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 »
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 »
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 »
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 »
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 »
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 »
