In Sage X3, both users and sites play crucial roles within the system. For all transactions, selecting a site is mandatory. In some cases, the site can differ based on the transaction type, such as sales, purchase, or manufacturing, depending on the client’s requirements.Sage X3 provides functionality to restrict access to specific sites based on… Read More: How to restrict a site for certain module in Sage… »
Sage X3 offers functionality allowing the consolidation of multiple orders into a single delivery. If your business process requires limiting such entries to prevent confusion during invoice report printing, follow the steps below: While creating Order there exist an option of Invoicing Mode, with choices including 1/Order, 1/Shipment, and 1/Invoice. Choose the ‘1/Order’ option. Users… Read More: How to Restrict Single Delivery Creation from Multiple Orders in… »
If you come across a scenario where you want to restrict product purchase to a certain buyer then Sage X3 provides a standard functionality ‘filter by buyer’. New Stuff: How to restrict users from modifying the X3 connection date. To set up this functionality: Step 1: Navigation Set up – Parameter Value – Purchase – Authorizations –… Read More: Product purchase restriction based on buyer »
If you come across a scenario where you want to restrict users from modifying the X3 connection date then Sage X3 provides a standard functionality ‘Date change allowed’. New Stuff: How to call specific file of an action through code To set up this functionality: Navigate to: Set up → General Parameters → Parameter Value → Supervisor… Read More: How to restrict users from modifying the X3 connection date. »
Have you felt a situation where you don’t want to modify the gross price/discount/charges while creating sales orders/shipments/Invoices/Quotes? Sage X3 has provided standard features for this. Here is the process Our new GUMU™ Integration Solution: GUMU™ for Sage CRM – Sage ERP X3 Integration ~ real-time, bi-directional, multi-folder Path: Set UP >General parameters>Parameters value>VEN sales>AUZ If… Read More: How to Restrict the Modification of gross price/Discounts/Charges for Transaction »
Normally user security is very crucial feature of any ERP, and if we take X3 as an example we are aware that it functions on Site basis. Thus security or restrictions at site level is a must and this blog explains this feature. We have explained restriction feature of a user from accessing other sites… Read More: Restricting a user to a specific site »
