Sage X3 Support

In this blog I would like to discuss a scenario where a purchase reorder product with a safety stock and what happens when the safety stock is increased.

For example, a bought, manufactured and sold product is set to have a safety stock. MRP will generate a POS for the safety stock. Then the POS is converted into a POF with an expected receipt date in the future and the safety stock is also increased.

How to get the MRP…

Have you ever been working between two folders, and found a need to copy items from one folder to the other?  You may well know that some functions have a copy feature (for example entry transactions). Let’s look at purchase receipt entry transactions as an example.

Navigate to Setup, Purchasing, Entry transactions, Receipts

In our example we have two folders: SEED and TESTSEED.  Below are the current receipt entry…

Recently I had an issue brought to me where users were constantly met with “Servers are being started (0 out of 5 have been started). Try again later” message when they tried to open X3.  After a good bit of troubleshooting and investigating, it was determined that a third-party program had been installed on the Syracuse server that conflicted with the version of Node.js in use.  After discussing the situation…

As the beginning of the year approaches, do you dread opening periods for each and every company? Do you shy away from only opening one month at a time because of the effort involved?  It can be quite tedious and time consuming if you have multiple companies. Would you like to have a faster way to open periods? Well, Sage X3 has a new time saving function for you:  Multi-company period opening (TRTPERMC)

Multi-company…

In Sage X3 V12, two new inquires were added to show the progression of each costing tier on a specific date that is grouped by a cost tier. These inquires can be found in Stock, Inquiries, Movements, FIFO cost movement and Average lost cost movement.

The valuation method for a product must be a FIFO or an Average Lot Cost to use these two inquiries. The Valuation method field under the Cost tab for a product-site is…

Let us look at a scenario where tracking a work order by using the production plan function, the released product automatically allocates to a work order and how we can prevent that.

Scenario: two work orders, for example one has a semi-finished product (FIN065) and the other has the final product (FIN064). Work order (WO) WONA0230106 (semi-finished) is fully allocated and the other WONA0230107 is partially allocated…

Have you ever run into a situation where it requires you to change or modify the average cost of a product after receiving the product with a certain cost. If so, in Sage X3, there is a utility called Value Change, and it is designed to change the cost. This value change utility is located in Stock, Utilities, Valuation and is used for products with average cost valuation to change the average cost at a specific date which…

If you work with lots of different SQL Server backup files, is there a way to find out what version of SQL Server they came from without having to restore it? Short answer, Yes!   If you work with many backup files from different versions of SQL Server, you might find this T-SQL command useful.  This T-SQL command also shows other information about the backup file that might be helpful.  In this blog, let's take a look at…

Afternoon Readers,

Today’s topic discussion will be sort of short. It’s a good one though so sit tight. Today topic is setting TLS protocols for MongoDB. Yep! Ties right into my previous blog which you can find right HERE. With the update of MongoDB to 3.6.14, we allow for the TLS 1.0 and TLS 1.1 to be turned off. What I mean is, you can tell MongoDB to disable TLS 1.0 and 1.1 from being used and Syracuse…

If you are troubleshooting a specific X3 user's connection, can you isolate only that user's connection from within SQL Server Profiler?  The answer is yes you can. In this blog I will explain where to find the user's process identifier(PID) and which column in SQL Server Profiler you would use as a filter to capture activity for that PID

The PID is a number assigned to an executable when launched by the operating…

Slow down and proceed with caution when using the Unmatching feature within Manual matching! You could accidentally unmatch too many transactions. Let’s head over to Financials, Matching, Manual matching.

In Manual matching, we realize that we’ve matched one too many invoices against a receipt. What do we do?

If we click Reverse selection in the right box, all our transactions will be selected, but we only…

Evening Readers,

Today we are going to discuss upgrading mongo; specifically upgrading from Sage X3 MongoDB 3.4.16 to Sage X3 MongoDB 3.6.14 versions. This would apply to any builds of Sage X3 that are Product Update 9 or higher. We are going to do this with the Sage X3 installers (built and compiled by Sage) and not use the standalone Community editions that you can get for free from MongoDB’s website. There is a couple…

The (RAPPRO) Bank Reconciliation report is available to print for a specific bank. Let's explore 4 things you should know about the Bank Reconciliation report.

First, there are various ways to access the report. The first is from A/P-A/R accounting, Bank transaction, Bank reconciliation. The second is from the reports menu group of Treasury. The third is from Reports, Reports, in the report code type RAPPRO.

X3 is…

Have you ever run into connection issues with X3 and needed a quick way to check if the proper ports were open on the server without getting access to the server?  Well today is your lucky day!  In this post, we will take a quick look at two different options you can use to check for open ports right from the comfort of your local machine.

First up is Telnet.  Since this utility is disabled by default, it will need to be…

That brand-new hire is starting after a long search. You want them to succeed and become the star that you envisioned when you offered the position. What can you do to help them be successful with Sage X? What resources are available?

SAGE UNIVERSITY

The most obvious resource is Sage University. (http://sageu.com).  The new hires can attend classes based on their role or on specific topics or you can even arrange private…

You have probably noticed that the v12 versions are referred to in two different ways: Year/Release # and Numerical. As you see in the Online help center’s What’s new tab below, the Release Notes title lists both v12.0.22 is also referred to as 2020 R2. Some of us old timers refer to it as v12p22.

The question was asked if there is a place they could easily find what Year/Release # = what Numerical version…

In this blog let us look at a scenario where a SO and a WO can be linked to the correct project (Project management).

Scenario:

• There are 3 BOM(s), 2 finished goods (FG) and 1 semi-finished good (SFG).
• SFG is consumed on the FG BOM(s).
• Projects are launched and assigned on the sales orders.
• Receive in the semi-FG for each project.
• Convert the WOS for the SO demand into WOF.
• Finally, when the FG work orders are tracked…

We revalue an asset to enter its actual value or fair market value on the revaluation date. This value refers to the amount for which an asset can be exchanged under normal conditions. It can be a positive or negative revaluation.

Revaluation processing will update the asset according to the selected revaluation method (Coefficient, Index, Market value). When the revaluation is saved, event FASREEVAL is triggered and…

When a work order is created and processed, costing records are stored in the WIPCOST table based on the setup of the product valuation method and the time rate linked to the costing dimension or overheads. The system uses WIP transaction type “TXNTYP” to identify the origin of these costs. TXNTYP list of values are stored in local menu 2358.

The information below covers the TXNTYP basics (excluding subcontract…

Good evening Readers. Today’s blog is going to be something different. I am going to tell a story, of sorts.

I came across something in X3 that I forgot existed. Do you ever do that? Like you know about something but forget that its there. Well, that is exactly what happened to me. It was a few weeks ago. I was brainstorming for ideas about blog posts (I try to get a few ideas, so I have backup ideas) I could write…

In my previous blog, "How to get a notification if an X3 user deletes a sales order", I showed how to setup a Workflow notification email to be sent when a sales order whose values is greater than $2000 is deleted by an X3 user.  In this blog I will explain how to setup a notification email using a Workflow Rule. By the time we are done, we will create a condition to send a notification email anytime a sales…

Movement codes are used to define different settings for the same movement type as long as the movement code is different. These codes can be created in the Data function under Miscellaneous tables in Setup, General parameters for table 14 “Stock Movement Code”. Movement codes can be associated with different transaction types such as Miscellaneous receipts and issues under Entry transactions in Setup, St…

Last month I discussed how to upload a license file to Sage X3. This time we will look at the details for the License data function. This blog we will talk about what exactly the license data function has in it. There are several sections to note but I will try to simplify as much as possible. For extreme details you can always check out the online help from the Sage X3 product. Let us get started.

Before we start talking…

In this blog, I will show you how to setup a notification alert that will send an email any time an X3 user deletes a sales order. We will create the context for the email being sent and add a simple condition. In the end, we will have an email sent anytime a sales order is deleted from X3, with an amount greater than $2000.00.  In the email we will include, the sales order number, amount, and the user who deleted the…

In this blog, let's step through how to block or allow back-to-back orders when an order is on manual hold.  For some businesses, it is necessary to prevent the purchase order creation to avoid the delivery of product to a customer that could result in non-payment. To accomplish let's check out the manual hold reason codes miscellaneous table 204.  The field setting for the order’s manual hold reason code will determine…