Sage X3

Time to go on our sixth thrilling adventure exploring the automatic journals and see what determines which auto journal will be used. Our previous travels have taken us through: Exploring auto journals: the “V_” formula Exploring auto journals:…

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…

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…

Today, I'll be highlighting a change with the Avalara (SST) integration within X3. As of 2021R4 (12.0.28) , The Sage Sales Tax (SST) integration is now using Avalara's V2 REST APIs. The test and production URLs stored in the SST connection (LTPAR - Setup…

Hi All! It’s time once again to start preparing for 1099 filings! What’s a 1099 form? Some of you may not be familiar with 1099s. For those, a 1099 form is used to report various types of wages, salaries and tips that aren’t reported on W-2s to…

That you are reading this article shows you have found some of the blog articles written by the Sage X3 Support team. Did you know there is another blog site at https://www.sagecity.com/gb/sage-x3-uk/b/sage-x3-uk-support-insights where you will also find…

In this blog I want to share information about a valuable tool that is used all the time. That tool is Windows Clipboard. If you use copy and paste a lot as I do, there have been many times where I wish I could go back to recover certain items I copied…

So, you’ve started to review your supplier payments and noticed that you never changed the Supplier default 1099 form and 1099 boxes to those for 1099-NEC. Or perhaps, only some of your Supplier transactions are showing up as form 1099-NEC payments. Or…

Don’t miss a step to achieve a smooth year-end close. This two-hour instructor-led WebEx course will use available resources and established procedures to help you achieve a successful year-end close for your distribution and financial modules After…

Today I want to take a quick look at a function that is useful for development, Source Verification. This tool can be useful to check for common programming errors and anomalies that could outright stop the code from working or could lead to other issues…

The other day I was poking around the X3 menus and stumbled across an option I’d never noticed before, the Analyze Memos function. After looking into it, I realized that this function is likely an under-utilized avenue to explore when digging into performance…

In this blog I am going to focus on a specific set of options available for the Graphical Query tool that affect the number of rows that can be seen in the output area. The best approach to take when trying out these changes is to pick a graphical query…

Today we are going to take a quick look at how to enable the installation logging for Sage Enterprise Intelligence (SEI) to troubleshoot installation issues. Right-click the Windows logo in the left-hand corner of your screen, then select Command Prompt…

Have you wanted to be able to run a SQL Server profiler trace and initiate it directly from X3? In this blog we will look at where the option is to let us do this. We will look at the options available to include in the trace as well as where to go to…

Have you ever noticed behavior in X3 that you couldn’t quite explain, and wanted a tool that could help you investigate what’s going on? There are several third-party tools that you can use for various types of network or web app troubleshooting. Today…

Sometimes you may find yourself troubleshooting a situation that doesn’t occur in all your folders. This could leave you scratching your head, wondering what is different between these folders that is potentially creating a problem? Which leads to a bigger…

In this blog, I would like to show you where to look to determine if your X3 database files are stored on one or more drives. Why would this be important? The reason I bring this up is related to performance optimization. Setting up your X3 database files…

Have you ever run into connection issues with X3 and needed a quick way to check if the proper ports were open on the server without getting access to the server? Well today is your lucky day! In this post, we will take a quick look at two different options…

In this blog, let's step through how to block or allow back-to-back orders when an order is on manual hold. For some businesses, it is necessary to prevent the purchase order creation to avoid the delivery of product to a customer that could result in…

Have you ever exported records from X3 with the intention of getting only the records that haven’t been exported before, only to find that you end up with everything that meets the other parameters you set—including records that have already been exported…

6 Steps to Generate an Order using Project Management and MRP You know how excited I am to detail how to combine PJM and MRP to generate an order? Let's get started... Note: For urgent items, or items with a long lead time purchase orders (PO), work…

After upgrading to or installing v12, check out A/P-A/R accounting, Payments, Payment/ Receipt, Payment entry and select RECWT (Wire Transfer Receipts). This is a batch entry payment entry type. The screen includes Payment no. , Status , Entry batch and…

Do you want to know the minimum patches, hotfixes or technical pre-requisites that are required in making X3 "UK MTD ready"? And if it allows VAT group submission? All the answers and more can be found in our knowledgebase - sagekb.com for each version…

Chances are you haven’t paid much attention to the Period value in Document types under Setup , Financials . When you create a new document Entry type , you probably just copy an existing one and change the Description and maybe the Sequence number and…

Today on “Identifying my Mongo” we are going to look at how someone would know what version of Mongo DB they are running. For those who do not know what Mongo DB is, please visit their website here ( https://www.mongodb.com/what-is-mongodb ). To figure…