Category Sage X3

Step 1 – Create a SQL user and password. The user should only have reading/viewing rights. This user will be used to extract the data into Excel. Step 2 – Now that the user is created, you need to setup the…

Follow the steps below to accomplish this Tip & Trick Step 1 – Setup and predefine the discount/late charge rates per day intervals. a) Negative days and rates apply to early discounts. Step 2 – You can default the rule…

To achieve this in Sage X3, do the following: Navigate to Setup> General parameter> Parameters If the user attempt to over credit the invoice, they will receive the below error message:

Sage X3 allows you to create month-end accruals for all purchase receipts not invoiced, and Returns not yet credit noted, to provide a true reflection of the expenses and liabilities at month-end. Please see the below on steps to follow:…

Sage X3 has a number of add-ons that you can take advantage of to streamline emailing your documents to your customers, such as EDD (Electronic Document Distribution), EDM (Electronic Document Management) and PIA (Purchase Invoice Automation). But in standard Sage…

When a report is run a workflow is generated with the report attached. How do you change the name of the report file attached to that workflow email? The document name generated is hard coded. You can use an entry…