Tag Archives: Sage X3

How to create single Purchase Suggestion with multiple Sales Orders in Sage X3

MRP (Material requirements planning) is a production planning, scheduling and inventory control system used to manage manufacturing processes. We may follow below steps to make Purchase Suggestions in Sage X3. MRP setup on Product. Sales Order. MRP Processing. Enterprise planning. Step1: MRP setup on products: Navigate to : Common Data -> Products -> product site… Read More »

Customisation on Subcontracting Order Type

In Sage X3, we can create a new transaction against the previous Purchase or Sales transaction. For Example, we can create Sales Delivery against Sales Order, Purchase Receipt against Purchaser Order, Sales Invoice against Delivery or Order and so on. Similarly, we can create Purchase Order against Work Order by following the standard process. But… Read More »

Sage X3 Dashboard: Sales by Product Category

In industries, Dashboard plays a very important role for users which provides summarized data of organizations, transactions, and masters. Likewise, we received a requirement to create a dashboard that provides sales amounts by product category. For that requirement, we were requested to display the top 10 greater amounts of sales by category, and then at… Read More »

How To Create Views In SEI (Sage Enterprise Intelligence)

SEI defines the architectural view as a representation of a set of system elements and the relations associated with them. Moreover, SEI defines software architecture as a set of structures used to reason about the system dat comprise various system elements with their relations and external properties. In order to create view first we need… Read More »

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That automation tools are taking over the business world is no news! Hence new-age enterprises rely on innovative solutions to run seamless workflows. Which eventually builds an intricate network of multiple business partners. To streamline and have a single voice of communication with partners like vendors, warehouse managers, etc. businesses use EDI. What is EDI?(Electronic… Read More »

Creating Dashboards In Sage Enterprise Intelligence(SEI)

Sage Enterprise Intelligence gives business users, managers and executives the   power to analyze and create business reports, dashboards and views. Dashboards are a quick and effective way for decision makers to get detailed insight into  business. In this blog we will have a look on how we can create a dashboards in Sage Enterprise Intelligence… Read More »

“How to assign Access Code to User by creating permission on Field”

User plays a key role in a Business process.  User Access Is a Vital thing to do in Initial Phase Of Business.  The rights given to users allowing them to access particular instance, can be vary from different type can be read (read only) or  can allow to  update (read and write)follows as  as “user… Read More »

How to view data in different formats in SEI

Using Sage Enterprise Intelligence, we can create reports, dashboards, and views. Also, we can analyze data easily in SEI. Sometimes user wants to view data in different format in SEI. In this blog we will see how to view data in different format in SEI. When a column is added to SEI dashboards and views,… Read More »