Tag Archives: Sage X3

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 »

Sage X3 Tips: Adding Custom Fields to the Enterprise Planning Screen

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 »

“Additional Commissions: A Strategy for Business Growth”

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 »

Automating RFQ (Request for Quotation) Creation in Sage X3

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 »

How to Set Up a Default Journal Entry Transaction in Sage X3

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 »

Quality Control should be tracked on GRN report

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 »