• Setting Zones in Sage X3

    Hey All, My company has purchased a wave picking function in Datalinx. During our first brainstorming session we've brought up Zones(zoning our warehouse). We believe we need to set zones as we go down this road. Problem is where to start? My question…
  • Row Level Permissions

    Hi, Can anyone advise how to increase a limit of row level permissions (Parameters --> Users --> Users --> Organisation) in user setup? It is set to 10 in my organisation and I need to be able to add more to some users. Thanks Ania
  • Default Locations within Product-Site

    All, We have default locations setup using product-site within our system. However, there are times when we need more than one location to store products because of space & their replenishment levels. My question, can you add more default locations…
  • 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…
  • Sales Price List By Customer Shipping Address

    Is there a way to set up price lists by the customer's city, zip, or state? Currently I only see the Ship To Address, which is the address code, and not necessarily helpful since this doesn't reference the customers' zip, city, nor state. I'd like to…
  • 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…
  • How is inventory getting allocated in Q status?

    Our business utilizes a basic A,Q,R quality status logic. We have set our "Allocation and Issue Rules" to specify that only products in status A can be allocated. We continue to encounter products getting automatically allocated to sales orders…
  • Written Down Value method configuration

    Hello, Can anyone guide me to configure the WDV depreciation method in Sage X3 V12?
  • Setting up intermediate codes for process driven BoMs that allow intermediates to be tracked but do not prompt a allocation upon WO generation.

    Hello All, So I'm trying to setup a BoM for a process driven product formula which would look similar to this: Phase 1 Instructions (Component type: Text, Type: Active) Input 1 Weight (Component: Normal, Type: Physical) Input 2 Weight (Component: Normal…
  • Trolley Build Function Sage

    I am wondering if anyone out here has had any experience with the trolley build features with Datalinx? We are thinking of exploring "picking to slot", "Trolley Build", "picking to Carton" functions in our warehouse. Would love to pick someone's brain…
  • Sales Order Allocation Issues

    Problem Statement: In our business we produce spools of material that do not always weigh exactly the same all the time. When we sell a certain number of spools there is a total weight (Let's say 500Lbs) the customer wants. On the Sales Order Line,…
  • Customer consignment stock management

    Hi all, we are using X3 V12 and for selected customers we do keep consignment stocks. Work flow is as following: 1.) We sell certain products (full pallets) to these customers (fully invoiced) out of our normal stock. 2.) These sold articles are…
  • Antivirus Exclusion for Sage

    I have got a server where I would like to install antivirus. I have got sage X3 installed on the server. Can someone please provide me any advice on how should I move forward with this? Are there any important files/folder that I need to exclude…
  • Positive Pay Bank File Definition - Separate Detail Lines per Column

    Customer's bank wants the Excel file generated with the check details to have each required field in a separate column. Does anyone know how to specify this within the Bank File Definition?
  • Dimension Codes Not Flowing From Supplier Record to Supplier Invoice

    Common Data >> Bps >> Supplier, Financial Tab, Analytical Dimensions Currently only codes listed in AX1 flow through to the supplier invoice (Supplier BP invoices). How do I change the other dimensions to flow through to the supplier invoice as…
  • Production Scheduler Sage X3

    Hello, We have been using the Sage X3 with production scheduler and production scheduler is the most important tool for our operations and work order planning. Sage X3 version : Enterprise Management V 12.0.19 Production Scheduler : 6.0.2014…
  • Delivery Notes Report - default values

    Where do you assign the defaults for a report? Specifically, when I print the BONLIV report I want it to default the customer value from the record so that I don't have to change the parameter lines each time. Where do you make these kinds of default…
  • Creation of New Folder creation from user screen, unable to get full access?

    Hi All, I created a new folder from the front by using authorized Admin role access. But am not able to get full access rights to the newly created folder. it giving me an error while accessing the folder. needed suggestions on how to get full access…
  • Changing the FIFO dates in X3. Manually.

    Currently when product is received into X3 to any location it is tagged with a receipt date. This is the date that travels with the product and drives the FIFO order for each product. Is there a way to manually FIFO inventory to give more versatility…
  • How to add an access code to attach a file to a specific function?

    Good Afternoon, Initially, I created a storage volume on X3 and defined an access code for this volume, so that when a file was attached to that function, it automatically selected for the folder corresponding to the function. The result I got was,…
  • Allocation priority by qty ordered vs qty in location?

    Is it possible to designate in X3 that when a customer orders x number of a product that it will look at location 1, but if it will deplete the stock to say 20% then it moves on to location 2 rather than deplete the stock in location 1 or have a split…
  • Setup of Purchasing Signature Management

    Is it possible to setup Purchasing Signature Management in a way that when a user that is part of the signature workflow enters a PO, it is not automatically signed, but is pushed to the next level of signers for approval?
  • I am trying to create Fixed asset, following error occurred

    I am trying to create Fixed asset, following error occurred. help required. Fixed Assets>Fixed Assets> in the field Accounting code>ITEQP ITEQP The Co. fixed asset account associated with the accounting code is invalid or its nature is incorrect
  • Packaging Consumption in Work Orders

    I'm looking for ideas as to the best way to consume packaging in work orders. We sell products in various packaging....totes, drums, pails, etc. Currently the packaging is relieved from inventory at time of sales invoicing.....packaging codes are…
  • Business partner settings

    Is it possible to limit a business partner to a company ? E.g. allow issuing an invoice for company #1, but block it for company #2.