Evening readers,
Today we are going to look at the Traceability function for MongoDB. This function keeps a history log of changes to collections in mongo. It will let you trace stuff like authoring, pages (like dashboards), user changes, and more. This is a somewhat new function as it appears to have been added in version 12 of Sage X3 (couldn’t find the exact patch number). But, once I show you how to enable it, it…
Movement codes are used to specify rules within similar transaction type, and it is used to specify a rule when a product is received or issued. Sage X3 comes with several pre-defined movement codes that are found in Miscellaneous table 14 (Stock Movement Code) located in Development, Data and parameters. One of the pre-defined codes is Status Change CHS which is used to further define the management rules on the product…
We use the quality control function in Stock, Quality control, Quality control to carry out the quality control checks prior to placing an item in stock.
The quality of the stock is identified using the following statuses.
A= Accepted. This indicates it is a good stock
Q = Quality control. This status indicates that it is pending validation. If the setup identifies that the generation of an analysis request is mandatory…
Hi Readers,
Today’s blog, we are going to look at one of several ways you can use a control table. This is something new to me and that I was not aware that X3 had. I learned the most common use of the control fields it to force a limitation or set a value restriction to a field. Control tables also allow you to set requirements as well. It also does this without needing to know any code or creating any custom modification…
I know it is only August and I’m bringing up 1009s. It’s still summer and you don’t want to be reminded that year-end is just around the corner. But hey come on, we have to start thinking about year-end sometime. So, let’s ease into it with a quick preview of what to expect for 2022 1099s.
We won’t see the actual Sage X3 1099 updates for 2022 until mid or late December. Why? We can’t finish the…
When you have a 4-4-5 calendar that is divided into several periods, fiscal year charge will be distributed over these periods. When you look at the plan simulation screen you might question how it is calculating the monthly charges. The misunderstanding comes from the prorata “Month”. “Month” prorata option is expressed based on a calendar month, not on a fiscal period and the number of months in the depreciation context…
I was working with a Sage X3 user, and he was wondering why every time he opens a function such as sales, purchasing, or products, he must select a record from the left list instead of having the system loads his last record entry.
In Sage X3, there is a parameter called CHDERLUS that controls how the last record is loaded. This parameter is in Setup, General parameters, Parameter Values, Sup Supervisor, SEL (Lists and…
Readers,
I had my first request from a Reader (a few months ago) to do a blog post on an alternate blog. A while back I did a posting about how to utilize the BCP process to import/export datasets in a more efficient manner. A Reader asked me if I could show how its done when your using Oracle DB instead of MS SQL DB. So, this is that blog. We are going to look at using the BCP Process to import and export a dataset when…
You've been pondering why your sales invoicing elements end up posting to suspense.
Let me start off by giving you double kudos! You have the suspense account setup for the Chart of accounts (GESCOA), and you are reconciling the suspense account.
Before we proceed, let’s look at what a suspense account is. A suspense account typically is where we code journal lines until we figure out where the amount should…
The stock by site inquiry (Stock, Inquiries, Stock) is used to view product availability for a given site or a group of sites. The product can be viewed by statuses (A, Q, R), and can include detailed by status as well. Sometimes when running this inquiry and checking the Detail by status box, the Available stock column includes the Q and R status along with the A status as available stock. However, the expectation is…
Hello X3 Family! First off, I would like to thank everyone, whose been with me throughout my X3 Journey over the past 4 years. It's been a pleasure ! X3 has allowed me to develop and grow in many ways, and I'm extremely thankful for my experiences supporting X3!
Ok enough with the mushy stuff and back to business. Today, I'll be clarifying a common licensing scenario where a user requires cross-functional access…
Use the following link to read my blog on how to receive an intersite PO using VXAPR function how-to-receive-an-intersite-purchase-order-using-adc.
Today we will look at a scenario where receiving an intersite purchase order (PO) partially using VXAPR and its limitations.
You can refer to my previous blog to check the intersite setup.
Item used here is a lot managed item with multiple lots.
Step 1: Generate an intersite…
As summer starts, it is time for our third adventure exploring the mysteries of the Automatic journals. This time our journey leads us to the Journal type field. As I have cautioned before, it is safer to do our exploring in the test environment. It is too easy to accidently click Save and alter our auto journal.
I should explain what to do if you accidently alter the auto journal. If it is an out-of-the-box automatic…
Ever wondered why a purchased order line closed even though it was not fully received. In Sage X3, there is a parameter called POHCLE (PO line closing method) that controls when the PO line should close. This parameter has five different options to select from:
When “If equal or greater than” is selected, the order line will…
Hello readers, todays blog is about another tool. This time its about a sizing tool for endpoints, specifically when creating a new one. To be honest, I didn’t even know a tool like this existed in Sage X3. Essentially the tool will generate a “worst case scenario” for folder size based on the saved folder information in the general parameters, folder function. Yeah, I know, didn’t know it was there either. Anyways, we…
When it comes to setting up default dimensions on transactions and or accounting documents, it requires a lot of back-and-forth testing before you can finalize it.
This article is to help you to make this process a little easier.
For each module and processes we can setup default dimensions. For example, if you want the dimensions to flow into the subcontract order, the question we need to ask is whether we are going…
There are numerous titles by which we address people: Sen, Ms., Mrs., Mr., Dr., Sir, Hon. and the list continues. These numerous titles aren’t reflected in Sage X3. If you go to X3 under Administration, Administration, Users, Users, the only available titles are Mr. and Mrs. which is very inadequate.
As Sage looks at an enhancement to deal with the inadequacy in the Titles area (I don’t have a date), we can make…
A production Bill of Materials (BOM) has four different component types:
Normal: This can be a raw material or simi-finished goods that go into the production process to make the final product, and it is part of the BOM.
By-product: unplanned or a secondary product that is not needed to produce the finished product.
Text: This allows the adding of a text to be displayed on the work order without having to enter a product…
Today X3 Family, we will be discussing a new platform component change regarding Apache. The Apache web server is no longer needed as of Sage X3 2022 R2 (12.0.30).
The Apache web server was used in earlier releases of Sage X3 to transfer static files from the Sage X3 application server to the Web server (Syracuse). Sage has replaced the Apache component with a native application service that transfers application elements…
Evening readers,
This blog is going to be a slight continuation of my previous one, which was about the purge function (you can read HERE). We’re going to look into how you can schedule temp tables, like ALISTER, to be cleared periodically, via recurring task. How Purge is involved is we utilize that via batch to clear out the ALISTER table. So, utilizing a function via batch process is pretty common practice and people…
Have you ever done a Direct Sales Invoice (GESSIH) under Sales, Invoices and noticed that the Cost price was equal to $0.00?
If you turn around and create a sales order, delivery, and a regular sales invoice, you have a Cost price value. What is the difference? You’ve used the same product, customer and quantity. Your Totals Excluding tax and Including tax are the same. This is the type of question that drives…
Evening Readers,
I have another topic “by request” for you all to read about. We are going to look into how the Purge utility functionality works. This came along because there is a series of temporary tables in Sage X3 and a colleague of mine wanted to know how to clear them, specifically a safe way to do so. Sage X3 has a purge function just for this type of request. We are going to take a look at purging and how you…
Companies that transact in multi-currencies do come across instances where their aged account balances do not match with the aged reports. For example, accounts inquiry account balance for an accounts receivable account does not match with the aged balance (BALAGEGRP) report.
In this blog we will look at the best practices to enable a perfect matching.
Prerequisites:
a. In Setup, General parameters, SUP chapter, FM…
Hello X3 Family! This post is in relation to a 3rd party component that Sage X3 utilizes, MongoDB.
MongoDB is an open-source general-purpose document database built on a horizontal scale-out architecture that uses a flexible schema for storing data. Instead of storing data in tables of rows or columns like SQL databases, each record in a MongoDB database is a document described in BSON, a binary representation of the…
When processing an Intersite transfer, it is possible to calculate the landed cost even if the value of the product is an average cost. In order to do the calculation, a price list for the Intersite must exist first. To create a price list for an Intersite with an average cost product, in Setup, Purchasing, Price list, create a new price list with Suppliers set to Group, tables Criteria are ITMMASTER and BPARTNER. In…
