Sage X3

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.

When 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:

1. Edit the "login.css" file located in "\syracuse\bin\node_modules\@sage\syracuse-lib…

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…

Often, we will have issues when a work order is closed and completed without the components and or operations not completely tracked. Once the work order is closed, we can reopen it but once it’s costed it’s final.

Thanks for the general parameter…

I happened to work on this functionality and thought of sharing the information I gathered on this feature.

Hope you will find it useful.

• Previously it was called "Component requirement calculation" (BOMRET).
• This functionality is closely related…

You are upgrading to the most current version of Sage X3.  Everything is going well; however, you are having some issues getting Sage Sales Tax (SST) up and running. What can you do to troubleshoot? Here are a few items to check out:

• When you are setting…

MongoDB Compass is a free GUI tool for querying, aggregating, and analyzing your MongoDB data in a visual environment. It has easy-to-navigate interface to managing MongoDB data including importing.

Step 1: Download MongoDB Compass installer

Download…

This is the last blog for the costing structure, and in this blog, I am going to pick the cost Schedule and go over how it calculates. The cost schedule can be by Amount or Per unit.

When the schedule amount option is selected, the currency, base, and…

Basic user setup has been completed but now you want to specify criteria on what they can access.

We will walk through different scenarios so you can better understand how different setups can work to streamline your company’s objectives when it comes…

Are you ready to embark on the second and final leg of our journey – creating the prepayment invoice transactions? If you haven’t completed the setup, see my blog Prepayment Invoice journey: Part I Setup.

On to the processing!

I will be using…

Under Setup, General parameters, Parameter values, TC chapter, ACC group, it has several lines of default dimensions.

Out of the box value for these default dimensions are MWIF.

Each of these general parameters are used to specify the default dimension…