Sage X3

Hi All, Is there a place in 2022 where to enter a formal sales forecast in X3? As in customer, products, months/time when to flow them and then compare sales vs forecast? We are thinking to maybe see how can we make "Enterprise Planning" work but…

Does anyone know what this means? We don't use "preparation". We started getting this error message recently, sometimes we can blow by it and sometimes we can't. This particular product is not managed so there is nothing to allocate. When you hit ok it…

I need to come up with a way to consume containers (what our product is packaged in) when a work order is closed. I have thought keeping the current BOMs for the "master BOM" (bulk BOM if you will) for each product and then doing a second BOM that puts…

Hello. How can I delete a specific row, from sales order rows list? Thanks. Regards. MS

Is there a way to turn off the requirement of a delivery contact on the sales order? We are running into an issue where the contact for the sales order gets removed from our system which leads to an error message that the delivery contact doesn't exist…

I need to setup a process to manage short term rentals. I have investigated the lease contract option, but it requires Fixed Asset setup and a large amount of transaction overhead. The best option I have found thus far is to use a Loan sales order followed…

It seems that X3 defaults to some form of FIFO. Is there any documentation that goes into detail how to control this feature? A specific example of what we are trying to do that relates to full pallet product pulling. We have X3 set up to pull full…

Is it possible to add a button on the purchase order screen to allow the user to receipt? Or even pass the values from the order screen to the receipt screen so they can receipt without having to dig out the supplier number and site etc?

Is it possible to force the user to add an attachment before say an order can be created?

So I have a SQL query which returns all purchase orders that are over 14 days old, which have still not been signed in Sage from AWRKHISSUI workflow table. What I'd like to do is create a workflow that distributes an email to all of the users in the…

Hi, In the release notes for EM V12.0.14, it mentions a new feature about sales quotes (in the changes section of the release notes). Specifically, it says: Sales quotes can be consolidated before the sales order is created. Previous versions…

I am trying to delete a subcon record. I am getting the following error. Table: STOCK[STO] Key: #### No current records Nothing has been done against the subcon.

I am trying to close the month end but I am getting the following error: I ran the SQL and got couple of entries that might be stopping me. I am doing the following: If you have subcontracting order do the following. 1)Purchasing->Subcontract…

On the subcon order screen, how can I put a default value for each line on the order.

Is it possible to add the product description to the subcontract order screen. I looked at the screen level and did not see that field available.

How Can I configure the settings so whenever a new sales order is being made, the order type field comes up blank and the user has to make a selection. I checked the parameter value for the sales order as well and changed the setting but I get the…

Hi, is it possible to reopen a settled (or closed) sailes order? If yes, how can i od it? Thank you.