Tag Archives: Sage X3

How to Fetch Data from FY Depreciation Plan to Period Depreciation Plan in the Depreciation Plan Screen in Sage X3

Sage X3 is an enterprise resource planning (ERP) system that helps organizations efficiently manage operations and data across all functional areas — including Sales, Purchasing, Inventory, Projects, and Finance. During one of our implementations, a client requested a customization in the Depreciation Plan screen. Specifically, the requirement was to ensure that the value present in… Read More »

Alternative to the “IN” Operator of SQL in Sage X3

In Sage X3 development, there are times when you need to filter records based on a selective list of values—similar to using the IN operator in SQL. However, Sage X3 does not provide a direct equivalent of SQL’s IN operator within its standard 4GL syntax. Fortunately, there is an effective alternative: the FIND() function. Using the FIND() Function as… Read More »

How Sage X3 ERP for Distribution Transforms Inventory Control for Modern Wholesale Businesses

Each second matters in the distribution industry. With fast-paced orders and rising customer expectations, a single misplaced shipment can shake your entire supply chain. However, relying on disconnected systems, siloed inventory data, and manual spreadsheet updates is still quite common. Basically, working without an ERP for distribution industry or with a legacy business management system.… Read More »

Batch/Mass Process shipments in Sage X3 with GUMU™ ShipEazy

In today’s fast-paced supply chain environment, efficiency is key. Businesses need solutions that save time, reduce manual effort, and ensure accuracy in every delivery. With GUMU™ ShipEazy for Sage X3, managing multiple shipments has never been simpler. This powerful add-on allows users to process several shipments simultaneously, merge similar deliveries, and handle label printing and… Read More »

Shipment Tracking with GUMU ShipEazy : Bringing Visibility and Control to Every Delivery in Sage X3

In today’s fast-paced logistics environment, businesses need more than just timely dispatches. They need real-time visibility, accurate updates, and complete control over every delivery. That is exactly what GUMUTM ShipEazy’s Shipment Tracking feature for Sage X3 is designed to provide. It simplifies how businesses monitor shipments, ensures transparency, and enhances customer confidence – all within… Read More »

Crafting Dynamic Date-Pivoted Reports in Crystal Reports: Turning SQL Joins into Excel-Style Cross-Tabs

Cross-tab reports in Sage X3 are a versatile feature for summarizing and analyzing multidimensional data in a compact, matrix-like format. Similar to pivot tables in spreadsheet tools, they organize data with rows and columns representing different categories or variables, while the intersecting cells display aggregated values such as sums, averages, counts, or other calculations. In… Read More »

Restricting User Access to Specific Sites in Sage X3

When multiple sites operate under a single Sage X3 environment, giving every user access to all sites can lead to unnecessary complexity and security risks. With row-level permissions, administrators can precisely restrict users’ access to one or a few sites based on their roles. This blog demonstrates how to implement these restrictions efficiently and maintain… Read More »

Validation on Non Existing PO field in Supplier BP Invoice Screen

In many business scenarios, organizations need to ensure that supplier invoices are linked to valid Purchase Orders (Po’s) to maintain accurate procurement and payment processes. In Sage X3, our client has requested a validation on the “Non-existing PO” field within the Supplier BP Invoice screen, specifically for certain invoice types such as Purchase Invoice (INV)… Read More »

How to Use the Profile Settings in SEI

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 »

Work order data is not fetching while creation of production tracking in Sage X3

To track production in Sage X3, you need to create a work order in the Manufacturing function. This work order acts like a blueprint for what needs to be produced. After creating it, you use the Production Tracking (GESMTK) or Work Order Tracking functions to log details like how many units were made, what operations… Read More »