Tag Archives: Sage X3 Technical assistance

How to extract a Substring from a String in Sage X3

While dealing with strings, we often require certain characters or a substring from given string. Sage X3 provides a special function to extract a substring from provided CLOB or a string. Syntax:  mid$(EXP_STRING,EXP_POS,EXP_NB) Where,  EXP_STRING is an expression returning a CLOB or string value. EXP_POS is an expression returning an integer value that is the… Read More »

How to define default allocation type used in order entry | Sage X3

Sage Enterprise Management (formerly Sage X3) is a robust financial accounting system with a wide range of features and functionalities aligned with your specific business requirements. In this blog, we will discuss one of the important concepts of defining default allocation type in Sage Enterprise Management (formerly Sage X3) used in Order entry. Defining an… Read More »

How to change background of the log in page

We get the default image as a background of a login page as shown in below screenshot To change it you can go to the path D:\Sage\Syracuse\syracuse\bin\node_modules\syracuse-auth\html\images In the images folder put the image which you want to be seen as a background of a page with name background About Us Greytrix – a globally… Read More »

How to add the filters in the object based selection

We have scenario where we need to show same selection as per standard object but we need to have additional filter on selection. In this scenario, there is no need to add the additional selection criteria. We just need to add the following selection filter as below. Example: We need Customer selection using the BPC… 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 »

How to configure portal expense claims in Sage X3

1. Setup variable to be updated. Note: Uncheck Expense notes 2. Setup Variable for a portal default value as well as the maximum allowable value to be claimed via the portal. These can be configured as separate variables or can comprise the same variable. Note: Check the Folder, The variable for the default and/or maximum values will… Read More »

How to find Database size of your folder

You may come across the situation where you would like to know the database size of the folder or amount of space utilized by the folder in the database. Sage X3 has a special feature of getting database size of a particular folder in the screen. New Stuff: How to define filter criterion on database query… Read More »

How to change the standard Module name?

Have you came across a scenario where you want to change the name of  “Module and Sub Module”. Image 1: Home Page Navigate To: Administrator>Authering>Navigation Page Image 2: Pages Now Edit the Home Page content. Image 3 Edit module name like “Orders to sales orders”. Image 4: Navigation Pages Now, you can check the names of Module… Read More »

How to set the default Category as “ACTUAL” in Journal

We have come across the scenario where the Journal which are created from the Sales or Purchase Invoice should not be editable. We have parameter values which will set the Category as Default when we Post the transaction. Img: Parameter Values → Common data(TC) –> Group CPT This will set default value as actual, which will… Read More »

How to create work orders in bulk by using Batch process

Sage X3 has standard feature where you can create the bulk of work orders by using the back to back batch process. Fallow the below steps. Set Back to back check box checked. IMG: Product screen Select product source work order on sales order. IMG: Sales order screen Navigate to : Manufacturing >> Batch process>>… Read More »