Sage X3’s Project Management module (commonly referred to as PJM) is designed to support a wide range of project types, including services, manufacturing, and custom billing contracts. It provides a flexible framework for defining project structures and for tracking costs, operations, and project progress within an integrated ERP environment. Sage X3 also provides the ability… Read More »
When multiple sites operate under a single Sage X3 environment, giving every user access to all sites can lead to unnecessary complexity and security risks. With row-level permissions, administrators can precisely restrict users’ access to one or a few sites based on their roles. This blog demonstrates how to implement these restrictions efficiently and maintain… Read More »
In Sage X3, recurring tasks help streamline routine operations by automating them through the Recurring Task Management feature found under Usage > Batch Server > Recurring Task Management. This tool allows users to schedule essential processes—like accounting updates or stock adjustments—to run automatically at set times. Tasks can be configured to repeat hourly, daily, weekly,… Read More »
The CRM Activity module for Sage ERP X3 enables the user to improve management of customer relations. The marketing function can use it to organize and monitor marketing campaigns, manage direct mailing and telemarketing, and set up trade shows and press campaigns. This module can be used on a daily basis to monitor jobs and… Read More »
