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  • Budget Calculation not calculating

    Does anyone know how to setup the Budget Calculation function correctly. I'd like to create a new year budget (by period or annualized) from the prior year actual ledger account/dimension balances. The function appears to be straight forward, however…

  • Budget control on intersite purchases

    Hi, we're running on X3 v11 Is it possible to control budgets on purchases orders created from one site to another (inter-site)? Thanks, Mahmoud

  • Need help resolving errors when importing a budget X3V7

    I have been asked by the Finance team to import budget data into X3 from several CSV files they have created. I am using a slightly modified BUD import template and am able to verify that it is matching all of the data to the right fields using the Test…

  • Internal Capital Project Cost Tracking

    We are fairly new to X3. We are starting a new Capital project and want to be able to track and report on Purchase Order expenses pertaining to that Project. I am looking for the best way to do this in X3. I saw another Post that referenced the CRM…

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