Sage X3 Support

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…

Although Internet Explorer 11 is supported, we do not recommend using it to connect to Sage X3 products. Internet Explorer 11 technology (2013) might exhibit performance issues with Sage X3 in selections and navigation, with a user interface perceived as much slower than with other browsers.   

WARNING: Customers who need to use IE11 for compatibility reasons should not expect a guarantee of performance comparable to recent…

Let's take a look at an error generated by a little to much setup in Currency

Have you ever received the error “Field error ‘currency’ Euro currency fixed exchange rate” when attempting to make an entry in Common data, Common tables, Currency rate?

The Online help for the function has an Error Messages section where it describes the error as " A currency with a fixed rate as compared to the…

It’s coming up to that time of year. All the pumpkin spice drinks and foods are already available at your local coffee shops, restaurants and grocery stores. Before you know it, Christmas lights will be replacing barbeques and pool floaties in the seasonal section of stores.

I hate to sound like one of those ads that constantly warn you about the ever-shrinking number of shopping days left until Christmas, but… year…

Today’s blog is going to be about how to add a Crystal Report file to Sage X3. I was out, looking around Sage City to see if there were any posts about adding report codes. Apparently, there was not. So here we are. It is not super complicated but does take some time to do especially if you’re creating a completely new report code. Before we take a look into adding the report, we are going to need a rpt file. If you don…

Have you ever wondered if there is an easier way to view available stock without having to go to stock by site or available stock inquires while processing a sales order? Now you can with the new enhancement stock availability on sales order lines that has been added in Sage X3 version 12. This enhancement makes it easier to view stock availability and first date material available on the sales order line.

To use this…

The packing can be setup at the product category level and then modified at the product-site level

At the Product-site level, more specifications can be defined for each product; for example, the Stock detail box can be checked to indicate whether the stock must be displayed in the parcels (Lot, Serial number, Status)

Also, each product for each site can have its own packaging identification code and packaging capa…

Have you ever wondered, “What impact would this Activity Code have on other activity codes?” while you’re changing an Activity Code (AC); then keep reading as I have something magical to share. There is a way to see if an Activity Code (AC) has dependencies from other Activity Codes (AC). This awesome way of detection comes from our support counterparts from the UK. They have figured out that you can use the Advanced…

As you are aware, we can generate an asset by capitalizing an expense in Sage X3 Fixed assets module. Expenses can be generated from a purchase invoice, supplier BP invoice or a manual journal entry.

Let’s talk about how to generate an expense from a manual journal entry and capitalize it.

  1. In Financials, Journals, Journal entry select an entry transaction and click ‘New’.

  2. Select the site where…

The scenario is that a building is being constructed and the invoices are being assigned to the components (Roof, Shell, HVAC, etc.) posted to a CIP account and then transferred in mass when the building goes into service.

We assume when the asset is in CIP, no depreciation against the principal and component assets. Once the building goes into service there will be depreciation against the principal and component assets…

In Work Orders under Manufacturing, Planning, we can print a string of WO documents by clicking on WO Documents under Reports in the right panel. On the Documents tab, we see a list of types of reports: Material issue slip, Routing sheet, Job ticket, Production slip and Technical sheet. Each line may or may not be labeled “To be prin“ indicating that report hasn’t been printed yet.

How do we determine…

We've talked about PlannerOne Manager and configuring Production Scheduler in Sage X3 in previous blog posts.  Now we need to talk about how to identify issues and resolve them.  I want to preface this troubleshooting with the idea that all your servers are up and running and are able to talk with each other and Sage X3 services are running without errors.

OK, on to the good stuff.  Let's start with the main window in…

When generating a sales document, sometimes there is a need to bypass the Avalara tax calculation especially when that country is not using Avalara tax calculation.

Now with the new enhancement that was implemented in Sage X3 V12, when a customer has an address in a county that is not using Avalara tax calculation, the Entity/Use field is populated and it is possible to enter a code to exclude that address from tax calculation…

Today we are going to look into how to adjust the profiler logging in mongodb. Why, you may ask? Because. . .  Actually, it is to help reduce the total number of rows logged by mongodb. In recent iterations of Syracuse component updates, R&D has added a new collection called dbmessage. What is it? No clue. Will anyone tell me what the heck it is? nope. top secret.

I guess we just have to live with it? right? We could…

Some Good News for those on the latest patch for Version 12 (patch 18); the Elastic Search has finally received an update. In the past, whatever version of Elastic Search that is pre-packed with the original ISO is all that is compatible, but not anymore. Right now, those on Version 12 Patch 18, can update Elastic search to Version 6.4.x (version 11 is coming later). For those of you who have no idea what Elastic search…

I was scanning through blog posts last week and I realized that no one’s really talked about what an Architecture guide is, in terms of X3-world. I figured I'd give it a shot!

The Architecture guides can be a tricky topic depending on who you talk to or discuss with. Some follow it like instructions or system requirements, and some follow it like guidelines. The reality is -- it’s a little of both, and I wi…

At the beginning of the year, we create recurring entries for various accruals or amortizations as Active Simulation. Recurring entries save a lot of data entry time during the year and save us from forgetting to create regularly occurring entries.

We are ready to move those journals to Actual. How do we move them? Let’s follow the process through from recurring entry creation to posting as Actual.

First, why would…

Lets take a look at a scenario where we generate a subcontract order, then allocate it and generate the subcontract purchase order, and then receive the subcontract PO without generating a delivery for the subcontract shortages, we see that the subcontract materials are not being consumed proportionately to the quantity of the subcontract product being received.

- In purchase receipt entry transaction we have the calculate…

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…