Tag Archives: sage enterprise management

How to restrict the data for specific user or group in SEI

This is a process that involves setting up permissions and access controls within the Sage Enterprise Intelligence software. This process ensures that each user or group of users can only access the data that is relevant to their roles or tasks. It involves various steps such as granting or restricting access to reports, limiting access… Read More »

Allocation Methods for Efficient Work Order Management

In Sage X3, a work order is a document that is used to plan and track the production of items in a manufacturing or production environment. Work orders are an essential part of the manufacturing process that can be the “Manual,” “Global,” and “Detailed” allocation methods are options you can choose when allocating materials to… Read More »

How to automatically open Printing parameter screen for particular report on delivery creation in Sage X3

As we know sage x3 provides numerous features along with reporting functionality. Accurate and timely reporting is the need of every business. Likewise, we can have reports on each and every process performed in sage x3. We can have reports for different modules including different functions like in Sales module we can print reports for… Read More »

HOW TO ADD A SINGLE REPORT TO SAGE X3 MODULES

As a user in Sage X3, you may have to run specific reports as part of your daily routine. Setting up a report as a single item for a particular module can help improve work flow and minimize any confusion you may have on which report to run. In the example below, we will be… Read More »

How to create pie chart in Sage Enterprise Intelligence (SEI) report

Sage Enterprise Intelligence is an intuitive business intelligence solution integrated with your Sage business management system to help business users reduce time spent on analysis and reporting and make faster, better-informed decisions. It empowers all users with a simple solution to access and analyse data in a self-sufficient manner, which eliminates the need for disparate… Read More »

How to create Global Selection Pages in SEI

This blog explains what a Selection Page is and how it works with Global Parameters. This ensures that the selection page functions only within Dashboards, Workbooks, and Reports. It is used to filter the data displayed in the current view. If a data type has been defined in the Global Parameters, user input will be… Read More »

A Step-by-Step Guide to Creating a User in Sage Enterprise Intelligence

In today’s data-driven business landscape, organizations rely heavily on business intelligence solutions to gain insights and make informed decisions. Sage Enterprise Intelligence (formerly known as Sage X3 BI) is one such powerful tool that assists businesses in extracting meaningful information from their data. To fully utilize this platform, it’s important to understand the basics, including… Read More »

How to check scheduler history log in SEI

SEI has several components which have logs covering them, including the SEI Scheduler and Distribution. Each of these writes to one or more logs in order to help with troubleshooting any issues which crop up during the use of these components. The Distribution Log records information about any scheduled jobs. To view the log:- Open… Read More »

Global Variables in Sage Enterprise Intelligence

Introduction: Sage Enterprise Intelligence has a feature to create scripts and run them in the environment using the script builder. These scripts can be created and run to create worksheets, dashboards, and SEI reports, so for these scripts, sometimes we need to provide global values that can be made available to the user for access… Read More »

Inter-Site Sales Delivery Export with EDI in Sage X3

In the context of the sales order process in Sage X3, this implementation focuses on creating an outbound process for sales orders. Specifically, we aim to enhance the functionality by introducing a new button on the Sales Delivery Screen. This button will be selectively enabled only for inter-site deliveries, which involve transferring stock between different… Read More »