Tag Archives: Sage X3 technical blogs

How to define base quantity of Finished goods in Production BOM

Navigate: Common data>>BOMs>> Production BOM Select a Parent product Enter the mandatory fields’ details. Select the entry unit. The base quantity will get updated as per the selected unit. In this example, the COM005 & COM006 will be used to produce Quantity of DIS013 Therefore in a Work order, the FG will be produced on… Read More »

How to set default import parameters in Sage X3

In Sage X3, you may come across a scenario where you may need to set the fixed path for archival and error directories of import files. Generally, in Sage X3, data is imported using template functionality. It behaves in below two ways: If you import proper data file, then it will move to Final directory… Read More »

Folder Validation Using Batch Process

You may have come accross a situation where Folder Validation gets interrupted due to user/browser timeout. For achieving uninterrupted folder validation, batch process can be used. Example: Let us assume that a Folder named “SEED” needs to be validated. Now, to validate the folder using batch process, follow the following Steps: Go to Usage>Batch Server.… Read More »

Banking Position Inquiry in Sage X3

We may come across a scenario where we want to know Balance of a company by the Bank filter. In Sage X3 this functionality can be achieved by the “Banking Position” Inquiry Screen, which includes Accounting, Sales and Purchase cash forecast management. This Inquiry screen displays Initial balance, the previous open items and all types of cash forecast. Navigate:- A/P-A/R accounting… Read More »

How to find out any special character is used in a text

You may come across the situation where you have to find out whatever any special character is used in a text or not, parse allows you to analyze an expression contained in a character string syntactically. Parse, returns zero (0) when the expression analyzed is syntactically correct – or, otherwise, a non-null value that corresponds… Read More »

How to find current user in Sage ERP X3

In Sage X3, you may come across a scenario where you want to find the logged-in details of a current user. In that case, Sage X3 has the function called “Adxusr” through which users can achieve this feature. Description: “Adxusr” contains the connection user. Syntax: [S]Adxusr(12) Char Kindly refer to the below snippet of code… Read More »

How to print “Stock Valuation Report” in Sage X3

We may come across a scenario where we want a stock Valuation report by different Valuation methods (Such as Average, FIFO, LIFO etc). This can be achieved by using the “Stock Valuation report”. To achieve this functionality, Navigate:- Inventory >  Periodic processing >  Valuation >  Stock valuation report Depending on the selected Costing mode respective values… Read More »

How to Do Entry Transaction Validation of Inquiry Screens

In Sage X3, you may come across a scenario where you have to do customization on any inquiry screen. For screen level changes, we simply need to make the changes and validate the corresponding screen. But, it will not reflect the changes unless we do entry transaction validation of that Inquiry screen. This validation is… Read More »

How to Allocate the Bulk Work Order

We came into circumstance where one of the Client asked to allocate the bulk work order. Sage X3 provide feature to mass allocation processing of the materials linked to the production for a given site, a given period and a selection of a work orders. This processing can allocate material in a global or detailed… Read More »

Finalize the journal entries in bulk

You may come across a scenario where you want to do the journal validation in bulk. Sage X3 has feature where you can Finalize or validate the journal entries in bulk. Navigate To: Financial>Current processing>Final validation (Refer the below screenshot)   In this process you can select the different criteria. This function changes the journal… Read More »