One of our clients’ came up with new requirement, where they wanted to allow only few banks access to the users. Sage X3 has functionality where you can restrict the users to access multiple banks. Follow the below steps Add the Row level permission. Navigate To: Set up >Users>Row Level Permission. Assign the Row level… Read More »
You may come across the situation where you want year from particular date. Then you may probably use a format$ keyword function to get the year value. But in Sage x3 version 7 you can use another Keyword i.e. “year”. The type of result is Integer. year: year returns the day number of a valid date, including… Read More »
You may come across the situation, where you want to concatenate a char or CLOB value to a char or CLOB variable. Sage X3 has a special Keyword named APPEND to perform the concatenation of two or more string values. From a functional point of view, Append Field1, Field2 is equivalent to Field1+= Field2. if… Read More »
We may come across a situation where we would like to know the number of fields in a Screen if it is open. Sage X3 has a special feature of getting number of fields in a screen with the help of “masknbf” keyword which will return the value in integer. Syntax: masknbf(<class | num_exp>) Parameter: … Read More »
We may come across a scenario where you need to copy a BOM which may have same usage with different BOM Code. Sage X3 has a feature in which you can create copy of BOM. Several types of BOM copies are necessary to facilitate the management of the technical data: – First level BOM… Read More »
Stock count is a process of counting inventory on a periodic basis throughout the year. This is a two-step process as explained below- A stock count session is generated to select the products and /or locations to be counted along with other parameters and selection criteria. A Count screen is used to check the count. To… Read More »
If you come across a scenario where you want to setup automatic generation of commitments then Sage X3 provides a functionality “Commitments” in the Ledger. To set up this functionality: Step 1: Navigation: Set up – Organizational Structure – Ledger Step 2: Check the Commitments in the Type of accounting of ledger. Now whenever… Read More »
We may come across the situation, where we want to enable/disable statement creation for particular invoice. Follow the below instructions to enable/Disable statement creation for invoice. Step1: Go to Setup–>Sales–>Invoices–>Invoices You will find the Invoice window and create a new invoice as shown below. Step2: After creating invoice, click the Open items button in… Read More »
If you come across a scenario where you want to restrict sales order for the product which has a service start date then Sage X3 provides a standard functionality “Product start-of-life date”. Product start-of-life date: it is not possible to enter sales orders for this product before its start-of-life date. To set up this functionality:… Read More »
There might be a scenario where we want to cancel the posted payment receipt. Sage X3 provide feature to reverse the posted payment receipt. To successfully bring this functionality follow below steps. Navigate to: A/P-A/R accounting>Payment/ Receipt entry >RCHQ>Options/Menu Bar> Accounting Cancellation Click on ‘Accounting cancellation’. Select the negative generation type. Select the accounting. Click… Read More »
