Tag Archives: Sage X3 technical blogs

How to Restrict Single Delivery Creation from Multiple Orders in Sage X3

Sage X3 offers functionality allowing the consolidation of multiple orders into a single delivery. If your business process requires limiting such entries to prevent confusion during invoice report printing, follow the steps below: While creating Order there exist an option of Invoicing Mode, with choices including 1/Order, 1/Shipment, and 1/Invoice. Choose the ‘1/Order’ option. Users… Read More »

How to Use Conditional Formatting in Sage X3

Introduction When you look at raw data, it can be hard to understand what it all means because it’s just a bunch of numbers or information. It’s difficult to see patterns or trends when the data is in this simple form. One tool that helps with visualizing data is called conditional formatting. This tool makes… Read More »

Time Verification in Sage X3

In order to track time spent  on a project, the budgeted time that was invested  and employee time sheets must be reconciled. This requires that one must be able  to determine if there are missing employee time sheets at all  and if the correct time sheets were entered for all project employees at the location… Read More »

Adding Destinations, Inquiry and Database Mass Update as component through Patch in Sage X3

This blog refers to the scenario where we would find out how to add components such as Destinations, Inquiry screens and Database Mass Update while creating a patch. Follow to the below steps to add the mentioned components while creating a patch: 1. Destinations: Go to the below path to access Patch creation: Navigation Pages… Read More »

Revision Management for Sales Orders in Sage X3

Revision management for sales orders was implemented to enable users to track updates made on sales orders for both headers and lines using a revision number. This new feature gives full visibility to the updates made by users to a sales order. Revision management allows you to easily and quickly track updates made on the… Read More »

How to ship the product again after creating the customer return in Sage X3

This function is used to record the customer returns following a delivery or a supplier return in the case of inter-site or inter-company transfers. Once the return is carried out, the stock will be moved if necessary and it will be possible to print a return note and if required to enter a credit memo… Read More »

Work In Progress Finalization

In Sage X3, the Work in Progress (WIP) valuation feature is designed to provide insight into the value of products that are in the production process but not yet completed. This value includes the cost of raw materials consumed, the labor time entered, and any stock receipts related to the ongoing production. The WIP valuation… Read More »

Statement creation functionality in Sage X3

As we all know open items Open Item refers to a financial transaction or record that has not yet been fully processed, reconciled, or settled. Sage X3 provides a special function to group open items related to the operations saved for BP like invoices, credit memos etc. on a statement. We are allowed to create the… Read More »

How to distribute job history in SEI

In the previews blog we learned how to check the history of any job, now we are going to learn how to distribute the job history. Steps will be similar to till checking the log of job history. I.e. when jobs have been scheduled and run, you can view the job history in the History… Read More »

How do I add a new report to a function?

In Sage X3, you can add a new report to a function on the different objects screen. When the standard reports are not sufficient, we use an existing report and customize it according to our requirements. We can also add the validations on report printing. For example, On the screen, the user wants to print… Read More »