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  • Scheduling Capabilities in Sage

    Does anyone know how to create a production schedule in Sage?
  • Journal Entries Status is Automatically Changing

    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…
  • Error UserActionException on Lead page & specific users

    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…
  • Contracts

    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?
  • Electronic Signature on Subcontracts

    Is there a way to email subcontracts to the vendor for electronic signature?
  • Workflow to automate sending crystal reports

    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?
  • Workflow for WO Close

    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
  • Workflow Approval Next Approver is same as current approver. Auto Approve

    Hi, For a PO Approval, Let say there are 5 Levels and user at level 2 and 3 is the same. Is it possible to auto approve at level 3 otherwise the user will have to approve the PO twice. The issue is there are a few thousand rules and one person…
  • Workflow line not working

    Hello, I am trying to get ITMREF into a workflow when sales order is deleted. Below is my setting, but it does not send any email. Any clue to troubleshoot this?
  • Utilisation d'un disque dur réseau

    Bonjour, J'aide une petite entreprise avec leur configuration réseau. Préalablement, leur fichiers de SAGE 50 étaient sur un vieil ordinateur (qui avait probablement SAGE 50 d'installé dessus). Cependant, le logiciel est utilisé sur un ordinateur…
  • The mail can not be sent: it contains a link with a domain not allowed

    Hi, How do I resolve this error from Notification Server: `The mail can not be sent: it contains a link with a domain not allowed` Context: - Sage X3 v12p34 - Located in AWS instance. Domain name was not set yet and yes, it is running as HTTP…
  • W-9s as AP Compliance

    Hi there, Does anyone know how to add W-9s as a compliance condition? The goal is to add this step as a compliance check before releasing payments with the ultimate goal of saving time chasing W-9s come year end. No W-9 on file? No payment…
  • Invoice Holds

    Hello, We have been adding all of our holds on invoices under AP - Check Select. I am trying to figure out how to get these holds to show under an Inquiry in IQ. I notice that a "soft hold" don't show at all, when a VENDOR has a "hard hold" it shows…
  • 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
  • Auto filling Inventory from Receiving Purchase Orders

    We are using Scanforce to receive our purchase orders once they are placed. We can see the receipts in the Receipt of good entry section once they are received, but would like to see the inventory auto update to our on hand stock once received. Do we…
  • Set replenishment rule

    Hi all, I'm trying to set a replenishment rule on a location from another one. We have raw materials in let's say Site: S01, loc type: MAN, location: RM00. We would like to set replenishment rules on this location from another one from the same site…
  • Missing Link in Drop Shipments

    We are currently running Sage 300 Premium 2022 Update 4. Our current process to dropship parts directly to the customer is below: 1. A sales order is created and the ship via is selected as vendor drop ship 2. A purchase order is created and the SO#…
  • BOI Purchase order entry to Receipt of GoodsGuidance

    Hello I am currently entering a Purchase Order into a Receipt of goods using BOI but the issue is when we don't receive an order fully it is leaving our items on backorder... Is there a way to get rid of pending backorder through BOI? or is this a bad…
  • Default Locations within Product-Site

    All, We have default locations setup using product-site within our system. However, there are times when we need more than one location to store products because of space & their replenishment levels. My question, can you add more default locations…
  • Assign the correct Tax Schedule in Visual Integrator

    Hey All, I have a VI question. I have a pretty decent understanding of import jobs, but this one has me stumped. For our eCommerce website, we now have to start collecting sales tax in states where we meet economic nexus, and bring those taxes into…
  • DateTime.Activation error

    Im trying to archive work orders in service managment using the Archive Wizard under tools. Does anyone know what could be causing this error. All dates in work order are valid. Thanks for the help. Archive Work Orders 1/3/2024 8:59 AM Criteria summary…
  • Template No. Question

    We have a company with BOM turned on as well as Production Management turned on. A few questions have been asked about having a template number on an item in Item Maintenance. The issue with this is for us an item could be used in multiple different product…
  • Work Order Creation Popups regarding Unexpected Materials and Operations

    Hello, On every single work order we create now, we get two popups when clicking "create" button on the WO. We do not have unexpected materials or operations on our work orders and we don't use the Scheduling functionality in X3, although I know the…
  • Incoming Inspection on Purchase Receipts

    Hello Sage Community, I have a question I am hoping someone can help me with. I am looking at implementing an inspection process for Purchase Receipts but we have a scenario where the item being received is not Stock Managed. If an item is not going…
  • 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…