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  • Inventory Replenishment

    Has anyone out there started using Sage X3 inventory replenishment functions from scratch. We are not using this function in any way at the current time, but we would like to start investigating it. Does anyone have any advice or overall tips to point…
  • 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…
  • Earmark part of a LOT Number not for sale

    Trying to figure out if there is a way to reserve a portion of a LOT Number for Make to Stock finished goods. For instance: The company I work for makes paint. If we make a batch of a particular color, give that batch a LOT Number and enter it into…
  • 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…
  • Locking Locations from being allocated to a production Workorder

    Is there a way to lock locations from being allocated to a production work order?
  • 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?
  • 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 as…
  • Production Scheduler Sage X3

    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…
  • 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…
  • Building an Inventory Item

    Is anyone able to walk me through the building of an inventory item from start to finish? I'm confused on how to use the program for this... I have a single product, we have multiple things that went into creating this product. I want to be able to track…
  • Subcontracting - but we do not receive the finished good back

    I'm wondering if any other customers have a process similar to this situation. We are sending materials to a subcontractor, where the subcontractor maintains a Kanban. We still own the materials, so we need to keep track how much is at the subcontractor…
  • Unit Cost in Stock Issues for Inventory

    When entering stock issues the unit cost always pulls the average cost and as a result we have to manually update the unit cost to our most recent stock receipt cost. Is there a way to have the unit cost when entering stock issues automatically pull the…
  • 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…
  • Unable to Delete and Change Items

    I am trying to use the Delete and Change Items Utility, (Module>Inventory Management>Utilities> Delete and Change Items). When I try to open the utility, a window appears saying, "You cannot proceed with unposted data in Item Valuation Selection entry…
  • Delete Primary Alias in Inventory Maintenance

    Hi All - I am running MAS 200 v 4.30.0.21 and am trying to update Vendor Alias numbers in Inventory Maintenance. When I try to update it, it just creates a second alias. I can delete the one I just created, but not the Primary, the delete button is greyed…
  • Inventory Issues

    Hello, my company currently uses inventory management to track in house supplies. We are a medical facility, that has 70+ departments. We do not sell the inventory outside of the company, however as departments need supplies we do an "Inventory Issue…
  • 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…
  • 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,…
  • 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?
  • Inventory with serial numbers

    We have a finished good that is serialized, however we will now be selling this item with an additional component that we would like deducted from inventory automatically. We had considered changing the serialized item into a 'kit', however that would…
  • 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…
  • 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 incorrect
  • Inventory by Program and BIN

    Hi, Is there a way to track inventory by both a "Job number" and by the Bin location? There is nothing that I have seen in Inventory that would allow the Job Number to be defined at the unit level, and nothing in Job Cost that allows for tracking…
  • Trying to rebuild sort files in Library master Util. And getting an error when running it on Inventory Management

    Hi guys Like I mentioned above when I try to re-build the sort files on Inventory management, I'm getting the following error "You cannot proceed with unposted data in Item Transaction Tier Distribution entry". Can anyone tell me please how can I fix…