Enterprise Management (X3) Support

Are you looking to upgrade to the next patch level on your Sage X3 system?  Are you wanting to see what patches are available?  Do you need to upgrade your Syracuse server?  Can you just not seem to find where to download the files you need?  Well, here is the info you need.

Just a few things to note before we get to downloading install files.

• Installs should be done by a certified Sage X3 Partner.
• Please read each download…

Financials Fun Facts

To start the summer season, here are a few fun Financials facts (I love alliterations). For your beach reading pleasure, sit back, relax, put your feet into flip-flops (alliteration!) and enjoy this blog.

Do know that you can ensure that amounts and accounts aren’t changed when you are reversing a journal? Change the journal’s Status to Final before you do the reversal. Then, the reversal…

Chances are you haven’t paid much attention to the Period value in Document types under Setup, Financials. When you create a new document Entry type, you probably just copy an existing one and change the Description and maybe the Sequence number and/or the Default journal. But don’t neglect the Period value! If you do, you may start hearing panicked cries of “Why is that entry showing up in the wrong period…

Today on “Identifying my Mongo” we are going to look at how someone would know what version of Mongo DB they are running. For those who do not know what Mongo DB is, please visit their website here (https://www.mongodb.com/what-is-mongodb).

To figure out what version of MongoDB is installed is easy. There are several ways you can do this. Today we will look at a couple of ways to figure out what version you…

Today we are going to discuss how to backup and restore Mongo DB. For those who do not know what Mongo DB is, please visit their website here (https://www.mongodb.com/what-is-mongodb). Sage Enterprise Management (Sage X3) uses Mongo DB as a storage database for the Administration Module. It also acts as part of the first layer of security along side the Syracuse Component. Just like Microsoft SQL and Oracle DB; Mongo…

In the planning workbench under projected stock grid, you can view the material first availability date, first availability quantity, etc. by selecting the action icon, contextual menu "Component availability by date".

In V11.0.13 and U9.0.11, this contextual menu was redesigned to have the following information, such as the requirement quantity, first availability date, first availability quantity and requirement…

When it is time to close the period, what is the fastest way to ensure that you have posted everything and are ready to close? Hmmm...Have you looked at the Cloper Report for this information? The Cloper Report is the Pre-closing verification report. It will point out potential issues stopping you from closing such unposted transactions,  simulated entries that need resolution, and general ledger account balances that are…

Mongo DB (for those who do not know what it is) is a noSQL database. If you want to know more about noSQL I suggest google searching it. Same goes for Mongo DB.  Mongo DB has a huge community forum site, blog site, and training site for just about everything you could ask for. Majority of the options Mongo DB offers is free; so, take advantage of it while you can. Since Mongo DB is not a SQL defined database; traditional…

Most people never notice how much resources Mongo DB can consume because most people simply don’t check. They treat Mongo DB just like any other Database application and install it to its own Server Machine and forget about it. How often do you really check on the server to see what Mongo DB is using and/or doing? Rarely, Not at all? You may want to check on it every now and then. It is, of course, a Database Application…

Have you ever wondered what happens in Enterprise Management when you group A/P invoices together on a statement? Have been hesitant to use it? Let’s walk through the process.

 We will start with the Payment entry type (under Setup, A/P-A/R accounting) that we will be using and identify the Payment method. In our example, Payment method is CHQ.

Under Common data, BP tables, Payment method, we will assign a Stat…

In Enterprise planning workbench,  MRP will keep suggesting a new purchase order (PO) and cancel the existing PO. It fails to give an 'advance' suggestion, or suggestion to increase the quantity on the existing PO, which is expected behavior based upon experience with other MRP systems. For companies with simple products MRP can be managed by working through the details manually, but in a complex environment with large…

Currently MRP doesn't replan the material requirements of a replanned work order or subcontract order. Thanks to the new parameter "Replan material requirements". With this new parameter MRP now replans the material requirements of a replanned work order or subcontract order.

Lets take a look at the issue and the solution below;

Issue:

When a new demand is added to an existing sales order, MRP is just indicating…

You are reviewing the month end AP aging and notice the balance for a certain supplier doesn’t seem right. There is a missing BP supplier invoice amount on the Supplier aging. You’ve run the aging in summary and it shows $0 balance for NA051.

Where did that invoice go? We will go in search of the missing invoice!

Invoices make their way to the agings when the invoice is posted to the general ledger. The first…

Expense: Account transfer is an Accounting entry type in Setup, Fixed assets module.

Event type LOFICM in Accounting entry types is triggered when there is an account transfer between the invoice and the capitalized expense. i.e. the GL a/c specified on the expense is different to the GL account used on the asset generated by capitalizing that expense.

LOFCIM entry types, consist of two tabs, General tab and Interface…

When you close a fiscal year (hard close) using the Fiscal year end (FIYEND) process there may be instances where the ending balances with dimensions of the previous fiscal year may not match the opening balances with dimensions of the new fiscal year.

You may be thinking why when you run the “Year end simulation” (SIMULFINEX) process for the new year the carryforward balances with dimensions match the ending balances…

I consider the Online help center my friend. It provides me with loads of version specific information 24/7 to assist me in using Enterprise Management. Beginning with v7, the Help function went online. Updates to Help are automatically available, so no waiting for IT to work Help updates into the schedule. The types of information included have expanded too. Let’s explore the Online help center and look at some…

Have you used Syracuse scheduler to schedule LDAP sync or Elastic search index update?

Have you noticed that when you try to delete ,for example, the LDAP sync scheduler using below steps you will get:

1. Open Administration, Usage, Automate, Scheduler. 
2. Select your scheduler task. 
3. Click Delete and notice the error that is shows up.
   
   
   
    

The reason for this error is that there are server Logs under Administration, Usage, Automate…

When your upgrading to a better version, you want it to go as smooth as possible? Right? What can you do to make it better? Well, I am about to tell you. Here is a list of "stuff and things" that you can do before you Data Extract your endpoints and migrate to the best version.

• Read the migration instructions
  • Know that there might be new steps in this migration. You don’t want to end up having to do it again…

If you ever wanted to copy folder settings from one solution to another? Tired of doing folder extract and importing just to get some user profiles? I have a solution for you. there is a folder linking process that will allow you to “LINK” two folders in two different solutions together so that you can copy settings and preferences. The “Folder links outside of solution” grid setup on the Folder Setup is used to link…

Have you used any of the task in Enterprise management that produces an asynchronous logs?

For example on V11 :

1. Open Administration, Endpoint, Batch Server.
2. Select to view the details of the X3 Batch controller.
3. Click Start to start the batch controller.
4. Notice that an Asynchronous page opens up that displays the relevant information related to starting the batch server.
   
   

But have you noticed that starting Syracuse 11…

Let's imagine you have a need to check the status of your Classic SOAP Pool to determine how many classic client connection is created and more than that making sure your classic pool is running. 

Typically for this you would open Administration, Web Services, Classic SOAP pools configuration and select to view the details of your already created pool and then click on Status button and you would see something similar…

You're in version 12. You enter an invoice and post it. The post should send the transaction on to the General Ledger. You want to review the journal entry. It is an easy process: just  go to the right panel and under Zoom click the Accounting document. You expect the journal entry screen to pop right up, however, nothing happens. You wonder "Where is my accounting document? Everything was working earlier."

In my previous blog “Perfecting Your Payment Proposal”, I wrote about typical reasons why invoices are left out of the proposal. Now let's look at a few Payment Proposal general processing fun facts.

What determines which Payment entry type is used for the Payment proposal?

• To be eligible for the Payment Proposal, the Payment entry type must have Auto proposal selected on the Steps tab.
• Payment entry t…

You may or may not be familiar with global variable GFCYDEF, this global variable is an array and it is filled with the default site that is assigned to each Function profile. 

For example if you open Setup, Users , Function Profiles and select your function profile and enter default sites for your profile similar to below screen shot:

Now when you login with a user who is assigned to the above function profile , GFCYDEF…

RF warehousing is a North American add-on and it’s controlled by the activity code XA16. When you purchase the XA01 ADC license, it includes the RF Warehousing as well.

It has two functions, Directed putaway and Directed picking.

You can check the availability of an NA Add-on license under Development, NA Utilities, Add-on license inquiry.

Note; Serial number management is not supported in both functions.

Adv…