Sage X3 Support

Did you ever notice the function Calculated journals under Financials, Current processings? The thought of exploring the function pops up every close, but the thought gets lost in the hustle of finishing period end until same time next month? Let me get you started on your exploration.

What does this function do?

 First, we’ll go to where the process starts at Setup, Financials, Accounting forms, Calculated jou…

As you know that we can use the windows telnet client to simulate ADC handheld devices. Occasionally, there may be issues that are hard to identify and we can activate a debug trace in ADC server configuration for the administrator to troubleshoot those issues.

Let me illustrate how to activate the trace mode in X3 WEB server.

• The java code of the X3WEB contains trace instructions and when the trace mode is active, it…

We can define an inter-company price list and it can be used for inter-site transactions.

• When setting up an inter-company price list, set the customers field to ‘Group’ – a price only concerns the customers of the group (inter-site customers).

Setup, Sales, Price lists, Setup

• In that case a price setup with identical code must be setup in both modules (Purchasing and Sales) in order to make sure…

Preview of coming transactions

Did you ever want to see what accounts were going to be hit by the posting of a transaction before you committed it to the General ledger? Maybe, you are setting up a new company and/or product line and want to check the account postings before bringing everything live. You may have newbies and want to review their BP supplier or BP customer invoice coding before the transactions are validated…

Hello all.  In this blog I will provide an overview of an invaluable tool that should be in your toolkit. This tool has been packaged with SQL Server for a long time.  The tool is SQL Server Profiler. 

SQL Server comes with a great tool to help troubleshoot different types of SQL related issues and to collect metrics like number of Reads, Writes, CPU utilization. The tool is SQL Profiler and comes with SQL Server.  Profiler…

Good afternoon readers. I know that most of you who are reading this are probably sitting at home (like I am), standing in line to buy food, supplies, toilet paper, et cetera, or anxiously walking through isles looking for some specific items. I’ll try my best to keep this post as easy to read as I can. I was planning on writing a nice long intuitive detailed post about the Syracuse Migration Tool but, considering the…

When a work order is created, processed and costed, three different costs are involved:

First cost is called Theoretical cost. This cost in the current standard cost and is usually set once a year through the cost rollup for a selected site and selected manufactured product. Once set, it becomes a fixed point of comparison for the site where it is calculated. It normally remains unchanged throughout the year. Users of…

In this blog I will show you how to setup Sage X3 to automatically remember your credentials.  This is a convenient option available that is simple to setup. When you have Sage X3 remember your credentials and you launch X3, you will be taken to your landing page directly and you will not need to enter your login and password.   Let's take a look at how this is set up, and afterwards we will look at how to undo it.

Launch…

Good evening blog readers. Today I have a short blog post but its a good and convenient topic. Did you ever want to know what badges are in use, but too lazy to login and navigate to the badges function and count the badges? Yeah, me too. There is a quick linked URL that you can use that will tell you exactly what badges are being used and how many you have.

This URL uses the usedBadge function via SDATA.

Here is the…

6 Steps to Generate an Order using Project Management and MRP 

You know how excited I am to detail how to combine PJM and MRP to generate an order? Let's get started...

Note: For urgent items, or items with a long lead time purchase orders (PO), work orders (WO) and subcontract orders (EO) can be created before the project structure has been fully defined.

Example:

For our project we want to manufacture a machine tool…

Low-level codes resynchronization function is designed to maintain accuracy of the BOM tree structure. It is found under Common data, BOMs, Low codes. In order to use this function, BOMs must already exist in the system. When creating, modifying, or deleting a BOM, a link updates table ITMBOM which contains the combination of the BOM structure and its components.

Low-level codes resynch identifies changes to the lowest…

Project management consists most of the time in five classic main phases. Each of these phases are very important. First is the concept and initiation, second is the project definition and planning, third is the project launch, fourth is the project performance and control and fifth is the project closure.

• Project setup is the underlying structure that will most likely not change this includes cost type, task category…

In this article I want to show you what are the different types of component types that we can use on a sales BOM.

- Sales (kit) BOMs are the commercial BOMs used on SOs.

- You can define them under Common data, BOMs, Commercial BOMs

- A BOM is an assembly, a finished product, made up of assemblies and components.

- If an assembly is used as a component of a final product it is referred to as a subassembly or semi-finished…

You may have experienced some of the fixed asset records don’t show up in certain queries and reports. For example, list of fixed assets inquiry in Fixed assets, Inquiries, Germany & Austria (FASLISTDEP), when running this inquiry by selecting the company, depreciation plan, period type, start and end date nothing shows up. Or the FAS1PAGE report in Reports, Reports, prints a blank page.

When we face with this…

Are you having trouble closing your year because of a “$VERF_SVC XXX#### Revenue with apportionment not posted” message even though SVCCLOPER Parameter is set to “Not blocking”? Did the system ignore the message for all except the last month of the year?

Before we go any further, we should understand what apportionment is. We start with the activation of the Activity Code, Cost and revenue accruals…

Sage X3 provides you with the ability to create revised, budgeted and simulated standard costs to use for planning and testing the impact of changing costs on final products. These functions can be found under Common data, Products, Products-costs.

Revised standard cost is used to revalue the inventory based on a new price. It is used to prepare a new cost following a revaluation of a material and or hourly cost. Revised…

Have you ever worried that multiple credit memos might be incorrectly applied to a sales invoice during a hectic period of the month? Or that the amount or quantity of the credit memo will be entered for greater than the invoice values? How can you prevent this from happening? Well, I have just the parameter for you: Credit memo invoice control / CTLCRENOT.

CTLCRENOT can be found under Setup, General parameters, Para…

In my previous blog I introduced a SQL Server feature, an Alert.  If you have not read through that blog, please take a few minutes and read it here.

In this blog I will show how to setup an Alert to notify you when a blocking situation occurs in SQL Server in your X3 database. Then, I will provide a simple blocking example in T-SQL code to test the Alert.  Of course, you will need to have already configured Database Mail…

So, I have a quick topic today, Elastic search. How many of you knew you can login to Elastic Search directly? Hm. I am not seeing any hands being raised. Well that’s ok. I didn’t know either. Personally, I just shut the thing off on my VMs because it takes up all my machines limited memory. As soon as I get Syracuse up and running, I disable the service. For those who use the Search bar, I am going to show you all how…

Have you ever wondered what tables a function uses when you’re in it? Well if you ever did, I have a tool for you. Today we are going to look at the function inside a function inside another function (like a turducken) called the Variable Class Function. It is a very cool tool that you can use for multiple analyses or multiple views. As for today we are going to use it to look at what tables are accessed when you go into…

Subcontract products are products that are purchased from a third party vendor, sold and managed in stock. Unlike the manufactured product, raw material will be required but with no internal operations.

Parameters associated with Subcontracts:

There are five basic setup steps needed:

1. Setup a product category that uses a Type of Flow which includes Subcontract at Common data, Products, Product categories

2. Setup…

Yes, it is possible to return unused raw materials back to stock using the Reintegration plan function “FUNBENCHR”.

This function can be used to return materials to stock that was not fully consumed during production tracking. For example, if a finished goods requires a one pallet of raw material but during production, only half of that pallet was used, reintegration plan allows the remaining of the pallet…

The DOSFAB reports are a group of reports for printing Work Order documents which includes the BONTRV, BSM, FICHSUI, RECETTE, and FICHTEC

• BONTRV is the Job Ticket report. Use this report to list, on individual job tickets, the individual operations to be carried out on selected firm work orders. 
• BSM is the Material Slip Issue report. Use this report to obtain a list of the quantity of components (materials) required…

In this blog I want to introduce to you a tool you can use directly from Microsoft SQL Server.  The tool I am talking about is an Alert.  The function of an Alert is to notify you when a particular condition has occurred.  This is similar to when running a scheduled SQL Server Agent job, except in the case of an Alert, it is based on condition instead of on a schedule. I will show you how to setup an Alert for a specific…

It starts with that terrible feeling in the pit of your stomach when someone says “This invoice hasn’t been paid. It was due last week! We’ll have a huge late charge!” You were positive that everything went out as scheduled. After the initial panic clears, you whip out a copy of the check and everyone breathes a sigh of relief. But, why did it appear that the invoice hadn’t been paid?

Let…