Tag Archives: Sage X3 technical blogs

How to personalize the layout of screen in Sage X3 V12

In Sage X3, screens play a very important role and their layouts too. Sometimes, customer wants little more different layout than the standard screens of Sage X3. One exciting feature in Sage X3 is that it allows the user to change or modify with few possible options for customized screen layout for better user experience.… Read More »

How to restrict automatic signature in workflow

Sage X3 provide us a feature of processing automatic signature for a record if the record is created or modified by the first level of user present in assignment rule. This means if we have ADMIN as first user to sign a record and if ADMIN himself creates or modifies the record, that particular record… Read More »

Plan of Change Request in Sage X3 V12

In Sage X3 V12, as we know the Change request function is used for managing the delivery of ‘change’ for issues or enhancements that will benefit your organization or your customers. Sage X3 also provides ‘Impact Analysis’ function to study possible impacts on current as well as future sales and profits. To guide and schedule… Read More »

Impact Analysis of Change Request in Sage X3 V12

 In Sage X3 V12, as we know the Change request function is the central function for managing the delivery of ‘change’ for issues or enhancements that will benefit your organization or your customers. As changes are important in the development of a product and for ongoing maintenance of a product, we need to study the… Read More »

How to Setup a Default Date Range for multiple reports and inquiries in Sage X3

While generating multiple reports in order to compile data across various departments in the organization every time the end user has to enter the date range in the report parameters every time they generate the report which becomes a quiet task and can be error prone too. Parameter Setup 1. Go to Setup > Users… Read More »

How to resolve ‘The quantity to be returned exceeds the maximum authorized’ error message while creating Purchase return in Sage X3

Purchase return is normally a part of business. In which, goods are returned to the supplier if they had any defects or not according to the specifications of the buyer. In Sage X3, while creating Purchase Return we may come across an error like ‘The quantity to be returned exceeds the maximum authorized: 0 UN’.… Read More »

Enhancement feature in EMV12 for managing serial numbers in Product using “Global Received/Issued”

The new feature in V12 for managing serial numbers for product using the “Global received/issued” radio button under serial no.management section in Product screen increases better usability and increase performance and productivity. Here are the steps to check the benefits using the new option added for serial number products. STEP 1: Navigate to product screen… Read More »

How to solve ‘Payment transaction is not of receipt type’ error message in Sage X3

A Payments is like an accountant. It keeps track of who owe whom and how much. Basically it is a transfer of money or assets to another person or business. You may come across a situation where you would like to do payments for the sales invoices. Sometimes while doing payments for sales invoices we… Read More »

How to update a header field through workflow

Sometimes we may come under a situation where we need to update a field in the same time when the workflow gets triggered. To update field on running workflow firstly we need to select a workflow rule. i.e at what action you need to update the field (For eg: on Validation, rejection, notification, cancellation etc).… Read More »