In this video our Microsoft Dynamics CRM expert will walk you through how to edit multiple records at once by selecting them and clicking the edit button. This only allows you to edit a maximum of 250 records at a…
Early Detection of Supply Chain Breakdowns
Businesses that find a solution to their most disruptive supply chain issues will not only overcome this adversity but displace those that can’t, or won’t, adapt. Solutions can come in many forms, but the most effective solutions produce early detection…
How to Reopen a Work Order in Sage X3
In this blog post, we will review the work order reactivation function in Sage X3 V12. Work order reactivation (FUNMREACT) is found in Manufacturing > Utilities and is used to reopen a closed work order. This means that the work…
How to Auto Email Documents to Customers in Sage X3
Sage ERP X3 has a number of add-ons that you can take advantage of to streamline emailing documents to your customers, including Net at Work’s Document Distribution Module. However, you can auto email a single document (e.g., a Sales order…
Acumatica Summit 2023: A Recap
Acumatica Summit Celebrates, Discovers and Imagines Where Digital Transformation Can Take Wholesale Distributors and Retailers As the community came together this year for the Acumatica Summit in Las Vegas, each day’s events and activities were laced with three themes: Celebrate…
Sage X3 Release & Lifecycle Policy
Recently, Sage adjusted its release cadence from a quarterly, to a bi-annual cadence of releases for Sage X3 Version 12. WHAT DOES THIS MEAN FOR YOU? This means Sage will make available a new release of Sage X3 Version 12…
Using the Prepayment Invoice Function in Sage X3
Are you thinking of switching to Prepayment invoices (GESPREPI) to handle your prepayments? Have you even heard about it? Let’s take a look at Prepayment invoices and some common questions. WHAT IS THE PREPAYMENT INVOICE FUNCTION? This function was introduced…
Microsoft Dynamics CRM Tip: How to Quickly Access Areas in CRM
In this video our CRM expert will walk you through how to pin areas you frequently use (i.e. key views or records) to the Pinned area in the site map to allow you to quickly access them in Microsoft Dynamics…
Simplifying and Securing Attachments in Sage X3
Files can be attached to any standard Sage X3 object-based function such as Sales Orders, Customers, Invoices, etc. through the Attachments button. With Sage X3 2022 R4 (12.0.32), Sage introduced some changes to the attachments option which can be enabled…
Why Don’t SMBs Hit Growth Projections (and How Can You Get Back on Track)?
Small to mid-sized businesses (SMBs) often fail to hit their own growth targets and other financial goals, which can lead to poor decision-making, missed opportunities to secure capital, and other negative repercussions. The good news is that if your SMB…
