Sage X3

Hello, I have the following case from the business point of view: Sales quote is created in EUR ( currency) -> After validation, the sales quote is transformed in sales order using USD (currency ) at a certain exchange rate. Specifically, no…

Hi team, I want to create a rule where Sage X3 will either be notifying or prohibit user from proceeding when they want to create a quotation for a supplier who has reached a certain credits amount (to be agreed) ie has several outstanding invoices…

When quotes are created, I would like a "Call" to be created which will be used by a sales team to ensure follow up is completed for all quotes.

We have recently added functionality to our website to allow customer to retrieve a quote. Basically we do a read to pull the quote data into the website. When the order placed in X3 using web services the quote remains open. Is there a way to convert…