Resources for Sage X3 Users

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 work you’ve put into your ERP system over the year won’t be for naught. Year-end is right around the corner, use the steps below to prepare now: This year-end ERP checklist was created to ensure your ERP system is ready for the new year. If you require additional assistance, please contacts us, our experts are here to help. Limited Time OfferSave 50% When You Add Sage Data & Analytics for Sage X3 Email Us to Learn How  

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 release. For a full description of all the new features and enhancements delivered with this release please refer to the attached 2021 R4 Highlights PDF or the What’s New section of the Sage X3 Online help center. Finance Tracking deleted payments Use the PAYDELTRC – Tracking deleted payments parameter (TRS chapter, PAY group) to determine whether information for deleted payments, like date and user, is saved in a dedicated table. The default value for most legislations is No, and information related to the deleted payment is not saved. The data is stored in the PAYMENTPORH and PAYMENTPORD tables. Distribution Sage X3 Automated Data Collection Extended features have been added to Sage X3 Automated Data Collection to simplify navigation and improve efficiency. Select transactions and perform tasks with ease using a new navigation menu. See only those transactions you have permissions for to improve screen readability. Use advanced search filters on purchase orders and see on-screen product descriptions. Perform a stock count on products managed by global serial numbers. Group license plate numbers (LPN). Project Management Time billing A new invoicing process – Time billing – has been introduced for companies needing to bill a project according to time spent. Time billing uses employees’ time entries defined as billable and tracked at the project level, budget level, or task level for scheduled invoices to determine the amount to bill customers. A new billing mode – Time billing – is available from the Project billing icon in the Project management function (GESPJM). Time billing identifies a project element where a billing plan based on time entries can be defined. Scheduled invoices associated with a sales order line linked with a non-deliverable product are submitted according to the billable time in the billing plan until the sales order line is billed in full. The scheduled invoices are generated manually, or automatically which correspond to the billable time of a single project, or a group of projects. It is important, therefore, that billable time spanning the billing periods is aggregated, adjusted, and validated for the project, budget, and tasks during the life of the project A new BILTIMSTA – Billable time status parameter (TC chapter, PJM group) determines which status is required to consider a time entry line as billable. Set to Validated, Controlled, or Approved status. A new BILTIMSPLI – Split billable time if needed parameter (TC chapter, PJM group) determines if a billable time entry line can be split to be consumed over multiple sales order lines. Set to Yes or No. The Project billing function uses the PRGB – Project billing plan sequence number to generate billing plan numbers in a Time billing context. Platform Visual process editor enhancements The Visual process editor offers several new features. You can now: Select multiple elements. Copy and paste shapes. Organize shapes inside the canvas easily thanks to dynamic alignment guidelines. Add and remove underlines in text. Add text into a shape without pressing Enter. Move the action pallet around the screen. For further information about Sage X3 Version 12 2021 R4, or for any other questions about Sage X3, please contact us.

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. Understanding the MTKALLMGT Parameter The MTKALLMGT parameter is used with work orders. It can force the allocation of components to a work order before any production activity for that we work order can be recorded. This is referred to as “tracking”. You can find the MTKALLMGT parameter here: Setup > General parameters > Parameter values > Chapter – GPA (Manufacturing) > Group = CTL (Production tracking control) > Parameter = MTKALLMGT. If MTKALLMGT is set to No (the default value), progress against individual work orders can be recorded before components are allocated to it. This includes recording the issue of materials to a work order, recording activity against a specific operation in a routing, or receiving the produced goods and recording the details of the receipt. The quantity of any component that is outstanding will be ignored if the Release if shortage check box on the product-site record is clear. If MTKALLMGT is set to Yes, allocation of components to a work order before any production activity can be recorded is mandatory. Allocation can be global or detailed, manual, or automatic, complete or complete with shortages. A work order entry transaction can be set to automatically allocate materials when a work order is created. The system will allocate all the components in the work order simultaneously. Allocation increments the reserved stock for a component and decreases its available stock. Production activity for a work order can be recorded for any component that is in shortage if the Release if shortage check box on its product-site record is selected. Importance of Release if Shortage Flag The Release if shortage flag can be found here: Common data > Products > Product-site > Manufacturing > Parameters = Release if shortage. This flag defines the blocking behavior for a shortage of the product with respect to the printing of the manufacturing folders and production tracking. Impact on Process Combining the MTKALLMGT parameter with the Release if shortage flag results in the following: MTKALLMGT = No and Release if short = Unchecked and WO not allocated Only get a warning MTKALLMGT = No and Release if short = Unchecked and WO is allocated (Global or Detail) Allocation shows there is a shortage. Hard stop message: MTKALLMGT = No and Release if short = Checked and WO not allocated Only get a warning MTKALLMGT = No and Release if short = Checked and WO is allocated (Global or Detail) Allocation shows there is a shortage. Only get a warning MTKALLMGT = Yes and Release if short = Unchecked and WO not allocated Hard stop message: MTKALLMGT = Yes and Release if short = Unchecked and WO is allocated (Global or Detail) Allocation shows there is a shortage. Hard stop message: MTKALLMGT = Yes and Release if short = Checked and WO not allocated Hard stop message: MTKALLMGT = Yes and Release if short = Checked and WO is allocated (Global or Detail) Allocation shows there is a shortage. Only get a warning If you have any questions about how to limit production tracking to allocated work orders in Sage X3, please contact us.

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 to computers to automobiles. This scarcity is having an impact here at Net at Work as we seek to meet our clients’ hardware needs. When Will the Shortage End? Manufacturers and distributors in the electronics industry do not anticipate the shortage and the resulting delays to end anytime in the near future. The majority of experts believe the shortages will continue for the rest of 2021 and into 2022. Distributors are continuing to accept orders for hardware due to high demand. However, this means that a large portion, if not all, of future merchandise will be pre-sold and will never reach the warehouse shelves. What Should You Do? We propose that our clients make a concerted effort to plan well in advance for any tasks that may require the acquisition of new hardware, such as: spending funds from unused budgets (or for tax purposes) before year-end upgrading/replacing any legacy equipment adding devices prior to performing a physical inventory count expanding your business and requiring the addition of more hardware We’re here to help. If you’re planning a project that requires ordering new hardware, please contact us at your earliest convenience to discuss all possible options.

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. These functions, compatible with Android mobile handheld devices, provide secure Shop floor Execution and Automation processes. Intersite transfer Subcontracting transfer Stock count Stock change by LPN View stock by LPN The View stock by location and View stock by product-site transactions have been improved to display additional product stock detailed information. Benefits: Scanning and manual entry using new touchscreen capabilities. Better customer experience. 2) New! Behavior Harmonization on Sales Document Types Harmonize the initialization of sales document type on sales document creation using the related general parameters in the following functions: Manual creation of sales quote, sales order, sales delivery and sales invoice, Creation of sales order, sales delivery and sales invoice by button, Automatic sales document generation. Benefits: Allow behavior harmonization in sales documents types. 3) Tax Basis for Imported Purchase Receipts Has Been Corrected 4) Using the Invoice Button on a Service Contract or a Service Request Displays Without an Error Message 5) New! Container Management Response Time Improvement. 6) New! Purchase Shipment Response Time Improvement. Manufacturing 1) New! From 2021R2 – Setup Matrix Option in Web Scheduling 2) The Ability to Run Trial Kitting Directly From the Sales Order Line 3) New! New Product Introduction Create a works order to test a prototype of the new design product Create a separate BOM for each revision of the design product Production tracking of a prototype products Release approved products as official products Notes added to the approval process Benefits: Test different designs against different versions to assess optimum for live environment Project Management 1) New! Weekly Timesheet Copy:  Copy week 2) New! Time Management Functionality Has Been Enhanced. Want to learn more about the new features in Sage X3 2021R3? Watch the video or view the presentation below. For any other questions about Sage X3 2021R3, please contact us. .embed-container { position: relative; padding-bottom: 56.25%; height: 0; overflow: hidden; max-width: 100%; } .embed-container iframe, .embed-container object, .embed-container embed { position: absolute; top: 0; left: 0; width: 100%; height: 100%; }

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 can’t post additional invoices because the invoiced status remains locked as fully invoiced. In this blog post, we will review the steps you need to take to re-open your PO and revise the invoiced status to partially invoiced to allow additional invoices to be applied against your PO. To Re-Open a Closed PO Navigate to Purchasing > Orders > Close and re-open orders Enter the relevant order number or order range Since the order is closed, select “Closed” under the “Orders to process” field Click OK Select Cancel for the relevant lines that must be re-opened. This means you are cancelling the closure of these lines. Click OK Now when you go back to the order, you will notice the lines are now open for receipting. To Revise the Invoiced Status from Fully to Partially Received Navigate to Purchasing > Orders > Orders Go back into the PO and notice that under the Management tab, Received now shows as Partially received and Invoiced is still tagged as Completely Note these are greyed out so you cannot change anything. Go to the Lines tab, double click on the line you wish to revise. You should see the following pop-up: Select This changes the Invoiced indicator from Fully to Partially Resave the PO Link Your PO to Your Associated Invoice Navigate to Purchasing > Orders > Invoices > Invoice Control Your new open receipt is still not available to select under the Receipts tab, but your PO is now available under the PO tab with a drop down showing the missing receipt info and the Order can now be automatically linked to the invoice to be processed. For more information on adding additional invoices to closed POs in Sage X3, or for any other Sage X3 questions, please contact us. NOTE: This blog post is based on a discussion that began on Sage City on October 21, 2020. You can see the full conversation here.

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 operations with different units of measure. Note: Content for this blog post was originally posted on Sage City by Joel Singam, September 28, 2021. Work order operations can be tracked based on the default unit of the stock, the unit of the produced good, or the unit set on the operations. Go to Setup > Manufacturing > Entry transactions > Production tracking  and click on the Operation/Manufacturing tab. There you will see the Default unit selections. To enable the default unit selections, check the Unit can be modified check box. You will see the options Unit of operation and Unit of stock available for selection. When the default operation is set to Unit of operation, you can define an operation unit that is different to the product being produced by the routing. For example, a product managed by unit is subject to three different operations, none of which produce intermediate stock: Operation 1: Mixing time – is expressed for a lot in Kg. Operation 2: Extrusion time – is a rate in meters per hour. Operation 3: Cutting time – is expressed in hours per unit. By using different units for each operation, it eliminates the need to create semi-finished products for each production phase. The operation unit is associated with a conversion coefficient for the stock unit of the product being produced by the routing and the operation unit. To illustrate this, we’re going to select the STD production tracking entry transaction and a production BOM with two different operations with different units. Unit of measure: Finished product = EA (each) Pack unit = PAL (pallet) Operation 10 unit = PAL (STK-OPE conversion is 980.00) Operation 20 unit = CAR (carton) STK-OPE conversion = 1 Production tracking entry transaction, default unit = Unit of operation Production BOM setup with one component line. For each routing operation use a different unit of measure and a coefficient: Operation 10 Operation 20 Generate a Work order for a released quantity of 20 PAL. On the work order operations tab, take a note of the planned quantity which is expressed in the operations unit. Operation 10 = 19,600.00 LB (980.00 x 20) Operation 20 = 20.00 CAR (1 x 20) Generate a production tracking using the STD entry transaction. Total actual quantity is showing the quantity tracked based on the above parameter and its coefficient. Next, change the production tracking entry transaction default unit parameter to Unit of stock. Generate a new Work order and track the work order. Notice, total actual quantity is 20 EA for both operations, which is the stock unit of the finished product. I hope this setting is useful when you have operations with different unit of measure. For more information on how to handle operations with different units of measure, or for any other questions about Sage X3, please contact us.

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. Configuration In Sage X3, a withholding tax is defined by creating a negative tax. The first step is to configure the Tax Rate. The Tax Rate creates the logic and the given percentage (%) for the Retention: You will also need to create a new Tax Accounting Code for this tax. Because it is a retention, it will be a liability: The next step is to create the Tax Determination. The Tax Determination will tie the logic of the tax calculation to its usage (will link the Tax to a BP Tax Rule and a Product Tax Level). The next step is to create a Product Tax Level. This will be necessary for adding the Retention (Tax Withholding) to the products that will be subject to the retention. With this configuration, you can use a product that is subject to the withholding (freights, for example) and a regular product (not subject to the retention) in the same invoice. The BP Tax Rule does not need to be changed; we have already linked the Tax Determination to the BP Tax Rule. As discussed on the previous step, the BP Tax Rule does not need to be modified. What is important is to note that any supplier for which we need to perform Retentions will have to be configured with the BP Tax Rule used in the Tax Determination: Here is the key change…the Product subject to the withholding will have to include the Retention Tax Level as ‘Tax Level 2’, so both tax codes will be used in the invoice for this product / supplier: Below you can see what Sage X3 automatically adds when you create a new Purchase Order. Both Tax Codes are present and working together. Please note the negative amount calculated by the Retention 4% tax code: After the posting, you will see the correct amounts for the correct accounts reflected when you view the Journal Entry: For more information on managing withholding tax in Sage X3, or for any other Sage X3 questions, please contact us.

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 your business with Sage. You can expect unique content and experiences for Sage X3, in addition to coming together for daily keynote sessions, networking, meeting with the Net at Work team, and more! We Are Here to Help You Plan Your Stay As a Platinum Sponsor and Exhibitor (Visit us at Booth #12), the Net at Work team along with our colleagues at Pixafy and Cloud at Work, will be onsite in Orlando to help make the most out of your time there. If you have any questions about Sage Sessions, want to meet anyone in particular, or would just like advice on planning your days to the maximum, please email us or contact your account manager directly. Your safety and wellbeing are Sage’s top priority. Sage will continue to monitor the situation with COVID-19 in Florida, with the goal of creating a safe and comfortable event experience that everyone can enjoy. Register Here >> * During registration, please indicate Net at Work as your Sage Authorized Business Partner. What to Expect Education Get the valuable information and tools you need to build your business, delivered by Sage experts, your peers, and thought leaders. Community Enjoy face-to-face access to the Sage X3 community, and your peers, at your comfort level. Alignment Understand the Sage vision, strategy, and how our technology can help your business succeed. Inspiration Realize what’s next for your business with uplifting success stories and previews of exciting technology. Featured Speakers [row][one_half_column] Gary Vaynerchuk Serial entrepreneur Chairman, VaynerX and CEO, VaynerMedia Learn More >>[/one_half_column] [one_half_column]Mickey North Rizza Program Vice President, Enterprise Applications and Digital Commerce, IDC Learn More >>[/one_half_column] [/row] Keynote Speakers [row][one_third_column] Aziz Benmalek Executive Vice President, Partners and Alliances[/one_third_column][one_third_column] Nancy Harris Executive Vice President and Managing Director, North America, Sage[/one_third_column][one_third_column] Rob Sinfield Vice President, Product, Sage X3[/one_third_column] [/row] [row] [one_third_column] Aaron Harris Chief Technology Officer, Sage[/one_third_column][one_third_column] Nancy Teixeira Vice President, North America Partner Strategy[/one_third_column][one_third_column] Matt Collins Vice President of Information Technology, SCA Pharma[/one_third_column] [/row] [row] [one_third_column] Tyler Bower Director of Cloud, Cloud at Work[/one_third_column] [/row]   Agenda Sage has developed a comprehensive agenda, including shared and specialized learning and networking opportunities. We’ll come together for keynote sessions, networking events, and meals, and separate for deeper, targeted learning opportunities. Can’t Make It to Orlando? If you can’t make it to Orlando for the full Sage Sessions experience, we’re pleased to offer you a virtual front-row seat for select Sage Sessions content. The digital experience will offer access to limited content from November 16-17, 2021. Register Here >> * During registration, please indicate Net at Work as your Sage Authorized Business Partner. Registration Register now and save $100 off the standard rate. Enter code SX3100 during the registration process to receive the discounted rate. * Rates listed are per person. Live event rates do not include 7.5% Florida state sales tax. Group rates are not available. Registration fees must be paid at the time of registration using a credit card. Registrants must agree to the event Code of Conduct, Registration Policy, and health and safety protocols at the time of registration. Once registered, if you need to make a change to how you attend the event, you may log in to your account and update your registration to the live event or digital experience. Details can be found in your registration confirmation, in the FAQs, and in the registration policy. Register now or for more information about Sage Sessions for Sage X3, please contact us. We hope to see you in November!