Sage X3

Is there a way to configure the system to place new sales orders on credit hold if the customer has an overdue balance?

Hello, I have some article-site with default location, but others with no default location. If i receipt (misc receipt) an article with default location, all its ok, the default locarion in proposed. But when i receipt an article without default…

I found a problem in X3, i don't know if it is related to PARAMETERS or bug... In our company we have preparation time setted in all operations representing the "Transportation time" in each operation. Normally we have 2 days in preparation time and…

Hello All, Can someone explain the reason for these two fields listed in the subject in "Products" screen. I've read the basic break down's from "F1" help, but we are looking for more real world examples and purposes of these two fields. Could either…

Sage X3 is currently not looking at expiration dates for us in MRP, it will allocate items that are expired to the order. Is there a way to set up the system so that it will not use expired ingredients in the MRP? Also, looking for insight on how to place…

Hi all, I want to limit the possibility of changing the bank account number on the BP and the payment proposal, using BIDBPENT and BIDPAYENT parameters on the user level. However in my customer's V12.0.31 it is not possible. Can you please help me how…

We need to create a warehouse site (Non-Financial Site), that should not have any link to the company's financials and inventory once the delivery is done. on the other hand, the site should only receive the items, and send the partial deliveries upon…

Hi all, I got the issue of Accounting destination error while creating payment receiving from an open item, we are in Sage X3 V12 Does anyone here know how to solve it? Thanks for any advice,

Hello, I am looking to create a lot counter in function of the experiation date of a product which we will reception from a purshace receipt. For exemple if we enter the expiration date of July 1st 2023 and the product has a shelf life of 6 months…

I would appreciate your view on the following points. I am entering a mass of Journal Vouchers where I need to track the open item due date and penalize any JV that passes a predefined time a late charge is conducted when creating a Payment / Receipt…

I am creating a NACHA file for Old Second bank. Their file layout requires a count of all the detail lines. Is there a way to get a count of the detail records to show in the NACHA file? How is that done in the "Bank File Definition" screen? Recommendations…

Is there a way to setup payment terms without linking the payment method. At the moment it seems you have to duplicate each term for each applicable payment methods. i.e CHK30DaysNet TRF30DaysNet ACH30DaysNet which is not really in line with most accounting…

Has anyone used the after sales points debit / tokens credit sections in products? I would like to create a points system for customers. IE purchase this product, receive 100 points. Then use those 100 points towards future purchases. It seems like that…

why I keep getting this error: "Saving has failed" every time I try to create a new record. Is there an option somewhere that prevents it from creating this new record? What am I missing?

Hi, User was trying to open period in the new month unfortunately couldn't select "No" in the next months so only intended month's period is opened as a result ended up opening entire year which is not right. Someone kindly assist on how I can change…

We want to trace products at the lot level but maintain traceability to the specific package. Is there a way to produce products to include their packaging? I basically want to serialize (maybe globally) my PAC units such that each one is uniquely identifiable…

How do you have a single product be put in Q status as soon as a case / pallet is made in production? I can see how to do it by "product category" but i only want a single item within that category. Sage X3

Hello All, Encountering something in our Sage X3 setup that I'm having trouble hunting down the source for. We have some Inter-site orders between us and some distribution companies. For this transaction, we want the gross price to be set to 0 automatically…

Hi, Has anyone experience an issue where PO transactions are showing under the Site as opposed to the Cost type related to each item on the PO in the Financial Overview screen? As per the example below, the Commitment amount of 8k from the PO is displayed…

In Sage X3, PU9, Common data Module>Products>Products(GESITM) whenever I create a new product or modify the existing product, the data in description 2 and description 3 disappeared. ironically, the previous data in the same field for certain products…

We sometime have defective or substandard stock we sell at a discount. This is product that has gone through a QA process and has failed to meet our standard but some customers may not care that the product "looks a little funny". We do not want this…

Dear Sagians, Is there any option to change the customer in delivery after it created? Please note that the delivery is not validated but still it is not able to change. Thanks, Shereef

When we go into GESBPC (customers) and change the customer from Hold to Check and hit the "Save" button, it is moving the user all the way back to the top of the screen. Is there a way to turn off the automatic scroll up? We just want to save and leave…

We are trying to leverage the Loan Order process to manage inventory we consign to a customer. The inventory is delivered to a customer location but it seems that Sage X3 doesn't allow for the partial invoicing of the order line. I've seen several older…

I am looking to configure a payment term, to cutoff the payment month on the 25th Net60EOM. If the invoice is dated 5/24/21 - it is due 7/31/21 and if it is dated 5/25/21 - it is due 8/30/21. Could you assist on how this can be configured. Thanks…