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

In the previous blog, we learned how to export menu items using customization management. In this blog, we will learn how to export a navigation page using customization management. Which we can import into the desired environment. Follow the below steps to achieve this functionality: Create Customization management: Follow the below patch to access ‘Customization Management’: Navigation page > Administration > Utilities > Exports > Customizations management. Create new code, description and select the navigation page checkbox options export as shown in the below screenshot. Fig0 ..read more

In Sage X3, workflow auditing involves tracking and recording the changes made to any documents as they progress through the workflow. This is useful for maintaining transparency, ensuring compliance, and identifying any discrepancies or issues in the process. Below are general steps to set up and perform workflow auditing on sales orders in Sage X3 *Note: We will be using the “Sales Orders” table (SORDER) in this example, but you can apply these methods to any table/fields you choose. Access Rights: Ensure that users involved in the sales order workflow have appropriate access rights to view ..read more

Creating a new user login in Sage X3 is a simple process. Begin by accessing the Users section within the Administration module via All -> Administration -> Administration -> Users. Click on “Actions” and select “New User.” When you choose “New User” in Sage X3, a new screen appears. In the “Login” section, fill in all the mandatory details like the login name, activate the user by ticking “Active,” and set a new password with options like “Password never expires” or “Required password change.” Move to the “Information” section to pick a title, and enter the user’s name, last name, an ..read more

To equip its end user Sage X3 now has a Load and capacity screen to judge the work put in by a particular user on ERP. The view offers a graphical representation of time spent by a user with respect to different  time periods that can be years , hours , minutes and months. To navigate to the screen follow the following steps Projects > Time Management > Inquiries > Load and Capacity Fig 1.  Navigation Page Load and Capacity This enables its end  to have a multi-project view related to the user  and additional selection criteria upto a selection period for viewin ..read more

The “Pegging History” tool allows the history elements to be shown both upstream (what does the order cover?) and downstream (what covers the order?) from a “pivotal” order. In the second grid, under the multi-level option, the list of coverages is suggested if the selected “pivot” is of the required type. The “Pegging History” functionality tries to meet the following requirements: Memorization of the connections between resources and requirements, the effects of resource changes on the requirements they cover, and the renewal of the planned quantities. The following functions are concerned f ..read more

In Sage X3, workflows are used to automate and streamline business processes by defining a sequence of tasks that need to be performed in a specific order. These tasks can involve approvals, reviews, or other actions necessary for the completion of a business process. Workflows in Sage X3 help organizations enforce consistency, reduce manual intervention, and improve efficiency. In Sage X3, you can assign multiple signatures in a workflow on different objects to implement a multi-level approval process. This allows for more complex and controlled workflows, where different users or groups need ..read more

In Sage X3,dimension types are analysis codes that can be used to track costs, revenue, and quantities. In various case, user wants to flow the dimension data to the SI/PI/WO transactions and its GL entries. So, to achieve this setup and functionality. Kindly follow below steps. Below is the setup and working of the GL flow through Work order/ production tracking’s GL entry. Steps: Check the dimension defined for Machine Work Center and Labor Work Center. Navigate to: Work Centers -> Costing Dimension field For Machine work Center: Fig01: Machine work center -> Now jump to costing dime ..read more