In the companies where a user always works on a particular site, Sage X3 provides a functionality wherein a default site can be assigned to a functional profile for all Sage X3 modules respectively. User function profile Navigate: Parameters->Users-> User function profile Go to tab Site Select a Site in a required module to default.… Read More »
We may come across a situation where user needs a “Hierarchical Left List” with tree and node functionality as shown below. In this scenario, you need to do following settings: 1. Creating an Object a. Navigate to :Development->Processing dictionary ->Objects b. Link a Table to the object with Index that should be combination of… Read More »
One of the interesting think in Sage X3 is, how to create the graph in Sage X3? Sage X3 provide the functionality to create the graph in its different version. One can create the different types of graph e.g. Bar, Pie etc. Steps for Setting up the graph are Step 1: Navigate to Development → Script… Read More »
In case we forget user password in V6.5 then Sage X3 provides a feature where you can delete password in V6.5. This features can be achieved by deleting password for the user whose password you want to remove. Below are the steps:- Navigate to: – Set Up → Users → Users Click Function menu present… Read More »
The Customer working day’s logic works on the Delivery date. Therefore if a particular work day is unchecked in the Customer – Ship to tab then the Delivery date cannot be chosen on the unchecked work days. However working day’s logic does not affect the Shipment date. Navigate: All -> Common data -> BPs ->… Read More »
Sage X3 provides a feature where we can create a duplicate copy of the line in Purchase Order. This features can be achieved through Line Duplication functionality in Purchase Order. Below are the steps:- Navigate to: – Purchasing → Orders → Orders Create a purchase order. Click on the action button at the Line Level… Read More »
There might be situation where you want to issue the prepayment in bulk. Sage x3 provide a feature in which we can issue the prepayment in bulk. To achieve this feature, Navigate To:Sales>invoices>Issue Prepayments The issue of prepayments is made, in mass, simply by selecting a planned issue deadline. You can also print them if… Read More »
In Sage ERP – X3, most of the time, we come across a scenario where we want to import the customized tab fields. For e.g., if you have added a new tab on the Customer Master screen and you want to import these tab fields using import template. By simply adding the fields in Customer… Read More »
If we want to disable the print option for the particular user then Sage X3 provides feature to disable the print option for the particular user. To successfully bring this functionality follow below steps: Navigate to: Setup>Users>Functional profile> Report Tab Select the profile code of the user. Set external document to Yes Hope this… Read More »
If we want a particular screen to open among several screens, where single object is bound with the multiple screens then Sage X3 provides a functionality for the same. To access screen using Code check below link: – https://www.greytrix.com/blogs/sagex3/2014/01/30/how-to-access-screen-using-code/ Now, let’s see how we will get the required screen based on certain conditions. If you have… Read More »
