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 »
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 »
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 »
Sage X3 provides the Line duplication functionality especially for Purchase order lines. This is the feature where we can create a duplicate copy of the line in Purchase Order. Sometimes you may come across a scenario where “Line duplication” button is not visible on purchase order line. In such cases, you would need to check… Read More »
A navigation page is a page that organizes the links to different menu items referring to Sage ERP pages. A navigation page is defined by the following information: MODULES: This section displays all the modules of the navigation page. Modules can be added by selection from a list of available modules, their label can be modified.… Read More »
Introduction: Setting up intercompany transactions in Sage X3 means setting your system to correctly handle and track transactions between different companies in your organization. This setup ensures that all financial data is combined accurately, while each company’s accounts are managed properly. To do this, you will define relationships between the companies involved, set up the… Read More »
Access codes are used to protect information and functions by controlling who can read, write, and execute them. They ensure that only authorized individuals can view, modify, or run certain data and programs. In this case, these codes function like locks placed on a field in a screen, within a transaction, in a report, or… Read More »
If you are evaluating ERPs for your business and narrowed it down to Sage X3, then you are probably wondering ‘What’s the cost?’ While Sage X3 follows a dynamic pricing model influenced by various factors understanding it without guidance can be challenging. Key factors that influence Sage X3 pricing: Modules Deployment Method Number of users… Read More »
In Sage Enterprise Intelligence (SEI), Data Model Parameters serve as dynamic variables essential for scripting and enhancing flexibility within your data management processes. Whether you’re customizing reports or fine-tuning queries, understanding how to integrate these parameters can significantly streamline your workflow. Step-by-Step Guide to Adding a New Parameter Follow these steps to seamlessly add a… Read More »
