How to Map Dimensions from the Automatic Journals in Sage X3?
Automatic Journals in Sage X3 To map the dimensions in Sage X3 for various transactions, there is a default dimension setup. However, some transactions, such
Category: Sage X3
How to Solve Issue Entry Types Not Displaying on the WIP Posting Screen in Sage X3
In Sage X3, the message “Entry Types Not Displaying on the WIP Posting Screen” indicates that the ERP software cannot find eligible entry types configured
Customer Allocation in Sage X3
What is Customer Allocation? Customer Allocation in Sage X3 is part of the prepayments cycle and is used to link customer advance payments (prepayments) to
How to Create a Change Request in Sage X3
A Change Request in Sage X3 is a formal and controlled process used to request, review, approve, and implement any modification in the system. It
The Complete Guide to Customer TDS (CTDS) in Sage X3
What is Customer TDS (CTDS)? Customer TDS (CTDS) is a functionality used in the sales process during customer receipts that allows businesses to record TDS
Using Formulas for Sequence Number Setup in Sage X3
Sequence numbers in Sage X3 are not limited to standard elements such as company, site, date, month, or year. By using formulas, sequence numbers can
Resetting the Sequence Number for the New Fiscal Year in Sage X3
Resetting the sequence number at the beginning of a new fiscal year is a common practice in many business processes, especially for tracking invoices, purchase
Creating Formula-based Sequence Number Structure in Sage X3
When it comes to ERP software, document numbering is critical for maintaining transaction traceability. Sage X3 offers a powerful yet flexible way to create sequence
Extracting the Certificate and Keys from a .pfx File for SSL Certificate Configuration
The .pfx file, a PKCS#12 format, contains the SSL certificate (public keys) and the corresponding private keys. Sometimes, you might have to import the certificate
Potential Impacts of Incorrect Fiscal Year Or Document Sequence Setup in Sage X3
In Sage X3, Fiscal Year and document sequence setup play a critical role in ensuring accurate financial posting and document traceability. Any misconfiguration in fiscal