Sage X3 Support

Before creating a work order, we go through the process of creating products, product-sites, BOMs and routings. However, sometimes creating a standard cost for a product gets forgotten and when it is time to create the WO, we get the message “Product - Cost Record does not exist”.

It is a good practice to enter a standard cost record for raw material products and to roll the cost of the raw materials to the…

Let’s look at some tips on processing this year’s 1099s and keeping ahead of the game for next year.

If you are just starting the 2019 1099 process, first check out “Time is flying by...Have you started prepping for your 2019 1099s?” https://www.sagecity.com/support_communities/sage_erp_x3/b/sageerp_x3_product_support_blog/posts/time-is-flying-by-have-you-started-prepping-for-you-2019-1099s

Quick…

Put-away plan functionality is available to plan a stock change from a ‘dock’ location category into another location category. For example internal location.

During a purchase receipt, miscellaneous receipt, delivery return and loan return we can receive the inventory into a dock location in order to receive the stock quickly and mark it as received.

The stock received at dock then needs to be effectively…

What if you are struggling to identify why is my fixed assets, financial site transfer journals are not posting to GL. Don’t worry I have listed two scenarios where one will generate an accounting entry and the other won’t.

The reason why I am showing these two scenarios is because you get to know how to troubleshoot similar issues.

Scenario 1: period is not open.

    1)  In Fixed assets, Fixed assets, Assets

Do you have recurring batch tasks stuck in standby and can't get rid of them?  You hit purge and they are still there?  Did you change parameters on a recurring task but when you try to restart the task it tells you the task is already running?  Well, let me show you what to do.

1. Go to Administration, Administration, Endpoints, Batch server
2. Click on the three dots next to the batch controller
3. Choose List of queries

Time is really flying by. It was 2 months ago that I reminded everyone to start prepping for year-end in “How many shopping days ‘til Xmas? How many days left to prep for year end?”  Have you started prepping for year end yet?

Now, it is time for my annual reminder to start prepping for 1099s. The good news is there is no patch required for 2019 1099s! There were no changes in the areas covered by Sage…

There is a tool(report) that comes with SQL Server that can help identify changes made to objects in a given database. I will show how you can run a report that shows if someone made changes to objects in a database. You will need access to SQL Server Management studio and use a login that has rights to the Sage X3 database(s) on the SQL Server where you are going to report. 

The SQL Report is one of several standard reporting…

In order to MASS update an existing price list record, we need to define settings and rules to use when updating a price list. There are three types of price list update:

1. Modification of existing records
2. Copying of records and then modify them
3. Currency change

Function GESSNE (Price update definition) can be used to define the type of update to make such as a discount or a percentage.

The price code to change must be…

I am back with Part 2 of the Perfinsights. If you were reading the first part, then you will know what I am talking about. We left off where I was about to open the HTML report.

So, reading the report is a little trickier than running the tool. This is because if you didn’t catch…

Good afternoon, today I have something new I found. Well I am not 100% on how “New” it is but its new to me, so we will leave it at that. So, I was handed a tool recently from Microsoft themselves on a Case I was working. This tool was called Perfinisights. Based on Microsoft’s website it looks like its been around a few years or so. It’s a performance measurement tool designed for Virtual Machines. The VMs it refers…

During a normal business operation, receiving, shipping, and miscellaneous activities occur which result in changing stock value or quantity of stock on hand at a site. These activities are recorded as stock transactions. These transactions do not immediately become entries into the General Ledger. Instead, they are held temporarily until a process called Stock Accounting Interface “FUNSTKACC” is run. When…

MRP is a calculation process that looks at the requirements of products and calculates the necessary production/purchasing schedule considering the production/purchasing lead time of each product. The product site record is located Common data, Product, Product-site. MRP related settings are found on the Planning tab. The Lead Time block shows various lead times which can be entered for the Product at the site level. Typically…

Today’s topic is HTTPS and Add-in. We are going to have a short discussion on how to get the Sage X3 Office Add-in to properly connect with a Sage X3 application that is configured on an HTTPS connection. Before we begin, there is a few requirements we need:

1. Need to have the office add-in installed on a workstation PC (obvious one).
2. Need to have a Sage X3 install that is PU9 or higher versions (another obvious…

Loan orders are for products that shipped to customers that may return the product by a defined return date or may keep the product and be invoiced for it later. For example, an equipment might be loaned to a Business Partner for a special event and they will return it when the event is over.

When working with loan orders, it is important to identify specific loan information in regards to transaction entry types, locations…

VAT rate by default (DEFVATRAT) parameter is the default VAT rate that will be used when generating an asset or an expense.

Functions associated to this parameter are

1. Fixed assets, Fixed assets, Assets (GESFAS)
2. Fixed assets, Fixed assets, Expenses (GESLOF).

In Setup, General parameters, Parameter values, Fixed assets chapter, AAS and Tax management group, VAT, DEFVATRAT

Let's look at the functions that this parameter…

Do you have a user that should only create sales orders, purchase orders, etc. for a specific set of sites?  There are a couple ways to do this depending on the number of users and the function profile assigned to them.

If I have a single user that I want to limit to one or a few sites, I can create this limitation using row level permissions.  If I have several users that share a function profile, I can use functional…

Functional authorizations can be very tedious.  I mean, who wants to create all those authorizations when you have one that is almost what you need?  There's got to be an easier way, right?  There is!

First off, what are they?  Functional authorizations are used to give or restrict access to functions within X3.  If a user needs to create a sales order, you need to give them the functional authorization to GESSOH (sales…

Alternate products can be setup in Common data, Products, Products, Management tab, in the Alternate product field.

 Alternate products are used in Sales orders to substitute when a product a customer is ordering is not available for some reason and a different product can be used to replace it. In manufacturing, an alternate product can be used to substitute for a component that is not available.

In Sales order, once…

Today we are going to lightly discuss how someone can change the report code being used for payment entry; specifically for check printing. It is not a common request as it appears that our normal NA-CHECKS report code seems to work for most people. That, or people have some sort of custom process they do which bypasses the normal process. Anyways, I am going to show you a simple way you can force everything check related…

The reordering policies are set for a given product to specify certain details during the requirement calculations (MRP & MPS) to identify the suggestion type, the reorder quantity, the splitting, the safety stock, the use of the loss percentage and the replanning analysis. This blog will discuss the basics on how the Reorder Policy impacts MRP. Setup on the (GESITM) Common data, Products, Product-site, Planning tab…

MRP (Material Requirement Planning) is a calculation process that looks at the requirements of products and calculates the necessary production/purchasing schedule considering the production/purchasing lead time of each product. One special aspect of MRP that's different from traditional ROP (Reorder Point) is that it's a time-phased calculation. In other words, not only does MRP consider and suggests the quantity needed…

One of the great features in Sage X3 is the Recurring tasks management (under Usage, Batch server). Hourly, daily, weekly, monthly…our reports or other tasks will run without the need of our intervention. We don’t have to dread staying late or signing in during the middle of the night to run tasks. We don’t have to have those “Oops” moments when we forget to run them. Here’s what Online Help has to say about Recurring…

Last week, I introduced a partner to two troubleshooting tools that he had never used before. One helped him resolve an issue that had him stumped. After the issue was resolved, he mentioned how he wished he had known about these tools sooner. I immediately thought “Blog!” This would be a great opportunity to introduce or reacquaint others with a few troubleshooting tools of the trade that are available for Sage X3.…

Created a new released product (Manufactured item) and when this is used in the work order, the lot number is incorrect.

Meaning the lot number should begin with the first two letters on the released product.

For example, if the released product is FIN056 the lot number should begin with FI, but the lot number begins with LO?

Before we start troubleshooting let’s analyze how does the lot number gets generated on the work…

Trying to troubleshoot Production Scheduler and can't make heads or tails of the log file?  Seeing warnings throughout the logs but everything seems to be working?  How do you know what those log files mean?  Well, read on…

 The logs in Production Scheduler can be difficult to understand but hopefully you will have a better understanding after reading this blog.  First, let's talk about where to find the log files…