Tag Archives: Sage X3 Functional blogs

How to setup Scheduled Invoice Generation function

Scheduled invoice generation is function to automatically mass generate the invoices from orders for a given site, when the invoicing process is based on a invoicing schedule. The orders are from the Normal category and meet the following criteria: They apply to sold and non-deliverable products of the Generic or Service category. For Project management:… Read More »

Work order from Enterprise planning using SO transactions in Sage X3

A Work order is an order to make one or more products. Conventionally, the work order uses a bill of materials (BOM) to create a list of materials to be issued, and a routing to make a list of operations to be performed on work centers. You can create both planned work orders and firm… Read More »

How to control the Scrap percentage while we make the Production tracking in Sage X3

We do have request to control the scrap when the manufacturing of the product needs to be done. If as such control are not placed then the end user will not hold any control on the wastage while preparing the finished goods. This setup can be done within the Sage X3 functionality toachieve the control… Read More »

Default Dimensions associated with manufacturing in Sage X3

In Sage X3, for the entry of documents requiring analytical dimensions, a default dimensions function specifies how to enter these dimensions by default. Strictly speaking, they are not accounting documents (most of them are generated outside the Financials module), but they can generate postings. These setups are useful to enter the analytical allocations in all… Read More »

Simulated Cost calculation in Sage X3

Sage X3 has a function that will compute the simulated cost of a product, a group of goods, or all products at a site depending on the cost type routing alternative, BOM with or without immediate update, and create a report that summarizes or details the results. Simulations of the cost are often used to… Read More »

Functionality of Phantom Products in Sage X3

Phantoms are also used if you want to set up a flow line for a product where you are building to a specific time and need all the components available at the correct place. In the Manufacturing process, it becomes a very heavy task to create multiple Manufacturing Order on a daily basis for some… Read More »

Entities in Operating Budget module in Sage X3

This function is used to define the hierarchical organization of the folder. The entities can be viewed as control centers designed to structure the budget forecast and monitoring according to the entity type: Entity controlling and monitoring a budget, Entity consuming the budget, Entity approving the budget allocated or the revisions carried out. Approval entity:… Read More »

Using Bulk Customer Hold functionality on manually and through batch task process

We may come across the scenario where the user needs to put the specific pay by customer or the risk customer on hold. Hence processing each customer will be the crucial and time consuming task. To avoid this thing, Sage X3 has provided the feature as the customer on hold function in the below navigation:… Read More »

How to update the pay approval on a posted purchase invoice in Sage X3

There may be situation that a user needs to change the due date or pay approval on a posted sales invoice or purchase invoices . Sage x3 provides a functionality called the Open item edit function to make the changes to the due date , pay approval as well as other characteristics for open items.… Read More »

How to process data in Put-away plan in Sage X3

Put-away Plan or  Storage Plan is a functionality to plan stock change from dock location category to another location or internal location. Sage X3 offers flexibility to manage default location for a product within site for different operations. For instance, if a product exists in multiple locations of the site and for each operations (receipts,… Read More »