Tag Archives: Sage X3

Dynamic Row-Column structure report for Quote comparison

In Sage X3, one of the client’s requirements was to have a comparison report for Quotes made by the suppliers for the given RFQ products. This report needed to have a dynamic nature of rows-columns design for which we’ve implemented the use of cross-tab option in Crystal report. New Stuff: Weigh Bridge Integration in Sage… Read More »

Restriction on Sales Order if Advance Payment is not done

Sage X3 has a special feature of prepayment in the sales order screen which can be created against sales order. Using this feature, user can create prepayment with the order amount against sales order and then user has to create advance payment for the same amount. New stuff: Dynamic Departure time change based on Arrival… Read More »

Automatic deallocation function in Sage X3

The automatic deallocation processing of material linked to production for a given site, a given period and selected work orders can be initiated using this function. This processing can deallocate the materials based on the initial allocation type (global or detailed). A deallocation processing can be initiated based on the type of initial allocation (global or detailed) for materials assigned to a given site, a given period, and selected work orders. Below are the… Read More »

Working of customer extension in Sage X3

Sage X3 has provided us a function which is named as ‘Customer extension’ (function PROROGC). Sometimes there can be a situation where we need to extend the due date of payments which is pending from a customer. Here by using customer extension function we can update the new date of the payments for specific customers.… Read More »

Product Code and Description Automation

In Sage X3, we recently had a requirement to generate custom product code based on the product category, specifications selected by the user, and to generate product description based on the product code. Screen path:Miscellaneous tables:Development – > Miscellaneous tables – > DefinitionDevelopment – > Miscellaneous tables – > DataWindow:Development -> Script Dictionary-> Windows ->OITM… Read More »

How to repeat group header on each page in Crystal Reports

In Sage X3, we had developed one custom report for our client where the detail section continues to the next page of the report but the heading/captions did not get printed on each page as captions were placed on the group header section (please refer below screen shot). One would think that placing the captions… Read More »

How to create work order without routing in Sage X3

A Work order is an order to make one or more products. Conventionally, the work order uses a bill of materials (BOM) to create a list of materials to be issued, and a routing to make a list of operations to be performed on work centers. Work orders dictate what product need to be manufactured,… Read More »

How to create process flows in Sage X3 V12

Sage X3 provides various features of displaying transactions through different ways of navigating them, sometimes by jump to options or by menu items and many more. These process flows are widely used for because they eliminate the need to go the site map every time to access a function. Instead, it helps the user to… Read More »

Budgeted cost calculation function in Sage X3

This function is used to calculate the budgeted cost of one or a range of products at a specified site. This function is typically used to prepare provisional costs for the following year. Costs are calculated from a set of user-defined parameters. A single product-site record has only one budget cost. You can prepare simulated… Read More »

Time billing in project management in Sage X3V12

In Sage X3, there are multiple option available for billing the customer under project management. Project billing is a process for companies working in a Project management context that need to invoice customers for a project. Project billing is a complete overview of the billing process for a project. Following are the billing mode currently supported… Read More »