Tag Archives: Sage X3

How to create Workbooks in SEI in Sage X3

Workbooks are powerful tools that allow you to manipulate and analyse data in a variety of ways. One of the ways that workbooks can be made even more powerful is through the use of global variables and global selection page variables. Selection pages are a powerful tool in workbooks that can be used for more… Read More »

How to use Stock Movement Codes in Product category?

In Sage X3 there is some multiple type of movement code , found in Miscellaneous table 14. Basically movement code is used to specify when a product is received or issued . One of the predefined code is Status Change CHS which is used to further define the management rules on the product category by… Read More »

Inter-Site Sales Delivery Export with EDI in Sage X3

In the context of the sales order process in Sage X3, this implementation focuses on creating an outbound process for sales orders. Specifically, we aim to enhance the functionality by introducing a new button on the Sales Delivery Screen. This button will be selectively enabled only for inter-site deliveries, which involve transferring stock between different… Read More »

Box Customization

Sage X3, formerly known as Sage Business Cloud Enterprise Management, is an ERP software suite that includes integrated functionality for financial management, sales, customer service, distribution, inventory, manufacturing, and business intelligence. Recently we had a requirement in Sage X3 from one of our client, in sales delivery screen, the data of Number of Boxes, Box… Read More »

Creation of Bar Charts and adding it to Dashboard

In industries Dashboard plays a very important role for users which provides summarized data of organizations, transactions and masters. Sage X3 has features to show dashboard data into graphical charts like bar chart, Pie chart, line chart & different types of chart. One of our clients has a requirement to represent the data on the… Read More »

Exporting Real Time – SEI Data Models Using Excel Add-In

We all understand and know the importance of analyzing the daily/archived business data (from all different working styles & scenarios e.g., Sales, Purchase, Delivery, Warehouse, Payroll, etc.) which just not only helps to understand the current situation & performance of your business, but also helps to gain great, useful & valuable insights so that one… Read More »

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 »