In Sage X3, the term “Dashboard” typically refers to a user interface feature that visually represents the relevant data. These dashboards are customizable and can be tailored to suit the specific needs of users or departments within an organization. Sage X3 dashboards allow users to monitor various aspects of their business in real time, such as sales figures, inventory levels, production metrics, financial performance, and more. They often incorporate charts, graphs, tables, and other visual elements to present data clearly and concisely, enabling users to quickly assess the health of their ..read more

In some situations, companies need to transfer products from one place to another that are not part of the normal distribution flow. For example, shipping a computer that needs to be repaired or shipping marketing materials to a conference or tradeshow. The Transport Note feature in Sage X3 tracks goods that are shipped and/or delivered but does not include products that are part of the core business. The main differences between this function and deliveries are the following: No link to an existing document No accounting journal No invoices No credit control and credit updates No accounting ..read more

In Sage X3, the pick ticket functionality is an essential part of the sales order fulfillment process. A pick ticket is a document generated by the system that instructs warehouse personnel on which items to pick from inventory to fulfill a customer’s order before they are shipped to the customers. After creating a sales order, it is possible to generate a pick ticket for the sales order. The pick ticket status will be “In process”. Once the pick ticket status is changed to “Deliverable”, it is possible to generate a sales delivery that can be validated in the future. Once a delivery is genera ..read more

In Sage X3, the process of entering time for a project involves specifying various details such as the date, task, and the amount of time spent on the project. This can be facilitated through the use of the assignment grid, where tasks assigned to an employee are conveniently displayed at the top, allowing for accurate entry of time spent. The time entry feature in Sage X3 serves a crucial role by systematically collecting and assessing the time allocated to different projects. This functionality aids in labor analysis, providing insights into resource utilization and helping in the effective ..read more

In SageX3 do you ever face an issue where you have to hover your mouse pointer to see the full description? We found a way to display the whole text/description on the screen without using the multiline text control. New Stuff: Automate sending reports on emails in Sage x3 Fig 1 Description before truncation Go to the screen dictionary for which you want to make the description visible completely. In the column Truncation set the column length to 200. Save and Global validate the window. Fig 2 Truncation in screen dictionary Fig 3 Description after truncation Now when you’ll open the window ..read more

Workflow in Sage X3 allows you to automate steps such as sending emails with attachments etc. Sage X3’s workflow function allows you to create a process that sends an email when certain conditions are met, such as fulfilling/satisfying the condition or triggering an event. This email may include attachments, such as documents or reports generated in Sage X3, which may improve communication and cooperation within your organization. Here are the step-by-step instructions for creating an automated workflow to send reports in the mail: 1. Open Setup–>General parameters–>Parameter values: Exp ..read more

Overpayment by customers can present unexpected hurdles, ranging from accounting balance. In this blog, we will explore the process of resolving overpayments made by customers. Consider a scenario where we have a $2,000 invoice and receive a payment of $3,000, which we record in Payment/Receipt Entry using the Transaction Type Check Receipts (RECCH) function located under A/P-A/R Accounting, Payments. We received $1,000 overpayment amount. To handle the overpayment issue follow the below steps: Step 1: We created a direct invoice for the specific customer, matching the amount of the overpaymen ..read more

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. One of our clients is encountering an error “Period not defined or processing prohibited on this date” when trying to validating the sales delivery transaction, as shown in the screenshot below : New Stuff: Roadmap to Key Sage X3 Implementation Phases Fig01: Error on sales delivery screen To overcome this error, please follow the ..read more

In today’s dynamic business environment, organizations face ongoing challenges in maintaining operational alignment, simplifying processes, and fostering sustainable growth. Regardless of size or scale, selecting an appropriate enterprise resource planning system (ERP) is pivotal in achieving desired outcomes. The quest for an impactful ERP solution, such as Sage X3, is driven by the need to enhance operational efficiency and business effectiveness. As Greytrix, a reputable provider of comprehensive business management solutions, we recognize the significance of addressing these challenges. S ..read more

Have you ever wondered how software systems like Sage X3 efficiently manage data entities, such as customers, products, and sales orders? The answer lies in the concept of classes, a crucial component of the Sage X3 ecosystem. In this blog, we will explore the intricacies of class management within Sage X3 and how it plays a pivotal role in structuring and handling data entities. Introduction: At the heart of Sage X3’s data management lies the concept of classes. A class serves as a blueprint for managing various entities, ranging from customers to general ledger entries, products, sales order ..read more