• Setting up notifications for stocks/ consumables limit

    Hi there I am reaching out for some ideas if its possible to setup notifications in X3 for system to notify when stock of some products/ consumables eg fuel etc have reached a certain (minimum) level we have set. And if its something I can do within…
  • How to deallocate item from closed work order?

    The following material and lot # are tied to this work order order and the order has been closed. Is there any way we can re open the work order or deallocate it so that we can make the necessary transactions to get it out the system. Thank you
  • Workflow Rule - Recipients

    We have a workflow rule set up in our system to send out an email to our customers with their invoice statement. We also want this email to go to our AP Email on the customer. We are curious what YEMAIL and YEMAIL2 means? We are assuming that this pulls…
  • One Quality Control record per Source Document

    When you make a production tracking or a receipt in X3, you get an analysis request; it's one analysis per transaction. I want to be able to append all production trackings under one work order on the same analysis request. Is this possible in Sage X3…
  • When marking a pick ticket as delivered, we receive the following error.

  • Cost Pulling into PO's

    When we manually enter PO’s into Sage the pricing has not been automatically filling in. It used to always automatically pull in avg cost – is still does this if we import our PO’s but not if we need to manually type one up. We believe this is causing…
  • Setting Zones in Sage X3

    Hey All, My company has purchased a wave picking function in Datalinx. During our first brainstorming session we've brought up Zones(zoning our warehouse). We believe we need to set zones as we go down this road. Problem is where to start? My question…
  • Journal Entries Status is Automatically Changing

    We have journal entries being created in different months for Gen Adjustmt (GENAJ), when created it has the Temporary Status, but when the individual goes back it has changed to 'Final' without her touching it. Where do I check if there is some rule for…
  • Workflow to automate sending crystal reports

    Can anyone point me in the right direction for how to set up a workflow to automate the running/emailing out of a custom crystal report?
  • Workflow for WO Close

    I'm trying to create a workflow for when a work order is closed. I can get the workflow to work by using below setup however I would like to have the mfg number displayed. Any idea how to configure to add the mfg number in the subject? thanks C
  • Workflow Approval Next Approver is same as current approver. Auto Approve

    Hi, For a PO Approval, Let say there are 5 Levels and user at level 2 and 3 is the same. Is it possible to auto approve at level 3 otherwise the user will have to approve the PO twice. The issue is there are a few thousand rules and one person…
  • Workflow line not working

    Hello, I am trying to get ITMREF into a workflow when sales order is deleted. Below is my setting, but it does not send any email. Any clue to troubleshoot this?
  • The mail can not be sent: it contains a link with a domain not allowed

    Hi, How do I resolve this error from Notification Server: `The mail can not be sent: it contains a link with a domain not allowed` Context: - Sage X3 v12p34 - Located in AWS instance. Domain name was not set yet and yes, it is running as HTTP…
  • Set replenishment rule

    Hi all, I'm trying to set a replenishment rule on a location from another one. We have raw materials in let's say Site: S01, loc type: MAN, location: RM00. We would like to set replenishment rules on this location from another one from the same site…
  • 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…
  • 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…
  • 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…
  • 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…
  • 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…
  • 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…
  • Sales Orders against Closed Projects

    Is there a way to prevent a user from selecting a closed Project when creating a new sales order?
  • Define product for purchasing and manufacturing/produced

    I want to produce a garments (finished goods) To manufacture it I need two products (raw material) which are 1. Fabric-A 2. Fabric-B Fabric-A I need to purchase Fabric-B I need to produce In sageX3, how I will define those products ( Fabric…
  • Updating Standard Cost After a Work Order has been created

    I have a work order that did not have the correct routing for one of the components. Now that I have created the correct routing, how do I update the existing work order standard cost to reflect the updated routing? Thanks!