Sage X3 Support

Let's look at a scenario and how to fix it.

• In the product master (GESITM) management tab, stock parameters 'Stock < 0 authorized' is checked. 
• Online help:

This check box is used to indicate whether it is possible to issue stock that is not present in the system.

Example: to deliver stock that has physically been delivered or manufactured, but for which the computerized input to stock has not been entered…

We've talked about using PlannerOne Manager in Demystifying PlannerOne Manager but today we are going to talk about verifying the configuration of Production Scheduler in Sage X3.  Let's dive right in.

We first need to verify the Connected application.  You will find this under Administration, Administration, Settings, Authentication, Connected applications. 

Let's look at the URL.  In the Connected applicat…

When it comes to product updates, it’s critical the right people get the news in a timely manner. That’s why we’re asking you (and your colleagues) to proactively choose the news most important to you by subscribing to the Announcements, News and Alerts forum in Sage City. All product release updates – including tax and year-end updates – will be posted exclusively in Sage City.

Note: Share this…

You wanted to add a new report to Manual remittance entry under A/P-A/R accounting, Remittances. You carefully followed all the steps in the blog How do I add a new report to Sage Enterprise Management? However, you still can’t get the report to show up in Manual remittance entry. What went wrong? Well, there are a few extra steps to adding reports to Manual remittance entry. These steps allow you to have a separate…

Ever wondered if you can manage suppliers at the product-site level? Now you can thanks to the enhancement made to Sage X3 version 12. This comes handy when, for example, there is a need to manage local suppliers specific to a site. Now you can manage product-supplier information at the site level.

Only suppliers existing in the Product-supplier level can be added to the product-site-supplier level.

A new parameter…

First things first.  PlannerOne and Production Scheduler are NOT the same thing but they do go hand in hand.  Production Scheduler is the Sage X3 option for planning and scheduling.  PlannerOne Manager is where you can view the statuses of the Production Scheduler component, manage the data connection between PlannerOne and Sage X3, initialize or delete Sage X3 production sites, manage schedules and so on. 

I'm sure you have…

This blog series (this is Part V) is designed to help you become more familiar and comfortable with Dimension Types and Analytical Dimensions in Sage X3. There is great information in the Online help center. Your business partners and Sage Professional Service consultants are your resources for setup design and strategy.

In Parts I to IV, we’ve reviewed setting up Dimension Types and Analytical Dimensions, adding them…

Some people prefer to use the mouse for everything and some prefer the keyboard.  Then there are those of us who use a combination of both.   I think everyone has used CTRL+C and CTRL+V to copy and paste in Windows.  Well, just like Windows, Sage X3 also has keyboard shortcuts.  Want to know more?

 All you have to do is search Online Help for Shortcuts.

You will see two articles listed, Shortcuts cheat sheet and Keyboard …

If you don’t know your version Sage X3, then you have come the right place. We’re just about to discuss how to figure it out. Grab a cup of coffee and come gather around as I answer the simplest of questions.

So, how do you know what version you have?

It’s not such a simple question to answer, as most people would think. In Sage X3, version has multiple uses and can be found all over. Version numbering, depending…

Are you looking to upgrade to the next patch level on your Sage X3 system?  Are you wanting to see what patches are available?  Do you need to upgrade your Syracuse server?  Can you just not seem to find where to download the files you need?  Well, here is the info you need.

Just a few things to note before we get to downloading install files.

• Installs should be done by a certified Sage X3 Partner.
• Please read each download…

Financials Fun Facts

To start the summer season, here are a few fun Financials facts (I love alliterations). For your beach reading pleasure, sit back, relax, put your feet into flip-flops (alliteration!) and enjoy this blog.

Do know that you can ensure that amounts and accounts aren’t changed when you are reversing a journal? Change the journal’s Status to Final before you do the reversal. Then, the reversal…

Chances are you haven’t paid much attention to the Period value in Document types under Setup, Financials. When you create a new document Entry type, you probably just copy an existing one and change the Description and maybe the Sequence number and/or the Default journal. But don’t neglect the Period value! If you do, you may start hearing panicked cries of “Why is that entry showing up in the wrong period…

Today on “Identifying my Mongo” we are going to look at how someone would know what version of Mongo DB they are running. For those who do not know what Mongo DB is, please visit their website here (https://www.mongodb.com/what-is-mongodb).

To figure out what version of MongoDB is installed is easy. There are several ways you can do this. Today we will look at a couple of ways to figure out what version you…

Today we are going to discuss how to backup and restore Mongo DB. For those who do not know what Mongo DB is, please visit their website here (https://www.mongodb.com/what-is-mongodb). Sage Enterprise Management (Sage X3) uses Mongo DB as a storage database for the Administration Module. It also acts as part of the first layer of security along side the Syracuse Component. Just like Microsoft SQL and Oracle DB; Mongo…

In the planning workbench under projected stock grid, you can view the material first availability date, first availability quantity, etc. by selecting the action icon, contextual menu "Component availability by date".

In V11.0.13 and U9.0.11, this contextual menu was redesigned to have the following information, such as the requirement quantity, first availability date, first availability quantity and requirement…

When it is time to close the period, what is the fastest way to ensure that you have posted everything and are ready to close? Hmmm...Have you looked at the Cloper Report for this information? The Cloper Report is the Pre-closing verification report. It will point out potential issues stopping you from closing such unposted transactions,  simulated entries that need resolution, and general ledger account balances that are…

Mongo DB (for those who do not know what it is) is a noSQL database. If you want to know more about noSQL I suggest google searching it. Same goes for Mongo DB.  Mongo DB has a huge community forum site, blog site, and training site for just about everything you could ask for. Majority of the options Mongo DB offers is free; so, take advantage of it while you can. Since Mongo DB is not a SQL defined database; traditional…

Most people never notice how much resources Mongo DB can consume because most people simply don’t check. They treat Mongo DB just like any other Database application and install it to its own Server Machine and forget about it. How often do you really check on the server to see what Mongo DB is using and/or doing? Rarely, Not at all? You may want to check on it every now and then. It is, of course, a Database Application…

Have you ever wondered what happens in Enterprise Management when you group A/P invoices together on a statement? Have been hesitant to use it? Let’s walk through the process.

 We will start with the Payment entry type (under Setup, A/P-A/R accounting) that we will be using and identify the Payment method. In our example, Payment method is CHQ.

Under Common data, BP tables, Payment method, we will assign a Stat…

In Enterprise planning workbench,  MRP will keep suggesting a new purchase order (PO) and cancel the existing PO. It fails to give an 'advance' suggestion, or suggestion to increase the quantity on the existing PO, which is expected behavior based upon experience with other MRP systems. For companies with simple products MRP can be managed by working through the details manually, but in a complex environment with large…

Currently MRP doesn't replan the material requirements of a replanned work order or subcontract order. Thanks to the new parameter "Replan material requirements". With this new parameter MRP now replans the material requirements of a replanned work order or subcontract order.

Lets take a look at the issue and the solution below;

Issue:

When a new demand is added to an existing sales order, MRP is just indicating…

You are reviewing the month end AP aging and notice the balance for a certain supplier doesn’t seem right. There is a missing BP supplier invoice amount on the Supplier aging. You’ve run the aging in summary and it shows $0 balance for NA051.

Where did that invoice go? We will go in search of the missing invoice!

Invoices make their way to the agings when the invoice is posted to the general ledger. The first…

Expense: Account transfer is an Accounting entry type in Setup, Fixed assets module.

Event type LOFICM in Accounting entry types is triggered when there is an account transfer between the invoice and the capitalized expense. i.e. the GL a/c specified on the expense is different to the GL account used on the asset generated by capitalizing that expense.

LOFCIM entry types, consist of two tabs, General tab and Interface…

When you close a fiscal year (hard close) using the Fiscal year end (FIYEND) process there may be instances where the ending balances with dimensions of the previous fiscal year may not match the opening balances with dimensions of the new fiscal year.

You may be thinking why when you run the “Year end simulation” (SIMULFINEX) process for the new year the carryforward balances with dimensions match the ending balances…

I consider the Online help center my friend. It provides me with loads of version specific information 24/7 to assist me in using Enterprise Management. Beginning with v7, the Help function went online. Updates to Help are automatically available, so no waiting for IT to work Help updates into the schedule. The types of information included have expanded too. Let’s explore the Online help center and look at some…