Revision management for sales orders was implemented to enable users to track updates made on sales orders for both headers and lines using a revision number. This new feature gives full visibility to the updates made by users to a sales order. Revision management allows you to easily and quickly track updates made on the… Read More »
This function is used to record the customer returns following a delivery or a supplier return in the case of inter-site or inter-company transfers. Once the return is carried out, the stock will be moved if necessary and it will be possible to print a return note and if required to enter a credit memo… Read More »
In the previews blog we learned how to check the history of any job, now we are going to learn how to distribute the job history. Steps will be similar to till checking the log of job history. I.e. when jobs have been scheduled and run, you can view the job history in the History… Read More »
In Sage X3, you can add a new report to a function on the different objects screen. When the standard reports are not sufficient, we use an existing report and customize it according to our requirements. We can also add the validations on report printing. For example, On the screen, the user wants to print… Read More »
Carrying forward commitments in Sage X3 typically refers to the process of transferring or rolling over outstanding commitments from one accounting period to the next. Commitments often represent planned or anticipated expenses that have not been realized or invoiced yet. The commitment carryforward feature transfers commitments associated with a sales order from the final period… Read More »
Have you ever wondered how software systems like Sage X3 efficiently manage data entities, such as customers, products, and sales orders? The answer lies in the concept of classes, a crucial component of the Sage X3 ecosystem. In this blog, we will explore the intricacies of class management within Sage X3 and how it plays… Read More »
In the previous blog, we learned how to export menu items using customization management. In this blog, we will learn how to export a navigation page using customization management. Which we can import into the desired environment. Follow the below steps to achieve this functionality: Follow the below patch to access ‘Customization Management’: Navigation page… Read More »
In Sage X3, workflow auditing involves tracking and recording the changes made to any documents as they progress through the workflow. This is useful for maintaining transparency, ensuring compliance, and identifying any discrepancies or issues in the process. Below are general steps to set up and perform workflow auditing on sales orders in Sage X3… Read More »
Creating a new user login in Sage X3 is a simple process. Begin by accessing the Users section within the Administration module via All -> Administration -> Administration -> Users. Click on “Actions” and select “New User.” When you choose “New User” in Sage X3, a new screen appears. In the “Login” section, fill in… Read More »
The “Pegging History” tool allows the history elements to be shown both upstream (what does the order cover?) and downstream (what covers the order?) from a “pivotal” order. In the second grid, under the multi-level option, the list of coverages is suggested if the selected “pivot” is of the required type. The “Pegging History” functionality… Read More »
