Occasionally when closing a fiscal period, we get an error "HAE Temporary Journal: GENAJ GEN000019 On the Journal: GENAJ Active simulation". Until you set the active simulation journal to actual or cancelled the period cannot be closed. Active simulation journals can be converted into real journal or deactivated to become an inactive simulation journal (not visible in inquiries and reports). We can use the activation…
Have a custom auto journal that you would like to move over from your Test environment to your Production environment? Dreading the time-consuming task of manually keying it in Production plus the fear of making a mistake? There is an easier way! Let’s take a look at how we can move that custom auto journal into Production.
This process is similar to the previous “moving/copying” tasks that we’ve looked at in…
Hey, Hey Readers,
Today we are going to cover how to update search indexes in Sage X3. Search index is one of those things no one really looks into much. It controls the search bar and its criteria on the top right of the screen. This search bar can be used to look up just about anything in the system, as long as the index is up to date. The index is controlled by the Elasticsearch component install (in v12 its just a…
Last month in June, I wrote about capping SQL Server's memory so that it does not use up all available memory. You can read about it here. In this blog, I want to look at another setting in SQL Server, and that setting is the Max Degree of Parallelism. We will also look at another setting, Cost Threshold for Parallelism, which affects the Max Degree of Parallelism option. Let's take a look at these options and what…
First, let's start with a quick introduction into what is an ISO file? An ISO file, is an archive file that contains an identical copy (or image) of data found on an optical disc, like a CD or DVD. ISO files today are used primarily for distributing large programs and operating systems, mainly because all the files are contained in one easily downloaded file. Ok, so now that we've got that out the way, how does this…
In Stock, Period processing, Valuation, Stock valuation report, when running the report with the Accounting date box is checked and without the Accounting date checked, the results are different why?
The FUNSTVA report is used to print STK quantity, Unit price, and the Amount based on the costing method used. If more than one costing method is used on the products, it is possible to print the report using the "Primary…
We can assign a default location at the work center level and use that location as a default location in stock transactions.
For example, WO material tracking transactions.
To issue out material from a work center location we need to first, assign a location to the work center, then this work center will be used when a material is attached to an operation and its allocation rule filters on a local location.
1. In Man…
Hi readers,
Before we start, I have a short story for you all…
A colleague of mine and I were discussing a Case one day. He was explaining to me how he was having trouble getting the performance tool to run to analyze a Performance case for a client. I told him I can show you how it works, as I was thinking to myself, “It shouldn’t be that hard to run. I mean, there is a whole set of Knowledgebase Articles on how…
The main objective in this blog is to draw your attention to SQL Server and the min/max memory setting. Why is this setting important? Well, SQL Server is a memory hog. It would take all the memory if you let it. SQL Server has got to know its limitations! (Movie quote from an old Clint Eastwood movie, except he wasn't referring to SQL Server of course) Let's take a look at this setting in SQL Server and explain a…
When a purchase order is created then a receipt is processed to receive the product into stock but the incorrect quantity was received, it is possible to delete the PO receipt even if the stock accounting interface has been processed on this receipt.
If the whole receipt needs to be deleted, selecting “Change receipts” from the action button and deleting the line will delete the whole PO receipt if one line exists on…
In ADC (Automated Data Collection), Production reporting (VXAPT) function is used to track Finished goods (FG) and materials. This function uses an entry transaction where you can select different parameters based on your requirements.
Additionally, it can be setup to print labels automatically and it can be accessed using a handheld device or virtual terminal (VT).
1. This entry transaction is located under Setup, M…
You were going through your close and happened upon the Conversion variance function under Financials, Closing processes. Did you wonder what that function was? Well, wonder no more because we are going to explore the mechanics of running the Conversion variance function (CNVECAR)!
Let’s start with the question, “What is the Conversion Variance and why would I ever use it?” It is a function that allows us, in…
Evening Readers.
Moving forward with my recent trend of “How To’s” on components; if you haven’t guessed, the next one is the Sage X3 Management Console (AKA SAFE Console or just Console). If you have been using Sage X3 for a while you might recognize it as the SAFE Console. They are one in the same. Updating or installing the Management Console is pretty simple. Its about as hard as updating the ADXAdmin component, which…
Ever wondered what are the security recommendations for Sage X3 systems and implementations? Well you're in luck, R&D has composed an extensive industry standard Security Guide which can be accessed via the X3 Online Help Center, under Technical Help, Implementation, Security Guide.
Security represents a strong focus in the design and development of Sage X3. Therefore, as industry standards CHANGE so will the…
In this blog, I want to show you an area in X3 where you could allow more memory to be used for a small group of X3 users. Why would you want to do this? It is not something you want to do without cause. Let's take a look into this memory area inside X3.
If a group of users are encountering a message like "No more memory available", it could possibly mean the runtime process has reached the MAXMEM limit. To…
Work order reactivation (FUNMREACT) is found in Manufacturing, Utilities and is used to reopen a closed work order. This means that the work order status can be changed from Closed back to a Firm status in order to authorize additional tracking.
The WO Reactivation function can be used to continue tracking a work order as long as the work order cost price has not been calculated yet. If the work order is closed and costed…
MACRS Depreciation is used to calculate depreciation for tax purposes. It stands for Modified Accelerated Cost Recovery System. The MACRS tax depreciation method was intended to encourage investors to invest in depreciable assets by allowing large tax savings in the initial years of the asset’s life. It can be applied to various asset classes such as automobiles, office furniture, construction machinery, farm buildings…
The auditor asks for a report with the detail of all general ledger transactions for the 1st quarter. You sigh with relief as this is one of the least labor-intensive requests they have made. You quickly go to Reports, Reports and select Report code GLGRP (GL journal account details). You fill in the Date range of 1/1/2021 to 3/31/2021 and click Print.
Relief turns to a slight panic as you realize there are details for…
Evening Readers,
The topic of the day today is Syracuse. Specifically, how to update it. I am going to briefly cover how to update Syracuse. I am actually going to be using the most recent Hotfixed version of Syracuse. The one that comes from the security SageCity Post noted HERE. If you don’t know what that is, please go out and read about it. Its kind of a big deal. Anyways, This Syracuse build is 12.10.1.6 and I am…
In this blog I want to show you how to save different parameter values that are pass into reports. Many different combinations of values can be saved and then later recalled and used. This means you only should ever have to type them in once. Let's take a look at the how and where do this.
From Sage X3 go to Reports, Reports, Reports(or AIMP). Then in our example, let's use the left list to pull up Report code
…
The customer return function is used to record a customer return following a validated delivery. However, while processing the return, there are a few fields with Yes or No selections, and based on the chosen selection, the product can be delivered again and the stock can be updated or not.
If the Update order is set to No, the order has not been invoiced yet, and the order was shipped in full, the line on the order will…
In this blog I would direct your attention to an area in the online help that has information in some technical areas of Sage X3. I will highlight a few of them and also show you an area that discusses something new called ATP (Automated Test Platform). ATP was recently released and provides a way to perform automated testing in areas of X3. Let's take a look at this area found in online help.
First lets walk over…
In this blog let us look at the setup of an import template to import physical assets.
A physical element can be attached to only one asset. However, several physical elements can be attached to the same asset. For example, a central processing unit (CPU), a screen and a keyboard are three physical elements that can be attached to the same asset: a computer.
Prior to setting up the physical element template, we need to…
In the following blog I have discussed the setup and use of an intercompany price list what-is-an-inter-company-price-list.
In this blog let me show you how to setup an intercompany price list to have different prices for the same product.
A scenario, where site NA021 is buying from site NA023 for USD 1,000, and the same item is bought by site NA022 from site NA023 @ USD 1,500.
1. Setup the Intercompany parameters where…
