• Finding Lot numbers on Unconfirmed Deliveries

    Our business would like to print packing slips before delivery confirmation. In most cases, I can see the lot numbers from screen WK4STD1 but I cannot find the table where that lot is stored. SDELIVERYD seems to only have a lot number for some records…
  • Sales Order Reallocating after a Change is Made

    It appears that when a sales order is allocated and subsequent changes are made the order will automatically reallocate. I am not sure how to prevent this from happening. Any insight would be much appreciated! Regards, Dave
  • ALIFMI entry point in TRTVENCDE

    Dear all, I'm new in SAGE X3 and wanted to know if there is a possibility to change the default value for the field FMI in a Sales order line. I found in the entry points documentation that this can be done by using the entry point ALIFMI but not…
  • Sale Quote currency vs Sales Order currency

    Hello, I have the following case from the business point of view: Sales quote is created in EUR ( currency) -> After validation, the sales quote is transformed in sales order using USD (currency ) at a certain exchange rate. Specifically, no…
  • Graying out allocation button and detailed allocations on sales order

    I need to be able to gray out the allocation button on a sales order and also make it to where a user can't select manual allocation either on the line. I have global allocation set as the value in the allocation type parameter, but this isn't disabling…
  • Sage X3 Implementation - Resistance to change

    We are a distribution/manufacturing company who implemented Sage X3 about 2 years ago and acquired another company early last year. We are facing quite the pushback from the acquisition from the employees and their resistance to change. Therefore, there…
  • 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…
  • Adding % fee for Credit Card Orders

    Is there a way to add a fee that is automatically calculated as a percentage of the order value onto a sales order or Invoice if the customer is paying with a credit card ?
  • Is there a way to enter a Purchase Order Contract that also creates a Sales Order Contract and link the two together?

    We enter into a contract with a supplier that drop ships multiple trucks directly to the customer. How is that done in X3? Example: A customer requests a quote for 1 million pounds of product which requires at least 25 shipments from the supplier…
  • Workflow from SO creation based on ITMMASTER

    Does anyone have an example of how to set up the data model and then workflow to trigger an email based on the creation of a sales order, using a field in the itmmaster as a filter (and this data point isn't in any of the SORDER tables). I want the…
  • Is there a batch function to close sales orders?

    I'm diving in more on the delivery tolerance field and thinking of reducing the % tolerance. the consequence of that is that my customer service reps will have to close more sales orders. Is there any other function that will close a batch of sales orders…
  • Why does my SO Line close automatically if a partial qty is added to a shipment ?

    If my SO Qty is 30, but I have only 20 in stock. The SO is set to a partial Delivery. I create a shipment and pull the line. The SO line is closed and I can't edit the shipment when 10 more are added into stock. Is there a general parameter that…
  • Import Template - SOH Item Lookup

    I am trying to import Sales Orders using the EDISOH template. Payment Terms (PTE) is one of the required fields for the import. However, I do not have this information in the import file and I need to use the PTE from the Customer. How can I lookup the…
  • Create new Browser Bars in Sales Orders Left List X3 V6.5

    Does anyone know how to create new Browser Bars in the Sales Order left list We have 5 Sales order Types (SOHTYP=S1, S2, S3, S4, S5) and I would like a separate browser bar for each one so that when I click on the "S1" bar I get a left list filled with…
  • Fixed Assets Hire

    Hi y'all, My company has fixed assets that accumulate depreciation, but which are also hired out to customers. I can't see any way at the moment to manage this within Sage. There is no facility to have a piece of equipment that accumulates depreciation…
  • Prevent duplicate entries on a sales order

    Hi Is it possible to prevent duplicate lines on a sales order? (duplication on Product (ITMREF)). Can you use control tables for this, and if yes how? I am looking forward to your response. Stefan