Tag Archives: Sage X3 Blogs

How to Disable Last Read Record from the Transaction Screen

If you come across a scenario where you do not want to load the last read records, then sage X3 has the standard parameter to achieve this functionality. Navigation: Setup > General parameter > Parameter values Steps: Click on arrow > SUP Supervisor Click on arrow > folder Select SEED folder. Click on the highlighted… Read More »

Determine the Length of Data Type, Whose Internal Type is Alphanumeric

It’s Very obvious to declare the variables while developing any kind of application. These variables contains a value for particular field. While declaring this variable, we have to set the length of the variable. Two obvious way to set length and corresponding disadvantages: Check with the length of the field data type of that field.… Read More »

How to add Levels in Graphical Requester in Sage X3?

Sage X3 has a special in-built feature to add levels in graphical requester. Follow the below instructions to add levels to graphical requester. Step1: Go to Setup –>Usage –>Reports –>Graphical requester You will find the Graphical requester screen and create a record as shown below, In the below screen, we have added the “SORDER” and… Read More »

Know Month Name from the Given Date

Sage X3 provides an inbuilt function to retrieve the number and name of month from the particular date. Following are the functions you need to write for the same. To retrieve number of month from given date: month(exp_date) To retrieve name of month from given date or given number of month: month$(exp_date) month$(exp_num) Where, exp_date         … Read More »

How to allow text from a purchase request line to transfer into supplier order line

In Sage X3 users are allowed to add the line text while creating the purchase request, this text can be a short message related to the product or supplier .If user wants the same text in the purchase order created against that request, Sage X3 allows handling the flow of text from purchase request to… Read More »

Greytrix Sage X3 Blog 500+ posts and still getting bigger and better

In our commitment to consistently contribute toward Sage X3 knowledge databank we have now crossed 500 blogs covering varied functionalities of Sage X3 ERP and its extended solutions. All the Greytrix Sage X3 Blogs are typically written by dedicated technical and business expertise team who have industry insights and over a decade of experience of… Read More »

Add Menu Profile in Sage ERP X3

A menu profile code does not define access rights but only a navigation tree structure. The latter are defined by the function profile code as well as by some additional parameters of the user record. Once we have done with installation of X3, we have to create the User first and for that User we… Read More »

How to add Sales Invoice elements in X3?

Sales invoice is a bill issued by the seller and is proof the selling process has already happened. The setup of the invoice footers is used to define the numbered codes which are calculated upon valuation of the invoice footer. Based on the setup, this valuation can be performed starting from: The value defined when… Read More »

Purchase Request Signature

In our previous blog, we had discussed about some tips on configuring the Signature Workflow. Continuing on the same topic, we will discuss the Signature Workflow of X3 but with some specialized scenarios in this blog. Related Post: How to Setup Quote Signature Management Let’s take an example of a business scenario wherein the business… Read More »

How To End Fiscal Year End in Sage X3

A Fiscal Year is Known as Financial year or Budget year , it plays a very Important role in Sage X3 , It Usually records and report the transactions for the year. It may be varied from the calendar year. it helps to calculate the financial statements in businesses. Before proceeding with any transactions we have open… Read More »