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Hi there I am reaching out for some ideas if its possible to setup notifications in X3 for system to notify when stock of some products/ consumables eg fuel etc have reached a certain (minimum) level we have set. And if its something I can do within…

The following material and lot # are tied to this work order order and the order has been closed. Is there any way we can re open the work order or deallocate it so that we can make the necessary transactions to get it out the system. Thank you

Is it possible to invoice for only part of the total of a sale order? My business sells and installs kitchen cabinets. I would like to issue a quote to a customer with the following items: Cabinets $xxx Countertop $xxx Sink $xxx Install $xxx…

We have a workflow rule set up in our system to send out an email to our customers with their invoice statement. We also want this email to go to our AP Email on the customer. We are curious what YEMAIL and YEMAIL2 means? We are assuming that this pulls…

If you create a purchase order, will it pull the numbers out of your inventory and put them on hold? Or how can I go about doing that so that my inventory can be put on hold?

I forgot to close the AP year 2023 but did close my 1099 year end. Therefore in my vendor setup the 1099 totals are correct. The "Totals" tab for vendor, this year, last year, next year is not correct. Do i go ahead and just close the AP year?

When you make a production tracking or a receipt in X3, you get an analysis request; it's one analysis per transaction. I want to be able to append all production trackings under one work order on the same analysis request. Is this possible in Sage X3…

Hi, We have an issue with customization. In the Purchase Order Entry Screen....price and quantity are entered in their respective fields. When I go to invoice entry....price and quantity are reversed. Price populates in the quantity field and quantity…

We are having an issue with our auto populating the correct columns for only two of the columns - all the other columns auto populate correctly, from our PO's into our Invoicing. For example, in our PO we have Item No., Qty, Description, Unit Price, Unit…

The workflow around purchase orders and Canadian sales taxes is still not working as expected In invoices, the tax code override from the vendor works properly, and we can have the taxes calculate. In purchase orders, it reads the tax code and sets…

Hello, Does anyone know what the standard way to handle full piece items vs partial items is in the inventory management world? We currently keep our full piece steel sheets in an entirely separate warehouse within Sage even though it's physically in…

When we manually enter PO’s into Sage the pricing has not been automatically filling in. It used to always automatically pull in avg cost – is still does this if we import our PO’s but not if we need to manually type one up. We believe this is causing…

What's the best way to handle allowance packages in Sage Construction Manageme nt? Our situation: Our prime contract includes (2) cost codes set aside for allowances—one called "Utility Connection Allowance" for $3,000 and another called "Contingency…

Hey All, My company has purchased a wave picking function in Datalinx. During our first brainstorming session we've brought up Zones(zoning our warehouse). We believe we need to set zones as we go down this road. Problem is where to start? My question…

Failling to send emails from ESS and getting error A call to SSPI failed see inner exception . I have upgraded my tis t0 1.2 but still problem persist

Can you add multiple contract items to a contract or must you add them one by one. Often, I will have schedules of values with 100+ lines and it is very tedious to add lines individually.

How do you setup FEFO

Does anyone know how to create a production schedule in Sage?

We have journal entries being created in different months for Gen Adjustmt (GENAJ), when created it has the Temporary Status, but when the individual goes back it has changed to 'Final' without her touching it. Where do I check if there is some rule for…

Hi all, I am having an error with 2 users, and these 2 users is from the same team. All other user from another team is okay. These 2 user cannot access any page related to Lead list. it was working before, until I change a lead stage selection…

Can a JOB have more than 1 contract attached and if so HOW do we do that? We have one project but two separate scopes of work and the want to different SOV's for the progress billilng?

Is there a way to email subcontracts to the vendor for electronic signature?

Can anyone point me in the right direction for how to set up a workflow to automate the running/emailing out of a custom crystal report?

I'm trying to create a workflow for when a work order is closed. I can get the workflow to work by using below setup however I would like to have the mfg number displayed. Any idea how to configure to add the mfg number in the subject? thanks C