Tag Archives: Sage X3

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 »

Sage X3 – How to setup Legal and Analytical Chart of Accounts for Multiple Companies Reporting.

Title – How to Configure Legal and Analytical Reporting Account Setup for multiple companies in Sage X3 Summary -This functionality in Sage X3 will enable the users to view the Account balances at reporting level in either Company’s Local currency (Legal) and in other currencies (Analytical) if there are multiple Companies in same or other… Read More »

How to add Comment Text from transaction screen to the Crystal Report

In Sage X3, user have an option to add comment against every transaction screen on right panel after attachment symbol. In this comment field user can enter an additional information as per the requirements for e.g. description, terms & conditions, declaration, note etc. This comment field is considered as a header comment field which is… Read More »

Automatic Price calculation in Sales Transactions

In Sage X3, user can enter a Gross Price manually for any product in any Sales – Purchase transactions. But one of our client wanted to calculate gross price automatically while creating Sales transactions on the basis of LOT Numbers. To achieve this requirement, we did a customization on Product master, Work Order and Sales… Read More »