Tag Archives: Sage X3

How to include portrait and landscape sub-reports in single report in Crystal Report

Crystal Report, a powerful reporting tool allows users to create both portrait and landscape report. It provides the flexibility to design and customize reports based on the specific needs of the data being presented. Portrait Reports – In a portrait oriented report, the height of the page is greater than its width. Portrait reports are… Read More »

How to store more than 250 char in sage X3 table

In the Sage X3 application, one of our clients is facing difficulties in storing strings of 250+ characters in Sage X3 tables. The standard for alphanumeric datatype in Sage X3 tables support only a length of 250 characters, and our client wanted to store strings exceeding this limit. To solve this problem, we discovered and… Read More »

How to resolve ‘Already Occupied Single-Product Location’

In Sage X3, the creation of a miscellaneous receipt typically occurs for various reasons, and these receipts are used to record non-standard financial transactions or receipts that do not fit into the standard sales or purchase order processes. When you encounter an issue with an “Already Occupied Single-Product Location” it means that the system is… Read More »

Global Settings functionality in Sage X3

Global settings in Sage X3 are system-wide configuration options, applicable across the entire system, allowing administrators to establish default behaviors and parameters for various modules during initial implementation, ensuring consistent and standardized use throughout the organization’s use of Sage X3. Access to global settings is limited to privileged users like system administrators. These settings encompass… Read More »

HOW TO MATCH OPEN ITEMS IN SAGE X3

Sage X3 uses an automatic matching process when posting open items which are applied to other open items. For example a payment made for some invoices is posted. During this posting process the details are loaded into a temporary table called MTCBATCH. Within this table the documents are matched together, open item entries are marked… Read More »

How do I add a new report to a function in Sage X3?

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 customise 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 »

Managing User Access with Security Profiles in Sage X3

A security profile in Sage X3 is an essential component of the system’s security framework, allowing you to control and manage access to various resources, data, and functionality within the Sage X3 ERP (Enterprise Resource Planning) system. Security profiles are used to set and enforce user-specific rights and limits, ensuring that individuals or roles in… Read More »

How to provide profiles changing access to a non admin users in Sage X3

All users play a very critical role in Sage X3, also it has a feature where we can set a permissions and access to a particular user. The need to restrict users to access ERP Modules can be based on the employees’ role and their department. User security and access should be the top most… Read More »