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  • Sage 50 US. Search for inventory items using "description" keywords, inside the sales order.

    Can anyone please help find out ALL the ways possible to search for inventory items using "description" keywords, inside the sales order. Say, there are hundreds or thousands of ID's, there is no way to know or remember them. But the users know the…
  • Row Level Permissions

    Hi, Can anyone advise how to increase a limit of row level permissions (Parameters --> Users --> Users --> Organisation) in user setup? It is set to 10 in my organisation and I need to be able to add more to some users. Thanks Ania
  • Crystal Report - Text not visible

    I am working customizing Quote Forms using crystal reports and we have a standard text on each specific quote. This standard text will not show up on the sage preview. It is like somewhere in the report its blocking a view in some of the groups. Any Ideas…
  • Parameter to Auto Close any Partial Sales Orders (in other words, back orders)

    Can Sage X3 V12 be configured to automatically finalize (close) all Back Orders within the Sales Order module? I have a client with a specific business requirement that prohibits any back orders once a partial shipment is created against a Sales Order…
  • Product Site Clarifacation on What the Logic is

    Hello, am wondering if someone can explain the logic behind Product Site Default Location setup? Problem: Snap shot above is how we are picking our apparel for replenish to work, but I don't think it's setup right 100%. Does anyone have any expierence…
  • Have a problem accessing the company data in network

    Hello, I have a Simply Accounting Premium 2008 version. I have recently added another computer to the network (the 2 computers are connected using an Ethernet cable) and I have access to the company data and back up from the second computer (read/write…
  • HOLD button in sales order entry

    We are trying to get our receivables under control and our IT department has helped so that our customers now go on automatic credit hold when they have invoices in 120 days. In our system, when a salesman attempts to open a sales order and the customer…
  • Prevent a Customer from ordering a specific product

    Currently, we ship selected items to Canada but there has been a recent change with Canada FDA that we are now not allowed to ship selected products. Is there a way in Customer Maintenance module to not allow the selected items to be entered in the Sales…
  • Adding 1 day to Requested delivery date in SO

    When entering a new SO, the Requested delivery date field is automatically populated with the current date. Is there a way to default it to current date + 1 business day? Thanks
  • Sales Price List By Customer Shipping Address

    Is there a way to set up price lists by the customer's city, zip, or state? Currently I only see the Ship To Address, which is the address code, and not necessarily helpful since this doesn't reference the customers' zip, city, nor state. I'd like to…
  • Signature Management Workflow for a Sales Order created by Import

    Is it possible to have a signature workflow created for a sales order that is created through the import/ export function?
  • Allocation & Issue Rules

    Please HELP! Problem: Currently, we can't allocate sales orders at a detailed level according to "unit of measure". At one point in a selling season we have sales orders for items that ship parcel (eaches) & those same items also ship LTL/ Full truckload…
  • Written Down Value method configuration

    Hello, Can anyone guide me to configure the WDV depreciation method in Sage X3 V12?
  • Deactivating tax authorities

    Hi everyone, I started using an AP automotation software by Beanworks which is tied to our Sage 300 system. When I view our tax authorities within the Beanworks environment, it shows some tax authorities as inactive but when I go to the tax authorities…
  • Default Warehouse Precedence

    We want the default warehouse for specific customer ship-to locations to carry over to sales order line items. I have successfully set it up so that the warehouse is set correctly on the sales order header based on the ship-to location. However, the…
  • Opening Multiple Companies - Changing Previous Choice

    The directions for opening multiple company files is very straight forward. 1. Open the first company. 2. Select File, and then either Open Company or Open Previous Company. 3. At the warning message, select Yes. 4. Select the next company you want…
  • Disable Auto Increment for Lot/Serial Number Distribution in Shipping Data Entry

    Upgraded to Sage 100c Advanced v2022.1 with OM PU1 from v2019.2 Shipping Setup Options has Auto Increment disabled, but when distributing Lot Numbers in in Shipping Data Entry, the Auto Increment in the Lot/Serial Number Distribution window is enabled…
  • Item Bundles??

    Hi. we are currently on Sage100 Advanced 2021. We are a drop shipper which normally only sells the items it receives from overseas in the same box it is received in. We are looking at grouping items as bundles and trying to sell as a collection. …
  • Enable/Disable modification of an entry

    Normally, whenever you want to create any entry in sage X3, there are two ways, 1. either by clicking the "New Button" 2. "Modifying the existing entry", just need to remove the entry number, press TAB, and all of the attributes of the existing entry…
  • 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…
  • Quantity on Sales Orders

    Hi, I have a number of similar assemblies on multiple different sales orders at the same time. What I'd like is to make a report of all the individual components I need to order for them, but the problem is that all I see is the assemblies themselves…
  • Conditional style on sales order

    Hello everyone, i'm trying to set up a conditional style on sales order so when the total stock is less than the order qty, glows yellow. I tried a few ways but don't work, i think the next line should be correct but it's not working. [M:SOH4]QTY(NBLIG…
  • Why are the identifiers disappearing from the Pick Ticket after Delivery?

    Hi all, We have an issue where the identifiers 1&2 are entered on production tracking screen. Once the preparation is completed, the pick ticket displays the identifiers 1 & 2 in the order line, however once we go to the next step of delivery, it disappears…
  • Button Script to delete Sales order with cancel code

    Hello all, I wrote a script with the goal to delete sales orders with a specific condition. So I can delete sales orders just fine its just that when the orders are deleted the cancel reason code is not flowing to history it is staying blank. I am…
  • 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…