Tag Archives: Sage X3 features

How To Use Dockable Filter Control in SEI Sage X3.

Sage Enterprise Intelligence is an intuitive business intelligence solution integrated with your Sage Business Management system to help business users reduce time spent on analysis and reporting and make faster and better-informed decisions. It empowers all users with a simple solution to access and analyse data in a self-sufficient manner, which eliminates the need for… Read More »

External URL Policies Functionality in Sage X3

All businesses have a lot of concerns about security. Sage commits to continuously improve the security of its products. The most popular protocols, HTTP and HTTPS, are supported by Sage X3 for network calls to a variety of services (internally and externally. The user’s home page or a page linked to a function are two… Read More »

How to add new selection page in Sage Enterprise Intelligence (SEI)

Sage Enterprise Intelligence (SEI) can help to convert all that data into actionable insights to run your business more effectively. SEI provides you with a simple tool to not only access and analyze your ERP data, but also setup personalized dashboards and key performance indicators (KPIs) so you get quick access to the data that’s… Read More »

Automatic deallocation function in Sage X3

The automatic deallocation processing of material linked to production for a given site, a given period and selected work orders can be initiated using this function. This processing can deallocate the materials based on the initial allocation type (global or detailed). A deallocation processing can be initiated based on the type of initial allocation (global or detailed) for materials assigned to a given site, a given period, and selected work orders. Below are the… Read More »

How to check the version and patch used for Sage X3

Process to check in Version 12 Go to Administration > Utilities > Update > About Click on the Folder name to view the Version Process to check in Version 11 Go to Administration > Utilities > Update > About Click on the Folder name to view the Version Process to check in Version 9 Go… Read More »

Change Request in Sage X3 V12

In Sage X3 V12, the Change request function is the central function for managing the delivery of ‘change’ for issues or enhancements that will benefit your organization or your customers. It controls every stage of the ‘change management’ process from the initial raising of a ‘request for change’ through to delivery of that change. Changes… Read More »

How to enable close button in Sales Order Screen | Sage Enterprise Management

In Sage Enterprise Management, we may come across a scenario where the user wants to close sales orders manually, but the close button is closed. This functionality can be achieved by the following steps: Navigate to: Sales → Orders → Orders Refer below screenshot, you can see that, the close button is disabled here. Follow… Read More »

How to define default allocation type used in order entry | Sage X3

Sage Enterprise Management (formerly Sage X3) is a robust financial accounting system with a wide range of features and functionalities aligned with your specific business requirements. In this blog, we will discuss one of the important concepts of defining default allocation type in Sage Enterprise Management (formerly Sage X3) used in Order entry. Defining an… Read More »