Tag Archives: users

How to hold an order for a customer that has exceeded their credit limit in Sage X3

A sales order specifies the details about products ordered by a specific customer along with the price, quantity and terms and conditions. Customer: In sales, commerce and economics, a customer which sometimes are a clients, buyer or purchaser or is the recipient of a good, service , product or an idea obtained from a seller, vendor or… Read More »

How to reset\Change the user login password in Sage X3

Sage ERP without appropriate protection levels in place would be the worst-case scenario, since the whole company would be at risk if all confidential information is leaked, or if information cannot be retrieved in the worst-case scenario. The list of endpoints user can connect to define at the group level. When a group grants access… Read More »

Create users and assign their rights in Sage X3 V7

Before using any system users should sign in with proper roles, below are the steps to create users and assigning roles in Sage X3 V7. New Stuff: How to add Module and Sub module in SageX3 Version 7? Step 1: Navigate to: Administration > Administration >Groups Crate new Group. Step 2: Navigate to: Administration > Administration >Users… Read More »

Add menu in Sage ERP X3

Steps to add that menu in your menu profile New Stuff: How to execute workflow programmatically? Navigate to: Setup > Users > Menu profile. Select your “Menu profile”. Then right click on the “Starting Menu” and click on “Add a menu” (See the below screen shot). Below screen will get pop up, enter the Menu… Read More »