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How to print report directly on duplex printer in Sage X3
In Sage X3, reports play a crucial role in representing transactions and records for analysis and growth perspectives. Reports can be printed by navigating to the Reports module, as well as by writing...
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Folder SVG extraction in Sage X3
Data extraction is the process of retrieving data out of data sources for further data processing or data storage (data migration). In Sage X3, there folder which consists of this data backup is...
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How to Setup and Control Sales Rep Access in Sage X3
In the competitive world of sales, having up-to-date sales data is crucial for sales representatives. Equally important is maintaining strict control over which accounts each rep can access. Sage X3...
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Dashboard Filtering in Sage Enterprise Intelligence(SEI)
One of the most valuable features within SEI is dashboard filtering, a dynamic function that allows users to customize their data views to meet specific analytical needs. Dashboard filtering in SEI...
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Crystal Reports: Time cut off from date-time field
Crystal Reports is a business intelligence tool that creates custom reports by capturing data from multiple sources. The tool offers features such as data access, report design, data formatting,...
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How to grant access to the Data Models in SEI
In this blog, we’ll explore the step-by-step process to grant access to the data model in sage enterprise intelligence (SEI). This option is used to grant access to the Data Models, to groups or...
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Adding controls to fields in Sage X3
One more feature of Sage X3 that frequently gets overlooked is the capability of adding controls to a specific field within the system without requiring knowledge of the 4GL language, which is Sage...
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Feature: Use of Supersession/Substitution product field on Product master in...
Introduction: As we know, business processes like sales, manufacturing, and logistics, require a functionality where you can substitute one product with another. In Sage X3, there is a concept of...
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How to Run Fiscal Closing On Multiple Companies at Once in Sage X3
Fiscal closing is a critical process for any business. Doing Fiscal Year end, marking the end of a financial period and getting the company’s financial records ready for the next one. For businesses...
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Automatic Packaging configuration at Product Site level
When the packaging capacity isn’t configured at the site level and there are multiple products involved in Sales Order Packaging, the process of manually setting up automatic packaging for each...
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How can we add new fields to the Inquiries screen without using standard...
In Sage X3, the inquiries screen refers to a user interface where users can view and analyze data stored in the system. This screen typically provides a way for users to query and retrieve information...
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License Plate Numbers in Sage X3
Step1. How to create and set up the various license plate numbers? Sequence number creation Open: Setup > General parameters > Sequence number definition > Structures Before creating the...
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User Broadcasts functionality in Sage X3
Sage X3’s User Broadcast feature facilitates streamlined communication within your organization. It enables administrators to send targeted messages directly to users or groups, ensuring timely...
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How to change the status of multiple work orders at once.
In Sage X3, a work order is a document that details the production activities required to manufacture a specific quantity of a product or item. It serves as a set of instructions for the production...
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How to automatically adjust shortages of outstanding sales order with...
In order to make sure effective stock allocation and order fulfillment, integrating inventory management with sales order processing in Sage X3 is necessary for automating the adjustment of shortages...
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Task Management in Sage X3.
This function serves two main purposes. First, it allows users to create new batch tasks from scratch. Second, it enables users to modify the characteristics of tasks that already exist. Each batch...
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How to resolve ‘The order was not converted No supplier’s error message while...
In Sage X3, a back-to-back order refers to a specific procurement and sales process where a sales order is created directly from a purchase order to fulfil a customer’s demand for a particular...
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How to Add a Hyperlink in Sage Enterprise Intelligence (SEI)
In this tutorial, we’ll walk through the step-by-step process of creating a hyperlink from a database in Sage Enterprise Intelligence (SEI). Steps: 1. Prepare the URL Link in Your Database Tables:...
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How to enable prepayment option in Sales order in Sage X3
Prepayments are amounts paid by a customer in advance of the goods or services being received later on. Any payment made in advance can be considered a prepayment. Prepayment of an order takes place...
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Identifying Your Customer in Sage X3
Customer relation in business includes various factors to streamline the process including business partner details. And to achieve this various details about customer business and their various...
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