Carrying forward commitments in Sage X3 typically refers to the process of transferring or rolling over outstanding commitments from one accounting period to the next. Commitments often represent planned or anticipated expenses that have not been realized or invoiced yet. The commitment carryforward feature transfers commitments associated with a sales order from the final period… Read More »
Creating a new user login in Sage X3 is a simple process. Begin by accessing the Users section within the Administration module via All -> Administration -> Administration -> Users. Click on “Actions” and select “New User.” When you choose “New User” in Sage X3, a new screen appears. In the “Login” section, fill in… Read More »
The “Pegging History” tool allows the history elements to be shown both upstream (what does the order cover?) and downstream (what covers the order?) from a “pivotal” order. In the second grid, under the multi-level option, the list of coverages is suggested if the selected “pivot” is of the required type. The “Pegging History” functionality… Read More »
To create a Shipping calendar we will use X3 calendar functionality.The shipping calendar will help us with delivery tracking. Specially it will be helpful for sales and warehouse teams. For creation of “Shipping calendar” we are going to use SORDER and BPCARRIER table’s. Step 1: Go to Setup>Usage>Reports>Graphical query tool. Create new query Fig: Graphical… Read More »
Account pyramids are the manner in which accounts are associated with one another in account groups as user-defined in sage x3. The account pyramids could also be known as account rollups in the way that account groups ‘roll up’ to greater account categorizations in summary form for reporting purposes. In Sage X3, Account pyramids can… Read More »
In Sage X3, assignment rules are used to define how transactions, such as sales orders or purchase orders, are automatically assigned to specific resources or entities. These rules are part of the Resource Planning module, which helps in optimizing resource utilization and improving efficiency in managing various business processes.Assigning orders (needs and resources) among one… Read More »
Sage Enterprise Intelligence is an intuitive business intelligence solution integrated with your Sage business management system to help business users reduce time spent on analysis and reporting and make faster, better-informed decisions. It empowers all users with a simple solution to access and analyse data in a self-sufficient manner, which eliminates the need for disparate… Read More »
Introduction: As we know, Product configurator is the Sage x3 functionality which allows to create product along with BOMs, routing etc. There are some basic parameters that need to be set first. The first one is Configurator symbol where we can define the questions which can be used while using the configurator. The navigation for… Read More »
In Sage x3, we may come across a situation where we have to get the version number of the product installed and use it in our code to display the same. Sage X3 provides a Method ‘AGETLIC_PRODUCTVER’ that returns the product version. Method: fmet GACTX. AGETLIC_PRODUCTVER (“1”) Code snippet: Local char YLICINFO (30) YLICINFO= fmet… Read More »
You may have come across a situation where you had added a new Menu Item to the Navigation page, but the Description of the Menu Item didn’t get translated. This can be achieved by following the below steps: Open the Menu Item for which you need a translated text. Go to Administration | Authoring |… Read More »