Sage X3

There are times we struggle to understand why the sales orders, or the work orders don’t allocate when there is enough stock on hand.

In this blog let’s look at some of the troubleshooting measures that we can take before contacting support!

We can set the work order allocations method to either manual, global or detail. This setting is located under work order entry transactions function GESMFL.

Then there…

Hi Readers,

Today we are going to look at where you can find the Mobile Dashboard and see what it looks like. The Mobile Dashboard has history back to PU9 (and maybe even earlier). As mobile application becomes more and more popular, support is getting asked about it more and more. So, I decided to show how easy it is to access to the mobile Dashboard. In future Blogs I will also discuss how to do all the cool tricks…

I bet you have spent the entire summer eagerly waiting for an update on the Sage X3 2023 1099s. The exciting 1099 news is here! Drum roll, please. There will be no changes to any of the X3 1099 forms this year! This means no new 1099 download for 2023!  However, while X3 has no changes, see the New IRS rules on electronic filing section for a change that may apply to your company.

Here is a little 1099 review for everyone…

We can setup different movement codes to define specific stock receipt and issue rules for some transactions. 

For example, a dedicated transaction associated with experienced users who can authorize the receipt to stock in A status and the rest of the users who can authorize the receipt to stock of goods in Q status.  

In this blog, I will show you how to receive a purchase order into a specific location using the movement…

Even thriving businesses may not succeed if they run into difficulties managing cash flow.

This blog may assist AR manager to calculate accruals on debts which poses risk not to recover and at the end, write-off bad debts, while fitting with legal requirements using Bad debts management and AR Write-offs introduced in 2021 R2 (12.0.26)

Bad debts management (BADBTGEN) automate the manual process and therefore, limit risks…

When a work order is created, the Allocation field on the work order header can default to “Complete” or “Not allocated” depending on the allocation method selected in Setup, Manufacturing, Entry transactions, Work orders.

In the parameter section for the work order entry transactions, the Allocation method can be manual, Automatic (global), or Automatic (detailed).

When the work order entry transaction…

Ever wondered why when a work order is created with a Planned status, then later on, changed to Firm, any changes made to the work order while in planned status such as adding unexpected materials or changing the quantities for components are removed?

There is a parameter found in GPA Manufacturing that controls this behavior. In Setup, General parameters, Parameter values, GPA Manufacturing, the Upgrade upon execution…

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 cleared and closing the bank reconciliation.

Unfortunately, the cat didn't clear the correct transactions and you were left with a Variance. The Reopen option in…

Holds are placed on invoices to prevent payment of invoices. How can we put an invoice on hold in Sage X3? For example, Supplier BP invoice.

On a new Supplier BP invoice, the default status is “To validate” and the other option is “Pending”.

When the status is set to “To validate” we have the Post button enabled and it can be posted either manually or by the Supplier BP invoice positing…

This blog is part 2 series of Advance Bank Statement Import – BAI2 format. In Part 1 we covered Setup, in this blog we will cover Import and processing of transactions.

When importing bank transactions using the BAI2 file format, the import process identifies whether a transaction code is a credit or a debit by referencing the type codes. The type codes are included in the Account identifier…