In Sage X3, assignment rules are used to define how transactions, such as sales orders or purchase orders, are automatically assigned to specific resources or entities. These rules are part of the Resource Planning module, which helps in optimizing resource utilization and improving efficiency in managing various business processes.Assigning orders (needs and resources) among one… Read More »
This feature is used when the user wants to upload the company logo or need to update the existing logo on the ESS portal. For adding a new logo and to update the existing logo, a user needs to access the same screen. Only admin users can access this page. The Prerequisites before uploading the… Read More »
In Sage X3 People for uploading and updating records a user should use the Import functions to either add a new record or update an existing records. Below is the navigation for import functionality.Navigate: – Usage -> Imports/Exports -> Imports Usage Screen To upload employee data by using standard functionality below are the steps to… Read More »
Sage, a global leader and provider of accounting software hosted The Sage Summit in Atlanta this year – home to Sage North American headquarters from May 13th – 15th, 2019. So, what is it that you missed while not being at the event? With Sessions featuring the best and the brightest speakers, Sage has reached out… Read More »
Initiating a new age of collaboration and implementation: Greytrix Africa wins Sage Enterprise Management Partner of the Year for Service Enterprise in FY 18-19. Greytrix Africa has throughout East Africa, successfully delivered consulting and implementation services for Sage Enterprise Management. This has provided Greytrix Africa an unbeatable edge in understanding the requirements of end users… Read More »
We are loving Sage CRM v7.3 as much as you are so why wait. Our GUMU Sage ERP X3 integration is now compatible with the new Sage CRM v7.3. With GUMU you can have a mix and match of CRM and ERP versions, so you can upgrade either ERP or CRM or both as per… Read More »
We are loving Sage CRM v7.3 as much as you are so why wait. Our GUMU Sage ERP X3 integration is now compatible with the new Sage CRM v7.3. With GUMU you can have a mix and match of CRM and ERP versions, so you can upgrade either ERP or CRM or both as per… Read More »
An allocation is an amount of something, especially money, that is given to a particular person or used for a particular purpose. Allocation is the process of assigning product items from the inventory to shipping orders and then fulfilling the shipping orders from appropriate fulfilment sites such as drop-ship vendors, virtual sites, warehouses, or a… Read More »
In Sage ERP X3 version 7, Sage has enhanced the security for dealing with files. Now in version 7, we cannot directly get access to or store the files anywhere in the system. After some research, we were able to find the feature of X3 storage classes incorporated in version 7. New Stuff: How to… Read More »