Sage X3

I thought it was time to look at the Cloper report again. We reviewed some common errors in Sage X3: Clearing common Cloper anomalies . Let’s take a look at a few less frequent ones. First here’s a Cloper refresher : The Cloper is the Pre-closing…

You were in the middle of doing your Bank Reconciliation (BANREC) and you got up to answer the door. You return to your computer and panic sets in because in those brief seconds you were gone, your cat walked across the keyboard making random transactions…

Ever wondered how you can change the background image of Sage X3 Version 12's Login Screen? Then keep reading: There are basically 2 steps involved: Edit the " login.css " file located in " \syracuse\bin\node_modules\@sage\syracuse-lib\public\auth…

This may sound a bit redundant and repetitive, but you would be surprised if I told you how many times I hear this enquiry from partners and, more often than not, customers on how to perform an installation of Sage X3 on a single server. Besides, Sage…

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…

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…

Have your colleagues come to you saying that their report / inquiry data is different than when they ran it before? Or that beginning balances seem to have changed? You review the data, and it appears to be fine now. They want to know why it changed.…

You were going through your close and happened upon the Conversion variance function under Financials, Closing processes. Did you wonder what that function was? Well, wonder no more because we are going to explore the mechanics of running the Conversion…

Occasionally for audits, budgeting or testing purposes, we may have to review our currency rate history. What is the easiest way to do this without having to create SQL queries or other custom reports? The currencies themselves are set up under Common…

In this blog, we will look at how to setup default start and end dates for reports. This "default" option is useful to save you time when running a lot of reports which will have the same start and end dates. The default start and end dates can still…

You were positive you entered the lines for the new customer address in a certain order, but now they’ve changed. You wonder if you forget to it that way? Did someone change it? Let take a look. Your billing department asked for the street address to…

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…

Have you ever used X3’s personalization and used the option on a field to hide it from mobile, only to be left wondering exactly what your page might now look like on a mobile device? Today we’ll look at a tool built for just such a situation, Google…

The (RAPPRO) Bank Reconciliation report is available to print for a specific bank. Let's explore 4 things you should know about the Bank Reconciliation report. First, there are various ways to access the report. The first is from A/P-A/R accounting…

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…

Project management consists most of the time in five classic main phases. Each of these phases are very important. First is the concept and initiation, second is the project definition and planning, third is the project launch, fourth is the project performance…

Subcontract products are products that are purchased from a third party vendor, sold and managed in stock. Unlike the manufactured product, raw material will be required but with no internal operations. Parameters associated with Subcontracts: …

We have all been there; the Sales Order has been entered, Sales Delivery has been created and then BAM! for whatever reason, sky is blue or tomorrow is Tuesday, the Quantity needs to be adjusted. Instead of crying, which is what I did the first time this…

In-transit ownership process is part of Import Tracking, and Import tracking is a North American (NA) add-on that requires a NA add-on license (activity code XA14). Some of the key features include, shipment management (vessels, container, etc.), cost…

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…

The reordering policies are set for a given product to specify certain details during the requirement calculations (MRP & MPS) to identify the suggestion type, the reorder quantity, the splitting, the safety stock, the use of the loss percentage and the…

MRP (Material Requirement Planning) is a calculation process that looks at the requirements of products and calculates the necessary production/purchasing schedule considering the production/purchasing lead time of each product. One special aspect of…

It’s coming up to that time of year. All the pumpkin spice drinks and foods are already available at your local coffee shops, restaurants and grocery stores. Before you know it, Christmas lights will be replacing barbeques and pool floaties in the seasonal…

Financials Fun Facts To start the summer season, here are a few fun Financials facts (I love alliterations). For your beach reading pleasure, sit back, relax, put your feet into flip-flops (alliteration!) and enjoy this blog. Do know that you can…

Are you looking to upgrade to the next patch level on your Sage X3 system? Are you wanting to see what patches are available? Do you need to upgrade your Syracuse server? Can you just not seem to find where to download the files you need? Well, here is…