Browse By Tags

  • 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…
  • Quote

    Can I add an accept or decline function on a quote for our clients? Making it legally binding that they have accepted/ declined the quote?
  • How to set stage and status to read only

    Hi I want to adjust stage and status to Read Only. I'm not sure where to set the settings because there aren't these 2 fields on the oppotunity page. Do you have any advice?
  • Regarding Administration > Notification server, error logs from failed mail send

    Hi Sage, Since v12p26, we can use Sage X3 to send email directly through notification server using nodemailer API at syracuse layer. However, there are times I need to know errors triggered by nodemailer API such as bad receiver address or expired…
  • Check Customer Balance while Backdating

    My company has two departments, the main account dept are doing a process called Backdating. While they do this, another department is doing customer lookups for their current balances. The issue is when the main Account Dept is doing the backdating;…
  • Email Alert for Approval workflow

    Dears, Do we have any option/ workaround for enabling the email alert for the incident in Sage Evo(200- V11), lets say if we enable a PO workflow for multiple users including department heads its easy if system can alert them through an email message…
  • Purchase Order Standard Comment

    Is there a way to setup standardized memo comments that we can use on specific orders? Example: We place 100 orders a day. About 30 orders a day need a specific comment to be used on each order. Currently in SAGE we need to reenter value each time…
  • Workflow from email address when using the Notification Server v12 p33

    With the addition of the Notification Server, is it still necessary to use an entry point to get the workflows to send from a specific from email address? The from email address cannot be tied to a user due to security reasons in this instance.
  • Sage X3 Distribution ANYONE?

    Does ANYONE on this website use Sage whom is in Distribution? I'm looking to make connections on warehousing and understanding or learning from others whom have the same challenges I do. Thank You in advance as I'm not holding my breath that I'll get…
  • Making changes to the components of a kit in the BOM

    I am wondering if there are any negative repercussions that I may not be thinking of if we make change to the BOM for our kits. For example, we have kits that have multiple boxes in them and sometimes we may decide to repackage this kit and break what…
  • how to auto assign to another person if the lead have no action for 24 hours?

    Hi all, I have created a workflow below. Lets say person A is assigned to a lead stage "Document Reviewed", and did nothing after 24 hours, how do I auto assign the lead to another person of the same team, and inform both persons by email/notification…
  • VI Export - how to export the Company Code

    Can't find this having been discussed anywhere, although I thought I had. I am assuming I can use a Temp field and either assign "<CompanyCode>" or Calculate it somehow. So far, nothing that I have tried has worked.
  • Why we need to change material (itm) status to "Active" before replace in MFGMAT (Order components)

    Hi! Sometimes engineers change the status of an item because of the need of change or the customer does not wan't more that component. So, in production planning department, they need to replace the component with a new one. The problem is, anytime…
  • Prepaid Schedules

    I am working in Sage 500 and was wondering if they have a prepaid module for use?
  • How to I restrict a product to one location?

    Hello, I have a product assigned to a dedicated location, however during receipt and stock changes, I can move that product to any location. The product must not be moved to any other location due to federal regulations. How do I prevent the movement…
  • invoicing

    sometimes we need to ship a product at no charge but we need a packing slip to go with the shipment, plus we need the prodcut to come out of our inventory count, so how do we create a packing slip without creating an invoice that remains in the system…
  • Sales Orders against Closed Projects

    Is there a way to prevent a user from selecting a closed Project when creating a new sales order?
  • Paying Vendors via ACH - NACHA File?

    HI! I am new to Sage BusinessWorks and we are currently running Sage BusinessWorks 2021. Does Sage BusinessWorks have the ability to export a NACHA file to upload to the bank for ACH disbursements? We are currently paying our vendors via paper check…