Hi
Recently, I received information from my BP stating that in order to delete a quote or order in Sage CRM, it is necessary to delete each line item individually until the line items grid is empty. This process struck me as quite unusual, as in my…
I am reviewing costs for a completed project and have a "committed cost" showing. I have identified the purchase order that the cost related to BUT
1. The purchase order is showing as fully delivered and fully posted.
2. When I check the actual costs…
Hello,
We're looking to try to add a field to the Opportunity Total box (derived from the Order) to show the Total Net Amount.
What would be the best way to add this, or change the 'Total Order Value' to be the 'Net' amount? Not sure if I've just…
Was wondering if there was any way to view all of the quotes/opportunities that we have created that do NOT have an associated order attached to them. We want to follow up on all of our unfulfilled quotes in one batch without missing any due to human…
When creating an order from a purchase request, the different lines of the request with the same product are aggregate in one order line, even if the requested date or the net price are different. It would be useful if a parameter allowed to have the…
Hi All,
Is there a place in 2022 where to enter a formal sales forecast in X3?
As in customer, products, months/time when to flow them and then compare sales vs forecast?
We are thinking to maybe see how can we make "Enterprise Planning" work but…
Hello All,
I notice a client is getting this error all the time in their Sage 100 CRM Activity log. "Record 0001 does not exist in CU_OrderQuoteTracking_bus", anyone ever see this before?
They seem to be having an issue with the orders/quotes in Sage…
The company I work for is looking to ditch a separate job costing software it uses and replace it with Sage Projects. One of the biggest factors for picking the other package was not having to duplicate information but I am aware that there wont be able…
Does anyone know what this means? We don't use "preparation". We started getting this error message recently, sometimes we can blow by it and sometimes we can't. This particular product is not managed so there is nothing to allocate. When you hit ok it…
I need to come up with a way to consume containers (what our product is packaged in) when a work order is closed. I have thought keeping the current BOMs for the "master BOM" (bulk BOM if you will) for each product and then doing a second BOM that puts…
When sending an email from an order, the "To" field automatically defaults to the customer's email when sending the email from the communications tab. Is it possible to default to another email address after selecting a specific email template?
During…
Is there a way to turn off the requirement of a delivery contact on the sales order?
We are running into an issue where the contact for the sales order gets removed from our system which leads to an error message that the delivery contact doesn't exist…
My client would like to import orders from their e-commerce site, as well as update the site when orders change in BW (i.e. update order status on site when order converted to invoice, update shipping tracking info, etc). It sounds like importing orders…
I need to setup a process to manage short term rentals. I have investigated the lease contract option, but it requires Fixed Asset setup and a large amount of transaction overhead.
The best option I have found thus far is to use a Loan sales order followed…
It seems that X3 defaults to some form of FIFO. Is there any documentation that goes into detail how to control this feature? A specific example of what we are trying to do that relates to full pallet product pulling.
We have X3 set up to pull full…
Hello everyone,
When using the "Convert Sales Quote to Sales Order" function, the "Order No." field in the " Sales Order" automatically gets populated with the quote number.
Therefore when we want to change the order number to our customers' PO number…
We are currently working on overhauling a CRM system. We upgraded the system from 7.2 to CRM 2019. While working in the system, we noticed that there is no Quotes or Orders entity. However, we do see a Quotes Type entity.
How do we get Quotes and Orders…
Is it possible to add a button on the purchase order screen to allow the user to receipt?
Or even pass the values from the order screen to the receipt screen so they can receipt without having to dig out the supplier number and site etc?
So I have a SQL query which returns all purchase orders that are over 14 days old, which have still not been signed in Sage from AWRKHISSUI workflow table.
What I'd like to do is create a workflow that distributes an email to all of the users in the…
1) About order statistics.
I know we can count the orders from table OEORDH . but I wonder if Sage300 has existing order statistics for a given customer. The two things I want are.
Number of orders placed in current year
Number of orders placed…
Working With Existing Microsoft Word Templates
The majority of existing Microsoft Word mail merge templates that you work with will continue to work as normal - for example, those that merge Company and Person information. However, you will not be able…
In this article I want to discuss how the Mail Merge process works in detail. This includes what happens within Sage CRM and how the document is created.
Mail Merge for Sage CRM takes place server side.
I have discussed previously in the article …
A business had a requirement to easily see what products have been ordered by their customers.
Below shows the products that have been purchased by a company.
This was created using the List and Runblock technique discussed in the article and video…
