How to set up the default currency for a bank account in Sage X3? How to set up the default currency for a bank account in Sage X3? Some users would like to maintain different bank accounts with their respective currencies for easier payment processing and accurate bank reconciliation in the defined currency for the …
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How to Re-open a Fiscal Year Opening in Sage X3 ? To post a financial entry to a closed fiscal year is a common practice. Multiple years and periods can be entered for transactions in Sage X3. Therefore, keeping fiscal years and periods up to date in the system is crucial. To post a financial …
How to Configure Auto-number on Customers in Sage X3 ? Sage X3 is ideal for businesses, particularly manufacturers and distributors, looking for significant business ERP functionality without the cost and complexity of larger systems. This wildly popular ERP software solution integrates Sales, Finance, Inventory, Purchasing, CRM, and Manufacturing. A BP can be a customer as …
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How To Create Purchase Order Return? Users occasionally find themselves in a situation where they want to undo a transaction after having incorrectly created Purchase Receipts. So, in this case, the user must use Sage X3’s Purchase Return capability to avoid such instances Following are the steps to guide you. Purchase Return Go to Purchasing …
How to Add a Report to a Sage X3 Module? One of the most critical functions that customers require from their ERP is the ability to customize generated reports. Sage X3 includes a plethora of standard reports from which you can build custom reports. For this example, we will use a formal report with the …
How do we turn on payment deletion tracking? How do we turn on payment deletion tracking? Open Parameter values under Setup , General parameters. The parameter can be set at the Folder, Legislation, or Company level. For this example, we will set the parameter at the Folder level. Select Chapter TRS, Group. Set the value …
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