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  • Signature Management Workflow for a Sales Order created by Import

    Is it possible to have a signature workflow created for a sales order that is created through the import/ export function?

  • Enable/Disable modification of an entry

    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…

  • Do not make a logical lock as soon as the user enters a function

    As soon as a user enters a function (example of sales orders), SAGE X3 puts a logical lock on the current record even if the user only wishes to consult it. This logical lock should be set up only when the user makes changes. Thus, blockages between users…

  • Sage X3 Partner Expert Workshops Sessions scheduled for February 2022

    Will there be any expert workshops on Sales Order entry?

  • Improve the usability of the document attachment functionality on various transaction records

    Attaching a new document to a transaction record is too cumbersome for new users and requires too many clicks. For example, to add a PDF to a sales order, you need to click the following: Select the paperclip icon Select 'Add file' Click the…

  • Sales Order Lines Column Format suddenly changed?

    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…

  • Doubt to Sales order signature Workflow

    Hi Everybody. I try to active workflow signature to Sales order. I receive email with 2 links and the standard text of if I like Accept or Reject Sales order. When I click the link of Accept or Reject, system redirect to web who say : Your validation…
  • Learn to Block Back-to-back Orders with Manual Hold

    Learn to Block Back-to-back Orders with Manual Hold

    In this blog, let's step through how to block or allow back-to-back orders when an order is on manual hold. For some businesses, it is necessary to prevent the purchase order creation to avoid the delivery of product to a customer that could result in…

  • How can I move a field from one section to another?

    Hi, Is there a way I can move Shipment site field from delivery tab to Home in X3 V12 in sales order screen? Can you please help?

  • How to change sales order sales unit in sage X3

    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

  • Printing Record keeps on loading in Sales Order but it never print

    FormerMember
    FormerMember
    I got a problem regarding the sales order report printing , it keeps on loading but it never print . I'm just asking why was this happen . It only happen with this particular SO number.

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