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Managing Inventory at the Sub-Lot level in X3
Sage X3 allows user to maintain Sub-Lot for products. In Order to manage Inventory at a sub-lot level you need to activate the “SLT” Code at the Folder Level. Kindly select ‘General Parameters’ under...
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Inventory Counts through ADC
As we know ADC is a module in Sage X3 available for Radio Frequency terminals. One of the features in the ADC allows you to manually enter the Inventory counts through Radio Frequency terminal. Below...
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Stock Quantitative Update with Direct Invoice
I came across a scenario where I needed to create a direct Invoice in Sage X3 [i.e. one without a Sales Order or Delivery]. But after the Invoice creation, to my surprise the stock quantity still...
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Entry transaction Validation via Patch
Whenever any changes are performed on the order, shipment or any other screens, the Entry Transaction validation becomes must. But whenever we need to deploy these changes on the clients end we create...
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Check BP Credit Limit in X3
Sage ERP X3 has come up with an interesting feature through which we can easily handle the credit holds functionality. There are 3 option buttons provided on Customer screen in Management tab check, no...
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ReOpen Closed Purchase Orders
Sage X3 provides the feature of Re-opening the Closed Purchase order to add additional line or edit the existing one. The function which provides this feature is “Close and Re-Open orders”. To navigate...
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Determine Position of Invoicing Element
In X3 we have different invoicing elements like Freight Charges, Discount %, Discount $ etc. that are used for applying the discount/charges on the orders/shipment lines (Refer below screen shot). Now...
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Periodic Processing of Inventory Valuation
There are scenarios where user is doing Inventory movements with various Inventory transactions but cannot trace the same in the accounting journals even after all the transactions are posted. This...
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How to perform an Inter-Site Transfers
The Inter-site transfers function is used to intervene on a stock line or a group of stock lines so as to transfer stock from one site to another for the one or several companies. The Inter-Site...
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How to Allow Specific Processing without Folder Validation
Whenever the folder is not marked as a “Specific Folder”, all the specific processes (TRT\ADX) will not be installed in the folder. But just marking it as specific does not serves the purpose we need...
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How to setup tax rates for different companies
I was creating a transaction in X3 and was stuck as the Tax was not getting calculated. I was just wondering the reason for the tax not getting calculated. I can say that “I discovered’ that In order...
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Accounting Task in X3
There are several times when user has posted any Invoice, Receipt or Payment and is not able to find the journal entry regarding the same, though the transaction is marked as validated. We found that...
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Publishing the Web Service via Patch
In our previous blog i.e. “Entry transaction Validation via Patch “we explained how to validate entry transactions through patch. Usually when we talk about integration the web service becomes an...
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Create Web Service Pool for Integration with Sage X3
** We have experience in all flavors of integration having an experienced team of over 10+ years in Sage Product Lines. Contact us on x3@greytrix.com to discuss more about integrations with X3 and how...
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Re-Order Feature in Sage X3
The Re-Order Level in any ERP plays a significant role in checking up the Inventory Levels and manages the inventory. All this data statistics is handled using Location in X3, this location is assigned...
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Implementing Parent and Child Company in X3
Sage ERP X3 has come up with an interesting feature through which we can easily achieve feature of assigning Parent and Child Company. The Customers in Sage X3 has a feature termed as Bill To and...
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Calling Screens from Dashboard
Sage ERP X3 has interesting feature which support the Dashboard. We can call any of X3 screen’s through the Dashboard. Follow the below steps to call screen from Dashboard: To open the Dashboard...
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How to Setup Quote Signature Management
Do your Sales quotes require an approval process before being allowed to be used in Sales order Creation? Well X3 provides you with a precise way of approving Sales Quotes before using them to create a...
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Creating a Return Purchase Order against a receipt
A Purchase Order return can be generated in X3 against an already received Purchase Order. This can be achieved from the Return management screen in the Purchasing Module...
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Grow your online business with Magento Integration for Sage ERP X3
We are glad to present another integration under our “GUMU” brand. This time we bring together the two most leading names in their respective domains to get you improved business productivity and...
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