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 »
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 »
In Sage X3,dimension types are analysis codes that can be used to track costs, revenue, and quantities. In various case, user wants to flow the dimension data to the SI/PI/WO transactions and its GL entries. So, to achieve this setup and functionality. Kindly follow below steps. Below is the setup and working of the GL… Read More »
To create a Shipping calendar we will use X3 calendar functionality.The shipping calendar will help us with delivery tracking. Specially it will be helpful for sales and warehouse teams. For creation of “Shipping calendar” we are going to use SORDER and BPCARRIER table’s. Step 1: Go to Setup>Usage>Reports>Graphical query tool. Create new query Fig: Graphical… Read More »
Account pyramids are the manner in which accounts are associated with one another in account groups as user-defined in sage x3. The account pyramids could also be known as account rollups in the way that account groups ‘roll up’ to greater account categorizations in summary form for reporting purposes. In Sage X3, Account pyramids can… Read More »
This is a process that involves setting up permissions and access controls within the Sage Enterprise Intelligence software. This process ensures that each user or group of users can only access the data that is relevant to their roles or tasks. It involves various steps such as granting or restricting access to reports, limiting access… Read More »
In Sage X3, a work order is a document that is used to plan and track the production of items in a manufacturing or production environment. Work orders are an essential part of the manufacturing process that can be the “Manual,” “Global,” and “Detailed” allocation methods are options you can choose when allocating materials to… Read More »
As we know sage x3 provides numerous features along with reporting functionality. Accurate and timely reporting is the need of every business. Likewise, we can have reports on each and every process performed in sage x3. We can have reports for different modules including different functions like in Sales module we can print reports for… Read More »