Tag Archives: sage enterprise management blogs

How to Setup Stock Count in Sage Enterprise Management

Stock count is a process of counting inventory on a periodic basis throughout the year. It is the physical verification of the quantities and condition of items held in an inventory or warehouse. This may be done to provide an audit of existing stock. It is also the source of stock discrepancy information. Stock-taking may be performed as an intensive… Read More »

How to check the conformity of a string according to a pattern

You may come across the situation where you have to check the conformity of a string according to a pattern. Syntax:  pat(EXPR_STR,EXPR_PAT) EXPR_STR : is a string or CLOB expression that contains the string to be tested. EXPR_PAT   : is a string or CLOB expression that contains the pattern used for the verification. Example :… Read More »

How to setup expense notes defaults and maximums on portal in Sage X3

Step 1: Ensure that the variables containing the rates used as defaults and/or maximums are ticked for expense notes. Once “expense notes” is ticked this Variable cannot be used in a heading. Step 2: Flag input to the expense notes tab. Step 3: Ensure that all the variables are captured. Note: A separate variable is required… Read More »

How to Merge Business Partners (BP) in Sage X3

Many a times, the user creates 2 similar business partners in Sage X3 instead of 1 business partner, this results in 2 separate entities in all the related inquiries or reports. In such cases, Sage X3 provides BP Merge functionality which allows two BP accounts to be merged together, which will automatically transfer all the… Read More »

WIP posting for Sub-contracting orders in Sage Enterprise Management

In Sage Enterprise Management, WIP posting is an important stage which allows one to generate Journal Entries for subcontracting processes. Subcontracting refers to the process of entering a contractual agreement with an outside person or company to perform a certain amount of work. It is a process, wherein any manufacturing organizations either provides full or partial… Read More »