Tag Archives: Setup

How to Setup a Default Date Range for multiple reports and inquiries in Sage X3

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 »

How to create and add formula on inquiry screen

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 »

How to enable the Source transaction in Journal entry

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 »

Using the Inquiry screen during Financial Data Extraction

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 »

Financial Data Extraction in Sage ERP X3

Sage ERP X3 provides a powerful, financial-oriented data extraction facility for all inquiry and reporting needs. Used in conjunction with information, users can easily design and generate all company-specific operating statements, balance sheets, and other financial reports and inquiries. Sage ERP X3 provides a number of report-building tools, such as row and column content and… Read More »