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 »
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 »
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 »
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 »
In Sage X3 , selection screen on a particular field helps users to search easily and select as per the requirement. In Sage x3, If user want search selection should be there on any field, then it is easy if we are directly using custom data type for the same, but if we have used… Read More »
In Sage X3, we got a requirement from the client on restricting the Product based on dimension type (Division) on the Sales Order screen. This customization only works on specific transactions i.e. on DMD (Domestic Marketing Division) transaction type on the Sales order screen. The client wishes to have such control over the Sales order… Read More »
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 »
There are many situations where user need to set up the important information or notes for specific Products, product in ERP. Now Sage X3 is also provide the provision of setting up the messages or notes which will further reflect in to sales document. In our last blog we have already seen how to set… Read More »
In Sage X3, user can create sales credit note against the Sales Invoice transaction. This can be done as per the selected date of invoice & credit note creation date. In this customization we are going to give the pop up message at the time of the credit note creation against particular Sales Invoice. As… Read More »
Sage X3 provide us multiple ways to sign a record in workflow process. There are various ways which helps user to save their time. Basically a user goes manually to a particular transaction and searches the record and then signs the record, this process is bit time consuming but we have few different methods to… Read More »
