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  • How to make new customers appear in drop-down menu?

    When we had Sage installed, all of our customers were imported into the system. When I start to type in the 'Customer No.' field, a drop-down menu appears with predictions of those customers. However, when I add a new customer, I have to click the magnifying…

  • Trolley Build Function Sage

    I am wondering if anyone out here has had any experience with the trolley build features with Datalinx? We are thinking of exploring "picking to slot", "Trolley Build", "picking to Carton" functions in our warehouse. Would love to pick someone's brain…

  • Customer Renumber using Delete/Change Utility does not renumber customer in SO_SalesOrderHistoryHeader

    Why doesn't the SO_SalesOrderHistoryHeader file get updated with the new customer number from the Customer Delete/Change utility?  I've renumbered and merged several customer numbers and this is the one file that does not get updated.  This file…

  • Can you add a feature to migrate Password Security settings?

    It would be helpful if you could provide administrators with the ability to migrate the Password Security settings as part of the backup and restore.  I spoke with Support and they notified me that I would have to manually manage the Password Security…

  • Is Sage going to address the other log4j Security Vulnerabilities?

    There are other log4j vulnerabilities besides,CVE-2021-44228 .  There are also vulnerabilities for CVE-2019-17571, CVE-2020-9488 and CVE-2022-23302.

    I tried to flag this with Sage support but I hit a roadblock and they told me to contact SAP since the log4j…

  • User Security Setup

    Is it possible to setup a A/R & A/P clerk position to have access to Job Profitability Reports WITHOUT having access to payroll fields/access?

  • Switching Billing/Cash Receipts to the AR Module from Job Cost

    We currently bill and enter cash receipts in Job Cost, but I want to transition it over to the AR Module. How would I go about setting this up?  

  • Antivirus Exclusion for Sage

    I have got a server where I would like to install antivirus.

    I have got sage X3 installed on the server.

    Can someone please provide me any advice on how should I move forward with this?

    Are there any important files/folder that I need to exclude for this…

  • Positive Pay Bank File Definition - Separate Detail Lines per Column

    Customer's bank wants the Excel file generated with the check details to have each required field in a separate column. Does anyone know how to specify this within the Bank File Definition? 

  • invoice terms different from customer screen

    I just set up a customer with COD terms, and one with N45 terms. When invoices print for them they all say Net 30. I go into the customer screen and it says COD (or net 45) under terms, but even printing from that, the invoice still says N30, I'm not…

  • Dimension Codes Not Flowing From Supplier Record to Supplier Invoice

    Common Data >> Bps >> Supplier, Financial Tab, Analytical Dimensions

    Currently only codes listed in AX1 flow through to the supplier invoice (Supplier BP invoices).  How do I change the other dimensions to flow through to the supplier invoice…

  • Production Scheduler Sage X3


    We have been using the Sage X3 with production scheduler and production scheduler is the most important tool for our operations and work order planning.

    Sage X3 version : Enterprise Management V 12.0.19

    Production Scheduler : 6.0.2014

    We have…

  • Delivery Notes Report - default values

    Where do you assign the defaults for a report? Specifically, when I print the BONLIV report I want it to default the customer value from the record so that I don't have to change the parameter lines each time. Where do you make these kinds of default…

  • ACH Customer receipts

    Good morning,

    May I have your assistance. I would like to add a Payment Method for receive money.  ACH or Wire Transfer to the customer receipts.



  • Change Zip Code in A/R Account-Zip Code doesn't exist. Zip Code is in Library Master Setup

    Sage 100cloud Standard 2020 Ver.

    (Zip Code in question 95037-Morgan Hill, Ca)

    When I attempt to change the zip code for a customer in the A/R Customer Maintenance module, I receive a message:

    Is this a new Zip Code?

    When I select No, Sage will…

  • Creation of New Folder creation from user screen, unable to get full access?

    Hi All,

    I created a new folder from the front by using authorized Admin role access. But am not able to get full access rights to the newly created folder. it giving me an error while accessing the folder. 

    needed suggestions on how to get full access…

  • Nice if 'PAC complete' could be on a line by line rule basis - believe would be much more versatile allocation and issue setup

    'Pac complete' as an overall function does not allow smaller units to break into larger units when needed for picking. Those smaller units need to be made manually available (or already available). Our orders need to be shipped in cases and pallets. Pallets…

  • Using/Understanding FIFO

    It seems that X3 defaults to some form of FIFO.  Is there any documentation that goes into detail how to control this feature?  A specific example of what we are trying to do that relates to full pallet product pulling.

    We have X3 set up to pull full pallets…

  • How to add an access code to attach a file to a specific function?

    Good Afternoon,

    Initially, I created a storage volume on X3 and defined an access code for this volume, so that when a file was attached to that function, it automatically selected for the folder corresponding to the function.

    The result I got was, the…

  • Is there a way to view invoices in Customer Inquiry for the Sold To Customer when National Accounts is Enabled?

    Is there a way to view invoices in Customer Inquiry for the Sold To Customer when National Accounts is Enabled?  

    Currently, I can only view the invoices in the Bill To Customer.  

    When someone is inquiring on an Invoice on a Sold To Customer there does not…

  • Setup of Purchasing Signature Management

    Is it possible to setup Purchasing Signature Management in a way that when a user that is part of the signature workflow enters a PO, it is not automatically signed, but is pushed to the next level of signers for approval?

  • Windows authentication - Invalid windows user

    Client migrating to new server, Winsows 2019 with Sage 300 2020.  Existing server is Windows server 2008, running Sage 300 2016.

    On the old existing server, Sage uses Windows authentication for many users.

    On the new server, when I try to change the user…

  • I am trying to create Fixed asset, following error occurred

    I am trying to create Fixed asset, following error occurred. help required.

    Fixed Assets>Fixed Assets>
    in the field Accounting code>ITEQP

    ITEQP The Co. fixed asset account associated with the accounting code is invalid or its nature is incorr…

  • Can't Add New Product Codes in Item Maintenance

    When we enter a new item code into "Item Maintenance," it used to create a new product in the system. However now when we enter a new product code, everything goes blank, but it says "NEW" right by the Description (as it would do before). Everything else…

  • Adding Units to Invoices (Packages)

    Hello, is it possible to add extra unit definitions to an invoice?

    Specifically, meat is sold by the kg.

    However, it is delivered by the case or the piece. The receiver sees two cases and a piece of meat (in a bag) and signs for those three items.