Sage X3 provides an organized list of all the accounts that a company uses to document its financial transactions is called a chart of accounts (COA). Various account types, including assets, liabilities, equity, revenue, and expenses, are usually included in the COA. In order to guarantee consistency and accuracy of financial information. Chart of Accounts… Read More »
Crystal report is a business intelligence application used to design and generate reports from a wide range of data source. It supports connectivity to various data sources such as Microsoft excel, SQL server, Oracle and more. It includes major features such as formulas, cross-tab reports, sub-reports, and conditional formatting etc. In crystal report sub-reports are… Read More »
Implementing and Support Electronic Data Interchange (EDI) in ERP (Enterprise Resource Planning) systems can significantly enhance efficiency and streamline business operations. Introduction to EDI Electronic Data Interchange is exchanging data in EDI Encrypted format with the Customer, Supplier, or Warehouse. This Integration process caused the bug-free and automated process without manual Intervention. Errors handling in… Read More »
Generating E-Way Bills for various types of transactions like sales invoices, sales deliveries, and customer BP invoices is crucial for compliance with Goods and Services Tax (GST) regulations. Sage X3 provides an efficient E-Way Bill Generation screen that allows users to create multiple E-Way Bills and modify the From and To addresses from a single… Read More »
In Sage x3, there is a functionality that allows sending an entry to one or multiple levels of user approval. This process is triggered once the workflow for any screen is activated and an entry for that screen is created or modified. However, a client expressed concern about the signature workflow being triggered immediately after… Read More »
To prevent the customer care agent from creating a pick ticket from the sales order screen, follow these instructions to set up your functional profile for them.A button that displays the order’s life is located in the right upper panel of the sales order screen. These are known as validation links or buttons. Fig 1:… Read More »
Customer relation in business includes various factors to streamline the process including business partner details. And to achieve this various details about customer business and their various location and company sites , contact details, description etc. Thankfully the Sage X3 has a new function involved under customer relations named Identify. To navigate to this screen… Read More »
Prepayments are amounts paid by a customer in advance of the goods or services being received later on. Any payment made in advance can be considered a prepayment. Prepayment of an order takes place when a seller receives a form of payment from the customer at the time of order entry. Many types of prepayments are… Read More »
In this tutorial, we’ll walk through the step-by-step process of creating a hyperlink from a database in Sage Enterprise Intelligence (SEI). Steps: 1. Prepare the URL Link in Your Database Tables: Ensure that your database tables contain the necessary URL links that you want to use as hyperlinks. Fig. 1.Database Tables 2. Create a Data… Read More »
In Sage X3, a back-to-back order refers to a specific procurement and sales process where a sales order is created directly from a purchase order to fulfil a customer’s demand for a particular product. This method is commonly employed when a company receives a customer order for an item that it doesn’t currently have in… Read More »
