Tag Archives: Sage X3 Blogs

How to solve blocking message ” The envelope must be approved before the fiscal year budget can be approved ” while submitting budget for approval

In sage x3, we have a budget envelopes which is used to plan operating or investment expenses that can extend to one or multiple fiscal years defined by the entry of the envelope’s start and end dates. It also includes the concept of  budget type, budget code and project. Budget type: The budget type determines… Read More »

How to Solve error ”Outside of validity date limit” in Journal Entries

In Sage X3, any transaction that impacts a company’s profit and loss needs to be recorded in their accounting system is called ‘Journal Entries’.         A journal entry is used to record a business transaction in the accounting records of a business. A journal entry is usually recorded in the general ledger; alternatively, it may… Read More »

How to define multiple Taxes in line level of Customer BP invoice screen in Sage X3

The customer BP invoice entry function is used to manage the customer invoicing out of the “typical” sales cycle. In this context, the user does not manage the order, the delivery note with the stock issue etc. When issuing the invoice, the data necessary to the accounting are saved. We may need a basic important points to make a sales… Read More »

How to link additional Print Server with the Main Application server in Sage X3

Print server is hosted on a machine running a Windows Server operating system. There can be multiple print servers per solution depending on volume requirements for printing. The Print server supports all print requests from interactive sessions as well as batch submissions and sends the files to the appropriate print destination (printer, file, PDF etc.).A… Read More »

How to open printing screen & print a desired report on click of customized menu item

In Sage X3, reports play an important role for representing transactions and records for analysis and growth perspective. Reports can be printed by navigating to the reports module as well as it can be printed via writing script file using 4GL code in sage X3. Sometimes there might be a requirement if the end user… Read More »

How to solve ‘User does not have any Badge for product’ error while running the batch server during Migration process in Sage X3

In some industries the company wants to migrate the data from lower version to higher version in Sage X3. Every company wants to upgrade the system functionally or data on the higher version.  During migration process various things should be in well processed some of them are: Components installation process. Console configuration process. Batch server… Read More »

How to make multiple selection of transaction in single field

In Sage X3, there are various types of transactions for different modules such as sales order, purchase order, sales invoice, purchase invoice, customer BP invoice, etc. Sage X3 have feature of selection that is a “lookup” button on fields which helps the user to choice a particular selection. Sometimes there may be requirement for particular… Read More »

How to display reserved quantity message in Sales Order screen in Sage X3

The Sales Order, sometimes abbreviated as SO, is an order issued by a business to a customer. A sales order is a document generated by the seller specifying the details about the product or services ordered by the customer. Along with the product and service details, sales order consists of price, quantity etc. Order entry… Read More »

How to personalize the layout of screen in Sage X3 V12

In Sage X3, screens play a very important role and their layouts too. Sometimes, customer wants little more different layout than the standard screens of Sage X3. One exciting feature in Sage X3 is that it allows the user to change or modify with few possible options for customized screen layout for better user experience.… Read More »