This function is used to define the hierarchical organization of the folder. The entities can be viewed as control centers designed to structure the budget forecast and monitoring according to the entity type: Entity controlling and monitoring a budget, Entity consuming the budget, Entity approving the budget allocated or the revisions carried out. Approval entity:… Read More »
In Sage X3 sometimes after receiving a product a cost you might require to modify the cost of the item. After receiving a product you cannot directly change the average cost of a product but there is a function in X3 that will allow you to change the average cost of a product after receiving… Read More »
In this blog, we will get to know about the process of the integration of Sage X3 with Magento using rest web services. Currently the Magento API is using tokenized authentication. We are calling Magento rest API endpoints from Sage X3 using rest webservices which will request the Magento API for specific data and save… Read More »
In sage X3, a new screen has been added to create, post, and pay prepayment invoices. In the A/P-A/R accounting module, the Prepayment invoice function (GESPREPI) can set up customer contract data with relative amounts and specific invoice types for prepayments and the final invoice. The invoices are created in the Customer BP invoices function… Read More »
We may come across the scenario where the user needs to put the specific pay by customer or the risk customer on hold. Hence processing each customer will be the crucial and time consuming task. To avoid this thing, Sage X3 has provided the feature as the customer on hold function in the below navigation:… Read More »
There may be situation that a user needs to change the due date or pay approval on a posted sales invoice or purchase invoices . Sage x3 provides a functionality called the Open item edit function to make the changes to the due date , pay approval as well as other characteristics for open items.… Read More »
Put-away Plan or Storage Plan is a functionality to plan stock change from dock location category to another location or internal location. Sage X3 offers flexibility to manage default location for a product within site for different operations. For instance, if a product exists in multiple locations of the site and for each operations (receipts,… Read More »
A budget is an estimation of revenue and expenses over a specified future period of time. Budgeting is an important aspect to any company, no matter how big or small, in order to see where the company has been and to plan accordingly for the future Analytical budgets provide the basis for managing and controlling a group… Read More »
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 »
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 »
