Time for another thrilling adventure exploring the automatic journals!
In our previous outings, we’ve explored small sections of the auto journals to better understand how they work. We’ve ventured into:
In today’s adventure…
Occasionally, when the standard reports are not sufficient, we utilize an existing report and customize it according to our requirements.
Once the report is ready, we need to make it available for the user to select the new report from the list.
In this blog, we will use the standard report codes and have it available in the GESBIS (Supplier BP invoices) function as a selection list.
Select the navigation menu and go…
After running MRP and viewing Enterprise planning, it is possible to see work-in-progress orders based on demand. Once work orders are suggested on Enterprise planning, there is a function in Sage X3 called Automatic release “FUNMAUTR” that can be used to change the status of suggested or planned work orders to planned or firm work orders. This function is found in Manufacturing, Batch processes.
Once the function…
Good day,
Today we discuss submitting cases to the support team.
We all have ways that we prefer to request help from support, that can be via a phone call, emailing, or logging into the portal and creating your own case.
Whichever way you determine is best for you if you want a fast turn around and quick responses to your issues its wise to include the following information.
Keep in mind most of this info is not mandatory…
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…
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?
Create and manage prepayments for sales orders
You can create, manage, and…
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.
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.
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…
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…
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…
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…
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…
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…
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…
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?
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…
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…
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:
In today’s adventure, we are going to zero in on the STKRE (Purchase…
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…
