Tag Archives: Sage

How to automatically adjust shortages of outstanding sales order with recording of stock receipts

In order to make sure effective stock allocation and order fulfillment, integrating inventory management with sales order processing in Sage X3 is necessary for automating the adjustment of shortages in outstanding sales orders. In order to manage supply shortages more efficiently overall, you can eliminate errors, cut down on manual intervention, and set up automated… Read More »

Adding controls to fields in Sage X3

One more feature of Sage X3 that frequently gets overlooked is the capability of adding controls to a specific field within the system without requiring knowledge of the 4GL language, which is Sage X3’s exclusive coding language. After realizing that they were continuously using the control action to add custom logic to standard or custom… Read More »

How to get notification if an user deletes a Sales order in Sage X3

In Sage X3, notifications are typically used to alert users about certain events or actions within the system. These notifications can be configured to appear in various parts of the system, such as the user’s dashboard, or they can be sent via email.Notifications in Sage X3 provide a flexible and configurable way to keep users… Read More »

How to perform automatic and multiple assignments using the assignments function

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 »

How to upload employee records using txt file in Sage X3 People

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 »

9 Key Take Aways From Sage Summit, Atlanta 2019

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 »

Greytrix Africa triumphs as Sage Enterprise Management Partner of the Year for Service Enterprise

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 »