Sage X3 Support

In this article I would like to discuss how to issue a main asset using unitary process (single asset).

1.    Let me list out my general parameter settings;

• ACCPERCTL Accounting period control (AAS chapter/ CPT group) = No

Modification of the FY/period breakdown is authorized.

• SALINV Sales invoice to generate (AAS/FAS) = Yes

A customer BP invoice is automatically generated upon validation of the issue.

• TYPINVFAS Fixed…

In this blog I want to talk about another built-in report that is part of SQL Server.  A few blogs ago, i mentioned that Microsoft SQL Server contains some built-in reports that can help give information.  For example, the Server Dashboard report, you can see details such as how long the SQL Server has been up, or the SQL Server edition running. 

There is another report called the SQL Server Performance Dashboard that can…

We have all been there; the Sales Order has been entered, Sales Delivery has been created and then BAM! for whatever reason, sky is blue or tomorrow is Tuesday, the Quantity needs to be adjusted. Instead of crying, which is what I did the first time this happened but maybe that was because I didn't have enough coffee, the steps below can help turn a frantic thought into a  "I've got this!" positive attitude.…

A Product usage functionality is used to display a historical usage of a product in a rolling 36 months view. The amounts are the total product consumption each month including sales, miscellaneous issues and inter-site transfers.

An access to the product usage can be found on a Purchase order Line in the Ordered qty field.

Also, Enterprise planning, Purchase planning and Grouping workbench can launch Product usage from…

So fellow procrastinators, year-end is upon us. What do we need to keep X3 functioning while we review all the steps to closing the year which we've been putting aside for months? Here are a couple of items to help you through:

When users start reporting the error: “Field error ‘Date’ Incorrect date…”

We need to set up the fiscal year, under Common data, G/L accounting tables, Fiscal…

In-transit ownership process is part of Import Tracking, and Import tracking is a North American (NA) add-on that requires a NA add-on license (activity code XA14).

Some of the key features include, shipment management (vessels, container, etc.), cost management (flexible landed cost structure, ability to calculate charges at the shipment level or line level, duty calculations, etc.), material visibility and cost reconciliation…

I have used the following T-SQL commands quite often when working on the SQL Server side.  There are other ways to find some of this information, but you should have these commands in your toolbox. 

Using the SQL Server Management Studio(SSMS) interface to find information about table definitions, indexes, or triggers is quite common.  It can be done by navigating to the appropriate table, then clicking the folders underneath…

The gross price can be blank for a few reasons:

• The Price List has expired
• No Price List setup
• No Base Price entered in the Product record (Purchasing tab)

• No Standard cost setup or STD cost is zero
• The PURPRICE parameter is set to “No” in (General parameters, ACH, PRI)

The Purchase price for a PO can pull from the Base price, a Price list, or the Standard cost located on the Product-site record (Common…

Did you know that SQL Server comes with some helpful built-in reports? I want to talk about one of those reports named the Server Dashboard.  This dashboard has a lot of information about SQL Server contained inside "gauges". These "gauges"are similar to how the instrumentation panel looks on your car's dashboard.  Each "gauge" contains related information in its own category as you can see below:…

• Cost structure is used as part of the management of landed costs in the Purchasing module.
• The management of landed costs consider the purchase costs related to the moving of the goods from the supplier to the buyer and to allocate them to the product upon order receipt or invoice.
• There are two purchase cost methods, one is based on landed cost coefficient and /or a fixed cost per unit, called global costs (not detailed…

The UBD lead time is used to determine the use-by date for a product, based on its stock receipt date:

UBD= Lot receipt date + UBD coefficient

If a UBD is entered for a product, the coefficient is used to calculate, in calendar days, the use-by date lead time, based on the shelf life defined at the product level code and it must be between 0.1 and 1:

UBD lead time = Shelf life x UBD coefficient.

A UBD coefficient can…

Hey readers,

I have one more blog topic for December to round out the year. I am covering the Password Policies Function. I totally forgot that this was added to Sage X3. So, I know starting around version 12 patch 16 (2019R1) (I am pretty sure its in V11 but I will have to make sure later) there was a newer function added. It was called Password Policies. This new function allows you to apply policies to passwords for…

For today's blog we are going to take a quick look at the updated shortcuts for version 12. Every once in a Blue Moon the R&D department will update the shortcut combos, just as I am about to show. Introduced in version 12 patch 18 was an updated list of shortcut commands. If you want, you can find these listed in the online help (for those on patch 18+) or you can follow along or bookmark this post for later use or print…

For this blog we are unpacking What are By-products and How to Manage Them?

By-products are secondary products produced when manufacturing another product. 

Examples include:

• Honey used as a component in a primary product. The left over honey frozen and reused in another product
• Sheet metal is cut for a primary product. The scraps are used for smaller primary products

By-products are defined on the Bill of Materials with…

So, you always wanted to direct? I can’t offer you a movie deal, but I can give you tips on directing where your Positive Pay file is saved.

What is Positive Pay?

The generic definition is that positive pay is an automated service offered by banks to help prevent check fraud. The bank customer submits to the bank a list of checks that includes account numbers, check numbers and dollar amount of each check. When…

When using Sage Sales Tax, at the company level we have the option to select a single discount invoicing element

(Setup, Organizations structure, Companies, Others tab, Taxes grid).

When you assign a discount invoicing element at the company level it will distribute the invoicing element’s tax amount following the document’s line taxation rule.

Only one invoicing element can be assigned as a discount or surcharge…

Are you trying to troubleshoot your batch server and can't find the log files for it?  The batch server logs were always the B0 file in the Syracuse logs but now we don't have a B0 file.  If you look through the Syracuse log files, you will eventually figure out which file it is but the next time you go to look, it might not be the same file on the same server.

They have changed the way the Batch Server works and…

Thinking  of upgrading but not sure what's changed?  Want to find out all the fun new items are in your version of Sage X3?  Let's explore where you can find that information.

 There are a couple different places to find information about what's new in Sage X3.  The first place to look is Online Help.  As long as you are running V7 or higher, you have access to the Online Help.  The link is found at the top of Sage…

Creating a LPN during a receipt process is called creating it on the fly.

We can create LPN on the fly with supplier containers.

• For example: Order products from supplier, supplier will deliver my order in containers, I want the products to be stored in the supplier’s containers as I do not want to package the products upon receipt. I want to label the containers with a unique LPN specific to my company.

On the…

New 1099 form for 2020

Starting with the January, 1, 2020 calendar year, the IRS is reinstating the 1099-NEC form. The IRS last used the 1099-NEC form in 1982.

What is tracked on the 1099-NEC form?

This form is for tracking non-employee compensation. This basically moves the tracking of the Nonemployee Compensation (Box 7) and Direct Sales of $5000 or more (Box 9)  from the 1099-MISC form to the 1099-NEC form. Nonemployee Co…

Database corruption can manifest itself in different ways. For example, you might encounter error messages when trying to save data, edit data, error messages running queries such as mismatched data between an index and the table. Corruption can occur at any time and can be caused by SQL Server itself, Windows, a sudden power outage, or issues with storage to name a few. That leads me to tell you that your Sage X3 database…

Today we are going to discuss some techniques on investigating Print server issues. The print server component has been around forever and is rarely changed. Also rare is print server issues actually being the print server component. Most issues I have been involved with ended up not being the print server itself but something more simple like print drivers, windows updates, .net updates, etc..

Anyhow, by the end of this…

Hello everyone, today we are going to have a smaller post on ping testing. I wanted to discuss ping testing because the way most of us ping and why we test in the first place. Most of us just use the “ping + IP” in windows command. As good as this is, it’s not super accurate (as I have come to find out). I have found that there are several “ping test” based applications out on the nets that will give way more accurate…

Yes, with the new enhancement in V12, now it is possible to better manage services in Purchasing and decide whether it is for subcontracting or not.

In Product category, a service category can be used for Bought services and the determination is made by the user on the Lines tab of the document, such as a purchase order.

There is a new parameter DEFITMKND at the user level that allows the user to define the default service…

After upgrading to or installing v12, check out A/P-A/R accounting, Payments, Payment/ Receipt, Payment entry and select RECWT (Wire Transfer Receipts). This is a batch entry payment entry type. The screen includes Payment no., Status, Entry batch and Description fields.

If Payment type RECCH (Check Receipts) was set up for Batch entry on the Entry tab under Setup, A/P-A/R accounting…

You may have found that…