Tag Archives: Sage x3 Kenya

Four Scenarios that Smart Manufacturing Enables for Pharmaceutical Industry

A Pharmaceutical industry is constantly bestowed with responsibilities of discovering, developing, producing drugs for the welfare of mankind. Considering the present situation, it has become a challenge for Pharma giants to come up with a possible vaccine to defeat COVID-19. With high pressure to deliver results smart manufacturing is the key to success. Smart manufacturing… Read More »

How to Track Salary Raise in Sage X3 People

Sage X3 People has a standard functionality to track the salary changes over a period of time. The function allows seeing the salary trend over a period of time which helps to keep a track of salary for any employee Navigate to Development → Local Menu-messages To set up salary tracking using standard functionality, below are the… Read More »

How to set Tax Year Start and Tax Year End in Sage Enterprise Management People

In Sage Enterprise Management People, we need to define Tax Year Start and Tax Year End after the “Year End Process”. Follow below steps: Navigate to: Setup → General Parameter → Parameter values → PAY Payroll-General Parameters → DAT In TAXSTRDAT enter the Tax Year Start date and in  TAXENDDAT enter  Tax Year End date.… Read More »

Draft Management in Sage X3

With globalization, business and trading often use Promissory Note /Bills of Exchange/ Drafts. In Sage Enterprise Management, Draft Management functionality take cares of the Drafts within your accounting. A bill of exchange is a binding agreement by one party to pay a fixed amount of cash to another party as of a predetermined date or… Read More »

How to setup expense notes defaults and maximums on portal in Sage X3

Step 1: Ensure that the variables containing the rates used as defaults and/or maximums are ticked for expense notes. Once “expense notes” is ticked this Variable cannot be used in a heading. Step 2: Flag input to the expense notes tab. Step 3: Ensure that all the variables are captured. Note: A separate variable is required… Read More »

Creating customized upload format to upload records in Sage X3 People

Sage Business Cloud Enterprise Management HR (formerly Sage X3 People) provides users with the best combination of functionality, technology, and value. One of the functions of Sage X3 People is the Import Function. Users can use the Import function to upload records in Sage X3 People. While uploading records, in the standard Sage X3 People,… Read More »

Asset modification functionality in Sage X3

Asset modification is one of the important processes of Asset Management in Fixed Assets. Fixed Assets modification records the changes or adjustments to existing assets at the individual betterment level. While using Sage Business Cloud Enterprise Management (formerly Sage X3), we may encounter a scenario where we need to modify the asset amount. Following the… Read More »

Asset splitting functionality in Sage X3

Fixed Assets is one of the solution capabilities of Sage X3. Asset splitting is one of the functionalities of Fixed Assets in Sage X3. Asset splitting is the process of splitting assets i.e. one asset can be split into multiple assets. In Sage X3, we may encounter a scenario where we need to split an… Read More »

How to Merge Business Partners (BP) in Sage X3

Many a times, the user creates 2 similar business partners in Sage X3 instead of 1 business partner, this results in 2 separate entities in all the related inquiries or reports. In such cases, Sage X3 provides BP Merge functionality which allows two BP accounts to be merged together, which will automatically transfer all the… Read More »