New Stuff: Creating a Custom Sequence Number in Sage X3 Using a Function Figure 1 Figure 2 Figure 3 Figure 4 5. On the Miscellaneous Receipts screen, you may wish to hide the price and order price fields. They will NOT show the costing that will be used. Rather, they will remain blank, which can… Read More: Setting Up Automatic Cost Types for Miscellaneous Receipts »
Effective project management requires accurate monitoring of work completion and progress. In Sage X3, the Work Order (WO) screen plays a vital role in managing project-related activities, tracking execution status, recording operational details, and monitoring project completion. To improve data accuracy and prevent incorrect progress reporting, a validation has been implemented for the Project Progress… Read More: Enhancing Data Accuracy with Project Progress Validation on the Work… »
Customer experience in distribution is increasingly influenced by supply chain elements such as inventory accuracy, product traceability, regulatory compliance, and more. Customer experience in distribution refers to holistic interactions between distributors and buyers across all touchpoints. A better experience is determined by the ability to respond quickly to supply chain disruptions. The need of the… Read More: How Sage X3 Improves Customer Experience in Distribution & Compliance »
In Sage X3, the Non-Conformance screen plays an important role in the Quality Control process. It is used to record, manage, and track issues related to products, materials, production processes, or deliveries that do not meet the required quality standards. Whenever any defect, quality issue, damaged material, process deviation, or specification mismatch is identified during production,… Read More: Managing QA Manager and Planner Access in Sage X3 Non-Conformance… »
In industries like food processing, specialty chemicals, and process manufacturing, every gram and every dollar matter. For products such as meat, seafood, and dairy, the weight can fluctuate by just a small unit at each packing. However, standard ERP systems operate using fixed, average, and predictable quantities. This becomes a challenge when dealing with products… Read More: How Catch Weight Add-On for Sage X3 Improves Inventory Accuracy »
Teams complete work, record costs, and achieve milestones across sites just as planned in the construction industry. But is the cash flow reflecting the same momentum? In many construction and engineering environments using Sage X3, this gap between execution and revenue is often due to a configuration issue rather than a system limitation. Revenue is… Read More: How to Fix Delayed Revenue in Sage X3 Construction Projects »
Sage X3 is an enterprise resource planning (ERP) solution that helps organizations manage their business operations and data within a single integrated system. It includes various modules such as Sales, Purchasing, Inventory, Finance, and more, enabling efficient and centralized business management. In many business scenarios, there is a requirement to restrict or filter dashboard data… Read More: How to Filter the Dashboard on the Home Page Based… »
In Sage X3, Enterprise Planning is a key ERP screen that displays work-in-progress (WIP) events and Material Requirements Planning (MRP) suggestions to help businesses manage demand, plan production, and optimize purchasing. This interactive screen acts as a “to-do list” for planners, showing events like customer orders and supplier requirements, and generating suggestions for work orders,… Read More: How to Enable Log (Trace) for Work Order Creation in… »
For years, the conversation around ERP systems has centred on visibility. More dashboards, better reporting, deeper operational insights. And to a large extent, that problem has been addressed. Today, most enterprises operate with structured systems that provide financial reporting, inventory tracking, supply chain data, and operational analytics. Data is no longer scarce—it’s everywhere. And yet,… Read More: Improve Sage X3 Performance and Integration with ERP Optimization Guide »
In any ERP system, controlling transaction dates is essential to maintain data accuracy, ensure compliance, and prevent unauthorized backdated or future entries. In Sage X3, this control can be efficiently managed using User Parameters, allowing organizations to define date restrictions at an individual user level. Many businesses face challenges such as users entering transactions in… Read More: Sage X3 User Parameters: Controlling Sales, Purchase & Accounting Entries… »
