Category Sage X3

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…

When setting up the workflows for Sales Order and Purchase orders, the system generates two links sent on an email so that the Signing User can Approve or Reject the Sales order and/or Purchase Order. This will allow the user…

This will demonstrate how to split an asset that is attached to one or multiple expense.  The new assets will inherit the characteristics of the original asset i.e. Accounting code, dimensions, useful life, depreciation start date.  When the asset is…

Supply Chain Management is another rich solution capability of this ERP system.