Acumatica Cloud ERP Filters & File Training
In this video we discuss best practices for setting up filters in the system as well as properly attaching files within Acumatica. These strategies can help optimize your day to day workflow and ensure that you are looking at the…
Sage X3’s Role in Managing Food Recalls
A food recall is every Food & Beverage processor and distributor’s biggest threat to profitability. But it doesn’t have to spell disaster for your business – as long as your team is prepared. Pairing your needs with the right technology…
SSAE 16 & SOC1 Reports for Sage X3
Are your auditors requesting SOC1 compliance reports for Sage X3? Sage Software has released information regarding SSAE 16 and SOC compliance reports via Sage Knowledgebase article 22901. Because Sage X3 is not a multi-tenant application hosted by the publisher, it…
MRP Starting Stock in Sage X3
The calculation of MRP starting stock – the quantity of the product in stock at the start of the MRP process – differs depending on whether the product is non-versioned, versioned, or project related. In this blog, originally posted on…
Sage X3 FDA Compliance Validation
FDA software validation is when an FDA-regulated company “establishes documented evidence which provides a high degree of assurance that a specific process will consistently produce a product meeting its predetermined specifications and quality attributes.” While the FDA provides guidelines regarding…
Acumatica Quick Tips Video: Document Recognition
In this video we demonstrate the new document recognition feature in Acumatica Cloud ERP. This is used to create bills based on an invoice for quick entries. Contact Us if you have any questions or would like more information about…
How to Refresh Your Sage X3 Query Live in Excel
Do you constantly find yourself going through multiple steps to get to a Sage X3 query only to end up exporting it into Excel? Sage X3 gives you the ability to refresh the data right inside excel. Pre-requisites: 1. You…
Demystifying HR Digital Enablement
Recently, Net at Work held a virtual roundtable with Jonathan Goldin, CHRO of Net at Work and Harold Ford III SPHR, SHRM-SCP, Employer Solutions Consulting Manager. In the virtual session (watch here) Jonathan and Harold laid the groundwork for organizations…
AP Automation and Approval Workflow Built for Sage X3
X3CloudDocs automates the accounts payable invoice process through a dedicated workflow. The financial record of the invoice is automatically created in Sage X3, with the original document being securely stored in the cloud. Unlike a manual process, X3CloudDocs provides full…
7 Ways Cloud ERP Helps Build Resilience and Agility
Businesses running on-premises ERP systems are often reluctant to undertake upgrades because the disruption caused by broken integrations and customizations being overwritten, combined with the added demands on IT, mean the costs outweigh the benefits. With fewer resources to devote…
The Ins and Outs of Physical and Cycle Counts
Physical inventory counts are never any fun for those involved. Physical counts, typically done annually, require every item of inventory to be manually counted and — particularly for those relying on paper and pencil, or even spreadsheets — this can…
Creating Multiple Prepayments for Purchase Orders in Sage X3
How to avoid the error message “Order Partially or totally invoiced” In a previous edition of the X3 Insider, we reviewed how to set up prepayments on purchase orders in Sage X3. In this post, we will explore creating multiple…
New Features for Bad Debt Management in Sage X3
Bad debt is a contingency that must be accounted for by all businesses who extend credit to customers, as there is always a risk that payment will not be received. The latest release of Sage X3 has new features to…
How an Inventory Management System Drives Profitability
Inventory management is more than knowing how much of something you have on the shelf; it is the tracking and organizing of goods from supplier, through the manufacturing process and into customers’ hands. Inadequate inventory management directly affects the customer experience….
