Hot topics
  • Sage X3 Support: Buy One, Get One Free!

    Buy one, get one free! I love those sales. Things I never knew existed suddenly I need because after all it is, Buy one, Get one FREE! I am so excited just thinking about it. I thought about ending the blog here to go find one of those sales. The reality is those things need to be setup on the backend in X3 before a sale can happen. Let’s snap to it and configure X3 so I can go find a sale somewhere for something!!…

    • 20 Oct 2020
  • Sage X3 Insights: Sage X3 Year-End Processing classes are Now available on Sage University!

    After completing this course you will be able to:

    • Locate resources to assist you with year-end activities
    • Open and close accounting periods to allow or prevent creation…
    • 20 Oct 2020
  • Sage X3 Support: Sage X3 Year-End Processing training classes now available on Sage University!

    Don’t miss a step to achieve a smooth year-end close. This two-hour instructor-led WebEx course will use available resources and established procedures to help you achieve a successful year-end close for your distribution and financial modules

    After completing this course you will be able to:

    • Locate resources to assist you with year-end activities
    • Open and close accounting periods to allow or prevent creation and…
    • 20 Oct 2020
  • Sage X3 Support: Getting started with X3 Storage Areas

    In this blog, I will show you how to allow X3 to access certain locations outside of X3 folders.  These locations can be useful to store documents, readme files, etc. Essentially, there are two steps that are involved to set up. Actually, three steps, if you count creating the folder you want to allow access.  These steps should be performed in the following order.  Let's take a look at how this works. 

    Step 1 - Create…

    • 16 Oct 2020
  • Sage X3 Support: Revision Management for Sales Orders

    Revision management for sales order was implemented to enable users to track updates made on sales orders for both header and lines using a revision number. This new feature gives full visibility on the updates made by users to a sales order. Revision management allows to easily and to quickly track updates made on the header and on the lines for a specific sales order.

    The user can quickly click on the revisions to see…

    • 15 Oct 2020
  • Sage X3 Support: Coming Soon to a Calendar Near You: YEAR END!

    Hi All! Remember that annoying blog from last year: How many shopping days ‘til Xmas? How many days left to prep for year end?  That’s the blog where you were reminded how the year was slipping away and you really should be preparing for year end. I’m that annoying blogger back here to bring up that scary topic (it is Halloween month)- YEAR END!

    Where to start? Take a deep breath and let me help you get…

    • 12 Oct 2020
  • Sage X3 Support: Writing X3 code? Let's check for errors!

    Today I want to take a quick look at a function that is useful for development, Source Verification.  This tool can be useful to check for common programming errors and anomalies that could outright stop the code from working or could lead to other issues when it is executed.  Depending on the settings chosen when running the function, it can check calls to sub-programs (existence, number and coherence of setups, etc.……

    • 30 Sep 2020
  • Sage X3 Support: Do you know what your memos are up to?

    The other day I was poking around the X3 menus and stumbled across an option I’d never noticed before, the Analyze Memos function.  After looking into it, I realized that this function is likely an under-utilized avenue to explore when digging into performance issues.  When this function is run, it will examine all the saved memos (left list filter criteria saved through Selection > Selection) and based on the criteria…

    • 30 Sep 2020
  • Sage X3 Support: Moving Bank File Definitions

    Bank File Definitions can be very tedious to create. Each bank can have a different format. You may spend hours designing and testing bank file definitions in the test environment. There are new positive pay templates, ACH template files and bank statement files.  Now that you’ve finished, how do you get them into the Production folder?

    Bank file definitions are found under Setup, A/P-A/R accounting, Files. We have…

    • 30 Sep 2020
  • Sage X3 Support: The Power of the STOADMIN Parameter

    Periodically in Support, we receive queries on how the allocation or management rules could have been “violated” for a product. For example: product in “R” (rejected) status was issued even though setup does not authorize delivery of status “R” stock.

    How does this happen? This can happen if the user who performed the transaction is a Stock Administrator. The Stock Administrator is…

    • 30 Sep 2020