Sage’s Technology Roadmap

Customizing the left list in Sage X3 is a simple way to make your workspace work better for you. By adding the fields that matter most to your daily tasks, whether you are managing orders, invoices, or inventory, you can quickly see the information you need without extra clicks or searches. Here are seven great reasons to enhance your left list with header fields. 1. Faster Filtering and Navigation Quickly narrow down records without opening full search dialogs. This reduces time spent scrolling or manually searching through large datasets. 2. Improved Data Visibility Display key fields such as status, customer name, site, or date for instant context. This helps users identify relevant records at a glance. 3. Supports Role Specific Workflows Finance, logistics, and sales teams can each tailor their view to highlight what is most relevant to their daily tasks. 4. Better Decision Making Having filterable fields such as “Order Status” or “Priority” visible helps users act more quickly and with greater accuracy. ️ 5. Reduces Errors Easier filtering reduces the chance of selecting or editing the wrong record. This is especially valuable in high volume environments like order entry or inventory management. 6. Boosts Productivity Streamline repetitive tasks such as checking open orders, pending invoices, or stock levels. Fewer clicks mean more time for higher value work. 7. Supports Custom Business Logic If your organization uses custom fields such as region codes or internal flags, adding them to the left list makes them visible and actionable. This enhances the value of your existing Sage X3 customizations. Adding Header Fields to the Left List To make this customization, follow these simple steps: Go to Setup > General Parameters > Personalization > Objects Find the object for the document type you want to modify Select the Action button on a line and choose Insert Add the field you want to appear on the left list Click Save (no validation needed) We hope you enjoyed this week’s X3 Insider Tips & Tricks blog. More helpful insights are on the way, so be sure to keep an eye out for future editions. In the meantime, if you have any questions about getting the most from your Sage X3 system, don’t hesitate to reach out. The friendly experts at Net at Work are always here to help.

In Acumatica 2020 R2, Credit Terms for customers has added the ability to require Prepayments while taking a sales order. The new section Order Prepayments Settings only appears when the user selects the Customers option in the Visible To in the General Settings. When entering a Sales Order a user can change the predefined prepayment percentage for a single sales order without changing the credit terms of the customer. Contact Us if you have any questions or would like more information about Acumatica features and enhancements.

The End of ERP Exciting things happen at Sage Summit. At last year’s Sage Summit, Sage CEO Stephen Kelly announced the end of ERP. At this year’s Sage Summit, Sage launched the new Sage X3 cloud release Update 10, available this month for cloud customers. The next cloud and on-premises version of Sage X3 is slated for February 2017. Last year’s Sage X3 product update resulted in more than 29% customer base growth globally, since X3 enabled mid-sized companies to dramatically cut the cost and complexity of ERP which Stephen Kelly refers to as Expense, Regret, and Pain. He stated that Sage is committed to building products that add value to its customers. Sage X3 has been a proof of this commitment, the software has continued to deliver simpler, faster, and more flexible business management to mid-sized companies. New Update, New Beginning Greater functionality can be expected from the new Sage X3 Update 10. The update will further enhance users experience with improvements to the finance, distribution, manufacturing modules and the mobile and browser interface. Sage is also partnering with cloud eCommerce solution provider, XM Developments to deliver engaging and personalized shopping experiences on mobile devices. The new connector for Salesforce CRM Enterprise Edition will also boost Sage’s integrated cloud distribution. With partnership like this, a fast growing ecosystem of complementary cloud applications integrated with X3 is definite. The set of functionality the new Sage X3 eCommerce solution will provide in the mid-sized enterprise market is exceptional. The solution will bring integrations with payment processing platforms, keep webstore information up to date, and help boost sales. Another new feature of X3 is its cloud people solution which uses technologies by Fairsail, a global cloud HR management solution built on the Salesforce App Cloud. The cloud people solution which enables companies to manage their HR services in the cloud will connect with Fairsail payroll solutions and other financial platforms to help organizations better manage their business and workforces. David Krauss, Global Vice President of Product Marketing for Sage’s enterprise cloud solutions stated that the Sage X3 partnership with Fairsail sums up what Sage is doing, “providing customers with simple access to the best possible functionality available in the industry to run their business faster, on one, cohesive enterprise cloud business management platform.” For more information on Sage X3 and product updates, contact us.