• 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
  • 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…
  • 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
  • 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…
  • 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…
  • Written Down Value method configuration

    Hello, Can anyone guide me to configure the WDV depreciation method in Sage X3 V12?
  • 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…
  • 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…
  • 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…
  • 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…
  • 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…
  • 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…
  • 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…
  • 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…
  • Nice if 'PAC complete' could be on a line by line rule basis - believe would be much more versatile allocation and issue setup

    'Pac complete' as an overall function does not allow smaller units to break into larger units when needed for picking. Those smaller units need to be made manually available (or already available). Our orders need to be shipped in cases and pallets. Pallets…
  • Using/Understanding FIFO

    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…
  • 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,…
  • How do you support Order Confirmation/Rejection?

    We're running Update 9 Patch 10. We have an EDI project that calls for a (Sales) Order Confirmation; Scenario; - Customer sends Purchase Order - We create Sales Order and reference PO. - We need to be able to confirm or reject the PO from…
  • Doubt to Sales order signature Workflow

    Hi Everybody. I try to active workflow signature to Sales order. I receive email with 2 links and the standard text of if I like Accept or Reject Sales order. When I click the link of Accept or Reject, system redirect to web who say : Your validation…