ERP X3 Reports – India Specific Reports – Part II In this blog we will see the following three other reports that are required by Indian Businesses: Payment Voucher Agewise Outstanding… Read More »