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How to set condition for purchase order close
Sometimes we come across a scenario where user needs the purchase order to be closed only after certain conditions or never. Sage provides a functionality ‘PO line closing method’ which helps the user...
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Adding Graphical requester in Interactive Dashboard
To create Graphical Requester, follow below steps. Step 1: Create graphical requester. Set up → Usage → Report → Graphical Query tool 1.1 Graphical requester screen Step 2 : Create Menu Item. Navigate...
View ArticleHow to assigns a default format to each type of field
In this blog, we will look how to assign a default format to each type of field and allows you to modify them. Adxfmt is an Adonix system variable of the table of 8 Char of 255 characters, which...
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How to create work orders in bulk by using Batch process
Sage X3 has standard feature where you can create the bulk of work orders by using the back to back batch process. Fallow the below steps. Set Back to back check box checked. IMG: Product screen Select...
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How to get Folder Language from code in Sage X3
Sage X3 can have more than one folder. You may have come across a scenario where you need to know current folder language while accessing Sage X3 ERP. This can be achieved using the variable...
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How to set the default Category as “ACTUAL” in Journal
We have come across the scenario where the Journal which are created from the Sales or Purchase Invoice should not be editable. We have parameter values which will set the Category as Default when we...
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How to change the standard Module name?
Have you came across a scenario where you want to change the name of “Module and Sub Module”. Image 1: Home Page Navigate To: Administrator>Authering>Navigation Page Image 2: Pages Now Edit the...
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How to find Database size of your folder
You may come across the situation where you would like to know the database size of the folder or amount of space utilized by the folder in the database. Sage X3 has a special feature of getting...
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How to attach Totals to Heading (Sage X3 People)
In our recent blog “” we have discussed about Headings, Variables and Totals. Now we are going to see How to Attach Totals to Heading. TOTALS:- Totals are used to ensure that each heading has the...
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How to enable LOT field in the purchase receipt screen
In Sage X3, we may come across a scenario where we want to enter data manually in the Lot field. To solve this functionality: Step 1: Navigate to: Common Data → Products → Products Category →...
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How to configure portal expense claims
1. Setup variable to be updated. Note: Uncheck Expense notes 2. Setup Variable for a portal default value as well as the maximum allowable value to be claimed via the portal. These can be configured as...
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How to Merge Business Partners (BP) in Sage X3
Many a times, the user creates 2 similar business partners in Sage X3 instead of 1 business partner, this results in 2 separate entities in all the related inquiries or reports. In such cases, Sage X3...
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Learn. Innovate. Network. With Greytrix at Sage Enterprise Management Partner...
The Sage Group plc has been the driving force in delivering a unique platform for Partners, Resellers, and Business Builders to learn, network and innovate about Sage solutions every year. From summits...
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How to change/add Dimensions on Journal Entry
We may come across scenarios where we want to add/change dimensions on Journal Entry(Line level). By following below steps we can achieve this functionality. Navigate to Set-up → Organizational...
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How to solve “WO status cannot be tracked” error message in Production...
In Sage X3, we may come across a scenario where we find difficulty in searching of work order number in Sage X3. To solve this functionality: Navigate to: Manufacturing → Planning → Work Order Path to...
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How to add the filters in the object based selection
We have scenario where we need to show same selection as per standard object but we need to have additional filter on selection. In this scenario, there is no need to add the additional selection...
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How to change background of the log in page
We get the default image as a background of a log in page as shown in below screenshot 1.1 log in page To change it you can go to the path...
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How to Rename Menus in Favourites in Sage X3
New versions of Sage X3 provides many additional useful functions and features, unlike V6. New versions of Sage X3 provides a special feature for renaming your favorite menus. Sometimes it becomes...
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How to close a site in Sage Enterprise Management (Sage X3) that is no longer...
In your Sage Enterprise Management (formerly Sage X3), there can be sites that you may want to close down. The prominent reason for the closure of sites in Sage Enterprise Management (Sage X3) can be...
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How to define default allocation type used in order entry | Sage X3
Sage Enterprise Management (formerly Sage X3) is a robust financial accounting system with a wide range of features and functionalities aligned with your specific business requirements. In this blog,...
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