The Profile section in Sage Enterprise Intelligence (SEI) lets you customize how the system looks and works for you. It’s a quick way to make SEI more comfortable and efficient to use every day. Here’s a simple guide to what you can do in the Profile tab. Fig .1.User settings General Settings These are your… Read More »
In today’s competitive business world, companies always face one big question: how do you keep your sales team motivated to go beyond just meeting their targets? The key is to understand what really drives people at work. In most businesses, sales representatives already earn a commission as part of their salary. But sometimes, companies want… Read More »
A navigation page is a page that organizes the links to different menu items referring to Sage ERP pages. A navigation page is defined by the following information: MODULES: This section displays all the modules of the navigation page. Modules can be added by selection from a list of available modules, their label can be modified.… Read More »
We know that local menu in Sage X3 is nothing but the list of options provided to the user to select any one from them. For example, if there is a field which requires numerous options to be listed then you may come across an error regarding line limitation while entering values for local menu… Read More »
In today’s fast-paced business world, using Sage X3 for managing finances and operations can be challenging without support. Online Sage X3 help acts like a guide on your device, offering answers, discovering new features, and fostering community tips. It keeps users efficient and teams productive, ensuring quick issue resolution and system optimization for business success… Read More »
In this tutorial, we’ll walk through the step-by-step process of creating a hyperlink from a database in Sage Enterprise Intelligence (SEI). Steps: 1. Prepare the URL Link in Your Database Tables: Ensure that your database tables contain the necessary URL links that you want to use as hyperlinks. Fig. 1.Database Tables 2. Create a Data… Read More »
This function serves two main purposes. First, it allows users to create new batch tasks from scratch. Second, it enables users to modify the characteristics of tasks that already exist. Each batch task has a unique code for identification and several technical characteristics that define the process to be executed. A batch task can be… Read More »
One of the most valuable features within SEI is dashboard filtering, a dynamic function that allows users to customize their data views to meet specific analytical needs. Dashboard filtering in SEI for SAGE X3 provides users with the flexibility to focus on the most relevant data, thereby transforming vast datasets into actionable insights. Whether you… Read More »
In this blog, I’ll demonstrate how to allow X3 to access specific directories beyond its default folders. These external storages are useful places to keep documents. Below are the steps, simplified to the fullest extent. Step 1: You can find the directory at (…\runtime\cfg). Inside this directory, you’ll see a file named configRuntime. Before making… Read More »
In Sage X3, adjustment rules for daylight saving time (DST) typically involve configuring the system to automatically adjust for changes in time when DST begins or ends. This ensures that date and time calculations within the system remain accurate despite the shift in local time. Utilize this feature to establish transition guidelines for Daylight Saving… Read More »
