So, you’ve started to review your supplier payments and noticed that you never changed the Supplier default 1099 form and 1099 boxes to those for 1099-NEC. Or perhaps, only some of your Supplier transactions are showing up as form 1099-NEC payments. Or you are now asking, “What is a 1099-NEC form anyway?” Don’t panic! We can get this sorted.
Let’s start with a review of what 1099-NEC forms are…
Hello readers,
Today we are going to cover a topic that is going to be an important and probably complicated for some of you. With the release of Version 12 Patch 24; there is a major change with Mongo DB and their future released versions.
As of MongoDB v4.2, Mongo (the company) has decided to deprecate the MMAPv1 storage engine. What this means is that MongoDB can only utilize one other storage engine, Wiredtiger. This…
Web scheduling Total Import deletes all existing data about Resources, Shifts, Work Orders and Operations and re-imports this data into Web Scheduling. With a Partial Import, the Sage X3 WebService is called with a date filter and provides all the data changed after this date. So where in Web Scheduling is it date information set?
To begin, we should start at the beginning…well, maybe not the very very beginning so let…
When a user creates a Purchase order then go to receive it using the PO receipts function, the PO is not listed in the left-list section. One of the reasons why the purchase order is blocked and not found in the left-list in the PO receipts is because signature management on the POs is enabled. When parameter APPPOH (Manage signatures- POs) that is found in Setup, General parameters, Parameter values, ACH Purchase, APP…
You were positive you entered the lines for the new customer address in a certain order, but now they’ve changed. You wonder if you forget to it that way? Did someone change it? Let take a look.
Your billing department asked for the street address to be on Address 2 and the "Attention" on Address 3 so invoices would fit in the new window envelops they are trying out. We will try again. Head over to Co…
Available stock inquiry is used to project the available stock and the stock available to promise, for a given product or site and for a period in days, weeks, or months, from a reference date.
Request horizon date will determine the start date of the period to show the requirements. When the start date of the period is less than the request horizon date, then no requirements are calculated on or prior to that date.
…
In this blog we will look at how to take the list of your favorites and add them to the Sage X3 toolbar. We will look at how to manage the favorites list as well and how to organize them to look how you want them. When we are done, the toolbar should look like this:
Let’s first set up a small list of favorites to use for our example. Mark as favorites (click on the star next to the name ) Sales Orders, Quotes,…
The joys of closing! You are reviewing your journal entries at month end and you realize that some corrections are necessary. The journals are in temporary status. But why can’t you make changes to some of the temporary journals?
Please don’t turn immediately to modifying the tables directly. Remember, a SQL or GMAINT table update, doesn’t take into consideration the program’s business rules. What are business…
Hello readers, today’s topic is about adding additional store volumes for Sage X3. The subject here is where you want to add stuff like UNC paths or shared drives / folders to a specific Sage X3 environment. This is not about just creating a new folder in the Endpoint folder for an endpoint. There is not a lot to it really, but it does require you to hard-code some information. You will have to make sure not use IP addresses…
Ever wondered about the possibility of calculating freight charges automatically. Well, with parameter FRENUM, it is possible to have the system calculates freight charges based on the invoicing element number entered in the FRENUM parameter and the weight and amounts that are defined in the carrier record.
To set this up, in Common data, Products, the product must have a Weight unit and a STK weight entered under the Unites…
Hello readers, today’s topic will be a reminder topic. I wanted to discuss the online help. The online help for Sage X3 has everything you would want to find or research about the software. Did you also know its free? Did you also, also know that you do not need Sage X3 installed to access it? Well, I am writing this to tell you it is both Free and Public facing. Yes, that’s right. Anyone can check out our online help…
We can generate fixed asset expenses by direct entry, or from the validation of purchase invoice, supplier BP invoice, manual journal entry or mass validation of group of entries (final validation), discount generation in payment entry (German and Austrian legislations), posting of a miscellaneous stock issue movement and finally an import of expenses entered in another application.
Before we get down into details we…
In this blog I would like to show how you can color code your X3 folders to help identify which folder you are currently working on. This can be useful to be able to see at a glance if you are working on a test or production folder. It's very easy to make the change and let's see how to do it.
Go to Administration, Administration, Endpoints, Endpoints. In our example we will affect changes to the SEED and Reference…
Generally, when you receive a bulk order, you would temporarily put them into a dock location until you put it away. Please refer to the following blog post What is Put-away plan and how to process it?.
In this blog, let us investigate a scenario where how to prevent a detail allocation from a “Dock” location?
We know that an item received into a dock location can be allocated, but if that stock line is on…
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!!…
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:
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…
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…
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…
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.……
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…
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…
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…
In my previous blog "How to setup an IAS/IFRS depreciation plan?" I have discussed how to configure an IAS/IFRS depreciation plan and in this blog, let me show you how to generate an entry against an IAS/IFRS plan.
Below some of the areas where you can identify the IAS/IFRS settings required when processing accounting entries.
Accounting entry types:
Along with the standard Accounting entry types, IAS/IFRS accounting…
In Sage X3 fixed assets module we have the option to setup an IAS/IFRS plan and generate entries against the IAS ledger. IAS stands for International Accounting Standards while IFRS refers to International Financial Reporting Standards.
To setup the IAS/IFRS plan we need make sure the Fixed assets is active and licensed.
1. In Setup, General parameters, Folders select the folder where you are setting up an IAS/IFRS plan…
