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Sage X3 Tips, Tricks, Videos on Features, Modules and 3rd Party Solutions
By: Net at Work Team
Complete Guide to Forecasting Sales: Predict Revenue and Plan for Growth
Whether you’re launching a new product, expanding your presence, or preparing for seasonal changes, sales forecasting helps you confidently settle on a plan. But how can you be sure of your model? To make the right decisions in your business,…
By: Net at Work Team
Maximize Uptime and Efficiency with Sage X3’s Preventive Maintenance Module
In today’s fast-paced manufacturing environment, every minute of machine downtime can mean lost revenue, delayed orders, and increased operating costs. That’s why leading process and discrete manufacturers are turning to Sage X3’s Preventive Maintenance module to proactively manage equipment, reduce…
By: Net at Work Team
Extending Credit to Customers: Benefits, Risks & Best Practices
On the surface, extending credit to customers is a no-brainer since it can be a great way to attract customers and build profitable, long-term relationships with them. But there is more to it than that. Offering credit to a customer,…
By: Net at Work Team
A Conversation with Walid Abu-Hadba: Accelerating Innovation with the Sage Platform
Walid Abu-Hadba, Chief Product and Development Officer at Sage, discusses how the Sage Platform is reshaping the future for customers and partners. As Sage continues to rapidly expand its AI-powered solutions, we sat down with Walid Abu-Hadba, chief product and…
By: Net at Work Team
Cash Flow vs Profit: Master the Twin Pillars of Business Growth and Finance
Understand the key differences between cash flow vs profit, why both are vital for business success, and how you can optimize financial planning with automation. What is profit? Profit (net income) is what remains after subtracting expenses from revenue over…
By: Net at Work Team
Managing Tariffs in Sage X3
This blog explains how Sage X3 users can handle current and future tariffs within the system without requiring modifications or third-party solutions. If the standard options don’t fully meet your needs for capturing tariff-related details, a custom solution or the…
By: Net at Work Team
Client Technical Xperience Plan (CTXP) for Sage X3
Stay Focused on Your Business. We’ll Handle System Performance Ensure your system remains secure, stable, and optimized with Net at Work’s CTXP for Sage X3. Our proactive approach helps prevent issues before they arise, keeping your business running efficiently and…
By: Net at Work Team
What you Need to Know About the US-Canada Trade War
A looming U.S.-Canada trade war came into force on March 4, 2025, when the United States imposed additional tariffs on Canadian imports. Canada responded immediately with retaliatory tariffs on a host of U.S. products and promised more tariffs would follow…
By: Net at Work Team
How to Negotiate Payment Terms with Your Suppliers
Are rising costs creating pressure on your cash flow? Knowing how to negotiate better payment terms with your suppliers could be your business’s strategic edge to stay ahead. Rising costs and economic uncertainty are putting pressure on businesses of all…
By: Net at Work Team
Expedite High-Volume Cash Applications with Net at Work’s ACH Lockbox Add-on for Sage X3
Managing high volumes of customer payments can be time-consuming, but it doesn’t have to be. Net at Work’s new ACH Lockbox add-on for Sage X3 provides greater flexibility and efficiency, helping businesses streamline cash application, improve reconciliation, and reduce manual…
By: Net at Work Team
Custom Tax Rule to Override AvaTax Calculations for Product Exemption
When you need to exempt specific products from sales tax for a non-exempt customer in a jurisdiction where you collect taxes, this guide will help you create a custom tax rule in AvaTax. For example, in the invoice below, a…
By: Net at Work Team
Mark Your Calendars – The Event of the Year, Sage Future, Is Almost Here!
Introducing Sage Future Coming to the vibrant city of Atlanta, Georgia in June, this brand-new event is designed to help you uncover new and exciting possibilities for your business. Join us to hear from inspirational speakers, gain valuable industry insights,…
By: Net at Work Team
Your Guide to Salary Benchmarks in the US: Plan, Budget, and Compete
Uncover the latest data on US salaries, from average and median incomes to state, sector, and age-based breakdowns. Use the data for planning, budgeting and benchmarking. Have you ever questioned whether you’re budgeting the right amount for next year’s payroll?…
By: Net at Work Team
How to Budget for AI Adoption: Tips for CFOs
Accurate budgeting for artificial intelligence (AI) adoption can be tricky but it’s possible. Read these tips from CFOs and other experts. Budgeting for artificial intelligence (AI) adoption can be a tricky business. Rapid technological evolution and vast numbers of emerging…
By: Net at Work Team
1099 Updates for 2024 and Year-End Tips for Sage X3 and 500 Users
Sage X3 There will be no changes to any of the Sage X3 1099 forms this year. Therefore, there will be no new 1099 downloads for 2024. Sage X3 version 12.0.1099 2022 cumulative patch update includes fixes previously delivered, as…
By: Net at Work Team
Sage X3 2024 R2 is Here! So, What’s New?
Sage X3 2024 R2 is now officially available! This is a stepping stone in expanding Sage X3 connectivity with the Sage network, and with complementary apps and services such as the new Sage Shop Floor Control, while enabling an accelerated…
By: Net at Work Team
Winning Attitude: 6 Sporting Lessons to Give Your Business a Competitive Edge
Discover some top sporting tips from Cal Ripken Jr and Jessica Mendoza that you can apply to help you build your business. After heart-wrenching World Series losses in 2010 and 2011, Texas Rangers overcame their past of close calls and…
By: Net at Work Team
Alert: Top Tips to Avoid Scams and Contact Official Sage Support Safely
In today’s tech-savvy environment, scams are increasingly sophisticated. When dealing with Sage software support, it’s crucial to know how to identify and dodge fraudulent activities. Here’s your guide to staying safe: Bookmark Official Resources: Always use our official URL www.Sage.com/Resources to contact…
By: Net at Work Team
Effortless Inventory Management: Discover Location Reordering in Sage X3
For this week’s X3 Insider Blog, check out our latest demo showcasing the Location Reordering feature within Sage X3 and discover how it empowers users to efficiently manage inventory across multiple locations through automated reorder suggestions and mobile execution. In…
By: Net at Work Team
Utilizing Bill of Material Revision Management to Streamline Manufacturing Operations
For this week’s X3 Insider Blog, we’ve created a short video showcasing the Bill of Material (BOM) Revision Management feature in Sage X3! In this demo, you’ll discover how to easily create, modify, and track BOM revisions, ensuring accurate version…
By: Net at Work Team
What is Scarcity and How Can it Impact Your Supply Chain?
With the recent resolution of the port workers’ strike on the East and Gulf Coasts of the U.S., many businesses are still dealing with the lingering effects of supply chain delays and disruptions. Now more than ever, it’s crucial to…
By: Net at Work Team
Special Promotions for Sage X3 Users – Don’t Miss Out!
For this week’s blog, we’re putting the spotlight on promotions—Nine of them, to be exact! These exclusive offers for Sage X3 users won’t last forever though, and two of them expire at the end of September, so don’t delay. Check…
By: Net at Work Team
Addressing Stock Value Discrepancies in Sage X3: A Step-by-Step Guide
Resolving Stock Quantity Mismatches in STOLOTFCY and STOJOU Tables Before we explore how to resolve mismatches between quantity values in STOLOTFCY and STOJOU, let’s first understand why they happen. These discrepancies can be caused by a failure to update the…
By: Net at Work Team
New Sage X3 Online Help Center for 2024 R1 User and Higher
As you may be aware, a more interactive Online Help Center has been deployed. From 2024 R1 and higher, users will automatically activate it from Sage X3 product and as well externally by this link: New Sage X3 Online Help…
By: Net at Work Team
New Sage Procession Sodium Release for Process Manufacturers
Quality Control Quick Entry Calculations Purpose Designed to allow customers to track and see overall patterns and trends in their sample data. Industry Profile Chemical, Food and Beverage, Nutraceutical Feature Functions Question Setup, Quick Entry Function Enhancements Posting Results to…
By: Net at Work Team
Product Updates: 2024 Release 6 (June) is Here!
In this release, we’re significantly enhancing your experience with Workbooks and nearing the completion of Workbooks’ feature parity with the Nectari Excel Add-In. Distribution and Import from the Excel Add-In will be coming in future releases this summer. We’ve also…
How to Move the Entire Content of a Stock from One Location to Another with Sage X3
One of the many configuration demands when it comes to physical inventory stock control within ERP system such as Sage X3 arises when we are faced with the reorganization of our warehouse locations. The reorganization can require the renaming of…
By: Net at Work Team
How to Disable the Export to Excel/XML Button or Restrict the Fields Exported to Excel/XML
This blog discusses options for disabling the Export button on the right-hand side of the screen or restricting which fields are Exported for security purposes. Option 1: Disabling Export button in a Menu Item You may be asked if it’s…
By: Net at Work Team
Unlocking Efficiency with the Preventive Maintenance Module
Manufacturers, whether in process or discrete industries, need a robust system to manage and maintain their equipment. The Sage X3 Preventive Maintenance Module offers a solution by enabling you to schedule maintenance activities, plan production around downtime, and track the…
By: Net at Work Team
Folder Copies for Sage X3 Folders with New Objects
We recently had a folder copy experience with a client that we thought would make a good blog for the more technical among you. There are some extra steps that you may need to take when copying a folder to…
The American Workforce: Transformational Changes and Challenges for the Chemical Industry
Over the past two years, the American workforce and its employers have undergone significant changes. The chemical industry, in particular, has felt these changes acutely due to an aging employee base and challenges in recruiting top new talent. This combination…
By: Jeff Moncrief
Sage X3 Dashboard Calendar Gadgets
We have a technical blog this week going through the configuration steps of adding a calendar to your Dashboard in Sage X3. In this example, we are creating a new calendar gadget that will display Work orders in progress. We…
By: Net at Work Team
Maximizing Workbooks Efficiency: New Features for Flexible Data Extraction and Reporting Optimization
Nectari continues to improve Sage Enterprise Intelligence Workbooks’ latest features and make extracting data even more flexible. They’ve also added some time-saving features to help you edit your SEI reporting trees quickly. Workbooks Data Extraction Automatic Refresh: Improve your workbook’s…
By: Vijay Kothari
Sage X3 Data Migration Tool (DMT) by Net at Work
Are you migrating from a legacy ERP application to Sage X3? Do you need to integrate/migrate data periodically from non-ERP/3rd party applications into Sage X3? We have good news for you! Net at Work has a new Sage X3 Data…
Growth in the CFO Office: AI & the Importance of Data
I was fortunate to have two days in Phoenix last week attending the Prophix Live conference. It was one of the only times I have been to a conference without any colleagues from Net at Work and it was a…
By: Net at Work Team
Exploring Auto-Journals: What is the “1=2” Formula?
This week we highlight Auto-Journals in Sage X3 exploring the “1=2” formula by one of our favorite Sage experts, Pam Nightingale. This is Pam’s last blog for Sage – she retired in March – the Sage X3 team of Net…
By: Net at Work Team
Control General Ledger Entry Postings with Simulated Entries
In Sage X3, there’s a parameter that controls the type of entry that’s going to post in the General Ledger. This parameter is used when running single or mass generation processes of accounting entries using automatic journals. You can use this…
By: Net at Work Team
Auto-Approve Sage X3 Workflows and Avoid Approving the Same Transaction Twice
Recently, a question was posed to the Sage Community Hub asking whether it was possible to automatically approve a workflow when the current approver is the same as the next level approver. This is a fairly common situation—frequently seen when…
By: Net at Work Team
Calling all Sage X3 DocLink Users – Virtual Customer Forum on March 19
Are you a Sage X3 DocLink user looking to connect with fellow users and enhance your DocLink experience? This Tuesday, March 19, DocLink is hosting a Virtual User Forum where you can chat and interact with fellow users to learn…
By: Ariel Spalletti
How to Avoid Calculating Taxes When Using Sage X3 and Sage Sales Tax
There are two ways to avoid calculating taxes when using SAGE X3 and Sage Sales Tax (Avatax from Avalara) as the 3rd party Tax Calculator. AVOID CALCULATING TAXES FOR ANY TRANSACTION The first way avoids calculating taxes on ANY transaction…
By: Juliet Iorii
Using Multiple Values to Filter Data in Sage X3 Requesters
This week’s blog post focuses on how to use requestors to create flexible filters for your data in Sage X3. Typically, clicking the Criteria button allows you to filter your data by selecting ranges of values for certain fields. Sometimes,…
By: Net at Work Team
In Case You Missed It: See What’s New in Sage Enterprise Intelligence for Sage X3
During this on-demand session, we will walk you through the latest and greatest capabilities that have been integrated into Sage Enterprise Intelligence with the first release of 2024. You’ll discover how these features can streamline your data analysis process and…
By: Net at Work Team
A Brief Look at the Transport Note Feature in Sage X3
In some situations, companies need to transfer products form one place to another that are not part of the normal distribution flow. For example, shipping a computer that needs to be repaired or shipping marketing materials to a conference or…
By: Net at Work Team
Net at Work Announces New Partnership with FreightPOP TMS
Net at Work recently entered into a new partnership with FreightPOP, the leading multi-mode shipping and logistics platform. FreightPOP is designed to enhance your business’s efficiency and profitability. It seamlessly integrates with Sage X3 ERP and other systems, automating your…
By: Net at Work Team
Leverage the New Features of Sage Enterprise Intelligence for More Impactful Decision-Making
In today’s rapidly evolving business landscape, staying competitive and making informed decisions is crucial. That’s where Sage Enterprise Intelligence for Sage X3 steps in, empowering you to achieve self-sufficiency in analysis and reporting. SEE THE TRANSFORMATIVE POWER OF SAGE ENTERPRISE…
By: Net at Work Team
Self-Service Password Reset Now Available in Sage X3
In its commitment to enhancing user experience, Sage recently introduce a Self-Service Password Reset feature in Sage X3. This new functionality empowers users by allowing them to independently reset their account passwords, reducing dependence on IT support teams and streamlining…
By: Juliet Iorii
Cash Forecasting in Sage X3
Effective cash flow forecasting holds immense importance for every business, offering insights into the ongoing viability and overall health of the enterprise. It stands as a fundamental financial document that every business should possess. The good news is that integrating…
By: Net at Work Team
The New Sage X3 Ideas Portal is LIVE on Aha!
We’re happy to let you know that the Sage X3 Ideas Portal has moved to Aha! Aha! makes it easy to: Make suggestions to improve or add functionality to Sage X3. Vote up or down others’ suggestions. While the Ideas portal…
By: Juliet Iorii
Sage X3 Payment Approvals
In today’s blog post, we will illustrate methods to achieve improved segregation of duties, thereby enhancing security and control in the payment processing workflow within Sage X3. The goal is to minimize errors and ensure a more robust payment management…
By: Net at Work Team
Quick Start Package: Sage Data & Analytics in the Cloud
Reduce time spent on analysis and reporting, and make faster, better-informed decisions. The tight and secure integration of Sage Data & Analytics (SD&A) with Sage ERP† ensures the reliability of critical business information, provides business users with coherent insight on…
By: Juliet Iorii
Credit Limit Checking in Sage X3
In Sage X3, there are fields you set at the customer level to govern the credit you allow them when ordering. There are also parameters that govern whether the credit limit will be a warning or a block – meaning…
By: Net at Work Team
Year-End Simulation in Sage Enterprise Intelligence
Now’s the time of year we frequently get calls from our Sage Enterprise Intelligence (SEI) users about balance sheet items lacking the carry-forward balances. If this is happening to you, it’s entirely possible that the accounting team is not ready…
By: Net at Work Team
How to Use Conditional Formatting in Sage X3
Sometimes it can be difficult to see patterns and trends when you look at raw data. Visualizing your data with tools like conditional formatting can help make patterns and trends more obvious and make your data easier to understand. Conditional…
By: Net at Work Team
Visual Process Maps in Sage X3
Visual Process Maps are visual representations of typical workflows in Sage X3. They make it easier to navigate through the application to the relevant functions and tasks (instead of relying on the extensive menus and lists of tasks). While you…
By: Jason Arsenault
Microsoft Finally Gives Users Control Over Excel’s Automatic Data Conversion
For all the Sage X3 data warriors, we’re spreading the word about Excel’s new feature that allows users to NOT drop leading zeros when opening files, NOT convert text to date, NOT convert to scientific notation, etc… This is long…
By: Nectari Software
SEI eLearning Promotion, Style Tricks, and Drill Down Tips
This month we bring a couple of tips and tricks from Sage Enterprise Intelligence along with an offer on training that expires on December 31, 2023. DEFINE YOUR STYLE You can easily customize the look of your worksheets. Change your…
By: Michael Tsai
How to Eliminate the Need for Similar Requesters in Sage X3
We all know that we can put a requester on a landing page in Sage X3. But not a lot people know that you can filter the requester on the menu item by using the “where” parameter. Since a landing…
Net at Work Sage X3 End-User Groups Were a Great Success
Building on the success of the New Jersey end-user group in May, Net at Work hosted more 50 clients in Chicago and Salt Lake City over the last two weeks. A lot of fun was had along with some serious…
By: Net at Work Team
Using the Substitution Product Field vs. the Alternate Product Field in Sage X3
Have you ever noticed the Substitution Product or Alternate Product fields when setting up Products in Sage X3? And did you wonder about their purpose? In this blog post, we will discuss the reason for the Substitution Product and Alternate…
By: Harold Ford
Digital Operations Platform: A New Approach To Manufacturing Employee Retention And Operational Success
Retaining key talent is a top business challenge for the nation’s manufacturing companies, according to Deloitte’s 2023 Manufacturing Industry Outlook. One-third of the manufacturing executives surveyed named retention of high-performing employees as their strategic priority for this year. This pressing…
By: Paul Adelman
Displaying External Websites on Landing pages in Sage X3
Embedding external URLs on landing pages in Sage X3 can be used to show a map tracking your containers in transit, or to display external Business Intelligence reports and dashboards, or to give access to other applications from within Sage…
By: Net at Work Team
The Purpose Of The Movement Codes in Sage X3
In Sage X3, you can set up different movement codes to define specific stock receipt and issue rules for some transactions. For example, a dedicated transaction associated with experienced users who can authorize the receipt to stock in A status and…
By: Net at Work Team
Document Distribution for Sage X3
Document Distribution for Sage X3 automates the emailing or printing of the different documents you need to provide to your customers and suppliers at the moment of the transaction. It helps your organization save time by taking advantage of the…
By: Net at Work Team
SEI Tips & Tricks: Flexible Filtering in Reporting Trees
Did you know that filtering with reporting trees can be more flexible with the use of wildcard characters? Reporting trees can already save you time but being able to use special characters in your search can further simplify the process….
By: Net at Work Team
Upcoming Sage X3 User Groups – Chicago & Salt Lake City
We have heard from many of our clients that you want to get together in person to talk all things Sage X3! After the great success of our New Jersey event in the Spring, Net at Work is happy to…
Period Closing for Sage X3: Using the Pre-Closing Verification Report
When it is time to close the period, what is the fastest way to ensure that you have posted everything and are ready to close? The Cloper Report! The Cloper Report is the pre-closing verification report. It will point out potential…
By: Net at Work Team
Sage Enterprise Intelligence Quarterly Update
Sage Enterprise Intelligence is one of the most popular and well-used Business Intelligence tools for Sage X3 and related applications. Here are their latest quarterly release notes to ensure you keep up to date with the latest features. If you…
By: Vanessa Muñoz
How to Implement High Contrast Filters in Sage X3
In this blog post, we’ll show you how to implement several high-contrast filters, making Sage X3 (and any other web applications) more readable for certain users. STEPS TO IMPLEMENT HIGH CONTRAST FILTERS Open your Chrome browser. Click the vertical three…
By: Net at Work Team
Reversing the Bank Reconciliation in Sage X3
You were in the middle of doing your Bank Reconciliation (BANREC) and you got up to answer the door. You return to your computer and panic sets in because in those brief seconds you were gone, your cat walked across the keyboard…
By: Net at Work Team
Sage X3 Data Migration Tool Now Available
Sage product migration paths have been created as addons to the current Sage Data Migration Tool (Sage DMT). These product migration paths assist customers moving from Sage 500 and Sage 300 to Sage X3. The product migration paths give customers…
By: Net at Work Team
Calling Sage X3 from External Applications
Did you know that you can open Sage X3 from external applications? In this blog post, we will show you how you can call Sage X3 (using the code below) and open the application to a specific record. The user…
By: Net at Work Team
Mobile Automation Enhancements in Sage X3 2023 R1
The 2023 R1 release of Sage X3 has been available since June 1, 2023 and today we’re sharing some of the enhancements made in Mobile Automation. Sage continues to invest heavily in the Mobile Automation modules of Sage X3 with…
Drawing References and Component Options for BOMs in Sage X3
Sage X3 has a little-known feature that is particularly relevant to our discrete manufacturing clients. Drawing references can be recorded against production Bill of Materials (BOM) component records. When you add drawing references to a component line, there is no…
By: Juliet Iorii
Using the Requester Tool in Sage X3
The modern architecture of Sage ERP X3 provides flexible methods of obtaining the very specific information you may need. In this post we cover the Requester tool, which allows you to choose exactly what data to extract, and how it will be…
Hope is Not a Strategy
Net at Work recently conducted a webinar and released a new white paper about how to leverage a technology roadmap to drive continuous improvement with your Sage ERP. Did you know that 80% of leaders feel their company is good…
HTML Email Enhancements in Sage X3 2023 R1
The 2023 R1 release of Sage X3 has been available since June 1, 2023 and today we’re sharing a long-awaited enhancement – HTML emails. Prior to this version of Sage X3, the automated emails were text based and not as…
By: Frank Bernal
See How our Help Desk Is Evolving
Product-Specific Email Addresses with 24×7 Monitoring! As we continue to add clients across time zones in the U.S., and around the world, we are excited to announce a dedicated 24 x 7 team that will monitor Help Desk requests for…
Sage X3 2023 End User Group: New Jersey Recap
Net at Work recently held an End User Group for our clients that were within a short trip to New Jersey. It was a great meeting with lots of fantastic feedback, idea sharing, and networking. To those there, it was…
By: Net at Work Team
Rare Opportunity: ZT411 Industrial Label Printers for Sale
Their loss is your gain! We have four brand new Zebra ZT411 industrial label printers leftover from a deal that must go. Zebra’s ZT411 Series printers address a broad array of applications throughout manufacturing, transportation and logistics, retail and more:…
By: Net at Work Team
How to Move Stock from a Previous Period In Sage X3
Have you ever found yourself in a situation where you need to move stock from a previous period in Sage X3? For example, in April you moved all but 1,000 lbs of stock from QC to Accepted (A), but now…
By: Net at Work Team
Announcing the Newest Version of Sage X3 & Preventive Maintenance
Sage recently released Sage X3 Version 12 2023 R1 (P33) and Preventive Maintenance. In this blog post, we’ll review the capabilities delivered by some of the key new features & enhancements in this latest release. For a full description of…
By: Net at Work Team
How to Use Amazon SES as Notification Server in Sage X3
Amazon Simple Email Service (SES) is a robust email service provided by Amazon Web Services which helps businesses send business emails to their customers securely via the latest email transmission and authentication technologies such as SPF and DKIM. As more…
By: Net at Work Team
How to Configure Strong Password Policies in Sage X3 V12 P16
Security is at the forefront for all organizations today. Sage X3 has ability to integrate credentials to both SAML2 and LDAP. However, starting with version 12 patch 16, Sage added a password policy functionality native to Sage X3 which allows…
By: Net at Work Team
Promoting Production
In the latest issue of Manufacturing Today, Mary Floate speaks to Rob Sinfield, VP of Product at Sage, about getting manufacturers ahead of the curve so they are not chasing but are actually setting trends. GETTING AHEAD OF THE CURVE…
By: Net at Work Team
How to Create a More Intuitive Traceability Report in Sage X3
There is one thing about reports that people rarely talk about—how hard they can be to read. It doesn’t really matter how great your data is if your reports aren’t easily consumable by readers. User-friendly reporting allows readers to focus…
By: Net at Work Team
Trade Promotion Management Within Sage X3
Sage has recently released a recorded product demonstration showing out of the box configurations and capabilities for Trade Promotion Management (TPM) within Sage X3. TPM CAPABILITIES IN CORE SAGE X3 Specifically, this recorded demo showcases: How to use Sage X3…
By: Net at Work Team
How to Refund a Processed AR Payment in Sage X3
While we live in a digital world today, there are still some things that rely on paper. Large purchases tend to be one of those things. Often times, spending limits on credit cards force customers to resort to paying by…
By: Prophix
How Your Finance Department Can Innovate with Automation This Year
Automation is a key part to transforming finance. In fact, automation has become a top priority for finance leaders in 2023. Automation allows finance teams the flexibility and efficiency to automate the tedious, time-consuming tasks and dedicate more time to…
By: Net at Work Team
Net at Work Acquires Innovation ERP, a Leading Sage X3 Business Consulting Firm
Net at Work is pleased to announce the acquisition of Innovation ERP, a leading Sage X3 consulting firm. The acquisition deepens Net at Work’s bench of experienced Sage ERP business technology consultants and provides Innovation ERP clients with direct access to…
By: Net at Work Team
Net at Work Awarded Sage Enterprise Intelligence 2022 North America Partner of the Year
2022 was a record-setting year for Nectari & Sage Enterprise Intelligence sales around the globe. Thanks is part to Net at Work who was recognized as Nectari’s top North America sales partner for 2022. INTIUTIVE BUSINESS INTELLIGENCE FULLY INTEGRATED WITH SAGE…
By: Net at Work Team
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…
By: Net at Work Team
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…
By: Net at Work Team
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…
By: Net at Work Team
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…
By: Net at Work Team
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…
By: Net at Work Team
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…
By: Net at Work Team
Sage X3 Mobile Automation in 2022 R4 vs. ADC
Drive efficiencies in your manufacturing and distribution operations through increased site productivity. The new Sage X3 Mobile Automation solution has been designed with prebuilt workflows for the modern business. This includes an improved clean user interface that delivers greater user…
By: Net at Work Team
The Biggest Data Breaches of 2022 and What We Can Learn From Them
In 2021, ransomware attacks affected two out of every three businesses at some point in the year. Unfortunately, as more of our daily tasks become digital and cybercriminals become smarter, that number only continues to increase. The first quarter of…
Many Thanks & Happy New Year
We all know ERP projects are stressful. That’s why it is so very important to me that our team has fun while they work. We love to meet up—with each other and with you. And we love to share pictures…
By: Net at Work Team
Sage X3 Year-End: 1099 Processing for Calendar Year 2022
Once again, it is time to start preparing 1099 filings for calendar year 2022. Sage recently released the 1099 updates for 2022 for Sage X3. In this post, we will review what you should expect if you are on a…
By: Net at Work Team
Switching to HTML Rich Texts and the New Rich Text Editor
Sage X3 2022 R4 now uses a new HTML rich text editor that can be enabled to use HTML for all rich texts in the application. Historically, Sage X3 has used RTF for rich texts embedded in the application. Rich…
By: Net at Work Team
Four Steps to Building a Recession-Proof Supply Chain
Discover the essential inventory processes to increase supply chain visibility to ensure your supply chain is recession-proof. Whether it’s a black swan event, labor shortages or an increase in inflation, the bottom line is that the more prepared your business…
By: Net at Work Team
What’s the Best Way to Prepare for Year-End Closing? Start Now.
It may be the most wonderful time of the year, but it is also one of the busiest. As if all the holiday prep, and travel, and festivities aren’t enough, it’s also Q4! Which means many organizations are knee-deep in…
By: Net at Work Team
Excel Functionality and Analytics Together in One Place
Back in September, we introduced you to the new Sage Enterprise Intelligence (SEI) Web Workbook—specifically focusing on how to create dynamic Gantt charts as one example of what you can build with the tool. Today, we’re going to take a…
By: Net at Work Team
7 Ways to Better Manage Suppliers
If you’re like the typical business owner, you spend a lot of time worrying about your suppliers. After all, your suppliers are the ones who help you get your products to market! It’s essential to have a good relationship with…
By: Net at Work Team
How to Turn Back Time in Sage X3
For our clients using ADC Shop Floor Control, you may find that your time is off by an hour now due to the end of daylight saving time (DST). This is because the clock Sage X3 uses for shop floor…
By: Net at Work Team
Sage X3 and TLS Support for Avalara /Sage Sales Tax (SST)
Avalara will only support TLS 1.2 starting in February 2023
Avalara and Sage have been sending communications recently about the upcoming deprecation of Avalara support for TLS 1.0 and 1.1. Avalara will only support TLS 1.2 starting in February 2023. In this post, we will review this issue to ensure…
By: Net at Work Team
Sage X3 2022 Team Meeting: Recap
The Net at Work Sage X3 team held our multi-day team offsite event this week, and it was packed full of team building, fun and celebrating! The Sage X3 team met to collaborate and learn from each other and our…
By: Net at Work Team
How to Change the Way Two-Digit Years are Interpreted in Sage X3
When you enter a date with a two-digit year in Sage X3 , the system determines the century based off of a “pivot year”. The default pivot year is 2029. This means that Sage X3 will interpret the year as…
By: Net at Work Team
How to Limit User Access to Certain Reports in Sage X3
It is not uncommon for a client to ask us if it is possible to restrict a user’s access to only certain reports in Sage X3 and nothing else. The short answer to this question is yes, it is possible….
By: Net at Work Team
Exploring Auto Journals In Sage X3: What Table is That?
Today’s blog post focuses on the STKRE (Purchase Receipt) Auto journal’s (GESGAU) lines 150 and 160 on 2022 R3 plus a couple Auto journal features. Just a reminder: Auto journals are located under Setup > Financials > Accounting interface. On the Formula tab for STKRE Amount, someone asked what table is PTD2? It…
By: Net at Work Team
What’s New in Sage X3? Exploring 2022 R3
Sage recently released Sage X3 Version 12 2022 R3 with some nice new features and enhancements to existing features. In this blog post, we’ll review the capabilities delivered by some of the key new features & enhancements in this latest…
By: Net at Work Team
How to Block Overproduction During Production Tracking in Sage X3
Overproduction can be a major cause of waste in manufacturing. In this blog post, we will review how to block production tracking in Sage X3 from producing more than what is released on the work order. We will also look…
By: Net at Work Team
Recently Identified Security Vulnerability in Sage Enterprise Intelligence
On September 7, 2022, Sage sent out an email informing users of Sage Enterprise Intelligence (SEI) that a security vulnerability was identified during testing of SEI. Note: The security vulnerability does not affect customers using SEI’s latest releases (version 2022…
By: Victoria Meyer
A Look Into The Distribution Side Of The Chemical Industry With Terry Hill, CEO Of Barentz
Distribution is such an important part of the chemical industry, but we don’t often get to hear from the people who make this vital link possible. In a recent episode of The Chemical Show, the leading podcast in the chemical…
By: Net at Work Team
Using the SEI Web Workbook to Create Dynamic Gantt Charts, Among Other Things
The all-new Sage Enterprise Intelligence (SEI) Web Workbook allows users to benefit from the familiar functionalities of Excel and the advanced reporting and analytic capabilities of SEI. Optimized for Where You Work Access your workbooks on any device without opening…
By: Net at Work Team
Emerging Tech Critical to Manufacturers Embracing the Circular Economy
New study by Sage reveals advances in technology and innovation (72%) as the biggest driver of Circular Economy (CE) strategies in manufacturing and distribution. A new study by Sage, the leader in accounting, financial, HR and payroll technology for small and…
By: Net at Work Team
How to Create a Fixed Asset Group Association in Sage X3
A feature of fixed assets that is not used often is the Fixed Asset Group. Setting up and managing fixed assets by group will ease data entry and provide more granular financial tracking by asset type. Read this blog post…
By: Net at Work Team
Resolving the “Indefinite Period or Process Prohibited” Message in Sage X3
When entering a transaction in Sage X3, you may occasionally receive the message “indefinite period or processing prohibited on this date”. PROBLEM This error message is displayed when the record allocation date is within an accounting period or stock status…
By: Net at Work Team
Colorado Retail Delivery Fee Avalara-Sage X3
Effective July 1, 2022, Colorado imposed a retail delivery fee on deliveries made by motor vehicle to locations in Colorado. The fee applies to all deliveries with at least one item of tangible personal property subject to state sales or…
By: Net at Work Team
How to Change the Background of the Login Page in Sage X3
Do you want your Sage X3 ERP to better represent your brand? Would you like to see your company logo or change the background color your users see when logging in to Sage X3? Before we begin, it’s important that…
By: Net at Work Team
Every Season is Peak Season: How 3PLs Meet Customers’ Growing Demands
3Gtms and FreightWaves discuss complexities facing 3PLs and explore today’s toughest 3PL and supply chain challenges. To support the increase in demand and ensure customer satisfaction, 3PLs need fast, reliable, and highly advanced systems to allow for shipping high volume…
By: Net at Work Team
Sage X3 Licensing: Badge Consumption
Today, we’ll be clarifying a common licensing scenario where a user requires cross-functional access in Sage X3. For example, a user requires access to standard Sage X3 functions (i.e., GESPOH) and also access to the ADC Handheld (Mobile Automation –…
By: Net at Work Team
How to Set Default Sales Delivery and Sales Invoice Types in Sage X3
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…
By: Net at Work Team
Colorado’s New Retail Delivery Fee Takes Effect July 1, 2022
A new retail delivery fee is taking effect in Colorado on July 1, 2022. Retailers will have to collect the $0.27 fee every time they deliver taxable goods to a Colorado address. This will add a layer of compliance complexity…
By: Net at Work Team
Exploring the Folder Sizing Tool in Sage X3
Hello readers, today’s blog post is about a sizing tool for endpoints, specifically when creating a new one. The tool will generate a “worst case scenario” for folder size based on the saved folder information in the general parameters, folder…
Reinstatement of Superfund Chemical Excise Tax:
New Sage X3 ERP Accounting and Calculation Functionality for the Chemicals Industry
Chemical companies need to prepare for the return of an excise tax on chemicals produced or imported that hasn’t been in effect for nearly 30 years. In January 2022, the IRS published Notice 2021-66, related to the Infrastructure Investment and…
By: Net at Work Team
Creating URL Links to Sage X3 Functions in Visual Processes
The visual process editor is a component that can be used to: Draw pictures and their background Create links to other pages by defining links on elements You can define most links in the visual process editor using a specific…
By: Net at Work Team
Wonder Why Direct Sales Invoices Have $0.00 Cost Price?
Have you ever done a direct sales invoice (GESSIH) under Sales > Invoices and noticed that the Cost price was equal to $0.00? If you turn around and create a sales order, delivery, and a regular sales invoice, you have…
By: Net at Work Team
Reports & Dashboards: One at a Time
The following question was asked at a recent BI conference: “I’ve been looking at Analytics software and noticed that some apps have just a few reports, some have a couple hundred, and others come with thousands. How many reports do…
By: Net at Work Team
Using Maps to Visualize Data in Sage Enterprise Intelligence for Sage X3
Maps are an exciting and often underutilized way of visualizing a company’s data. They are usually of great interest to salespeople as they can help visualize sales and opportunities, and streamline operations. Let’s look at the many interesting ways that…
By: Net at Work Team
All Heroes Wear KPIs: 5 Steps to Becoming a Financial Reporting Superhero
How do you measure success? In a commercial environment, you can gain a competitive edge by making sure that your Key Performance Indicators (KPIs) are informed and agile, much like Superman chasing a villain. But what makes someone a financial…
By: Net at Work Team
Creating a Custom Formula or Calculated Member in Sage Data & Analytics
In Sage Data & Analytics, custom formulas can be created for use in a single report or resource. Custom formulas can only be used within the resource in which they are created. Calculated Members, on the other hand, are like…
By: Net at Work Team
Addressing the Challenges of Conventional Reporting
A business’ success is highly dependent on its ability to act proactively and make critical decisions in a timely manner. Businesses are more complex than ever and as organization’s grow, so too does their data. This data is not only…
By: Net at Work Team
Using Reporting Trees in Sage Enterprise Intelligence
Reporting trees help define the structure and hierarchy of your organization. A reporting tree is a cross-dimensional hierarchical structure that is based on the dimensional relationships in your financial data. It provides information at the reporting unit level and at…
By: Net at Work Team
Plumbing the Depths of Analytics Software
Have you ever watched the construction of a new house? It seems to go so slowly at first—often taking weeks (if not months) to lay the foundation, connect to a water source, bring in electricity, and so on. And then—seemingly…
By: Net at Work Team
Tracking Changes to Components and Operations on a Work Order with Non-Versioned Products
When changes to existing components or operations on a work order are made, it is possible to track these critical changes when using non-versioned products. In Sage X3 Version 12, two new parameters were added to the following chapter: GPA…
By: Net at Work Team
Workflows for Stock Accounting Interface and WIP Accounting Interface Errors in Sage X3
In this blog post we will show you how to create a workflow that will email log files when errors occur in either the Stock Accounting Interface or the WIP Accounting Interface. Accounting Interface errors occur when, for example, an…
By: Net at Work Team
Exploring Auto Journals in Sage X3: The “V_” Formula
Time to go on another adventure exploring the automatic journals in Sage X3. A few months ago our travels brought us to Exploring auto journals: the descriptions. Today our adventure leads us to the auto journals and the “V_” formula….
By: Net at Work Team
Accounting for an Invoice in Sage X3 When the Goods Haven’t Been Received
Finance departments spend a lot of time determining which items need to be accrued for at the end of a period. In the majority of cases, the reason for an accrual is because goods/services have been received but not yet…
By: Net at Work Team
April Expert Workshops Available on Sage University
Elevate your skills by attending new Expert Workshops delivered by the Sage Center of Excellence team. Sage X3 Expert Workshops have been added in SageU. Seats are limited be sure to sign up today! Below are scheduled classes through end…
By: Net at Work Team
Sage X3 eCommerce and The Benefits Of Bi-Directional Order Sync
B2B eCommerce is accelerating as the preferred mode of purchase for most buyers. According to research from McKinsey, millennials now influence 60% of B2B buying decisions, and 75% of B2B buyers prefer online purchasing and remote sales interactions instead of…
By: Net at Work Team
What’s New in Sage X3? Exploring V12 2022 R1
Sage recently released Sage X3 Version 12 2022 R1 with some nice new features and enhancements to existing features. In this blog post, we’ll review the capabilities delivered by some of the key new features & enhancements in this latest…
By: Net at Work Team
How to Reopen a Closed Fiscal Year in Sage X3
It is a common practice to need to post a financial entry to a closed fiscal year. In Sage X3, you can easily reopen a fiscal year, but you must edit your new period (NP) journal entries before you do…
By: Net at Work Team
Discrete Manufacturers: Say Goodbye to Supply Chain Headaches and Hello to Traceability
For discrete manufacturers, supply chain challenges are increasing every year and becoming more of a daily concern. A recent report from IDC says that 97% of discrete manufacturers will focus on visibility, with 60% concentrating their efforts on end-to-end traceability…
By: Net at Work Team
How to Process a Value Change for a FIFO Valued Item in Sage X3
With today’s frequent fluctuation in commodity pricing and supply chain challenges, the cost of raw materials can change significantly over time. Read today’s blog to learn how you can use an X3 utility to update the inventory value of FIFO…
By: Net at Work Team
Viewing Transaction Currency Rates in Sage X3
Sage X3 multi-currency translates transactions entered in foreign currency into your native accounting or ‘ledger’ currency and automatically provides any exchange variance (gain/loss) due to currency fluctuations for these transactions. In this blog post, we will look at an example…
By: Net at Work Team
Price Utility for Sage X3 – Automate Updates to Costing and Pricing and Eliminate Cumbersome Spreadsheets
The Price Utility for Sage X3 automates the process of updating price(s) and/or cost(s). The Price Utility allows you and your team to quickly and easily make profit-preserving decisions and make mass updates to the pricing and costing table in…
By: Net at Work Team
Sage X3 & Sage 500 Year-End: 1099 Processing for Calendar Year 2021
Once again, it is time to start preparing 1099 filings for calendar year 2021. Sage recently released the 1099 updates for 2021 for both Sage X3 and Sage 500. In this post we will review what you should expect if…
By: Net at Work Team
How to Open a New Fiscal Year in Sage X3
In this blog post, we’ll show the steps Sage X3 users need to take to create and open a new Fiscal Year, as well as how to open the periods of that year. How to Open a Fiscal Year in…
By: Net at Work Team
How to Mass Update Work Order Start/End Dates and Priority
Have you ever found yourself in a situation where you need to change the start or end date of multiple existing work orders? Whether the scheduling mode is Forward or Backward, it is possible to use a function in Sage…
By: Net at Work Team
Looking at Slices of Your Left List
Are you interested in isolating items in the Left List? Do you want the ability to slice the Left List data into pieces and be able to review it one piece at a time? Without any fancy customizations? Let’s examine a quick and simple…
By: Net at Work Team
X3 Insider: Log4j2 Zero-Day Vulnerability: What You Need to Know
The Log4j2 security vulnerability only affects organizations running Sage X3 versions 11 and 12. This is due to its integration with Elasticsearch. Vulnerabilities have been reported in Elasticsearch versions 6.8 (for v11), 7.9 and higher. If you are on an earlier…
By: Net at Work Team
6 Tasks to Cross Off Your Year-End ERP Checklist
A year-end ERP checklist can assist you in preparing your systems for the coming year. This checklist not only provides a straightforward plan for ending the year on a happy note, but it also assures that all of the hard…
By: Net at Work Team
What’s New in Sage X3? Exploring V12 2021 R4
Sage recently released Sage X3 Version 12 2021 R4 with some nice new features and enhancements to existing features. In this blog post, we’ll review the capabilities delivered by some of the key new features & enhancements in this latest…
By: Net at Work Team
How to Limit Production Tracking in Sage X3 to Allocated Work Orders
In this post, we will review how you can use the production tracking control parameter MTKALLMGT in Sage X3 to force the allocation of components to a work order before any production activity for that work order can be recorded….
By: Net at Work Team
Global Microchip Shortage Continues to Cause IT Hardware Delays
A perfect storm of negative circumstances combined with growing demand has resulted in a shortage among the world’s main semiconductor microchip providers. Every day, news outlets publish pieces on the chip scarcity and how it’s affecting everything from home appliances…
By: Net at Work Team
What’s New in Sage X3 Distribution & Manufacturing
In this post, we’ll take a look at what’s new in Sage X3 Distribution & Manufacturing with the release of 2021R3 (V12P27)—including the latest changes to existing functionality. Distribution 1) New! Automated Data Collection Includes 5 web-based functions for distribution….
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
Defining Work Order Units of Measure in Sage X3
Defined units of measure allow different parts of a business to transact in varying ways while ensuring that quantities and costing are accurate. In this blog post, we’ll take a look at what you need to do when you have…
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
Save $100 on Sage Sessions X3 Event Registration
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
Why Now is the Time to Rethink Integrated Payments for Sage X3
As Net at Work’s strategic partner, Fortis Payment Systems, LLC (FortisPay) is the leader in payment technologies to businesses and developers. FortisPay’s native integration with Sage X3 makes accepting payments better than ever. In this post we will take a closer look at…
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
Your Guide to Artificial Intelligence in 2020
According to the market research firm Tractica, the global artificial intelligence software market is forecast to experience massive growth in the coming years, with revenues increasing from around $22B U.S. dollars in 2020 to an expected $126B by 2025. WHY…
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
Adding Hyperlinks in Sage Enterprise Intelligence (SEI) Worksheets
Hyperlinks are links that can be used within your Sage Enterprise Intelligence (SEI) worksheet to directly open a page in Sage X3. The hyperlink is represented as a column in SEI and is defined based on what you want to…
By: Net at Work Team
Using the Bank Reconciliation Feature in Sage X3
Ensuring that your business’ transactions match what appears in your bank statement is a vital part of maintaining your business’ financial health. When an organization has multiple entities spread across multiple countries, each with separate bank accounts that have to…
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. You can find these listed in the online help center or you can read below for a handy list of the most…
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
A Message from the Sage X3 Team
The Sage X3 team wants you to know that we are here for you! We are standing by ready to assist you with all your technology needs and challenges as we move into some uncharted waters with the Coronavirus pandemic….
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
Sage X3 Tips: How to Embed a Sage Enterprise Intelligence (SEI) Report/Dashboard Inside Sage X3 v12
In this post we we’ll illustrate how to view a newly created Sage Enterprise Intelligence (SEI) dashboard on a direct landing page inside your Sage X3. Here are the steps to follow: Steps 1.) Open up the Report/Dashboard that you…
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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