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 »
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 »
In Sage X3, Enterprise Planning is a key ERP screen that displays work-in-progress (WIP) events and Material Requirements Planning (MRP) suggestions to help businesses manage demand, plan production, and optimize purchasing. This interactive screen acts as a “to-do list” for planners, showing events like customer orders and supplier requirements, and generating suggestions for work orders,… 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 »
Sage X3 is a powerful ERP solution designed to streamline business processes such as procurement, inventory, and financial management. Its flexibility allows businesses to customize workflows to meet specific requirements, including automation of procurement tasks. The client required automatic creation of Requests for Quotation (RFQs) based on the products listed in the detail lines of… Read More »
When launching the Journal Entry function in Sage X3, users may sometimes be presented with multiple journal entry transactions to choose from. This can lead to delays, confusion, or mistakes when selecting the correct transaction. To improve efficiency, Sage X3 allows you to configure user parameters so that only a single, default journal entry transaction… Read More »
In today’s fast-paced supply chain environment, maintaining product quality is more critical than ever. Integrating Quality Control (QC) checkpoints into our ERP system ensures that materials meet compliance standards before they reach production or the customer. One practical enhancement for manufacturing and distribution businesses using Sage X3 is to track Quality Control directly in the… Read More »
In accounting and finance, handling invoices and payments is part of the daily routine—but it’s also one of the most important tasks for keeping books accurate. Sometimes, businesses face situations where small amounts need to be written off, whether due to bad debts, rounding differences, or even over-payments. Knowing how to record these write-offs correctly… Read More »
In Sage x3 many times you may want to know when and who changed, deleted or added a record to a table. This is possible using the Auditing feature in X3. You can turn Auditing on for select tables and fields and then see who modified, added or deleted from this table. We do suggest… Read More »
Without the right shipping application software, even the smallest error can lead to delays, increased costs, and dissatisfied customers. In shipping, once the order is confirmed and production is done, the real challenge begins. A pile of export documentation demands accuracy. Even a single error in documents can cause your shipment to be returned to… Read More »
