Hi Readers,
Today’s blog posting will be a short review of the new features / changes made to the installation process for our latest release of 2023R2 (12.0.34). All of these changes you will find are located within the Sage X3 Management Console (aka…
Working with suppliers, sometimes the balances can get out of sync. When this happens, in Sage X3, there is a utility called Supplier balances resync in the Purchasing, Utilities section. This utility is used to resynchronize the balances of a business…
User & Table auditing in X3
Welcome to another blog, today we will discuss the auditing capabilities of X3 and tools available to use when looking to audit or investigate problems potentially related to a user, table, or session.
Let’s begin this…
Time to go on our sixth thrilling adventure exploring the automatic journals and see what determines which auto journal will be used. Our previous travels have taken us through:
Sage is continuing to add more features and functionality to mobile automation.
Online help center provides a detail how to on most of the transactions and functionality.
Under “Recent How to guides” you can find a link to “Mobile Automation…
Valuation methods can be found in Setup, Stock, Valuation methods. This function is used to select the primary valuation that is going to be assigned to a product. Several valuation methods are available for selection based on the country's legal requirements…
Good day and welcome to FY24..
Let’s kick things off with this blog regarding a newly added feature when running exports from the management console.
What is Multithreading?
Multithreading is a form of parallelization or dividing up work for simultaneous…
It seems like most of our Accounts Receivable time, after sending out invoices, is devoted to chasing down payments. For this, the blog Bad debts management and AR Write-offs comes in handy. Every once in a while, customers don’t just pay us, but they…
There are times we struggle to understand why the sales orders, or the work orders don’t allocate when there is enough stock on hand.
In this blog let’s look at some of the troubleshooting measures that we can take before contacting support!…
Hi Readers,
Today we are going to look at where you can find the Mobile Dashboard and see what it looks like. The Mobile Dashboard has history back to PU9 (and maybe even earlier). As mobile application becomes more and more popular, support is getting…
I bet you have spent the entire summer eagerly waiting for an update on the Sage X3 2023 1099s. The exciting 1099 news is here! Drum roll, please. There will be no changes to any of the X3 1099 forms this year! This means no new 1099 download for 2023…
We can setup different movement codes to define specific stock receipt and issue rules for some transactions.
For example, a dedicated transaction associated with experienced users who can authorize the receipt to stock in A status and the rest of the…
Even thriving businesses may not succeed if they run into difficulties managing cash flow.
This blog may assist AR manager to calculate accruals on debts which poses risk not to recover and at the end, write-off bad debts, while fitting with legal requirements…
When a work order is created, the Allocation field on the work order header can default to “Complete” or “Not allocated” depending on the allocation method selected in Setup, Manufacturing, Entry transactions, Work orders.
In the…
Ever wondered why when a work order is created with a Planned status, then later on, changed to Firm, any changes made to the work order while in planned status such as adding unexpected materials or changing the quantities for components are removed…
You were in the middle of doing your Bank Reconciliation (BANREC) and you got up to answer the door. You return to your computer and panic sets in because in those brief seconds you were gone, your cat walked across the keyboard making random transactions…
Holds are placed on invoices to prevent payment of invoices. How can we put an invoice on hold in Sage X3? For example, Supplier BP invoice.
On a new Supplier BP invoice, the default status is “To validate” and the other option is “Pending”.…
This blog is part 2 series of Advance Bank Statement Import – BAI2 format. In Part 1 we covered Setup, in this blog we will cover Import and processing of transactions.
Bank import type codesWhen importing bank transactions using the BAI2 file…
Have you ever received this message “A: Unauthorized stock status” when receiving a purchase order even though the site does not require quality control on the product? In Sage X3, quality control can be set in three different places, and depending on…
Ever wondered how you can change the background image of Sage X3 Version 12's Login Screen? Then keep reading:
There are basically 2 steps involved:
This may sound a bit redundant and repetitive, but you would be surprised if I told you how many times I hear this enquiry from partners and, more often than not, customers on how to perform an installation of Sage X3 on a single server. Besides, Sage…
Hello folks!!
Today let’s discuss Microsoft excel and the SEI/Office add-ins used in Sage X3.
You’ve likely found yourself reading this article because you either need to add one of these add-ins or upgrade them, perhaps you have a new machine…
This 2-part series of blog may assist you to have better understanding of Advance Bank Statement Import using BAI2 format. In Part 1 we will go through the necessary setup. In part 2 we will cover import of the statement and process transactions including…
I was setting up Sage Exchange on a new 2023 R1 test folder. I started testing Credit Card transactions and found that the Credit Card processing screen wouldn’t open when I tried to create or save a Sales Order (GESSOH) under Sales, Orders. And…
Good Day,
Lets review badges, what they provide access to and how to determine where those functions live without having to search each one.
When setting up or reviewing how your users will access the system it’s important to keep in mind what access…
