Sage X3

I thought it was time to look at the Cloper report again. We reviewed some common errors in Sage X3: Clearing common Cloper anomalies . Let’s take a look at a few less frequent ones.

First here’s a Cloper refresher:

The Cloper is the Pre-closing…

separate GL account?

When a cost structure is assigned to a standard cost product, and a purchase receipt is created, the expectation is to have the amount of the cost structure posted to an overhead or landed cost GL account not the RNI account.  

However…

Using calendar functionality of X3 you can create shipping calendar. Shipping calendar could ensure delivery tracking and order fulfillment runs efficiently helping sales team and warehouse shipping team to work together.

Below is very high-level calendar…

Today we will focus our energy on the tracing and logging options available to us from within the many applications we use in day-to-day activities.

We will discuss the tracing and logging options for various components used with X3 and what type of information…

Santa Claus isn’t the only one checking a list at this time of year. Consider me the Grinch reminding, you that year-end is just around the corner, and it is time to review your year-end task list.

Your year-end task list and notes are the most…

When running Material Requirements Planning MRP in Manufacturing, Planning, MRP processing or Stock, Reorders, MRP processing, the type of the planned order created by MRP depends on the setting of the Suggested type that is selected in Common data, Products…

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:

• Exploring auto journals: the “V_” formula
• Exploring auto journals…

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.

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…