Is there a way to setup payment terms without linking the payment method. At the moment it seems you have to duplicate each term for each applicable payment methods. i.e CHK30DaysNet TRF30DaysNet ACH30DaysNet which is not really in line with most accounting…
Has anyone used the after sales points debit / tokens credit sections in products? I would like to create a points system for customers. IE purchase this product, receive 100 points. Then use those 100 points towards future purchases. It seems like that…
why I keep getting this error: "Saving has failed" every time I try to create a new record. Is there an option somewhere that prevents it from creating this new record? What am I missing?
Hi,
User was trying to open period in the new month unfortunately couldn't select "No" in the next months so only intended month's period is opened as a result ended up opening entire year which is not right. Someone kindly assist on how I can change…
We want to trace products at the lot level but maintain traceability to the specific package. Is there a way to produce products to include their packaging? I basically want to serialize (maybe globally) my PAC units such that each one is uniquely identifiable…
How do you have a single product be put in Q status as soon as a case / pallet is made in production? I can see how to do it by "product category" but i only want a single item within that category.
Sage X3
Hello All,
Encountering something in our Sage X3 setup that I'm having trouble hunting down the source for. We have some Inter-site orders between us and some distribution companies. For this transaction, we want the gross price to be set to 0 automatically…
Reference: https://www.sagecity.com/us/sage_erp_x3/f/sage-x3-announcements-news-and-alerts/187389/new-email-client-for-sage-x3-workflow-notifications
I am using a Microsoft Outlook account (assume name as [email protected] ) which requires FROM to…
Hi,
Has anyone experience an issue where PO transactions are showing under the Site as opposed to the Cost type related to each item on the PO in the Financial Overview screen?
As per the example below, the Commitment amount of 8k from the PO is displayed…
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…
In Sage X3, PU9, Common data Module>Products>Products(GESITM)
whenever I create a new product or modify the existing product, the data in description 2 and description 3 disappeared. ironically, the previous data in the same field for certain products…
We sometime have defective or substandard stock we sell at a discount. This is product that has gone through a QA process and has failed to meet our standard but some customers may not care that the product "looks a little funny".
We do not want this…
Is it possible to turn off Automatic Allocation for one particular RAWMA in our database? We have a case where we have multiple work orders open for one part that comes in one at at time. We would like to choose ourselves which work order to consume it…
Dear Sagians,
Is there any option to change the customer in delivery after it created? Please note that the delivery is not validated but still it is not able to change.
Thanks, Shereef
When we go into GESBPC (customers) and change the customer from Hold to Check and hit the "Save" button, it is moving the user all the way back to the top of the screen. Is there a way to turn off the automatic scroll up? We just want to save and leave…
We are trying to leverage the Loan Order process to manage inventory we consign to a customer. The inventory is delivered to a customer location but it seems that Sage X3 doesn't allow for the partial invoicing of the order line. I've seen several older…
I am looking to configure a payment term, to cutoff the payment month on the 25th Net60EOM.
If the invoice is dated 5/24/21 - it is due 7/31/21 and if it is dated 5/25/21 - it is due 8/30/21.
Could you assist on how this can be configured.
Thanks…
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…
Good morning
Does anyone know how I can view the entry transaction screen for customers? I can't seem to locate this in any of the setup function options (V11). Thanks!
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?
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 as…
Getting the below error while opening Sage X3 Management Console version 12. All the services are running, PORTs are opened and Sage installed on the same server machine.
Hello,
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…
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…