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 »
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 »
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 »
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 »
In some industries, the company wants to migrate the data from a lower version to a higher version in Sage X3. Every company wants to upgrade the system functionally or data on the higher version. During the migration process various things should be well processed some of them are: License File: Sage X3 is available… Read More »
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 »
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 »
