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Resources for Sage X3 Users
Sage X3 Tips, Tricks, Videos on Features, Modules and 3rd Party Solutions
By: Net at Work Team
Adding Additional Invoices to Closed POs in Sage X3
Periodically, you may find yourself in a situation where your PO has been accidentally closed—and marked as fully invoiced—upon receipt of a partial invoice. Even if you use the Close and re-open orders function to re-open the PO, you still…
By: Net at Work Team
How to Manage Withholding Tax in Sage X3
A withholding tax, also known as a retention tax, is a required tax paid directly to a tax authority by the buyer of goods or services. Withholding tax is typically calculated as a percentage of the amount of the sale….
By: Net at Work Team
Join Net at Work at Sage Sessions for Sage X3
We are looking forward to seeing you at Sage Sessions X3 – live from Orlando, Florida, November 15-17, 2021! Why Attend? An end-user conference for Sage X3, Sage Sessions will provide the insights, education, and inspiration you need to build…
By: Net at Work Team
What’s New in Sage X3 Finance
In this blog post, we’ll take a look at what’s new in Sage X3 Finance with the release of 2021R3 (V12P27) last month—including the latest changes to existing functionality. Note: Content for this blog post was originally posted on Sage…
By: Net at Work Team
Automate the Sending and Archiving of Sage X3 Documents with X3CloudDocs
Date: Wednesday, October 20, 2021 Time: 2pm EDT / 1pm CDT / 12pm MDT / 11am PDT Register >> Uncover the cost and time benefits of digitally sending and archiving financial documents, all with minimal impact on your IT infrastructure….
By: Net at Work Team
Help! I’ve Opened Too Many Fiscal Periods – Using the Period Closing Utility in Sage X3
As featured on the Sage X3 Support channel on YouTube, there is a new video this week that discusses how to use the period closing utility (and some alternatives) in Sage X3 when you open too many periods. Month-end closing…
By: Net at Work Team
How Multi-Factor Authentication Protects Against Cyber Threats
Passwords are a common form of confirming a user’s identity in the computing industry. Passwords have been around for decades. The problem with using passwords for authentication is that they can be cracked. Anyone who knows your password can gain…
By: Net at Work Team
Xchange Rate Connector for Sage X3 – Sync Exchange Rates Directly into Sage X3
Does your business sell or purchase goods in foreign markets? Managing multiple currencies can be a daunting task for most global companies. The process typically involves manual exchange rate entries into your ERP system which can be both time-consuming and…
By: Net at Work Team
Moving a Custom Auto Journal to a New Home
Do you have a custom auto journal that you would like to move from your test environment to your production environment? Are you dreading the time-consuming task of manually keying it in production? And do you fear making a mistake?…
By: Net at Work Team
Multi-Legislation ERP – Managing Global Tax Structures in Sage X3
Business expansion into foreign markets is a complex, expensive process with many challenges. From ensuring you have the financial resources not only for initial investment, but for sustainable growth to navigating political and cultural differences, enduring exchange rate fluctuations, and…
By: Net at Work Team
How to Setup a Default Date Range for Reports in Sage X3
If you regularly run reports in Sage X3 with the same date ranges, creating a default date range for reports and inquiries can save you time and minimize the risk of errors from manual data entry. You can always override…
By: Net at Work Team
Additional Changes Coming to Sage Knowledgebase for Sage X3
Soon Sage Knowledgebase (Sage KB) will be getting an upgrade. In early September you may notice a new URL when you access Sage Knowledgebase (Sage KB) for Sage X3, and we want to assure you it’s still part of the…
By: Net at Work Team
Potential Security Vulnerability for Sage X3
Sage takes the security of its customer solutions extremely seriously and regularly releases hotfixes to Sage X3 to resolve potential vulnerabilities. You have likely seen in the news that Sage has released patches for a recent vulnerability that was identified…
By: Net at Work Team
Visual Process Flows (VPFs) in Sage X3
For clients using recent releases of Sage X3, Net at Work offers a suite of Visual Process Flows (VPFs) as part of our Sage X3 Xperience Service Plans. VPFs, like the ones below, can improve your team’s user experience with…
By: Net at Work Team
Closing vs. Deleting a Purchase Receipt in Sage X3
Occasionally, you may find it necessary to close or delete a purchase receipt. In this blog, originally posted on Sage City Community by Vanessa Quwar, June 9, 2021, we’ll review the difference between closing and deleting a purchase receipt, how…
By: Net at Work Team
Managing Warehouse Replenishment within Sage X3
Welcome to the third installment of the Net at Work Sage X3 video series. In this latest episode, we take a look at pick location replenishment within Sage X3—ensuring that each picking location contains the optimal quantity of products for…
By: Net at Work Team
How Pricing Pressures Are Impacting Manufacturing Consumables
From pandemic-driven increases in consumer demand for electronic items to a backlog of imports at clogged California ports to weather-related industrial disruptions in the United States, several variables are combining to stress the world’s supply chains. According to company leaders…
By: Net at Work Team
How to Move Inventory from One Location to Another within Sage X3
Welcome to the Net at Work Sage X3 video series. In this latest episode, we take a look at how to perform intersite transfers (move inventory from one location to another) within Sage X3. We will review: How to search…
By: Net at Work Team
NEW! Fully Connected Shipping Integrated with Sage X3
Apply and leverage Fully Connected Shipping with Sage X3 to strengthen your business and receive real-time connectivity to carriers, accurate reporting data, and business systems. Pacejet’s platform is an adaptive solution that empowers shippers with rapid and innovative capabilities that…
By: Net at Work Team
How to Process Customer Returns (RMAs) within Sage X3
Welcome to the Net at Work Sage X3 video series. In this episode, we look at how to process customer returns or RMAs (also known as return merchandise authorizations) within Sage X3. We will explore three different functions: Generating RMA…
By: Net at Work Team
Complementary Solutions to Extend the Power of Sage X3
Sage X3 is designed to provide a robust business management solution that allows you to hand pick the exact complementary software you need to ensure your system more closely aligns to your specific business requirements. Over time, your definition of…
By: Net at Work Team
Segregation of Duties in Sage X3
Segregation of duties is a fundamental principle of many regulatory mandates including the Sarbanes-Oxley (SOX) Act. Technology may make it simple for one person to do the job of many, but it also increases the risk of concentrating too much…
By: Net at Work Team
Importing Data to Update Fields in Sage X3
In this blog, we will show how to use the data templates of Sage X3 to update data in your system. In this example, we will be setting the 1099 flag on the supplier records included in the spreadsheet. When…
By: Net at Work Team
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…
By: Net at Work Team
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…
By: Net at Work Team
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…
By: Net at Work Team
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…
By: Net at Work Team
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…
By: Net at Work Team
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…
By: Net at Work Team
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…
By: Net at Work Team
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…
By: Net at Work Team
5 Ways Graphic Design is a Powerful Tool for Your Business
Download the free guide Graphic design is much more than attractive imagery. Graphic design is a powerful marketing tool. When people think of design, they usually imagine pretty pictures or attention-grabbing colors. What many people don’t realize is that design…
By: Net at Work Team
Adding Fees or Surcharges in Sage X3 Based on Customer/Product Price List
In this blog post, we’ll review how to setup a fuel surcharge at a detail level by product and customer in Sales Price List and print the amount as an additional Invoicing Element on the Invoice Footer. This process applies…
By: Net at Work Team
Before You Forget About 1099s Until Next Year
While filing 1099s is still fresh in your mind, have you changed the default on you BP supplier’s 1099 form from MISC/Box 7 to form NEC/Box 1? Yes, that 1099-NEC will be around for the 2021 fillings. It won’t be…
By: Net at Work Team
Understanding Customer Credit Limits and Currency in Sage X3
A critical part of managing risk within an organization is managing the credit available to customers. If you give a customer who may not be in the best financial position credit terms, or too much credit, you may have a…
By: Net at Work Team
Help When You Need It: Sage X3 Support on YouTube
Need help with your Sage X3 ERP software? Now you can find answers to your Sage X3 questions on the Sage X3 Support YouTube channel. The Sage X3 Support YouTube channel offers short how-to videos that help you with common…
By: Net at Work Team
Sales Pricing: Managing Fees & Charges with Invoicing Elements
Sage X3 permits the calculation of sales price information based on several factors including product, customer, quantity purchased and discounts. In addition to charging the customer for products & services, it is common to levy additional fees affecting the determination…
By: Net at Work Team
Tax Included Pricing in Sage X3
In some legislations/geographies and for some products, our clients need to include sales tax in their prices within Sage X3. The “Price/Amount Type” flag determines if the prices of products (Sales Invoices) and amounts (Customer BP Invoices) are expressed excluding…
By: Net at Work Team
New and Improved Sage Knowledgebase for Sage X3
Sage Knowledgebase (Sage KB) just got a major redesign—complete with an updated interface and additional features. What’s New in Sage Knowledgebase? In addition to a cleaner look and easier navigation, the improved Sage KB now offers: Compliance with Web Content…
By: Net at Work Team
The Power of the STOADMIN Parameter
Periodically in Support, we receive queries on how the allocation or management rules could have been “violated” for a product. For example: product in “R” (rejected) status was issued even though setup does not authorize delivery of status “R” stock….
By: Net at Work Team
Average Unit Cost Valuation in Sage X3
How inventory & average cost valuation are managed, considering input pricing fluctuation or additional landed cost imposed following inventory receipt. Sage X3 maintains several methods to value inventory including Standard, FIFO, LIFO, Lot Average Unit and Average Unit Costs. Industries,…
By: Net at Work Team
1099-MISC/NEC Processing in Sage X3 & Sage 500
It’s the time of year again when thoughts turn to holidays and family… and year-end closing routines including 1099 processing! In this post we will review the requirements for both Sage X3 and Sage 500 as you close out 2020…
By: Net at Work Team
Happy Thanksgiving from the Sage X3 Team
Thanksgiving brings us together, even from afar. And while Thanksgiving may look and feel a little different for many of us this year, we hope you find a way to celebrate and that your holiday is filled with good food,…
By: Net at Work Team
Buy One, Get One Free – Adding Free Products to Your Sage X3 Order
Buy One, Get One Free (BOGO) pricing is a useful tool to encourage more sales of a product. When a customer purchases a certain quantity of one product, they get one or more of the same or a different product…
By: Net at Work Team
It’s That Time of Year Again—Budget Season. Plan Now for a More Successful 2021.
Let’s face it, 2020 has been HARD. This time last year, no one was planning for a global pandemic or the havoc it would wreak on our lives—both personally and professionally. And while the pandemic is far from over, we…
By: Net at Work Team
The More We Know, The More You Grow – Meet Our New Sage X3 Team Members
Net at Work’s Sage X3 team is growing again. To better support our ever-increasing number of clients, we have added 9 new members to our Sage X3 team this quarter. They bring decades of expertise to the team in the areas…
By: Net at Work Team
Prepayments on Purchase Orders in Sage X3
Sometimes a supplier may require a deposit before commencing work on an order, or the order may have to be paid in advance. In this blog post, we will review the steps you need to take to record payments against…
By: Net at Work Team
How to Access the Sage X3 Online Help Center
The Sage X3 Online Help Center is available 24/7 to provide users with version-specific information to assist in the use of Sage X3. It is the same content used by Sage Support. How do I access the Online Help Center?…
By: Net at Work Team
Overcoming Uncertainty in Today’s Food & Beverage Industry
The coronavirus pandemic is just the latest event that has completely upended the food & beverage industry. While things appear to be stabilizing, now is the time for manufacturers to prepare and plan for the next major disruption. A key…
By: Net at Work Team
Now Available: Live Helpdesk Support from a Sage X3 Expert
To ensure our clients receive the best possible support from our Sage X3 Team, Net at Work is pleased to announce new enhancements to our customer support model. Starting now, when you call into our helpdesk line, you may request…
By: Net at Work Team
Adobe Flash Player End of Life Impact on Sage X3
As previously announced in July 2017, Adobe will stop distributing and updating Flash Player after December 31, 2020. All Sage X3 clients on versions prior to V11 will be impacted. After December 31, 2020, the next time the browsers are…
By: Net at Work Team
How to Reset the Column Order of Grids in Sage X3
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…
By: Net at Work Team
How to Find Your Sage X3 Version Number & Check for Recent Releases
Often, when you place a call to Helpdesk support, the first question you are asked is “What version are you on”? In this blog, we will review how to find your Sage X3 version and patch level number. Note: If…
By: Net at Work Team
How to Perform Inventory Multi-Counting in Sage X3
Inventory multi-counting reduces the risk of errors during the stock count process. Allowing users to count the same stock multiple times and track each stock count ensures any variances are identified and guarantees the accuracy of the complete count. The…
By: Net at Work Team
Learning from Crisis: Four Ways to Improve & Strengthen Your Supply Chain
When the COVID-19 crisis hit, many companies experienced unexpected challenges in their supply chain. Production and shipping delays, shortages of critical items, and other unforeseen complications resulted in supply chain disruption across the globe. As we move forward towards a…
By: Net at Work Team
Here We Grow Again Meet Our New Sage X3 Team Members
Net at Work’s Sage X3 team is growing again. To better support our ever-increasing number of clients, we have added 7 new members to our Sage X3 team this quarter. They bring decades of expertise to the team in the…
By: Net at Work Team
Intelligent ERP Powered by the Sage Ecosystem
On August 5, 2020, Sage held a virtual conference for Sage X3 customers and partners. The event, Intelligent ERP Powered by the Sage Ecosystem, was a 4 hour complimentary virtual online event dedicated to Sage X3 and the add-on solutions…
By: Net at Work Team
Using Sage X3 for Successful Customer Relationship Management
While most CRM packages were developed to interface with legacy business systems, Sage X3 CRM was designed from the start as a robust, fully integrated module within Sage X3. A Broad and Integrated Approach Sage X3 CRM allows salespeople and…
By: Net at Work Team
How to Install and Manage Sage X3 Add-Ins in Microsoft Office
When you enable an add-in, it adds custom commands and new features to Microsoft Office programs that help increase your productivity. In this blog post, we’ll review how to install the Sage X3 Add-In for MS Excel and what to…
By: Net at Work Team
How Your Company Can Tame the Tail Spend Beast
What Is Tail Spend? Is your company familiar with the concept of tail spend? Even if you’re not familiar with it, you have it. Simply put, “tail spend” refers to approximately 20% of non-core procurement transactions that are largely left…
By: Net at Work Team
Revenue Recognition in Sage X3 V12 for ASC 606 and Beyond
There are various accounting standards that provide guidelines on how to handle everyday accounting interactions. One in particular – accounting standard codification 606 (ASC 606) – specifies how companies should recognize revenue from contracts with customers and provides a standard…
By: Net at Work Team
New Time-Saving Feature Added to Sage X3 V12: Multi-Company Period Opening (TRTPERMC)
As the beginning of the year approaches, do you dread opening periods for each and every company? Do you shy away from only opening one month at a time because of the effort involved? It can be quite tedious and…
By: Net at Work Team
Using the Sage X3 Product Configurator
The Sage X3 Product Configurator is an optional module within Sage X3 that guides users through a series of rule-based questions to produce the technical specifications of the product to be sold and/or produced. It can be used for several…
By: Net at Work Team
How Skynamo Can Help Your Field Sales Team During the COVID-19 Economy
Does your business have sales teams in the field or at home selling products to existing customers? Skynamo’s field sales app eliminates admin for field sales teams, so they can engage with more customers, spend more time with them and…
By: Net at Work Team
Sage X3 Revision Management in Sales Orders, Quotes, and Purchase Orders
The release of Sage X3 version 12 contains improvements in how to track revisions made to Order documents including Quotes, Sales Orders, and Purchase Orders. Revision number tracking can help us determine the number of times the order had undergone…
By: Net at Work Team
How to Configure Color Coding of the Calendar Gadget in Sage X3
Sage X3 has several widgets that can be customized and added to landing pages to create a unique user experience. One in particular is the Calendar Gadget. In a previous blog post, we told you how to add the Calendar…
By: Net at Work Team
Sage X3 Xperience: Enhanced Sage X3 Service Experience Through an Annual Subscription
Recognized as the Top Sage X3 Partner in the US, Net at Work is uniquely qualified to provide you with the best possible customer Xperience while delivering the most value from your technology investment today and in the future. Our…
By: Net at Work Team
Implementing Standard Orders to Ship Calendar Gadget in Sage X3
Sage X3 comes with a standard out-of-the-box, Orders to Ship Calendar. The benefit of using this gadget is to give the user insight into all orders based on required delivery date from a calendar visualization perspective. This allows for better…
By: Net at Work Team
Streamline and Simplify your Rebate Management Processes
More and more, distribution companies are having to manage contracts between the manufacturers they represent (suppliers) and the customers they sell those products to. In some industries this is referred to as rebate management, others call it customer pricing support…
By: Net at Work Team
Setup of Application Links in Sage Enterprise Intelligence (SEI)
Objective: Create an Application Link in Sage Enterprise Intelligence (SEI) that links to a screen in Sage X3. This allows you to link specific values from you worksheet to use as a hyperlink to your Sage X3 application. You can…
By: Net at Work Team
Locking and Unlocking Entry Screen Columns in Sage X3
One of the many nice features of Sage X3 is that inquiries, screens, and entry screens are customizable. Quite a few of the screens have a certain number of columns frozen on them. This brief explanation will show you where…
By: Net at Work Team
All the Sage X3 Keyboard Shortcuts You Need to Know
Everyone loves a quick way to get things done. Periodically, Sage updates the shortcut combos for Sage X3. Introduced in version 12 patch 18 was an updated list of shortcut commands to help you work more efficiently. You can find…
By: Net at Work Team
Net at Work and COVID-19: Resources for Sage X3 Users
Our Net at Work Family is just that—a family made up of employees, clients and the businesses we serve. The health, safety and overall wellbeing of our family, and yours, is our top priority. With this in mind, we’ve gathered…
By: Net at Work Team
Quick Start Package: Automated Clearing House (ACH)
Net at Work’s ACH Quick Start enables clients to set up secure electronic payments for Accounts Payable using the Automated Clearing House network (ACH). ACH is an electronic network for financial transactions in the United States that is supported by…
By: Net at Work Team
Quick Start Package: Sage Enterprise Intelligence In-Place
Reduce time spent on analysis and reporting, and make faster, better-informed decisions. The tight and secure integration of Sage Enterprise Intelligence (SEI) with Sage X3 ensures the reliability of critical business information, provides business users with coherent insight on real-time…
By: Net at Work Team
Quick Start Package: Sage Enterprise Intelligence in the Cloud
Reduce time spent on analysis and reporting, and make faster, better-informed decisions. The tight and secure integration of Sage Enterprise Intelligence (SEI) with Sage X3 ensures the reliability of critical business information, provides business users with coherent insight on real-time…
By: Net at Work Team
Setting Default Field Values in Sage X3 ERP
To save time during record creation it is possible to default certain field values in Sage X3. This blog post will walk through how to default the Validity Date field during quote entry. We’ll also discuss creating and assigning activity…
By: Net at Work Team
Recap: Sage Partner Summit 2020
Earlier this month 11 members of the Net at Work team attended the annual Sage X3 Partner Summit in Orlando, FL to share ideas and learn from the Sage gurus in R&D, Product, Delivery, and Sales. Here are some highlights…
By: Net at Work Team
Sage X3 Version 12.0.21 Release Notes
With the release of v12.0.21, Sage added a number of new features to Sage X3, its global, enterprise-level ERP offering. The recent update builds further upon the key benefits of Sage X3 and includes updates for finance, distribution, and project…
By: Net at Work Team
Changing Material Quantity Consumed for Subcontract POs in Sage X3
As part of the subcontract setup in Sage X3, there is a parameter in the Receiving Entry transaction in the “SUBCONTRACTING STOCK” block that defines the Material consumption mode. There are 3 options: Consume all the planned material with the…
Sage Enterprise X3 Team 2020 Meeting Recap
Our co-founders, Alex and Eddie Solomon joined us and gave motivational origin and vision presentations that helped frame our implementation of EOS and Traction across the organization. Juliet Iorii and Troy Basel, our new Solution Architects, presented several great topics…
By: Net at Work Team
Net at Work’s Sage Enterprise X3 Team Continues to Grow
Net at Work’s Sage X3 ERP team is expanding. To meet the unique business requirements and better support our ever-growing number of clients, we have added 4 new members to our Sage X3 team this quarter. They bring decades of…
By: Net at Work Team
How to Setup and Control Sales Rep Access in Sage X3
In the competitive world of sales, it is critical for sales reps to have sales statistics at their fingertips. At the same time, it is critical for companies to limit the access of a sales rep to their assigned accounts….
By: Net at Work Team
Work Smarter, Not Harder: Getting the Most Out of Standard Inquiries in Sage X3
One of the great features of Sage X3 is that it comes with various methods to fetch the very specific reporting information you need. There are three types of tools you can use to create reports: 1. Requester Tool This…
By: Net at Work Team
Restricted Inventory with Chem at Work for Sage X3
Companies in the chemical industry are required to carefully monitor shipments of certain materials in and out of their facilities. For example, only certified customers at approved locations may be able to order certain materials. Some facilities may be allowed…
By: Net at Work Team
How to Use Analytical Allocation in Sage X3
Have you ever needed to know the recurring costs sustained by your organization at a general ledger level? If so, how do you make sure you distribute your costs fairly across your companies? And more importantly, is there a way…
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