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Understanding Customer Credit Limits and Currency in Sage X3

A critical part of managing risk within an organization is managing the credit available to customers. If you give a customer who may not be in the best financial position credit terms, or too much credit, you may have a…

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Help When You Need It: Sage X3 Support on YouTube

Need help with your Sage X3 ERP software? Now you can find answers to your Sage X3 questions on the Sage X3 Support YouTube channel. The Sage X3 Support YouTube channel offers short how-to videos that help you with common…

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Sales Pricing: Managing Fees & Charges with Invoicing Elements

Sage X3 permits the calculation of sales price information based on several factors including product, customer, quantity purchased and discounts. In addition to charging the customer for products & services, it is common to levy additional fees affecting the determination…

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Driving Business Results with your HR System โ€“ The Case for a Human Capital Management (HCM) Business Process Review

Organizations faced many challenges during the pandemic. For HR, this included managing a remote workforce, providing COVID-19 support to employees and their families, and managing the ever-changing landscape of regulations. These challenges put a strain on processes and systems like…

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Recognizing AP Documents From PDFs in Acumatica Cloud ERP

Starting in Acumatica ERP 2020 R2, Acumatica has added the ability to recognize Accounts Payable Documents from a PDF. These documents can be brought into the system in either three ways: Option 1 The user can drag a PDF file…

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5 Trends for 2021 and What They Mean for Your Business

2020 was full of unforeseen challenges. During this period of change, companies faced a bleak choice: evolve quickly or suffer the consequences. In many cases, the challenge caused business leaders to gain important skills. They learned to be more adaptable…

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Acumatica 1099 Processing for Calendar Year 2020

Beginning with tax year 2020, businesses will now need to use Form 1099-NEC to report non-employee compensation in Acumatica Cloud ERP. Form 1099-MISC has been updated with rearranged box numbers for reporting certain income. 1099 MISC / 1099 NEC in…

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