• Parameter to Auto Close any Partial Sales Orders (in other words, back orders)

    Can Sage X3 V12 be configured to automatically finalize (close) all Back Orders within the Sales Order module? I have a client with a specific business requirement that prohibits any back orders once a partial shipment is created against a Sales Order…
  • Product Site Clarifacation on What the Logic is

    Hello, am wondering if someone can explain the logic behind Product Site Default Location setup? Problem: Snap shot above is how we are picking our apparel for replenish to work, but I don't think it's setup right 100%. Does anyone have any expierence…
  • What is the purpose of the following: Substitution product "Field SBSITM / Screen ITS [ITS]" VS Alternate product "Field RPLITM / Screen ITM2 [ITM2]" in "Product"

    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…
  • How to ship 0 units? SAGE X3

    Hello - we are new with Sage X3, never worked in it before. We have an order where the customer ordered an item, but we are out completely. So we need to short the order to 0. SAGE will not let me change the ship qty to 0 in the pick ticket screen…
  • Adding 1 day to Requested delivery date in SO

    When entering a new SO, the Requested delivery date field is automatically populated with the current date. Is there a way to default it to current date + 1 business day? Thanks
  • Signature Management Workflow for a Sales Order created by Import

    Is it possible to have a signature workflow created for a sales order that is created through the import/ export function?
  • Allocation & Issue Rules

    Please HELP! Problem: Currently, we can't allocate sales orders at a detailed level according to "unit of measure". At one point in a selling season we have sales orders for items that ship parcel (eaches) & those same items also ship LTL/ Full truckload…
  • Stock allocated to closed sales order

    Hello, Looks like we have an item of quantity 10 PK that is allocated to a closed order line (Fully shipped & invoiced). I caught it on my count this morning. The quantity cannot be adjusted out because it is allocated, but I cannot remove the allocation…
  • Prevent identical Sales Site and Sold-to BP Number

    Good afternoon, we'd like to prevent our various sales sites from accidentally creating sales orders with identical Sales and Ship-to sites. Currently, there is a warning pop-up, but it does not fully stop the transaction, it just warns the user as soon…
  • Enable/Disable modification of an entry

    Normally, whenever you want to create any entry in sage X3, there are two ways, 1. either by clicking the "New Button" 2. "Modifying the existing entry", just need to remove the entry number, press TAB, and all of the attributes of the existing entry…
  • Uploading an excel spreadsheet/csv of multiple sales orders

    Hello all, Our company is currently running Sage X3 and we are looking to build a small B2B WooCommerce website for about 30 products for our customers to purchase through. Woocommerce, with the help of some plug ins, can generate spreadsheets/csv's in…
  • Conditional style on sales order

    Hello everyone, i'm trying to set up a conditional style on sales order so when the total stock is less than the order qty, glows yellow. I tried a few ways but don't work, i think the next line should be correct but it's not working. [M:SOH4]QTY(NBLIG…
  • disable TRTVENTAR and TRTVENPRI if intersite sale

    hello everyone, our client set BASPRI and MINPRI for each article on ITMMASTER, and want to disable it if sales document (order or delivery) is an intersite document. please help
  • Sage X3 Partner Expert Workshops Sessions scheduled for February 2022

    Will there be any expert workshops on Sales Order entry?
  • Why are the identifiers disappearing from the Pick Ticket after Delivery?

    Hi all, We have an issue where the identifiers 1&2 are entered on production tracking screen. Once the preparation is completed, the pick ticket displays the identifiers 1 & 2 in the order line, however once we go to the next step of delivery, it disappears…
  • customer order

    The sales order quantity for a product is 1 but the system is showing a quantity of 5. Somehow the same order has been duplicated 5 times in the workbench but the quantity on the order remains the same which is 1. What could be the cause and is there…
  • Setting Hold Status for Order via Web service

    I'm trying to set a Hold Status when I create a Order via web service Save. I pass in the following, but never recognizes it, and always sets the HLDSTA to '1' (OK - no hold). Does anyone know if this is possible during the web service Save call, or would…
  • Sales Order Line Is Under Preparation

    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…
  • Delete specific row sales order rows list

    Hello. How can I delete a specific row, from sales order rows list? Thanks. Regards. MS
  • Deassignment of Back to Back Work Order

    Hi, Our current business process has us creating BTB work orders during Sales Order creation. Sometimes, the material produced from the resulting BTB work order is needed to fullfill a different, more urgent sales order. We were originally consulted…
  • How do you represent Shipment Requests in X3?

    Every Sales Order we process (Stock and Back to Back sources) requires a carrier (truck/rail) service to ship product to customer. We're integrating with a Transport Management System to help us with carrier selection. What's the best way to represent…
  • Check for stock on hand when creating a Sales Delivery

    For a stock sales order, I understand that X3 checks for sufficient stock on hand at time of creating Sales Delivery. If there is insufficient stock on hand then the Sales Delivery cannot be saved. Is it possible to delay this check until validation of…
  • Short Term Rental

    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…
  • Sales Order Lines Column Format suddenly changed?

    I'm hoping someone will have experienced something similar. Today our Sales Dept. reported that the columns in the Lines tab for Sales Order Management had suddenly changed. As you can see below there are now EDI PO Line, EDI L UDF1, & EDI L UDF 2 being…
  • Delivery Error Sage X3V12 Patch 21 - @X3.TRT/SUBSDHA$adx (4540) Error 6 : Variable Non-existent GLONTAC

    We are getting the error below when we try to generate a Sales Delivery from the Sales Order. We are on Sage X3 version 12 Patch 21 Any ideas on how we can resolve? @X3.TRT/SUBSDHA$adx (4540) Error 6 : Variable Non-existent GLONTAC @X3.TRT…