How to Restrict Users from Cloning Documents in Sage X3 How to Restrict Users from Cloning Documents in Sage X3 Sales Order (GESSOH) is one of the main functions that allow users to clone existing documents to speed up the document creation process. However, sometimes, management may want to restrict users from copying or creating …
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Reversing the Bank Reconciliation Status in Sage X3 Reversing the Bank Reconciliation Status in Sage X3 Sometimes, during the bank reconciliation process, certain transactions that should have been reconciled properly can be mistakenly removed from the bank reconciliation statement. When this happens, it can be challenging to reconcile those transactions again on the actual reconciliation …
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Discover How Greytrix Middle East Contributes to ERP Transformations in Different Industries Discover How Greytrix Middle East Contributes to ERP Transformations in Different Industries Staying ahead of the curve requires a strategic approach to managing resources, workflows, and data in the dynamic business operations landscape. Enter Enterprise Resource Planning (ERP) systems, a game-changer for industries …
Steps to Set Up User Delegates for Approvals in Sage X3 Steps to Set Up User Delegates for Approvals in Sage X3 Have you gone out for a holiday with minimal access to emails, or better still, you do not want calls to approve this or that. All you want is a good time with …
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How to Create a Purchase Request from the Planning Workbench in Sage X3V12 How to Create a Purchase Request from the Planning Workbench in Sage X3V12 In Sage X3, we have a function planning workbench to create purchase orders, requests, and suggestions. This function gives us a view of projected stock movement based on actual …
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Sage 300 People Batch Processing: Streamlining HR Operations Sage 300 People Batch Processing: Streamlining HR Operations Sage 300 People, a comprehensive HR and payroll management system, offers a valuable “Batch Processing” feature that is crucial in streamlining HR operations. This feature allows businesses to process payroll, manage employee records, and handle various HR tasks efficiently …
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Duplicated Business Partners with Balances? Duplicated Business Partners with Balances? Often times when there is no control on who creates business partner masters in sage x3, there ends up a scenario where a business partner gets duplicated. This means, a user may end up selecting either of the BP while doing transactions. This ends up …
How to Create a Direct Work Order From a Sales Order How to Create a Direct Work Order From a Sales Order We have instances where a user would want to directly create a work order from a sales order without necessarily going through planning.A product source field must be on the lines when creating …
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How to Assign a Product Status in Sage X3 How to Assign a Product Status in Sage X3 Products from suppliers need a status before moving to the next step. (to the warehouse, out to another customer, etc.) Sage X3 simplifies this process for you, enabling your received products to move on more efficiently, and …
Tracking of Sales Representative and Commission in Sage X3 Tracking of Sales Representative and Commission in Sage X3 When a sales representative makes a sale, they receive a sales commission. The commission amount is recorded during the creation of the sales invoice, and the salesperson is assigned at the time of creating the sales order. …
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