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We are importing inventory receipts into a new warehouse. We are using the import template FTIMSR. It works fine. The issue we are having is dealing with errors and the subsequent creation of multiple misc receipt records in Sage X3. If we build a long…

What is the best way to update planning work order material based on the updated BOM? There is no standard import template for MFGMAT. Users requested that they have three old components that is in 189 open work orders that "builds" phantom part# to…

Good afternoon, Does anyone have experience importing sales invoices that come from a delivery? We need the delivery data to be transferred to the invoice. I am using STD import models.t Thanks!

Hi all, I keep on encountering the error below while trying to do my database setup on Sage 7.0 Can anyone help with this please? Thank you.

We are on Sage 100 Advanced v2022.1 and I don't see anywhere a Sales Forecasting report or option to enter numbers or imported via VI. We have a new Sales Executive and he wants me to import sales forecast numbers, by Customer and Item to produce a…

I am trying to export the component list for parts within Business Works. There is no way to do this through the program, but was told you can do this through a query in excel. Does anyone have experience with this? Can someone provide steps to query…

Hi all, On my Sage 300 v2023 > Database Setup, I have 2 existing System databases for testing, which is PCISYS and SAMSYS below. I wanted to create another 1 but get this error instead. I have run RVSpy & DBSpy but no error visible. Anyone know…

I'm installing Sage 50 Premium in a Convenience Store which has a POS system. This POS system generates a plethora of reports & data, all of which is available in Excel format. The daily sales report it generates would be the feedstock for the SAGE invoicing…

Hi, Could someone please share what fields are necessary to do a payment import into Sage 300. It keeps giving me the error that 'Invoice Number Cannot Be Blank' but the IDINVC field in the Applied_payments tab is not blank. Could someone share…

I am having problem while import using BIS import template, there is error on DUDDAT field. But when using import simulation, DUDDAT can get the value from my import file. Is anyone facing this problem or anyone can advise me on this? The attachment below…

Hi, I need advice and pointers to identify the root cause of the import failure issue. Sage X3: v12 Patch 31 (latest patch by time of writing) Database: SQL Server 2019 Standard All components are updated to match Sage X3 v12p31 requirements. On…

We are working with AvidXchange to import payables into X3 and have run into an issue. We are using he standard import process to upload .csv files exported from their system, however Credit Memos are being created by Avid with a negative value. X3 is…

If this is not possible what would the best way to accomplish this? I have the Certified Class description i want to assign to the Occupation field on the Master Employee Record, we would like them to match and currently they do not. Thanks V

We are in the process of moving to Arcoro HR and I have been building imports for this. Two of the imports concern pre/post 2020 employee tax info, and some of the data required is Year, Additional Withholding, Filling Status for that year, Exempt or…

I am going to use an excel file and only need to enter new GL Account numbers and description of the each account. What should I name the 2 columns in the excel spreadsheet so that GL import process will except it? Is there a sample GL Account import…

I and working on a web service to create production tracking transactions in X3. The standard X3 object as a web service does not work well, because it causes pop-ups that cause the web service call to fail. So I'm doing import templates from the web…

Hi When I imported one transaction to see how reconciliation works, i got the below error. It says 1 updated but It does not reconcile that transaction, please could someone throw some light ?

Hi, I want to import bank statements into Sage 300 - I am not sure what the below fields do and what their exact column name would be for my import file. Could someone please help ? Cleared Y/N - Integer (Column Name ?) Used Y/N - Boolean (Column…

Hi everyone, I'm looking for the description of this field: Table - FXDASSETS field ACGGRP_0 Example: ACGGRP_0 CM The description must be similar, but I have not been found a table yet with this description, please someone has an…

I need import 101 for dummies as we have never used imports before. Goal - to take an excel file containing supplier invoice information and import it into X3. I am on v12; patch 18. I have read the help from Setup>Usage>Imports/Exports>import/export…

Hello, I'm trying to build an import template that allows me to create ITMMASTER and ITMFACILIT records at the same time. These are the fields I have listed below. When I attempt to import based on this template, the Product in ITMMASTER is created…

Hi, I am getting the below error message when i try and Import transactions into Costs under the PJC transactions. The Error mentions PM0420 which either has to do with Document Number or Line Number, but I am not able to resolve this error - Could…

Hello Im working on importing Expenses but i get this error although i did make sure of the account nature in account function Can you help me please

Sage X3 ERP v7 Patch 8 I'm trying to figure out how to import Journal Entries to alleviate the time spent by our Accounting Dept. I know the data I'm inputting is accurate because I'm just re-importing data exported from the Production server (excluding…

I was unable to find any other posts regarding this pre-loaded import template. My company does not utilize ADCs in our Production process so I wanted to utilize the MKI import template. I exported sample data read the Sage Online Help Center guide on…