In Sage X3, there are various modules, each equipped with standard reports for almost every screen, and these reports are developed using Crystal Reports. Additionally, we have the capability to create customized reports to meet specific client needs, especially in the context of Indian legislation. For these specialized reports, we utilize SQL as the data source.
Recently, we encountered a situation where a client was using an Oracle database. To ensure the seamless generation of Indian legislation reports for this client, we developed Crystal Reports that are based on the Oracle database server. Crystal Reports, being a popular Windows-based report writer solution, allowed us to create reports with ease by connecting to various data sources, including Oracle databases, with minimal coding requirements. Here are the general steps we followed to create Crystal Reports with Oracle queries in Sage X3:

Step1: Create an Oracle Query:

• To begin, create a custom Oracle query that retrieves the necessary data for your report.
• Utilize parameters to filter and customize the data displayed in the report.
• It’s important to note that the syntax for passing parameters in an Oracle query differs from that in SQL.
• When working with parameters in Oracle queries, use curly braces with a question mark, as shown below:
• {?FOLDER}
• If you have multiple parameters to include in your WHERE condition, you can specify them in your query as follows: {?StartDate}’ and ‘ {?EndDate}’

New stuff:- Error ‘@X3.TRTGLOBIENS$adx(1427) Error 56 Date Error Incorrect’ prompted while opening FA screen in Sage X3

Step 2: Adding the Query and Mapping Parameters in Crystal Reports:

1. Adding the Query:
   -Start by adding the previously created Oracle query to your Crystal Report.
   -Ensure to mention the names of parameters used in the query in the parameter list, as shown in Figure 2 for reference.
2. Parameter Values:
   -Crystal Reports will prompt you for parameter values before executing the report.
   -You can enter the desired values for these parameters or link them to other fields or formulas within Crystal Reports.
3. Adding Parameters to the Report:
   -Following this, you should add the parameters to the Crystal Report in the parameter fields under the field explorer, as illustrated in Figures 3A and 3B.

This is how we add the oracle query in crystal report.

In Sage X3 Bills of Materials (BOM) play a significant role for companies involved in manufacturing finished products. They enable the manufacturing unit to plan inventories, design, and estimate the final cost of the entire manufacturing process.

One of our clients required the automated creation of Operation-wise Product codes from the routing screen of the Production BOM screen in such a way that the user could create the Engineering BOM FG01 with the code as 10 and update the routing for the same product as 10.

New Stuff: Crystal report with oracle query in sage X3

By taking this as a reference, the system was supposed to create the operation-wise Product Code.

1)In the BOM and Routing screens, all data should be entered manually. While creating the Routing, the product code (formed by combining the Routing product and Operation number, separated by ‘_’) must be generated and added to the Product master. This newly created product code should then flow into the Product Outcome field (a custom field in the Routing tab).

2)The 1st Operation is Bar-Cutting. By referencing the routing and routing operation sequence from the routing screen, the system should generate the new product code as FG01_10 in the Product master and display the Product Outcome as FG01_10.

3)The 2nd Operation is Pre-Machining. By referencing the header and routing operation sequence from the routing screen, the system should generate the new product code as FG01_20 in the Product master and display the Product Outcome as FG01_20.

4)The 3rd Operation is Final Inspection. Here, by referencing the Main FG Code, the system should display the Product Outcome as FG01.

5)The system will generate operation-wise product codes for all operations except the last one. For the final operation, the product code will be designated as FG01_BC in Product master.

For the above requirement, there were some conditions like :
Product Category of Parent Product could be any type but Product Category of the automated product code that we’re creating using the code must be OPER type.
 BOM code of Parent Product must be 10.
 Routing code must be 10.

To accomplish the aforementioned requirement, we executed the following steps:
Step 1:
A new display field was added in Routing Operations labeled as Product Outcome.

Step 2:
For streamlining the process, a custom Import/Export template named ZITM was generated. This template mirrored the standard ITM template, encompassing only the essential fields.

Step 3:
The ZITM template was imported using a 4GL script in the SPEROU script. The Product Category was configured as OPER, and other details were retained identical to the Parent Product during the import.

Step 4:
A fresh folder titled ROU was established within the server’s directory to store the imported files.

Step 5:
Additionally, a ZTEMP sequence number was established, incorporating a constant and a sequence to generate unique files in the ROU folder.
Sequence Number path : All -> Setup -> General parameters -> Sequence number definition

Ultimately, the products newly generated (formed by combining the Routing product with ‘_’ and the Operation Number) are showcased in the Product Outcome field through the implementation of a 4GL script within the SPEROU script.

Putting Sage into practice can be an arduous task for many organizations across the globe. These instances may become difficult and frustrating if no one comprehends the system efficiently. Problems like lack of sufficient resources, lack of expertise or interest, technical errors, unfriendly interfaces, and so forth combine to form a very effective environment for both loss of time and budgeting.

This is the reason why a partner, preferably a Sage Consultant, is necessary. These are professionals who assist with the ongoing development of the solutions, training sessions, and ongoing support to training. This helps companies to manage business restructuring more efficiently, allow teams to work more effectively, and maximizes on benefits offered by the Sage software.

Common Challenges in Implementing Sage Software Solutions

1. Lack of Technical Knowledge

Undoubtedly, the most common problem that business people face is a lack of technical knowledge. Poorly set up and customized configurations and integration with other pre-existing systems in use will create problems when using the Sage software. A Sage Consultant can bridge the gap; hence, setting your software right from the beginning.

2. Poor Planning

Poor planning causes an organization to be vulnerable to unrealistic timelines, inappropriate allocation of resources, and lack of sufficient testing. An organization might get overwhelmed and unprepared for the transition when it is not well-guided with a clear strategy. Sage Consulting Groups are experienced in producing meaningful implementation plans for all aspects of your business environment including timelines, resources, and testing.

3. Data Migration Problems

The process of data migration from old systems to Sage software is complicated and risk-filled. The common risks include loss when migrating, data becomes corrupted or inconsistent. This move is taken by a Sage Consultant to ensure smooth data migration using best practice principles in reducing risks and conserving integrity in data.

4. User Adoption

Resistance to change can often be a huge barrier to overcome in the adoption of new software. Employees may be resistant to the change of a new system since they have not had enough time or resources to train effectively. Sage Consulting Services gives your team the ability in user training and support so that they will be fully equipped with such knowledge and ability to integrate the said new changes into them.

5. Integration into existing systems

One of the biggest challenges in integrating Sage software with systems like an ERP, a CRM, or third-party applications is the concern of system alignment. When these are not aligned properly, it creates operational inefficiencies. The Sage Consulting Groups have the necessary experience and expertise to make sure that integration is hassle-free so that all other systems work in harmony.

The Role of a Sage Consultant

A Sage Consultant is not an ordinary technology professional, they are in this together with you. Here is how they can help you achieve the level of success that you aim for:

1. Giving Technical Assistance

Those who oversee a Sage Consultant know a lot about Sage software. This knowledge guarantees that all the systems will be properly configured and customized as well as all the components will be properly integrated. Their skills support you in sidestepping any common mistakes and adapting decisive strategies from the very beginning.

2. Creating a Detailed Implementation Approach

Central to the provision of Sage Consulting Services is the development of a bespoke treatment strategy or an implementation strategy that is most appropriate for your organization. This plan contains aggressive deadlines, realistic resource requirements, and robust testing plans so that you do not have any worries about how it will be carried out.

3. Data Migration and Integration

Consultants, on the other hand, are involved externally in migrating portions of Data. They’ll navigate you through the knots, making sure the data is enough and assimilates with your systems quite simply. You will rest easy regarding your information because it has been secured from harm’s way.

4. End-User Training and After-Sales Support

For any software to achieve its application, its users must be involved. A Sage Consultant extends his/her contribution not only in the provision of training but also in change management for the users to adapt to the new software. It is their job to ensure that there is a smooth transition for every single person on board.

5. Ongoing Support and Maintenance

Once the implementation is finished, you cannot only be left alone in the wild. Sage Consulting Group offers their clients constant maintenance and upgrading including resolution of any arising issues to make sure that the Sage software is relevant to the growing business changes. Like having a faithful strategist for the long haul.

Conclusion

Implementing Sage software solutions may be perceived as a herculean task, however, engaging in the services of a Sage Consultant can make the implementation process feel like an amusing and easy journey. In collaboration with Sage Consulting Groups and making use of Sage Consulting Services, you will gain the maximum out of your investment in Sage software and thus, accelerate the growth of your business while improving its efficiency.

Remember, a Sage Consultant is there to mention when and where it is advisable to say no and where it is necessary to say yes. Today’s environments present stiff competition and it would be difficult for the business to do without the necessary backing and more so utilizing the varying innovative strategies that Sage has to provide. If you’re ready to take the next step in your Sage implementation journey, we are here to help! Our team of experienced Sage Consultants provides tailored solutions that fit your unique business needs.

Let’s make your Sage experience a smooth and productive one. Book your consultant today!

There is an existing module in Sage X3 as Container Management. This module contains multiple setup and accounting impacts in Sage X3.

The container management module in Sage X3, will help us to track the containers and vessel. This tracking will provide the details costing involved in the shipping of the product.

Below are the key feature of Container tracking in Sage X3:

Key Features and Benefits:

1. Tracking

The module will grant users to functionality to track containers and vessels, statuses, locations. This will help for better shipment management and reduces delays.

2. Cost Management:

For the cost incurred on containers being transported, businesses will be able to see all costs involved with the cost related to the shipment of container and other costs associated with it.

3. Setup and Configuration:

• The Container Management module includes contains setup options, like Port, Duty Rate master, Automatic Journal Posting setup, this will help users to setup there required business process as per the requirements.
• This setup will holds the rate from the Source Port to Destination Port.

4. Accounting Integration:

The module integrates with the accounting functions within Sage X3, ensuring that all costs related to container management are managed and reported in accounting books.

5. Enhanced Efficiency:

This automated tracking and management of containers, businesses can reduce manual errors and save time, resulting to error free data entry by user.

6. Reporting and Analytics:

The process will provide reporting capabilities, allowing users to analyze shipping data. This information will help to make the decision for future growth

Components Involved:

Setup:

1. Port Setup

We need to setup the ports which we are planning to use. Only this port will be available for drop down when we are making the vessel. Then we can use this port for further setup, This port setup contains the data such as name of Port, Country, Location.

2. Time Setup

After the ports are defined, we need to define the time to reach the ports.

• Travel Time Definition: This involves calculation the average travel time based on various factors, such as distance, weather conditions.
• Port to Shipping location: We are allowed to setup the data, for travel time needed from Port to destination warehouse.

3. Duty Rate Setup

• MPF Fee Percentage: Merchandise Processing Fee is charged by the U.S. Customs Department to do clearance for imported goods. The percentage here should be set according to the protocol, but it should be customizable for future concerns. Hence there is the existing setup.
• Harbor Maintenance Fee Percentage: We need to set Harbor Maintenance Fee Percentage, which is a charge for maintaining U.S. ports assessed on imported goods. This percentage will need to conform to the newest rules released by the government and cane be setup in Sage X3.
• Excessive Rate: Come up with any excessive rates that might apply in a specific case. For instance, additional charges applied for expedited shipping or unusual types of cargo.
• Additional Setup Needed: Determine any additional fees or charges specific to its shipping operations, such as charges for special handling, warehousing charges, or surcharges for the type of cargo.
• Accounting setup: We will setup the automatic journal.

Transaction Overview for Container Management Module

1. Vessel Creation

The first step in the transaction process is to create a vessel in Sage X3.

• Defining Ports: At the time of vessel Creation, users should define the Port of Discharge and the Port of Arrival. This information will help in planning and setting up the expectation.
• Automated Calculations: According to the setup parameters, the system will calculate the estimated Arrival Dates as per Discharge Date entered.
• Modifying Arrival Dates:In case of delays due to any reasons, users have the modify the Arrival Dates manually. This feature ensures that the system remains useful to real-world challenges.
• Actual Arrival: The actual Arrival values are filled at the time of Vessel creation, but where as actual arrival dates are manually entered by user when the Vessel is actually arrived at Port.

2. Container Creation

After the vessel is created, we need to create the containers attached with that vessel.

• Mandatory Vessel Selection: When we create the Container, we will be having the Vessel Number for selection, hence we need to Link the container to Vessel. The Vessel selection is mandatory to create the linking.
• Multiple Purchase Orders: Users can select multiple Purchase Orders when creating a container. This feature will be consolidating shipments for calculation of shipping charges. The Purchase order line level selection is available to enable the costing according to line level in Sage X3.

3. Costs Involved in Container Management

• Landed Cost at Header Level: The system will allow the user for the attachment of up to two different Landed Costs at the header level for the entire container. This could include any shipping cost as per the business requirement.
• Landed Cost at Line Level:The Container tracking helps users to track up to five different Landed Costs at the line level for specific items within the container. This approach helps businesses to track costs effectively.
• HMF and MPF Costs: Both the Harbor Maintenance Fee (HMF) and the Merchandise Processing Fee (MPF) are calculated at the line level, ensuring that these regulatory costs are factored into the pricing of individual items. This helps for details line level calculation according to custom and Porter authority.

4. Multiple Containers per Vessel

• Scalability and Efficiency: This functionality helps businesses to maximize their shipping capabilities by merging shipments on one vessel, thereby optimizing logistics and reducing costs. This facilities helps process to consolidate the Container in a Vessel.

In-Transit Ownership Transfer and Purchase Transactions Overview

 1. In-Transit Ownership Transfer

Once a container is received the financial implications of the associated shipping costs is also mandatory to impact the costing.

• Journal Creation: To account for the additional shipping costs incurred during transit, a journal entry must be created. This entry reflects the financial impact.
• Executing In-Transit Ownership Transfer: The process will be executed by In-Transit Ownership Transfer for the specific container. This process will create the accounting impact of all the cost involved for that particular Container

2. Purchase Receipt

• Container Tracking: Instead of linking to purchase orders, the system will allow users to track the container using the left list in Sage X3. This approach will skip the purchase Order tracking as the purchase order is tracked in the Container.
• Dropdown of Line Level Purchase Orders: Since purchase orders are linked to the container, the left list will allow a dropdown that displays line-level details of the linked container and Purchase Order. This functionality helps users quickly access information about the goods being received from the container against the Purchase Order.

3. Purchase Invoice

Two distinct transactions are involved in managing purchase invoices:

• Purchase Invoice (Stock): This transaction is specific on tracking the purchase receipt for goods that have been received. It ensures that the items are accurately reflected in the inventory providing a clear accounting of stock levels and costs of goods.
• Purchase Invoice (Complimentary Invoice):
• The second transaction involves creating invoices for different service providers related to the shipping process that are attached on container landed cost and other charges. This includes suppliers such as U.S. Customs Ports, freight forwarders, and shippers. The system calculates the necessary costs associated with these services based on the additional expenses incurred during shipping.
• By generating these complimentary invoices, businesses can get that all costs are accounted for, allowing for cash flow management and financial reporting.

Crystal report is an application used to create custom reports from a various of data sources. It includes major features such as formulas, cross-tab reports, sub-reports, special fields, conditional formatting and running total fields etc.
Running totals are essential in reports where you need cumulative calculations, such as financial reports, sales tracking, or inventory summaries. Crystal Reports offers a built-in feature for running totals, allowing you to easily calculate totals that update dynamically as your report progresses.
A running total is a cumulative calculation that updates progressively with each row or group in your report.
Recently, we had a requirement from one of our client who wanted a sales register detail report. In this report, the data would be listed line by line. However, there is one column for the total amount, where the amount should appear only once. For example, if there are three lines in a sales invoice, all three lines will appear, but the amount will show only on the first line. Additionally, they want the total grouped by customer.

To achieve the above requirement follow the below steps:

To suppress the amount field in Crystal Reports when the invoice number repeats, follow these steps:

1)Right-click on the amount field you want to suppress and select “Format Field”.
2)Go to the “Common” tab in the Format Editor.
3)Next to the “Suppress” checkbox, click the formula button (the “X-2” symbol) to open the to open the Formula Editor.
4)Use the following condition to check if the invoice number is the same as the previous record:

New Stuff: Simple way to Implement Container tracking in Sage X3

Replace {Command.Document Number} with the actual field name from your database that holds the invoice number.
5)Click “Save and Close”.

This condition will suppress the amount field when the invoice number is the same as the previous one, ensuring the amount appears only once for repeated invoice numbers.
To prevent the suppressed amount values from being included in the sum calculation in the footer, you can use a conditional

running total instead of a simple summary field. This way, the sum will exclude the suppressed values. Here’s how to do it:

Steps to Create a Conditional Running Total:

1)Insert a Running Total Field: Right-click on the “Running Total Fields” in the Field Explorer and select “New”.
2)Give the running total a name (e.g., ” sum_of_invoice value”).
3)Set the Field to Summarize: In the Field to summarize dropdown, select the amount field (e.g., ‘@invoice value’
4)Set the Type of Summary: Choose Sum from the available options.
5)Add a Conditional Evaluation Formula: In the Evaluate section, choose “Use a formula”, then click the formula button to enter a formula that will prevent summing the suppressed amounts.

6)Reset: In the Reset section, choose how to reset the running total. Typically, you’d reset it per group (if grouping by invoice number) or at the end of the report, depending on your report structure.
7)Place the Running Total Field: Insert the running total field in your footer section where you want the sum to appear. Refer the below screenshot for your reference.

This will ensure that the suppressed values are not included in the sum, and you will get the correct total in the footer.

In the below screenshot you will get desired output –

With QSSI PH WMS turn the operational challenges into benefits for you. Let’s discuss a few pain points that have been seen by e-commerce companies while dealing with warehouse management and discuss ways of dealing with the same.

Poor inventory management
Warehouse management is likely to push operational challenges and inventory inaccuracy will rank the highest. Keeping records of stock levels in shelves and counters tends to be frail leading to documentary level of stocks and actual stocks facing off. This means that it contributes to stockouts, backroom congestion and as a result losses in revenue. However, Implementing QSSI PH WMS barcode laser solutions, RFID arrays as well as advanced automated inventory systems will help eliminate such challenges as actual and computer generated figures of stocks will always be constant as real time monitoring will be applied in stock level and order control and fastened in case of replenishing stocks.

Costly Operational Challenges and Failure in Order Fulfilment
Time-intensive and error-tainted concerns in manual order picking and order fulfilment processes are notorious for delays, inaccuracies and increased operational costs. The QSSI PH WMS is a Warehouse Management Systems designed to automate the process of warehousing which in return eases the process of movement and increases effectiveness. It integrates data and manages it across the supply chain enabling it to be up to date and clear. It increases the effectiveness in order delivery by increasing picking accuracy and reducing congestion in the warehouse, hence cutting the operational costs.

No Real-Time Visibility
Because of lack sufficient visibility into the operations of a given warehouse, decision making is halted and a business may fail to diagnose and resolve operational issues in a timely manner. Managers’ access to real time information about stock levels, order progress, and the warehouse efficiency figures, for example, could help them in balancing resources and arranging processes better. The use of cloud-based QSSI PH WMS systems with real time reporting and analytics incorporated for management purposes will enhance the management of different functions of warehousing and assist in the decision-making process.
Challenges while integrating with existing system

Integrating WMS with existing enterprise systems, such as ERP like Sage X3, Sage Intacct etc.. and CRM platforms, can pose significant business challenges. Incompatible systems and data silos may hinder data sharing and workflow automation, leading to disjointed operations and reduced productivity. Adopting modern, scalable QSSI PH WMS solutions offers seamless integration capabilities and helps businesses to overcome these challenges by enabling data synchronization and workflow automation across multiple systems.

Unsatisfied Customer

Warehouse inefficiencies can have a significant impact on customer satisfaction. Delays, incorrect shipments, and stockouts can all result in customer dissatisfaction and lost business opportunities. A QSSI PH warehouse management system can help business to improve order accuracy, reduce lead times, and enhance overall customer satisfaction by streamlining processes, ensuring products are readily available, and enabling more efficient order fulfilment.

Conclusion

While warehouse management systems are essential for optimizing warehouse operations and enhancing supply chain efficiency, implementing the correct WMS can also present significant challenges for businesses. By addressing common pain points and implementing innovative solutions, businesses can overcome these challenges and unlock the full potential of their warehouse operations.

Partnering with Greytrix ensures that your businesses will receive necessary expertise and support required to navigate the complexities of warehouse management and achieve operational excellence. Contact us today to learn more about how our solutions can help you reach your business goals.

Before learning how to store images, it’s important to understand the AB0 and ABB data types.

Understanding AB0 and ABB Data Types

Both AB0 and ABB are BLOB (Binary Large Object) fields used to store binary data, such as images, directly in the database. The length of BLOB fields is expressed in powers of 2. For example, if you select a length of 6, the field can store files up to 64 KB (6 length : 2^6 = 64kb).

Steps to Store Images in Sage X3

To store images in Sage X3, follow these steps:

1. Add a Field to Store the Image

Begin by adding a new Column in the table where you want to store your image. Select the data type AB0 or ABB for the field (as shown in the screenshot below).

New Stuff:- Running Total Fields Feature in Crystal report

2. Select the Appropriate Length

Choose the length of the BLOB field based on your expected file size. This length is crucial because it defines the maximum size of the image you can store. For example, choosing a length of 6 allows you to store up to 64 KB.

3. Save and Validate the Table
   After setting the field and length, save your changes and validate the table to apply the modifications.
4. Add the Field to the Corresponding Screen
   Navigate to the screen associated with your table, and add the same field you just created. Ensure the field length matches the one you set in the table.

5. Configure the Graphic Object

After adding the field to the screen, you need to configure it as a graphic object to handle images. Select Photo as the graphic object type. When configuring the graphic object, you’ll encounter the following parameters:

oNumber of Lines (Height): Determines the height of the image box.
oPhysical Columns (Width): Defines the width of the image box.
oPhoto Type: Choose between:
Normal: Displays the image as is.
Stretched: Stretches the image to fit the box.
Proportional: Adjusts the image proportionally to fit the box (as shown in the screenshot below).

Configure these parameters according to your needs and design preferences.

6. Save and Validate the Screen

Once the graphic object is configured, save and validate the screen to apply the changes.

7. Upload the Image

Now, when you navigate to the screen, you’ll see the option to upload an image file (as shown in the screenshot below). Select your image file, and the system will display a preview in the designated field.

8. Save the Image

After previewing the image, hit the Save button to store the image in the database.

Following these steps will allow you to successfully store images in Sage X3 using AB0 or ABB fields. Be sure to select the appropriate length and configuration to meet your requirements.

In Sage X3, data is stored in several different tables and components of the application and sometimes we require the track of this data for insists or during building flow logics.

Though this can be extracted from the database using queries however, Sage X3 provides an excellent approach to fetch this data from the application end using Miscellaneous Data search screen.

For this we’re referencing following paths and screenshots below:

Miscellaneous Searches: All > Development > Utilities > Searches > Miscellaneous (RECHADC)

New Stuff: How to Store Images Using Sage X3

-To begin with we should be navigating over to the Miscellaneous searches screen as shown in Fig. 1.

-In the pop-up window, we need to provide the Sage X3 Data type for the data we’re looking for using the selector as shown in Fig. 2.

-Once we select the data type (which we should know) then we can provide a specific Entry/BP/Site/Data in the field next to Data type as shown in Fig. 3. Here as an example we’re looking for a BP -> CD0001 for data type reference BPR.

-Once the search is complete, we’ll get the log showing all the references for the Entry (CD0001) within the application tagged with data type BPR as shown in Fig. 4.

-Here within the log, we can identify the exact record within the tables as the data is presented using the index of the table.

This way we can make use of this search utility to speed up the data look up process when we are not sure of the references within Sage X3.

Sage X3 is enterprise resource planning (ERP) product which help organization to manage all the operation of organization and database into a single software solution. Sage X3 contains list of modules like sales, purchase, inventory, project, financial and many more.

New Stuff: Miscellaneous Data Searches in Sage X3

In this example, we are using the Account Balances Inquiry function with the ID ‘CONSBAL.’

You can View Multiple Lines When Running an Inquiry in Sage X3 by following the steps below :

Step 1: Navigate to Setup > General Parameters > Inquiry Screens

In this example, we are using the Account Balances Inquiry function, where the last three characters of the function ID ‘CONSBAL’ represent the Inquiry Code ‘BAL,’ as shown in the image below.

Expand the Inquiry from the left-hand list. You may have different screens set up for the specific inquiry. In this example, I will use the STD screen

Step 2: Increase the ‘Number of Lines’ value. We recommend a maximum of 5,000 lines, as exceeding this limit may lead to performance issues, as shown in the image below

Save the modifications and validate the transaction inquiry screen.

Step 3: Go to the Account Balance Inquiry screen. Click on the ‘Criteria’ button in the upper-right corner of the screen, and enter ‘STD’ in the screen code field, as shown in the picture below

By following the above steps, you can View Multiple Lines When Running an Inquiry in Sage X3

Managing production, ensuring quality, and staying compliant can be a real challenge in the food and beverage industry. But with Sage ERP X3 food and beverage specifically designed for F&B businesses, you can streamline your processes, boost efficiency, cut costs, and stay on top of regulations—all in one place. Know how Sage X3 food and beverage can empower you to overcome the unique challenges that come with manufacturing, so you can focus more on delivering quality products and less on managing complexities.

Why is Sage X3 the ideal ERP for the food and beverage industry?

In the bustling food and beverage manufacturing sector, success relies on having the right tools. You need a solution that simplifies your processes, ensures high quality, and effectively manages compliance. Sage X3 ERP for the food and beverage industry provides you with the flexibility and visibility you need to optimize your production, from sourcing raw materials to delivering finished products.

It is the best software for the food and beverage industry that offers real-time data insights and helps you make informed decisions that enhance efficiency and reduce costs. Whether you’re looking to improve traceability, manage inventory, or ensure food safety, Sage X3 is food and beverage software designed to meet your unique challenges, allowing you to focus on what you do best. By automating key processes, Sage X3 allows you to deliver high-quality products to your customers while staying agile in a competitive market.

What is Sage X3?

Sage X3 is an all-in-one business management software that helps companies oversee every part of their core processes— finance, production, inventory, and supply chain. It’s specifically designed to handle the demands of industries like food and beverage, where precision, speed, and quality are essential. With real-time insights and a user-friendly interface, Sage X3 – ERP for the food and beverage industry makes it easier to manage day-to-day operations efficiently, assisting businesses to stay focused on producing high-quality products.

Here’s how Sage X3 becomes a game changer for food and beverage manufacturers.

Challenges you can overcome with Sage X3

Benefits of Sage X3 ERP for the Manufacturing Industry

1. End-to-End Traceability

Traceability is essential, especially during recalls. With Sage X3 food and beverage, you can ensure comprehensive traceability by tracking your products at every stage of the supply chain. For instance, if you’re a juice producer, you can easily trace the origin of every ingredient in your products, enabling you to address any safety concerns swiftly.

2. Enhancing Financial Management

Maintaining your finances in order is critical for your manufacturing business. Sage X3’s ERP food and beverage financial capabilities empower you to track expenses, manage budgets, and generate detailed financial reports. If you’re a brewery, you can analyze your cost of goods sold and profitability by product line by making informed decisions about pricing and production adjustments.

3. Cost Control & Inventory Optimization

Keeping costs in check when margins are tight can be a tedious task for businesses. Sage X3 is a food and beverage software that provides insights into where your costs are coming from and helps you find ways to reduce them. For example, as a dairy producer, you can track the cost of producing each product and identify areas to cut expenses, like reducing energy consumption or minimizing material waste.

4. Automated Regulatory Compliance

Quality and safety are non-negotiable in your industry. With Sage ERP X3 food and beverage, you have the tools to monitor your products throughout the entire process. If you’re a food processor, you can track ingredient sources and batch testing, ensuring compliance with safety regulations. This level of traceability minimizes risks and helps you avoid costly recalls.

5. Streamlined Production & Scheduling

As the best software for the food and beverage industry, Sage X3 provides efficient production management. It helps you streamline operations by offering tools to track inventory, plan production runs, and optimize resource use. If you’re a beverage manufacturer, you can monitor production lines in real time, ensuring everything runs smoothly and reducing unnecessary downtime.

6. Enhancing Supply Chain Management

Effective supply chain management can make or break your food and beverage company. With food manufacturing ERP like Sage X3, you gain visibility into every stage of your supply chain, from suppliers to inventory and customer orders. This enables you to stay on top of demand, avoid overstocking, and respond quickly to market changes.

Conclusion

Sage X3 is a top-tier food manufacturing ERP designed to help food and beverage companies manage everything from production and compliance to supply chain and costs. Automating these processes allows businesses to run more smoothly, save money, and deliver better products to their customers.

At Greytrix, we’re here to help you navigate the complexities of the food and beverage industry as a certified Sage X3 Partner. Our expertise in implementing and integrating Sage ERP X3 food and beverage platform means you can rely on us to optimize your system for maximum performance. We offer end-to-end services tailored to your specific needs, empowering you to achieve long-term success in this competitive market. If you have any questions or concerns about how Sage X3 – ERP can benefit your food and beverage manufacturing operations, our certified experts are just a call or email away. Let us help you reach your goals!

Running a manufacturing business isn’t just about making products—it’s about optimizing every step to be smarter, faster, and more cost-effective. That’s where Sage X3 stands out. Tailored for manufacturers, it’s more than just an ERP solution—it’s a transformative tool. By streamlining operations, minimizing inefficiencies, and driving profitability, Sage X3 empowers you to maximize ROI.

Let’s see into how this solution can revolutionize your manufacturing processes.

1. Simplify Daily Operations

Sage X3 integrates all your core business functions—like finance, production, and inventory management—into a single, easy-to-use platform. This integration helps you move away from managing separate systems and data silos, reducing errors and delays. With real-time data and streamlined workflows, you can make quick decisions, keep things moving, and improve overall efficiency.

2. Optimize Inventory Management

Managing inventory efficiently is key to avoiding unnecessary costs. With Sage X3, you get real-time visibility into stock levels, making it easier to maintain an optimal balance of raw materials and finished goods. You can reduce the risk of overstocking, eliminate stockouts, and improve order fulfillment, all of which contribute to lowering inventory holding costs and increasing profitability.

3. Smarter Production Scheduling

Scheduling production can often feel like juggling multiple balls in the air. With Sage X3, you can plan your production schedules based on real-time data, such as customer orders, material availability, and machine capacity. This leads to smoother operations, reduced downtime, and a better ability to meet deadlines without overstretching resources or staff.

4. Keep Costs in Check

The key to maximizing ROI lies in keeping your costs under control. Sage X3 helps you track expenses across all stages of the manufacturing process, from procurement to production. By providing insights into cost centers, it helps you identify areas where you can cut waste and improve efficiency, ultimately driving down operational costs.

5. Data-Driven Decisions

Data is the backbone of smart decision-making, and Sage X3 provides you with actionable insights right when you need them. With built-in analytics and real-time reporting, you can monitor critical performance metrics like production efficiency, lead times, and customer satisfaction. Armed with this information, you can make adjustments on the fly and capitalize on opportunities that drive your ROI even higher.

6. Scalability for Growth

As your business grows, your needs will evolve. Sage X3 is a scalable solution that can grow with you, whether you’re expanding to new locations, launching new products, or increasing production volumes. This flexibility ensures that your ERP system continues to support your business as it evolves, providing consistent value no matter the size of your operation.

7. Easier Compliance Management

Staying compliant with industry regulations is a constant challenge, especially when managing large volumes of production data. Sage X3 automates many compliance processes, helping you track and maintain adherence to regulatory requirements without the headache. This not only reduces risk but also ensures you avoid fines and penalties that could impact your bottom line.

8. Maximize ROI with Sage X3

Sage X3 offers a comprehensive solution to optimize manufacturing operations, enhance productivity, and control costs. From streamlined operations to data-driven decision-making, this powerful ERP system provides the tools you need to maximize ROI. Whether you’re just starting to scale your business or need a robust solution to manage complex processes, Sage X3 offers the flexibility and features to support your growth.

If you’re ready to boost your manufacturing efficiency and maximize your return on investment, Sage X3 is the solution you need to stay ahead in the competitive market.

We can help you to do so with our certified Sage X3 expertise reach out us today to know more on +1 888 221 661 or write us at x3@greytrix.com 

In Sage X3, there are dashboards on the home page such as AP/AR Accounting Manager, Workshop Manager, Planning Manager, etc. And customer, sales, purchase related information is getting displayed on those standard dashboards.

But one of our client requested to develop a customized dashboard for Manufacturing.

Customization Required:

In their system when they create a Tracking against Work Order, unique pallet no is generated for every tracking in a sequence such as FG/PLT/001, FG/PLT/002, etc. And every pallet has a capacity to store FGs in KG. For this, Actual Qty STK of tracking will be considered. Also, all these FGs are stored on FGBAY location initially at the time of tracking creation.

And as per capacity, free locations should be assigned to those pallets for the stock change transactions. There are 2 location types RFG01 and RFG02 which are having maximum capacity of 800 kg and 100 kg respectively.

So, in dashboard we just have to display an empty rack location as a suggestion on which pallet can be moved. And as per suggestion they will create stock change entry to move stock from FGBAY location to next free rack location.

Detailed explanation of Dashboard:

There will be 2 location types – “RFG01 and RFG02” only for which we have to check free locations available on the basis of quantity and unit.

To check free location, go to Setup Location Types Inquiry.

New Stuff: Maximizing ROI: How Sage X3 Can Optimize Your Manufacturing Processes

For Example – In the above screenshot, we can see location FA401 is already “Full”. So, we cannot use the same location for different pallets. Now as per sequence FA403 is free then we must display this location on the dashboard based on quantity and capacity of the location.

We can check the capacity and unit of the location in Location type master. Refer the below screenshot.

As we can see, for RFG01, capacity is 800 KG. So, if a pallet is having quantity more than 800 KG, then we have to check the 2nd location type i.e. RFG02.

Here, the capacity is 1000 KG or 1 Ton. As per unit any one from these 2 options will be considered.
For Example, we have 1 pallet P1 which has 700 KG capacity then we will check RFG01 location type and sequence wise free location. And if we have pallet which has 900 KG capacity then we will check RFG02 location type and sequence wise free location as per location type.

Suppose for pallet P1 we have used RFG01 type and FA401 location. But FA401 is having 800 KG capacity and we have moved only 700 KG to this location. That means 100 KG space is empty for FA401 location.

Now we have 1 more pallet with 100 KG capacity. And in FA401, 100 kg space is remaining. So, as per logic we can move that pallet to this location. But for this, we have to check LOT No. If LOT No is the same then only same location can be used. If LOT No is different then we have to consider the next free location i.e. different location.

For every separate line in tracking different and unique pallet numbers will be assigned.

Above is the screenshot of Manufacturing dashboard. As we can see, for pallets FG/PLT/014 and FG/PLT/016, “FA403 and FA404” free rack locations are getting displayed. Because these pallets are having 800 Actual STK Qty. So, RFG01 location type will be considered. And as per Fig 1. Location FA401 is already used for pallet FG/PLT/013. So, next free locations are FA403 and FA404.
Also for FG/PLT/015, Actual STK QTY is 900 that means it is greater than 800. So, RFG02 location type will be considered instead if RFG01. As we can see in Fig 4. For this pallet location FA301 of RFG02 type is suggested.

Now there is one more condition which we need to handle:

If Qty is more than 1000 then “NA” will be displayed in the Proposed Rack Location column. Because if qty is greater than 1000 in Work Order then, multiple trackings will be created with qty less than or equal to 1000. That means every pallet will be having maximum capacity of 1000 and not more than that.

In this way, we have customized a dashboard for manufacturing to display free rack location suggestion for different pallets to move stock from BAY location to free rack location.

In the Reports module of Sage X3, there is a View Queries screen that enables users to search predefined data collections on screen. This functionality utilizes a graphical query tool designer, which is responsible for designing queries based on the SQL language.

The graphical query tool designer includes a function to create screens that display the results of queries run on the database. It operates by temporarily extracting data from a table and presenting it on the screen.

In sage recently a concern was raised by one of our client who reported an issue with fetching all lines in the report on the screen level. Despite transactions being visible on the main transaction screen, they were not displaying on the screen report.

Path: All -> Reports -> Reports -> View Queries

New Stuff: Manufacturing Dashboard to get empty location details

As shown in Figure 1 and Figure 2, the on-screen report ZPTK001 has a total of 392 lines. However, only 100 lines are visible on the screen.

To solve the above concern we have performed the below mentioned steps.

Step 1: Navigate to Graphical query tool as the query is developed using it.

Path: All ->Setup ->Usage -> Reports -> Graphical query tool

On this screen, we have the “Number of Lines” field in the Advanced Tab, which is used to limit the number of records displayed in the output area. By default, this field is blank, which actually limits the output to 100, even if the query results contain more rows. This is done to help reduce the chance of performance issues.

Step 2: To specify the desired value, enter it in the “Number of Lines” field in the Advanced Tab.

Here we’ve change the Number of Lines field to value to 9999(max value that can be used) then validate the screen.

Step 3: To navigate to view queries screen and again verify the output.

Path: All -> Reports -> Reports -> View Queries

After increasing the number of lines, as depicted in Figure 5, we have successfully addressed the concern. Now, all 392 rows specified by the query are visible on the screen.

Here we increase the number of lines as per requirement similarly, you can decrease the number of lines on the screen. By following these two simple steps, you can effortlessly adjust the number of lines displayed in the grid on screens.

In Sage X3, WIP posting is an important stage which allows one to generate Journal Entries for subcontracting processes. Subcontracting refers to the process of entering into a contractual agreement with an outside person or company to perform a certain amount of work.

There was one requirement from one of our clients to Post WIP entries automatically as per client’s specific time. So, this blog will explore the process of automatically posting of work-in-progress (WIP) entries through recurring tasks.

We will see this functionality in detail in this blog:

Path: Costing -> WIP -> WIP Posting

New Stuff: Adjusting the Number of Displayed Lines in the View Queries Screen

Now to accomplish client’s requirement, we need to follow below steps:

Path: Usage -> Batch Server -> Task Management

To accomplish this task, we utilize a recurring task. Firstly, we have created a task code FUNWIPACC (WIP Posting). When creating the task code, ensure that the ‘Function’ field includes the WIP posting screen function, as shown in the above screenshot.

Path: Usage -> Batch Server ->Recurring task management

After creating the task code, the next step is to create a recurring task ZWIPSAGE and bind it with the previously created task code (FUNWIPACC). The user must enter the Folder, User, and Password fields, and then activate the checkbox.

As per the client’s requirement, we configure the date and time to define the triggering day and time for the task as requested and click on the “Parameters” button.

Path: Usage -> Batch Server -> Recurring task management -> Parameters Button

After clicking on the parameters button, a parameter window will open on your screen, set the parameters according to your client’s requirements. Once done, click on the “OK” button. Once the task starts executing it can be monitored by Task Management.

So, by following these steps, users can make their WIP entry posting process more efficient, time saving and ensuring accuracy in their Sage X3 operations.

Currently, we are facing issues while adding a custom field to the journal entry screen in the details line.

The field is not getting added to the screen even after validating Windows.

So, we have to manually add a custom field to the standard screen to solve this issue in Sage X3.

We have to add a new custom ZBPRDES(Ss) field to the journal entry screen(GACCENT2) in the details line and validate the windows(OGAS).

After validating the entry transaction (STDCO), we have to check the new custom ZBPRDES (BP Description) field in the journal entry screen, which was not visible on the screen. Please refer below screenshot,

Financials >> Journals >> journal Entry

New Stuff: How to Automatically Post Work-In-Progress (WIP) Entries Using Recurring Tasks

So, we have to add this custom field in JV Standard Screen(WOGGSTDCO)

Step 1 : Go to the windows WOGGSTDCO Journal Entry

Step 2 : Add ZBPRDES field in details line Screen (WMAC2STDCO) and validate the screen and windows.

After adding the ZBPRDES field to the standard screen, this field is showing in the detail line of the journal entry screen. Please see the below screenshot…

In this way, we can add a custom field in the detail line of Journal entry screen.

Managing batch tasks in Sage X3 efficiently is crucial for ensuring smooth business operations. However, encountering errors in these jobs can disrupt workflows and cause significant delays. To mitigate such issues, setting up notifications for batch job errors can be a game-changer, enabling you to respond promptly. This guide will walk you through the process of configuring error notifications for batch jobs in Sage X3.

Objective

Our goal is to create a workflow rule that sends an alert when a specific recurring task, such as the “Sales Delivery validation” encounters an error. This way, you’ll be notified only when there is a problem, allowing you to take immediate action without being overwhelmed by notifications for successful completions.

Steps for creating alerts when batch tasks have errors:

Step 1 – Define the Workflow Rule:

We have to create a new workflow rule which refers the recurring task. I’ll set up a rule to deliver an alert if the recurring job “Sales delivery validation” fails.

For setting up the workflow rule, navigate to:
All > Setup > Workflow rules

Add the code, description and category for the rule and make sure that the rule is active.

In the triggering event section, select event type as “End of task”

Fig. 1. Define the Workflow Rule

Step 2 – Setting Up Conditions:

We will utilize the Batch Server Queries table to check for errors by tracking the status flag.

• Table Code: ABATRQT (Batch Server Queries).
• Abbreviation: Enter ABR.

Step 3 – Formulate the Condition:

• The condition needs to check the flag status of the running jobs. In our example, the formula to be used is: [F:ABR]FLAG=6 or [F:ABR]FLAG=7 or [F:ABR]FLAG=8
• This formula checks for specific error statuses in the batch job flags.

Fig. 2. Define the condition

Fig. 3. Analyze the condition

Step 4 – Specify the Recipients:

• In the Recipient column, input the email addresses of the individuals who should be notified in case of an error.
• You can also customize the message and actions they should take upon receiving the notification.

Fig. 4. Specify the recipients

Once you have configured the workflow rule and conditions, save your settings.

Thus we have seen that Setting up error-only notifications for batch tasks in Sage X3 is a straightforward process that can significantly enhance your operational efficiency. By focusing only on alerts for errors, you reduce unnecessary distractions and ensure timely intervention when problems arise. This method not only helps in maintaining a streamlined alert system but also ensures that you and your team are promptly informed of any issues, allowing for quick resolution. With these steps, you can create a more efficient and effective notification system tailored to your specific needs.

If you have been struggling to lay down effective budget planning and forecasting for your business all this while – it’s time to put a stop to your struggle!

Sage X3 is your comprehensive budgeting and planning software designed to enhance financial efficiency, enable real-time collaboration, and drive smarter decision-making. This powerful tool allows your business to create comprehensive budgets using historical data, removing the dependency on manual and ineffective spreadsheets.

By implementing Sage X3 into your business, you empower your business with capabilities that go beyond simple budgeting; you also get real-time insights, forecasting, and reporting. With features like data-driven financial planning, automated reporting and forecasting, financial transparency, and accuracy, Sage X3 provides a comprehensive view of your financial plan and allows you to control your costs both in the long term and short term.

Together, these capabilities and features allow businesses to build a robust and effective financial model designed to navigate and adapt to industry changes and economic fluctuations. As a result, you can optimize cash flow, achieve your financial goals, make informed decisions, and reduce budgeting and planning time by 50%.

Want to know how Sage X3’s budgeting and planning tool works? Check out this video!

If you are evaluating ERPs for your business and narrowed it down to Sage X3, then you are probably wondering ‘What’s the cost?’ While Sage X3 follows a dynamic pricing model influenced by various factors understanding it without guidance can be challenging.

Key factors that influence Sage X3 pricing:

Modules

Deployment Method

Number of users

Level and nature of customization

Training, support, and implementation services

Check out our video that explores the flexible pricing model where we break down Sage X3‘s flexible pricing model. Learn how transitioning to this robust ERP is easier with accessible and affordable pricing—perfect for modern businesses seeking.

In Sage X3 v12, we recently discovered that when entering dates manually on any transaction screen beyond the year 2029, the system automatically defaults to 1930. For example, if we enter the date as 10/11/2030, it is interpreted as 10/11/1930.

When you enter a date with a two-digit year in Sage X3, the system determines the century based on a “pivot year.” The default pivot year is 2029. The two-digit max year is also known as the rollover date. This means that Sage X3 will interpret two-digit years as follows:

00–29: Years from 00 through 29 are interpreted as 2000 through 2029.
30–99: Years from 30 through 99 are interpreted as 1930 through 1999.

New Stuff: The Comprehensive Guide To Sage X3 Pricing

To overcome this issue, we found the following solution:

Setting the Upper and Lower Bound for the Pivot Year –

Sage X3 allows you to define a pivot year to determine the century used when a date is entered in two-digit format. By specifying an upper bound, the system automatically calculates the corresponding lower bound. Here’s how it works:

Access Locale Preferences:

Go to Administration → Administration → Settings → Global Settings

Set the Pivot Year (Upper Bound):

Enter a new upper bound for the pivot year. For example:

If you set the upper bound to 2050:

Any date with a two-digit year ≤ 50 will be interpreted as being in the [2000–2050] range.
Any date with a two-digit year 51–99 will be interpreted as being in the [1951–1999] range.

Refer the below screenshot for your reference –

This solution prevents the system from defaulting to the 1900s for dates beyond 2029. It is especially critical for ensuring accuracy in financial transactions, reports, and operational records.

Sage X3 is enterprise resource planning (ERP) product which help organization to manage all the operation of organization and database into a single software solution. Sage X3 contains list of modules like sales, purchase, inventory, project, financial and many more.

At times, users encounter an issue where they input comments in the comment section exceeding 250 characters, but the full value does not get printed in the report because Crystal Reports only accepts 250 characters for the RTF text

We have taken a sales invoice screen as an example, where a user entered comments, as shown in the picture below

New Stuff: Fixing Date Defaults: Date field default year 1930 Instead of 2030

The output is as shown in the below picture :

To overcome this issue, we have found a solution that allows the full data present on the screen to be printed in the reports as well

To print the full comment data in the report, there is no built-in function in Crystal Reports to fulfill this requirement. Therefore, we created a new query-based sub-report where we used the SUBSTRING and REPLACE functions, as shown in the picture below. The CLOB_0 field in the ACLOB table contains the comment data in RTF text format. We replaced the spaces (“ ”) with tildes (“~”) and used the SUBSTRING function to trim the string into 250-character segments.

Additionally, in Crystal Reports, we created a formula and placed it in the report to replace the tildes (“~”) with spaces (“ ”) and sum all the command fields used in the SQL query, as shown in the picture below:

After completing all the steps, we get an output where the comments are the same as those entered in the Sales Invoice screen’s comments field as shown in the below picture :

By following the above steps, we can print comments data longer than 250 characters on Crystal Reports at once in Sage X3.