Tag Archives: Sage ERP X3

How to grant access to the Data Models in SEI

In this blog, we’ll explore the step-by-step process to grant access to the data model in sage enterprise intelligence (SEI). This option is used to grant access to the Data Models, to groups or users. There are three different ways of adding authorization to a Data Model and you can toggle from one to the… Read More »

Dashboard Filtering in Sage Enterprise Intelligence(SEI)

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 »

How to Setup and Control Sales Rep Access in Sage X3

In the competitive world of sales, having up-to-date sales data is crucial for sales representatives. Equally important is maintaining strict control over which accounts each rep can access. Sage X3 provides a straightforward solution to manage user access while ensuring that reps can still handle transactions related to their assigned accounts. This article delves into… Read More »

Folder SVG extraction in Sage X3

Data extraction is the process of retrieving data out of data sources for further data processing or data storage (data migration). In Sage X3, there folder which consists of this data backup is called as “SVG”. This folder is available in the below-mentioned path: Sage X3 Installation Folder> \<Folder Name>\ SVG To carry out the process of data… Read More »

What is License Plate Numbering in Sage X3

In logistics and supply chain management, internal containers refer to the various types of packaging or storage units used to transport and store goods within a facility or during transportation. These containers can include pallets, boxes, packs, big bags, barrels, bins, and others. Assigning unique identifiers, such as license plate numbers, to these internal containers… Read More »

Renewal annual envelopes in Sage X3

In Sage X3, the concept of “annual envelopes” refers to predefined budgets or allocations that are set aside for specific purposes within an organization, typically on an annual basis. These envelopes are often used to manage expenses, track spending, and allocate resources effectively across various departments or cost centers. The renewal of annual envelopes in… Read More »

Creating custom Storage area in Sage X3

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 »

Workflows for Errors in Query Management in Sage X3

This blog article will guide you through creating a workflow aimed at sending email notifications containing log files in the event of issues occurring within the Stock Accounting Interface or the WIP Accounting Interface. These problems typically stem from integration conflicts with the Stock or WIP interface or from operator queries disrupting other Sage X3… Read More »

Time Verification in Sage X3

In order to track time spent  on a project, the budgeted time that was invested  and employee time sheets must be reconciled. This requires that one must be able  to determine if there are missing employee time sheets at all  and if the correct time sheets were entered for all project employees at the location… Read More »

Work In Progress Finalization

In Sage X3, the Work in Progress (WIP) valuation feature is designed to provide insight into the value of products that are in the production process but not yet completed. This value includes the cost of raw materials consumed, the labor time entered, and any stock receipts related to the ongoing production. The WIP valuation… Read More »