Workflow in Sage X3 allows you to automate steps such as sending emails with attachments etc. Sage X3’s workflow function allows you to create a process that sends an email when certain conditions are met, such as fulfilling/satisfying the condition or triggering an event. This email may include attachments, such as documents or reports generated… Read More »
Overpayment by customers can present unexpected hurdles, ranging from accounting balance. In this blog, we will explore the process of resolving overpayments made by customers. Consider a scenario where we have a $2,000 invoice and receive a payment of $3,000, which we record in Payment/Receipt Entry using the Transaction Type Check Receipts (RECCH) function located… Read More »
In Sage X3, workflows are used to automate and streamline business processes by defining a sequence of tasks that need to be performed in a specific order. These tasks can involve approvals, reviews, or other actions necessary for the completion of a business process. Workflows in Sage X3 help organizations enforce consistency, reduce manual intervention,… Read More »
To manually select a sales order or delivery type every time you enter data into your system. It can be a tedious task, especially when you have a long list to choose from. However, there’s a solution that can save you time and improve your efficiency. By setting up a preferred default for your sales… Read More »
In our last blog, we see how to flow date from payment screen to Journal entry using auto journal. In this, we’ll see how we can flow data from Purchase invoice to journal entry while posting payment. The “Supplier doc. no.” field present on Management tab in Purchase invoice screen for the invoice entries linked… Read More »
In Sage X3, Users can create Payments based on Purchase invoices and can see specific data being flowed from invoice screens to the respective payment screens. But what if the user wants specific data to be flowed from Payment to the Journal entry during posting of the payment. In this blog, we’ll see how to… Read More »
As we know, Sage X3 supports multiple date formats as per the users requirement. The default date format in Sage X3 is setup in setup–> Parameters. For the developers who wants to manipulate date field value, can use date functions in 4GL. Also there is inbuilt string function which can be useful for the developers… Read More »
Africa has been in the hub of growing economies in the world since quite some time now and has emerged as one of the promising economies. Presently 6 of the world’s 10 fastest growing economies are in Africa, and the simplicity of doing business is improving to the extent that a good number of countries… Read More »
While we add a grid in the screen, it automatically takes option as KARID refer Fig 1.1 because of which insert and delete button get enables in the grid refer Fig 1.2. Details of KARID refer to the previous blog: We might come across the situation where we have to disable the insert and delete… 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 »