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  • Applying Hotfix Patches in Later Versions of X3 V12

    Applying Hotfix Patches in Later Versions of X3 V12

    chris hann
    chris hann

    Hi Readers,

    This month’s topic is not a traditional blog but more of a reminder. Starting mid-December, we (me included) have had an influx of cases coming in for patch updating the 1099s. Every year we put out a 1099 Patch Update and post it. Normally people just download and apply to their Production Endpoint Folder and call it day. This time around though, V12’s cumulative patching process now plays a part in it. The…

    • 23 Jan 2023
  • Prepayment Invoices (GESPREPI) common questions

    Prepayment Invoices (GESPREPI) common questions

    pnightingale
    pnightingale

    Are you thinking of switching to Prepayment invoices (GESPREPI) to handle your prepayments? Have you even heard about it? Let’s take a look at Prepayment invoices and some common questions.

    What is the Prepayment invoice function?

    • This function was introduced in 2021 R3 (v12.0.27). The Release notes describe the new function as follows:

    Create and manage prepayments for sales orders

    You can create, manage, and…

    • 1 Jan 2023
  • What is required when closing the fiscal year in Fixed assets?

    What is required when closing the fiscal year in Fixed assets?

    Joel Singam
    Joel Singam

    Its that time of the year you might be planning or thinking about closing the fiscal year in fixed assets module and I thought of giving you some helpful hints on closing the fiscal year in fixed assets.

    • Period and Fiscal Year closing (FASCLOTURE) function is located under Fixed assets, Processes, Depreciations, and it’s used to close a selected company and the context.
    • Both Simulation and Actual closings will…
    • 30 Dec 2022
  • Linking Studio 3T with Sage X3

    Linking Studio 3T with Sage X3

    NevilleC
    NevilleC

    I’m sure many of you are familiar with Robo3T, a tool used to query the MongoDB application components of Sage X3, however if you have not recently downloaded Robo3T you will learn that this tool has been replaced with Studio 3T.

    In this blog I will cover how to link this tool to Sage as the setup is slightly more complex than Robo3T.

    First let’s download studio 3T from the Robo mongo webpage.

    • https://robomongo…
    • 30 Dec 2022
  • What is the difference between the 'Order No.' and 'Entry' used for MRP results in Sage X3?

    What is the difference between the 'Order No.' and 'Entry' used for MRP results in Sage X3?

    VanessaQ
    VanessaQ

    When running MRP (Material Requirements Planning) and then checking the results on the MRP results inquiry, notice there is a column called Order no. and another column called Entry. They both have numbers, and the numbers might be the same or might be different. What is the difference between the 'Order No.' and 'Entry’?

    The ‘Order No.’ column stores the Material Requirement number. This is the number…

    • 21 Dec 2022
  • Where to locate the locales for languages

    Where to locate the locales for languages

    chris hann
    chris hann

    In light on the holiday season, I have a come up with a shorter than usual blog to discuss. I figured most of us would be in the holiday mindset and wouldn’t have the proper time to review a complex topic. I am like most of you, I am trying to cram in all the work I can before the holidays start.

    Today we are going to take a brief look at Locales. Specifically, where to find them, how to see the details, and how…

    • 20 Dec 2022
  • Get your MongoDB Log rolling

    Get your MongoDB Log rolling

    NevilleC
    NevilleC

    As we grow our businesses, we tend to focus in on areas that will help our businesses succeed. When it comes to IT and data maintenance one tool that we rely heavily on is MongoDB, which is a huge advantage when used correctly.

    When learning the tools available within MongoDB that would benefit any business you often find yourself looking at the logs. Logs have many uses, they can point you to existing issues or errors…

    • 2 Dec 2022
  • What are the recent changes to periodic accruals process?

    What are the recent changes to periodic accruals process?

    Joel Singam
    Joel Singam

    In this blog let us look at some of the recent changes to periodic accruals.

    This functionality is used to generate charges or revenue for a given date and for a given period.

    Previously, we used the general parameter ITAPRE (analytical apportionment) for accrual management located under LOC chapter and ITA group.  

    Currently, we have a dedicated activity code, “SVC” (Periodic accruals) and a general parameter SVCFLG to…

    • 30 Nov 2022
  • How to Update Runtime for the New Architecture Requirement : PowerShell 7.2+

    How to Update Runtime for the New Architecture Requirement : PowerShell 7.2+

    chris hann
    chris hann

    Afternoon Readers,

    This month’s topic will be on our new Runtime Component. The latest Runtime posted with our Patch 32 update has a little “gotcha” in it. If you’re not paying attention, it’s very easy to miss (like I did). The “gotcha” is a PowerShell addition. This is the first Runtime (aka RT) to require PowerShell; it’s also going to be the new requirement going forward for all future RT versions. So, you all might…

    • 30 Nov 2022
  • How does Work Order tracking status progress?

    How does Work Order tracking status progress?

    VanessaQ
    VanessaQ
    In Manufacturing, Planning, Orders, when creating a work order, there is a Status field that is found on the WO header tab. This field changes based on the work order tracking situation. The Status field comes from Local menu 339 (Work order situatio...
    • 17 Nov 2022
  • Ghosts of Year-end Closes Past, Present and Yet to Come

    Ghosts of Year-end Closes Past, Present and Yet to Come

    pnightingale
    pnightingale

    Yes, it is that time of year again when I nag you, I mean remind you, that the year-end close is just around the corner. We will take a Christmas Carol style look at the close and I will be your Jacob Marley. We’ll cover some of the pieces that often get missed and lead to a scary year-end.

    Ghosts of Year-end Closes Past

    We will step back in time to last year’s close.

    Don’t ignore your notes from last year…

    • 16 Nov 2022
  • How to perform an automatic assignment using the assignments function?

    How to perform an automatic assignment using the assignments function?

    Joel Singam
    Joel Singam
    In this blog I would like to discuss the automatic assignments function located under Stock, Assignments, Assignments. This function is used to carry out an automatic and mass assignments. You can run this function in simulation first to check the re...
    • 31 Oct 2022
  • How to Generate Purchase Order Signatures Workflows without sending emails out (utilizing the Workflow Monitor instead)

    How to Generate Purchase Order Signatures Workflows without sending emails out (utilizing the Workflow Monitor instead)

    chris hann
    chris hann

    Hello Readers,

    Today’s blog is actually on a neat trick that someone sent me. We’re going to look at how to stop POHSIG signature workflow from sending emails out. Yes, I know, it sounds weird right? But this is the situation. The company wanted to use the workflow POHSIG but they didn’t want to send emails out to notify people. The Company wanted to use the Workflow Monitor Function to manage all signatures. This is…

    • 26 Oct 2022
  • Tracking those deleted payments

    Tracking those deleted payments

    pnightingale
    pnightingale

    Were you ever asked by auditors to track deleted payments? Is it a requirement in one of the countries where you  have operations  If so, I have a parameter for you: PAYDELTRC (Tracking deleted payments)! We use this parameter to determine whether information for deleted payments, like date and user, is saved in a dedicated table. This parameter was added in 2021 R4.

    What happens when a payment is deleted?

    • When a payment…
    • 22 Oct 2022
  • How to read the standard cost calculation document?

    How to read the standard cost calculation document?

    VanessaQ
    VanessaQ

    The standard cost calculation function (Costing, Cost calculation) is used to calculate the cost for a finished goods product or semi-finished goods. It can be used for one product or a range of products and it is unique for a product-site and year. When this utility is processed, it uses the routing data for the work centers and uses the data stored in the product-cost. It is possible to print a document summarizing…

    • 12 Oct 2022
  • Why is it the Depreciation total field is not accessible?

    Why is it the Depreciation total field is not accessible?

    Joel Singam
    Joel Singam

    Suppose you trying to enter an asset whose depreciation charges have already being calculated in the legacy system and you want to bring them into Sage X3...

    The following scenarios will help you understand how to record the accumulated depreciation charges that has already been recorded in the books.

    Setup:

    Fixed assets depreciation contexts current fiscal year and period is May 2022.

    Scenario 1:

    If I enter an asset…

    • 30 Sep 2022
  • Exploring auto journals: what table Is that?

    Exploring auto journals: what table Is that?

    pnightingale
    pnightingale

    Time to go on another exciting adventure exploring the automatic journals!

    In our previous outings, we’ve explored small pieces of the auto journals to better understand how they work.  We’ve ventured into:

    • Exploring auto journals: the “V_” formula 
    • Exploring auto journals: the descriptions
    • Exploring auto journals: the journal type

    In today’s adventure, we are going to zero in on the STKRE (Purchase…

    • 26 Sep 2022
  • Tracing with Mongo Traceability Functions

    Tracing with Mongo Traceability Functions

    chris hann
    chris hann

    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…

    • 15 Sep 2022
  • How to use Stock Movement Codes in Product category?

    How to use Stock Movement Codes in Product category?

    VanessaQ
    VanessaQ

    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…

    • 6 Sep 2022
  • What does the letter “E” indicate in the quality control detail line grid?

    What does the letter “E” indicate in the quality control detail line grid?

    Joel Singam
    Joel Singam

    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…

    • 30 Aug 2022
  • Beat the Summer's Heat; relax in the shade and learn about Control Tables!

    Beat the Summer's Heat; relax in the shade and learn about Control Tables!

    chris hann
    chris hann

    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…

    • 26 Aug 2022
  • We interrupt your summer for a look at 2022 1099s

    We interrupt your summer for a look at 2022 1099s

    pnightingale
    pnightingale

    I know it is only August and I’m bringing up 1099s. 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…

    • 25 Aug 2022
  • How to check the period charge calculations when managing non-calendar fiscal year?

    How to check the period charge calculations when managing non-calendar fiscal year?

    Joel Singam
    Joel Singam

    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…

    • 17 Aug 2022
  • Why is the last record not loading in a Sage X3 function?

    Why is the last record not loading in a Sage X3 function?

    VanessaQ
    VanessaQ

    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…

    • 17 Aug 2022
  • What is Sage X3 Oracle DB Data Pump (Oracle Export)

    What is Sage X3 Oracle DB Data Pump (Oracle Export)

    chris hann
    chris hann

    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…

    • 29 Jul 2022
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