Tag Archives: Sage X3 Functional blogs

Outbound 856 (ASN) Sales Delivery In Sage X3

Modern supply chain management requires the creation of Advanced Shipping Notices (ASNs) for outbound sales deliveries to ensure effortless communication and cooperation between suppliers and customers. The 856 Out (ASN) module which we have designed in Sage X3 provides a simplified method for reducing this process. Businesses may easily generate ASNs by utilizing this module,… Read More »

Adding New Endpoints in Sage X3

Sage X3 is a versatile and robust Enterprise Resource Planning (ERP) system that caters to a wide range of business needs. However, every business is unique, and often, out-of-the-box functionality doesn’t cover all the requirements. This is where customization comes into play. In this blog post, we’ll explore how you can extend Sage X3’s capabilities… Read More »

Guide to create Groups after creating the new User in Sage Enterprise Intelligence (SEI)

In SEI, when we create Users, it is strongly recommended to create Groups to maintain the security based on these groups instead of an individual user. Rather than solely relying on individual user permissions, a strategic approach involves organizing users into groups with shared access levels. This practice not only simplifies administration but also strengthens… Read More »

How to Use OAuth 2.0 Functionality in Sage X3

OAuth is an open-standard authorization framework which provides authorization flows for web and desktop applications, as well as mobile devices. OAuth examples: An example of OAuth is when user wants to login to a particular application or website you it will offers one or more opportunities to log on using another website’s/service’s logon. User then… Read More »

Inter-Site Stock Transfers with 944 In (Purchase Receipt) in Warehouse Management

The 944 In (Purchase Receipt Inter-site Stock Transfer) (Warehouse) is an electronic document used in supply chain management to record the receipt of goods transferred between different warehouse locations within a company. This transaction is specifically related to inter-site stock transfers, where inventory is moved from one warehouse to another within the same organization. The… Read More »

How to assign multiple signatures on different objects in Sage X3

In Sage X3, you can assign multiple signatures in a workflow on different objects to implement a multi-level approval process. This allows for more complex and controlled workflows, where different users or groups need to review and approve various stages of a business process. Here’s a step-by-step description of how to assign multiple signatures in… Read More »

Document type setup on sales invoice entry transaction screen in Sage X3

As we are aware that in customer invoices, you need to enter the invoice type in the header. The invoice type will determine the processing applied to the entered invoice like whether it is a direct invoice or a credit memo or normal invoice or proforma. Generally, whenever we create a new invoice, while selecting… Read More »

A Step-by-Step Guide to Creating a User in Sage Enterprise Intelligence

In today’s data-driven business landscape, organizations rely heavily on business intelligence solutions to gain insights and make informed decisions. Sage Enterprise Intelligence (formerly known as Sage X3 BI) is one such powerful tool that assists businesses in extracting meaningful information from their data. To fully utilize this platform, it’s important to understand the basics, including… Read More »

Weigh Scale Customization for Sage X3

Know How we helped Client A to Manage Their Inventory with Automation Efficiently If you struggle with manual weight entries, this blog is for you! Find out how we helped Client A scale their processes’ efficiency with Weigh Scale Customization for Sage X3. Businesses constantly look for ways to fine-tune their processes to accommodate their… Read More »