Acumatica Cloud ERP – How to Setup Bank Feeds

For automatic deliveries, meaning deliveries being generated from a Sales Order, simply setup the SDHTYPNOR value parameter as to the desired value (i.e., SDH). Automatic Delivery Open Setup > General parameters > parameter values Expand VEN Chapter, and use the action button and click on Details, for SSD group (Shipment management rules) Set the parameter SDHTYPNOR (Standard delivery type) to your desired default delivery type Note: This parameter is used to default the delivery type and it can be set per folder, company, and site. Manual Delivery For manual deliveries (deliveries created directly from Sales > Delivery), a screen adjustment is required: Navigate to: Development > Script dictionary > Screens Open the SDH0 (Invoice management) screen and look for this field: SDHTYP Enter *”SDH” as a default value on this field Make sure to protect your change with an activity code Save and validate screen For these changes to take effect, you also need to re-validate your sales delivery entry transaction: Navigate to Setup > Sales > Entry transactions > Delivery Select your transaction from the left menu and validate Automatic Invoice For automatic invoices, meaning invoices being generated from a sales delivery, simply setup the SIVTYP value parameter as to the desired value (i.e., INV). Open Setup > General parameters > parameter values Expand VEN Chapter, and use the action button and click on Details, for INV group (Invoicing rules) Set the parameter SIVTYP to your desired default invoice type Note: This parameter is used to default the invoice type and it can be set per folder, company and site. Manual Invoice For manual invoices, invoices created directly from Sales > Invoices, a screen adjustment is required: Navigate to: Development > Script dictionary > Screens Open SIH0 (Invoice management) screen and look for this field: SIVTYP Enter *”INV” as a default value on this field Make sure to protect your change with an activity code Save and validate screen For these changes to take effect, you also need to re-validate your sales invoice entry transaction: Navigate to Setup > Sales > Entry transactions > Invoices Select your transaction from the left menu and validate For more information on setting default sales delivery and sales invoice types in Sage X3, please contact us

Have you ever reordered columns in a grid in Sage X3 and then not been able to revert back to the Sage default order? Or, have you ever changed the order of the columns in the left list and inadvertently changed the size of the frames? In this blog post, we will review the steps to restore the layout of the page back to the Sage default settings. One of the benefits of Sage X3 is the ability to easily change the page layouts to suit your specific preferences. You can change the order of lists or use the drag and drop feature to switch the order of columns in grids. As an example, on the Sales Order Window, Lines grid, you can drag Allocated qty. over next to Ship Site, and it will stay there even if you log out and log back in. Clearing the cache doesn’t restore the default settings. Neither does revalidating the entry transaction and screens. The ability to manipulate the view is a great feature, but what if you don’t want it to stay that way? How do you revert back to the default layout? Restoring the Sage Default Layout NOTE: You must be on version 7.1 patch 6 or higher. 1. Navigate to the page layout that has been modified.
2. Using your keyboard, press ESC+W+Z.
3. Click Yes. Your on-screen layout is now back to the default setting. This should remove any personalization you have on the screen. For more information about resetting the column of grids in Sage X3, or other how-to tips, please contact us.

In spite of market uncertainties, IT spending remains a sustained investment for future focused business influencers and decision makers across US and Canada. In a recent webinar, we discussed why “Digital Transformation” is more than a buzz phrase circulating in hallways of companies today. The survey findings of IT marketing firm OneAffiniti, accords with this. In a recent report, the firm reveals how the move towards digitization is impacting the spending priorities of organizations of all sizes. The maxim that “every company is now a technology company” is a simple truth, as no company today can create, deliver or market its product efficiently without the use of technology. Customer demands for improved experiences and products are driving the move from traditional business models to digitization and innovation. Businesses are shifting toward automation, rapid adoption of cloud-based services, and artificial intelligence to simplify business processes. At the center of all this trend is IT. So, it comes as no surprise that IT investment remains a priority for companies of all types and sizes. In fact, the world’s leading research firm Gartner, predicts that the main drivers of IT spend will be digital business, blockchain, Internet of Things (IoT), and progression from big data to algorithms to machine learning to artificial intelligence (AI). [blogpromo type=’whitepaper’ link=’https://www.netatwork.com/resource/2018-business-it-trends-annual-report/’ btntext=’Download Now’ iconlabel=’eBook’] 2018 Business IT Trends Annual Report Update on IT budgets and tech spending[/blogpromo] The OneAffiniti survey found remarkable consistency of spending priorities between hardware, software and cloud across organizations at different budget ranges. The report notes in which hardware, software and cloud categories IT buyers are investing. For more IT trends and information on where companies like yours are planning to invest their technology budgets, download the full report here.