Tag Archives: Sage X3

How can we split line-wise journal entries generated from customer BP invoices through automatic journals in Sage X3

Sage X3 is an enterprise resource planning (ERP) solution that helps organizations manage all operations and data within a unified software system. It includes various modules such as Sales, Purchasing, Inventory, Projects, Financials, and more.One of our clients requested that the Accounts Inquiry screen display line-wise journal entries corresponding to individual lines from customer BP… Read More »

How to Display the Approver’s Name and the Date of Approval in Crystal Report

Sage X3 is an enterprise resource planning (ERP) product that helps organizations manage all operations and data within a single software solution. Sage X3 includes various modules such as Sales, Purchase, Inventory, Projects, Finance, and more. At times, users may require the report to display the approver’s name and the date of approval for a… Read More »

How to Display Debit/Credit Caption Next to the Outstanding Amount Field Using Options and Style Settings Without a Background in Sage X3

One of our clients requested to display the customer’s outstanding amount from the Account Inquiry screen (Financials > Inquiries > Accounts) directly on the Sales Order header screen — along with an indicator showing whether the amount is a Debit or Credit. The goal was to replicate the display format seen in the Account Inquiry… Read More »

Enhancing Sage X3 Reports: The Role of Shared Variables in Crystal Reports

Sage X3 is a powerful ERP system that helps businesses manage their operations efficiently. One of its key features is its robust reporting capabilities, often powered by Crystal Reports. Crystal Reports allows users to create dynamic, customizable reports to extract meaningful insights from Sage X3 data. A particularly useful feature in Crystal Reports is shared… Read More »

From Generic to Geared: Making Sage X3 Work for Oil & Gas

Sage X3 for Oil & Gas

There’s a reason oil and gas companies struggle with off-the-shelf ERP systems because no two fields are the same, and neither are the challenges they bring. Between scattered asset locations, shared investments, and region-specific regulations, trying to run operations on a one-size-fits-all platform is like drilling with a dull bit slow, risky, and unnecessarily costly.… Read More »

How should i get logs for the recurring task in Sage X3

In Sage X3, recurring tasks help streamline routine operations by automating them through the Recurring Task Management feature found under Usage > Batch Server > Recurring Task Management. This tool allows users to schedule essential processes—like accounting updates or stock adjustments—to run automatically at set times. Tasks can be configured to repeat hourly, daily, weekly,… Read More »

Making Sage X3 Reports Dynamic with Miscellaneous Tables: AR/AP Report Filtering Without SQL Changes

Miscellaneous Tables in Sage X3 offer a powerful way to make reports dynamic, user-friendly, and low-maintenance. This approach is especially beneficial for reports that require customizable filters such as account codes, cost centers, item categories, and more.Sage X3 provides developers with a robust feature known as Miscellaneous Tables—logical tables used to store codes or lists… Read More »

PO Selection in Supplier BP Invoice to ensure matching and compliance

When using the supplier BP invoice, “Purchase Order selection” describes the action of choosing exactly which purchase order number the invoice corresponds to so that the goods or services being charged will match the order details agreed to previously and payment may be processed correctly according to the terms specified within that purchase order. Uses… Read More »

How to Set Site-Wise GRN Display in the Left List on the Purchase Invoice Screen During Creation

In Sage X3, the left-list is essential for navigating key functions like sales deliveries, sales invoices, purchase receipts, and purchase invoices. These screens allow users to select items from the left-list and proceed with transaction creation seamlessly. By default, in the purchase invoice screen, when creating a purchase invoice, the first step is to select… Read More »