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…
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…
Hello All, Can someone explain the reason for these two fields listed in the subject in "Products" screen. I've read the basic break down's from "F1" help, but we are looking for more real world examples and purposes of these two fields. Could either…
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…
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…
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
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…
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…
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…
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…
I'm hoping someone will have experienced something similar. Today our Sales Dept. reported that the columns in the Lines tab for Sales Order Management had suddenly changed. As you can see below there are now EDI PO Line, EDI L UDF1, & EDI L UDF 2 being…
Is there any ways to enable Sage 100 auto send email notification to a certain group of recipients upon SO is entered / invoiced?
I assume this has to involve scripting, right?
Thanks,
Haibo
Currently when product is received into X3 to any location it is tagged with a receipt date. This is the date that travels with the product and drives the FIFO order for each product.
Is there a way to manually FIFO inventory to give more versatility…
I want to have all SO Invoice lines default to an order quantity of 1 and a ship quantity of 1 (currently the default is zero). This is Sage 100 2019. I wrote the following script and attached it as a post-validation event to the Item Code column, but…
Hi
Is it possible to prevent duplicate lines on a sales order? (duplication on Product (ITMREF)). Can you use control tables for this, and if yes how?
I am looking forward to your response.
Hi All,
I am facing this issue very often as I was unable to click 'Record' to print Payment voucher for one of the payment entry type and sometimes, with few transactions under this payment type as well. I am using V11 of Sage X3.
I tried to set…
I am trying to figure out how to make the Phase field in AR for Invoice Distributions functioning since clearly when setup originally that was not completed.
I understand that this has to be done in GL > File > Company Settings > Custom Descriptions…
Has anyone used the free freight threshold limits that are connected between the customer record > commercial > freight invoicing and the carrier > management > free freight threshold settings.
I set a customer to use a threshold for a carrier, and…
Hello All,
Current Sage 100 user V2018 6.00.4.0
Looking to see if anyone has found a way to initiate/trigger a warning when profit margin is too high?
Reason I'm asking is because a salesman mistakenly sold items at 16.50 instead of 00.165 on an…
Hi Guys
We have our "Profit Margin Percent Display Warning" set to 15% on Sales order options but we have some customers who have items set to under 15% and when we add these items to a sales order we don't get an alert. Anyone know why this is and…
When I generate bills and view them in "display" the entire bill does not show up....i.e. the number of hours, the hourly rate, and the charge on the far right of the bill. It prints correctly, but doesn't show on the screen. This has just started happening…
Hello,
We have a handful of customer's that receive reduced pricing on a number of items, and we are currently using overrides to ensure that they get their discounted price. This is obviously a pain and is error prone, so I am trying to set up pricing…
I seem to have lost a Sales Order/Invoice. Can you help me recover it?
When I search for Invoiced Orders , it shows on the list:
When I search for Sales Invoices , it is not on the list
It's also not on any Receivable Reports
When I open…
Hello everyone,
I have an query regarding sales unit, Can we change/edit sales unit (SAL) on line level when product sales data type set to "Flexible Kit" - Many thanks
