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 »
In today’s data-driven business landscape, organizations rely heavily on business intelligence solutions to gain insights and make informed decisions. Sage Enterprise Intelligence (formerly known as Sage X3 BI) is one such powerful tool that assists businesses in extracting meaningful information from their data. To fully utilize this platform, it’s important to understand the basics, including… Read More »
You can set permissions for users on menu. These setting grant or deny access to the menu. You can use this by completing the following steps: New Stuff: GUMU Sage ERP X3 Integration with new Sage CRM v7.3 Navigate to: Setup > Users > Menu profile. Select the menu profile for which you want to… Read More »
More than often one faces the need to apply field level access rights on a particular transaction or Master screen. For example, you won’t want your procurement team to edit the gross price of an Item in a Purchase order. Well, such scenarios can be well managed by using the “Access Codes” in Sage X3.… Read More »