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How to upgrade a patch level in Sage X3 Version 12

In this blog we will see an alternate method to upgrade a patch level in Sage X3 version 12.It provides an easy way of patch upgradation. In this case we are going to upgrade the patch from 14 to 15....

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Block Sales Order if gross price is equal to or less than cost price

In a live scenario there is always a possibility that the company would want to keep a control on the pricing that is defined during the sales. The scenario would be that the gross price should not...

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Define State field in BP Master

In this blog, we will see how to add State field in BP Master.This can be done by following below mentioned steps. Step 1: As seen from below Screenshot no State field is there in BP Master Screen....

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How to enable Accounts mapping section under Accounting Code in Sage X3

In Sage X3, when a new folder is created we may come across a scenario where we don’t see a column to map accounts in Accounting code lines. Below screen capture depicts the navigation to enable the...

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How to modify Financial Assets details in Sage X3

Sage X3 Fixed Asset helps to manage different financial Assets created in it along with its modification functionality. The financial asset corresponds to Fixed Asset. While using Sage X3, user may...

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How to enable the Source transaction in Journal entry.

In sage x3 version 12 release there is an amendment to the existing feature for journal entry transactions screen where we can now get the journal entry source transaction details which is mapped with...

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How to do the Acceptance Return in sage x3.

In acceptance draft there is an additional phase before they can be settled and i.e. Acceptance return. This phase is restricted during the characterization of the payment transaction. This blog will...

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A different set of values for a discount in Sage X3

In this blog, we will see the different set of values for a discount in Sage X3. Navigate to Setup > Sales > Price list > Structures User can see the different values for discount (Refer...

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How to solve webservice error: ”nextLong”

We may come across the “nextLong “error while invoking web service. One way to resolve the “nextLong” error is below. In Version 11 and Version 12, created object based web service for saving the...

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How to add the Dashboard in Sage X3 Version 12

We need to make Query in Sage EM through SQL Query Tools with the below navigation as follow: Setup > Usage > Report > Query Tool SQL Query Tool Once we are done with the Query tool we need...

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Warehouse management in sage x3

We all know there is both location management and Warehouse management available in Sage. There has been question why do we need warehouse management enabled when we can manage inventory by location,...

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How to use and setup the functionality of early discount / late charges in...

Do the setup as per the requirement by entering early discount/ late charges in days and its rate in percentage. For doing the setup navigate to below paths. Navigate to: Common data → BP tables →...

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License Plate Numbers – New in Sage X3 –Version 12

New feature introduced in Sage X3; License Plate Numbering (LPN) helps you to track information for a group of items within a container. A single number allows to track the inventory within a...

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How to search documents which are attached to employee records using Keyword?

Sage X3 people has a standard functionality for searching the documents using the keyword. This functionality allows the user to search attached document using the keyword. The keywords has been...

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8 Reasons How Sage X3 can Spice Up the Food and Beverage Industries in Africa

Food and beverage industry is slowly gaining strength in the regions of Africa making it one of the leading industries for attractive opportunities in terms of business. Africa has the most diverse...

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How to resolve “No product to adjust” error in Adjustment of stock shortages...

We may come across a scenario where we deliver a product to customer even though there is no stock in X3 system. We can adjust that stock in system after a while for that we can use Adjustment of...

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How to make the Function accessible in batch task

We may come across the scenario, where we need to make the customize function to be executed through the batch task. This process can be executed without manual intervention on the regular interval....

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How to add suppliers in the product-site level in Sage X3-Version 12

Sometimes we require to manage local suppliers to a specific site. There is an amendment made in Sage X3 version 12 where we can add suppliers at the product site level. Benefits: This functionality...

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How to assign report Destination based on condition

We may come under a situation where we have to set different destination according to the user or we have to set a destination for a user based on a particular condition. To set different destination...

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Enabling Field Value by Default in Capital in Sage X3

In some cases, we require the field text to be entered in capitals. If we enter values in small letters then it may cause problem in case the field has some customization. We can handle this type of...

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