This week’s blog post focuses on how to use requestors to create flexible filters for your data in Sage X3. Typically, clicking the Criteria button allows you to filter your data by selecting ranges of values for certain fields. Sometimes,…
Cash Forecasting in Sage X3
Effective cash flow forecasting holds immense importance for every business, offering insights into the ongoing viability and overall health of the enterprise. It stands as a fundamental financial document that every business should possess. The good news is that integrating…
Sage X3 Payment Approvals
In today’s blog post, we will illustrate methods to achieve improved segregation of duties, thereby enhancing security and control in the payment processing workflow within Sage X3. The goal is to minimize errors and ensure a more robust payment management…
Credit Limit Checking in Sage X3
In Sage X3, there are fields you set at the customer level to govern the credit you allow them when ordering. There are also parameters that govern whether the credit limit will be a warning or a block – meaning…
Using the Requester Tool in Sage X3
The modern architecture of Sage ERP X3 provides flexible methods of obtaining the very specific information you may need. In this post we cover the Requester tool, which allows you to choose exactly what data to extract, and how it will be…
