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  • Product Price Lists

    Having gone through it, I may be missing something, It would be useful to have the ability to set multiple rules for products themselves. At the moment you can set a rule for individual customers that they purchase specific Products with a rule against…
  • Ability to set Notes (GESNTS) at Category level or even better for a selection of Product/Customers/Suppliers based on a formula!

    Notes (GESNTS) in Sage X3 is a great feature and help communication between departments by popping up a message based on process and validity date. However, sometimes the same Note needs to be set across an entire category or selected items and it…
  • Creating a new project

    I would like to be able to edit a project after saving it rather than the software displaying a new project window. Could the software be configured so that the details of the new project are presented to the user rather than a new project window? …
  • Disputed invoice with no "d" alongside it when get partially paid

    When invoice is placed in dispute, normally "d" appears alongside it, however for some my customers and suppliers it disappear when invoice is partially paid. It should show "dp" , however it only shows "p". When I go to disputes, the reason is there…
  • EXPORT / IMPORT DATA

    Good morning, I need to Export all my Customer, Supplier and Item Masterfile data. We need it import this again into another new company that will use the same Customers / Supplies / Stock Items. Can this be done? Thank you, Chris
  • Make a change to multiple records in one go

    If you need to make the same amendment to more than one record at the same time, rather than edit each record one by one you can use batch changes. This is a great time saving tool if for example you need to change the default tax code for multiple…
  • Any ideas how to stop data location opening when selecting a supplier, customer, nominal, bank?

    Hi, My colleague whenever she tries to open a supplier record, nominal record, bank account, customer record.... the data file location opens on her computer. For example if she wanted to check some of the details of Supplier X, when double clicks…
  • Batch Reporting - Do you know?

    Hi I am Michael, I work on the Digital Contact Team here at Sage, I also used to run the Premium health-checks for Sage 50 Accounts before moving to this team. When doing these i was flabbergasted at how many people had no idea about this amazing…
  • How to post a refund

    Posting a customer or supplier refund is a very common procedure. In most cases, this is easy to do in: Customers: Customers > Refund. Watch the video >> Bank > Customer refund. Suppliers: Customers > Refund. Watch…