Browse By Tags

  • Adding users to Sage X3

    Setting up users in Sage X3 involves several steps to ensure that individuals within your organization have the appropriate access levels and permissions. Below is a comprehensive guide on how to set up users in Sage X3: Step 1: Accessing User Administration…
  • Users Permission to Run Sage 300

    Hi, A customer with internal IT policies don't want that users that will run Sage 300 2024 application (desktop version) have Administration rights (Local Administrator). Is it possible some way? Any recommendation? Thank you
  • Limiting Bank Access

    Is it possible to limit bank access for a specific user to a particular bank? I have always understood this to work as authorizations for the module and then the functions within the module. If no, is there a way to limit access to the payroll transaction…
  • Security enhancement - lock out user after X number of attempts

    Our customer has requested can this functionality be reincluded, as not having a limit on the number of attempts to log in to X3 is considered a security risk. Thanks Sarah
  • Pastel download and communication 32 bit

    Good day any information on the Task will be much appreciated What ever this task is, is very resource resource driven and customers are not happy. Customers computers become very solo, till the point where it's unusable and the keep needing to…
  • Timeslips User kicked out

    A new user was added. The drop down list kicked out another user. How would I add/ edit the list for licensed Users?
  • Live Webinar - A quick guide to user management - Booking now

    Learn how to add users with their own log in details and set up each with unique access rights. Join us for a live session on Wednesday 16 August @11am Book now >
  • Live Webinar - A quick guide to user management - Recording available

    Learn how to add users with their own log in details and set up each with unique access rights. This session has now taken place, but you can catch up with a recording here >
  • Sage 300 Posting Bank Reconciliation without asking all users to logout

    Multiple bank accounts that need to be reconciled and posted are being used by our Sage300 company. The problem is that, even when a certain bank isn't being used, it's always necessary to request that users log out. Is there another way to post a bank…
  • Lack of screen table lines

    V12 has the issue where, multi line grids of data don't have clear markings around each line, so users cant easily scan along the grid and it can result in accidentally looking at another line of data. V11 had clear borders around each line and had…
  • Location of UserUpdatedKey/UserCreatedKey and How SequenceNo is picked?

    Hi, I am looking at our backend tables and I am trying to determine what user did what. In our worktickets I see UserCreatedKey and UserUpdatedKey but I cannot find a table that links those to the employees table. I read that they might be stored…
  • New User cannot access Sage

    Hello Our Business Owner added a license to our Sage 50 account last week but the new license is not showing up on our account. Owner was told it was because we were still on Sage 2022 (and we do not want to upgrade to 2023 until all the issues have…
  • Merger of two Companies

    A holding company which used to maintain two companies that were licensed separately has just decided made a decision to maintain one license and will be creating two company databases. This means that the two companies that used to have two separate…
  • Can delete SAGE X3 Administration syracuse user: Import Special user (import)?

    Hi, This is based on the Sage X3 v12p31 fresh installation from Sage X3 v12p31 ISO disc. I noticed there is an import (Import Special user) in Administration > Users. It is under SAGE Factory Owner. It is active and I can enter it with the default…
  • Restrict user access

    Restrict user access for employees such as Sales Reps and allow them to only view their Customers and activity rather than all of them. This would be good especially for new employees who companies do not want to share their whole customer list with
  • 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…
  • LDAP and X3 User creation

    LDAP can be used for more than just managing the Passwords for X3 Users, it can also be used to create X3 Users, and their associated Classic Users at the Folder level. "How can this be?", you ask. Let's start with what information we have in the…
  • What happen to the transaction when user is removed?

    Hi all, In my customer company, a user has resigned and they would like to remove the user from Sage 300. But before we remove it, we would like to confirm the following: What will happen to the transaction if the user who created it is resigned/removed…
  • An option to prompt users to log out when completing certain tasks e.g. imports

    When completing an import if other users are logged in it would be great if Sage could have an option to send users a request to log out e.g. A pop up could appear on their sage screen asking them to log out, if users then logout a message can display…
  • Item Valuation Change Selection: Phantom Connected Users

    We have had this problem since switching to Sage 100. When we try to change an item's valuation in the Item Valuation Change Selection task in Inventory Management, and all users are logged out of Sage, we get the below dialog: When I click More…
  • Clone a user? Possible component?

    Is there something available to clone a user? Without going into a lot of details, this request is the result of COVID. Due to the nature of some businesses, COVID caused a huge decline in the workforce. Now those workforces are ramping backup. Therefore…
  • Restriction On User Functions - Really Basic Function But Should Be Included

    I do like the software but this is a very basic function which should be included. There should be an restriction for certain users to have more authority then others in terms of invoices. If businesses have staff for instance once an invoice has…
  • User walked away from PC. On returning it was at Select Company screen.

    Hey all, Two users are having an issue lately that almost seems to be some sort of timeout maybe. They will leave their computer and when they come back it has taken them from the company they were working on and will be back at the select company…
  • Restrict access on BSI management

    Hello, Some customers want to restrict the access of the function "Bank transaction management". Indeed, in multi-company cases, they want to display only bank statement for the company that the user is responsible. There is no way to setup this access…
  • Session closing issues in Sage X3 V11 Patch 17

    Hi, We have using Sage X3 V11, Patch 17. Its noticed that session are not closing as provided in the setup, which is resulting in locking transaction, which is slowing all transactions. Users are opening secondary session, which after completing, the…