Tag Archives: Sage X3 Integration

What’s inside the Greytrix Box at Sage Summit ‘16?

Well, you are hardly able to contain your excitement about What’s inside the Greytrix Box at Sage Summit ‘16? Good to see you again! If you had ever been a visitor to our Greytrix booth in any of the Sage Summits you might be well aware of the “Greytrix Box”. But don’t you worry if… Read More »

How to Cancel the Payment Receipt?

There might be a scenario where we want to cancel the posted payment receipt. Sage X3 provide feature to reverse the posted payment receipt. To successfully bring this functionality follow below steps. Navigate to: A/P-A/R accounting>Payment/ Receipt entry >RCHQ>Options/Menu Bar> Accounting Cancellation Click on ‘Accounting cancellation’. Select the negative generation type. Select the accounting.  Click… Read More »

Determine PO line Closing Method using Delivery Tolerance %

You may come across a scenario where we want to set closing criteria for a purchase order taking into account the quantity that you receive. To set the closing criteria, go to Product → supply tab → purchasing. There is a field “Delivery Tolerance %” which is used during the receipt of goods. It is… Read More »

Integrate Salesforce with Sage X3 using GUMU™ Connector

Every organization in order to achieve continuous growth should engage itself in integrating its business software solutions. When the focus is on achieving immediate revenue targets, planning and integrating functional software tools and applications with ERP solution often takes a backseat. As a result of these disconnected software solutions inefficiencies creep in, manual data entry… Read More »

How to add additional filter criteria to automatic shipment creation function

Standard function FUNAUTDLV (Order deliveries) is used for bulk shipment creation. There are several filter criteria’s available on this function. But, what if you want to add any additional filter criteria for the orders being passed for shipment creation? Using an Entry transaction we can easily add the additional criteria, follow the below steps for the same.… Read More »

Cash Forecast Management in Sage X3

Cash Flow Forecast Management helps to judge if the business has sufficient cash to avoid any crisis of liquidity. Cash flow acts as a bottom line of all businesses, hence it becomes essential that forecast of cash flow is calculated to make sure the business endures the monetary obstacles. Cash Flow Management in Sage X3… Read More »

Making Bank Payments using the ACH NACHA Bank files from Sage X3

Every company has to make a series of payments to its Suppliers / Vendors. Nowadays, payments made using ACH are preferred by maximum companies because it not only saves time and money but is also easier and quicker to make payments/get paid with increased security while preventing the possibility of frauds. Many of the Sage… Read More »

How to assign the allocation and issue rules on product categories?

You may come across a scenario where you want to set the allocation and issue rules on product categories. Sage X3 has standard feature where you can set the allocation rule. Create the allocation and issue rules on below path. Navigate: Setup>Stock>Allocation and issue rules Assign the above created allocation rule on product category. Now… Read More »

Test Sage X3 – Salesforce Cloud CRM integration, the easy way

In our last post we read a quick introduction of our Salesforce – Sage X3 integration and how we can get done more in less time. Next step would obviously be to see how is the overall experience of integrating your Sage X3 with Salesforce Cloud CRM. We have been regularly organizing live demos and webinars for… Read More »

Integrating Loyalty program with Sage X3 system

Customer Retention is the important business sense for the growth of an organization. We have to keep our customers engaged and interested in our products and services. With some improvement in service quality and loyalty incentives, it is easier to retain the existing customer base and keep them happy. The 3 pronged approach to retaining… Read More »