Tag Archives: reports

How to open printing screen & print a desired report on click of customized menu item

In Sage X3, reports play an important role for representing transactions and records for analysis and growth perspective. Reports can be printed by navigating to the reports module as well as it can be printed via writing script file using 4GL code in sage X3. Sometimes there might be a requirement if the end user… Read More: How to open printing screen & print a desired report… »

Formatting of text using HTML tags for Sage X3 Reports

In Sage X3, every company/site/supplier/customer have their addresses that we fetch from the respective screens to Standard or Custom reports. Normally we create a formula in Crystal Report for address with the required fields and place that formula wherever required. This can be also achieved by using HTML tags in formula. Using this method can… Read More: Formatting of text using HTML tags for Sage X3 Reports »

How to setup commission factor for sales representative in X3

Commission also called a sales commission, is a payment given to salespeople for each individual sale. When planning a commission structure, sales leaders should consider factors like how much of their budget they can allocate for commission, how much they’ll pay for different levels of sales output, employee’s base salaries, and potential bonuses or incentives… Read More: How to setup commission factor for sales representative in X3 »

How to Create Query Tool to Get Desired Output in Sage X3 V12

In Sage X3, we may come across a situation where we need to create a query tool by adding fields from the table also while adding fields we may get the below error as shown in Fig 3. Step 1: To create a query tool Go To -> Set up -> Usage -> Reports ->… Read More: How to Create Query Tool to Get Desired Output in… »

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: Configuring Financial Data Extraction in Sage X3 with Type of… »

How to assign report Destination based on condition

We may come under a situation where we have to set different destination according to the user or we have to set a destination for a user based on a particular condition. To set different destination based on user we can simply define this in : All -> Setup -> Destination -> Destination by user… Read More: How to assign report Destination based on condition »

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: How to Assign Default Values to Crystal Reports »

Sage X3 reports as per Indian Business Standards – Part V

Welcome to the fifth edition of our Sage X3 reports as per Indian Business Standards. In this blog we will see the following reports: 1. General Ledger 2. Purchase Register 3. Stock Report New Stuff: Sage X3 reports as per Indian Business Standards – Part IV General Ledger: The general ledger report is a most common and… Read More: Sage X3 reports as per Indian Business Standards – Part… »