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 »
All users play a very critical role in Sage X3, also it has a feature where we can set a permissions and access to a particular user. The need to restrict users to access ERP Modules can be based on the employees’ role and their department. User security and access should be the top most… Read More »
In Sage X3, the commission module provides enhancement of existing commission features of Sage X3. It helps in overcoming challenges such as accuracy in sales commission calculation. Additionally, the commission module provides a feature that calculates additional commission as required by the user. To fulfil this requirement, we need to set additional commission to the… Read More »
In Sage X3, commission module provides enhancement of existing commission feature of Sage X3. In this blog we will learn how to setup sales rep target for different combinations such as customer category, product category, sales site, shipment site, state group, etc. in sales commission module. Navigate to All -> Commission -> Setup -> Sales… Read More »
While generating multiple reports in order to compile data across various departments in the organization every time the end user has to enter the date range in the report parameters every time they generate the report which becomes a quiet task and can be error prone too. Parameter Setup 1. Go to Setup > Users… Read More »
An inquiry screen is used to extract information from one or more table and present it in the from of a grid. It help us to display the records based on the filter criteria we entered. In Sage X3, we have a multiple inquiry screens available such as Stock by product, stock by lot,stock by… Read More »
In Sage X3 version 12 release, there is an amendment to the existing feature for the journal entry transaction screen. Where we can now get the journal entry source transaction details which is mapped with the respective transactions. This addition will ease the auditing of journal entry. To enable this amendment you need to follow… Read More »
As we all know tasks group all the commercial actions that cannot be considered either an appointment or a telephone call. New Stuff: How to define centrally attachment path globally. There may be scenario in which you have to create a task but don’t want to synchronize it; to achieve this you can update the flag… Read More »
As continued from our earlier blog now we are already acquainted with a configuration of the FDE setup/ Calculation part. Now we are remaining with only the last part to View the data in FDE. Let’s discuss the same in this blog: FDE Inquiry Function Path: Financials > Reporting > Financial Data Extraction > Inquiry This option makes… Read More »
In our earlier blog we have got an overview about an essential feature “Financial Data Extraction (FDE)”, now we would proceed with the configuration of FDE in Sage ERP X3 in bit elaborate way. FDE Set-up: Function Path: Parameters > Financials > Accounting forms > Financial data extraction This function is used to carry out financial… Read More »