Resources for Sage X3 Users

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? If you are logged in to Sage X3, click on the question mark in the top right corner of the toolbar. Next, click on Online Help Center. This will launch a new web page in a separate tab in your browser. You can then access any documentation that is available on the page such as: Home What’s new Technical help Product help Quick start How to Tutorials Knowledgebase, etc. If you are not logged in to Sage X3, you can access the help center directly by visiting: https://online-help.sageerpx3.com. Below is a description of the documentation you can expect to find. Home The Home tab contains listings of the newest how-to guides and tutorials. It also has a History section so you easily find the articles you were just reviewing and return to them. And there is a section for your Favorites so you can click and access the articles you identified as Favorites. What’s new Here you will find release notes for your specific version describing new features and changes. There are also links to the Readme documents. Technical help Looking for the relationship between tables? Check out the Data module. It is a great help when you are creating reports. Product help This is probably the most familiar section of the Online Help Center. The functional help explains the overall purpose of the function, what tables it uses and what the fields are. It also provides explanations for common errors. Quick start Quick starts are short guides with print screens and numbered steps. Need to set up a Sales Rep? There is a one page guide. There are quick starts for running inquires. These are great reviews if you haven’t used a task in a while or for examples if you are training someone new. How to Here you can find more in-depth guides for such topics as implementing Sage Sales tax, using Project Management, implementing Sage Payment Solutions or developing a new legislation. There is even a document on Stock Valuation. These are version specific and up-to-date. New ones are being added regularly. Use these to ensure you are using the latest and greatest information. Tutorials The tutorials section includes short videos on a range of topics such as PJM and Asset Inventory. New topics continue to be added. The new additions are listed on the Home tab. Knowledgebase These are mainly procedural knowledgebase articles. Hopefully this post will help you access all of the information available to you in the Sage X3 Online Help Center. Plus, visit our Sage X3 Insider Center for Resources like: Sage X3 Tips, Tricks, Videos on Features, Modules and 3rd Party Solutions. Should you need more information regarding the help center or any other Sage X3 issue, please contact us. Note: Content for this blog post was originally posted on Sage City Community by Pam Nightingale, March 31, 2019.

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 area that market leading companies are starting to address is their current IT investments and how they fit into business needs. In this on-demand session hear from Net at Work client Once Upon a Farm, a leading food manufacturer and Sage X3 user, who discusses how modern IT investments are helping them better manage costs, increase efficiencies, and optimize operations. In the session, panelists, including Samantha Marshall, Net at Work Sage X3 Practice Director, discuss the factors you need to understand to prepare for the future and uncertainty, including: Operational weaknesses and strengths revealed by the pandemic Enterprise Resource Planning (ERP) criteria to ensure it can accommodate current and evolving business needs Best practices for implementing technology that allows you to be both efficient and flexible  Access the On-Demand Session Here Or, for more information on how you can be better prepared for the next major disruption, please contact us.

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 to speak directly with an on call Sage X3 consultant immediately. For now, live support will be available between the hours of 9:00 a.m. and 6:00 p.m. Eastern.  We are hoping to expand this service based on client feedback and results.  Outside of these hours, we are still available as we have always been, through email and direct lines.  We will still track the ticket in our system for management and reporting. You can reach our Helpdesk by calling 1-800-719-3307 or by emailing helpdesk@netatwork.com. We will have a mix of our highly experienced Sage X3 project consultants on call every day and you will be routed to one with the correct specialization to meet your needs—whether your question is based in finance (AP, AR, GL), distribution (SO, PO, IM), manufacturing, or technical. You can view their bios, along with bios for the rest of our Sage X3 team, on our website. Net at Work is proud to offer our clients flexible options for working with our team. Call us to take advantage of one of our Xperience Service Plans or continue to use our resources as you need based on time and materials. Reach out however you are comfortable but know that we are always looking at ways to improve your experience.

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 updated, clients will no longer be able to do the following: Edit process flows Edit graphical requesters Use the CRM Calendar Use any flash component embedded in a screen This is a difficult event for Net at Work or Sage to prepare our clients for since browser updates are usually automatic. What you should expect to experience For clients on Sage X3 v11, Sage is releasing a patch (Syracuse patch + application hotfix) to replace the Flash components. Custom process flows and graphical requesters will be updated by the patches and you can continue to edit in the new technology (manual re-adjustments may be required). CRM Calendar will also be updated. You must be on P18 of V11. For clients on Sage X3 v12, graphical requesters are already in HTML. P23 contains the new components to replace Flash for editing the process flows. CRM Calendar will also be updated. P24 will include additional functionality to process flows. If you do not act on this information before the end of the year, the Flash components on the screen that you attempt to use (as outlined above) will show grey puzzle pieces in place of the old Flash components.  Not all the patches and information is available yet from Sage, but make sure to follow up with us in November at the latest to be covered for January 2021. We will provide another blog post closer to the end of year with updates. Please contact us as soon as possible if you are concerned that the Flash EOL will negatively impact your operations and/or experience with 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 changed the size of the frames? In this blog post, we will review the steps to restore the layout of the page back to the Sage default settings. One of the benefits of Sage X3 is the ability to easily change the page layouts to suit your specific preferences. You can change the order of lists or use the drag and drop feature to switch the order of columns in grids. As an example, on the Sales Order Window, Lines grid, you can drag Allocated qty. over next to Ship Site, and it will stay there even if you log out and log back in. Clearing the cache doesn’t restore the default settings. Neither does revalidating the entry transaction and screens. The ability to manipulate the view is a great feature, but what if you don’t want it to stay that way? How do you revert back to the default layout? Restoring the Sage Default Layout NOTE: You must be on version 7.1 patch 6 or higher. 1. Navigate to the page layout that has been modified. 2. Using your keyboard, press ESC+W+Z. 3. Click Yes. Your on-screen layout is now back to the default setting. This should remove any personalization you have on the screen. For more information about resetting the column of grids in Sage X3, or other how-to tips, please contact us.

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 you attempt to follow our instructions and find that you don’t have access to that section of the menu, you may not have the necessary Administrator permissions and should find someone on your team who does (or contact the Net at Work team to access for you.) Once we find out what version of Sage X3 you are using, our team can inform you of the most recent patches for your version and what you need to do to become current. We can also advise you on what those patches will deliver and whether installing the most recent ones are worth investing your time. Also, if you would like to get notifications for patches released by Sage, please contact your Account Manager. Tom or Jaleidy are happy to help. You can also find the latest patches available by visiting the “What’s new” section of the Sage X3 Online Help Center. To Find Your Sage X3 Version Number In Sage X3 V9 Go to Administration > Utilities > About and click on the name of the production folder. In Sage X3 V11 Go to Administration > Utilities > About and click on the name of the production folder. In Sage X3 V12 Go to Administration > Utilities > About and click on the name of the production folder. Visit the Sage X3 Online Help Center to Check for New Releases In Sage X3 V12 1. Click on the question mark icon in the upper right-hand corner and choose the ‘Online Help Center’ option. 2. Click on the ‘What’s new’ tab and select ‘Release Notes’. 3. This will open a new window where you can find the release notes. For more information about finding your Sage X3 version number or checking for new releases, please contact us.

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 multi-count process is exactly the same as the original single count process except that you have the option to enter multiple individual counts for the same stock. In this blog we will review the steps involved to create multi-stock counts in Sage X3. STEPS TO CREATE MULTI-STOCK COUNT Navigate: All > Stock > Counts > Stock count session Go to Stock count session Click on New Enter Stock site Enter mandatory fields Select the Multiple counts checkbox at the bottom of the page     In the Selections tab, select the Category to be counted Create Stock count session Now generate lists by clicking on the Generation button Check the generated lists from the Lists tab     The next step is to enter our count. Use the Actions button, the list grid line, or navigate to the Stock count screen and select a list to count On the Stock count screen, you can see that new column fields have been added to the header to keep track of multiple counts On the lines grid, a new column labelled with an asterisk (*) is added when you are doing multiple counts When the value of column * is +, that means there is multi-counting to do When the value of column * changes to +1, that means the count is being counted by first count manager If the value of column * is changed to *1, that means the count is counted by first count manager When the value of column * changes to +2, that means the count is being counted by second count manager And if the value of column * is changed to *2, that means the count is completed by both the count managers When the multiple count is over, this column is cleared     You can delete the lines you don’t want to count by using the Actions button and selecting Product deletion To begin your count, the first thing you need to do is assign the count manager. Enter the name of Count manager 1 and then enter that count managers stock count in the Counted stock STK 1 column     Click Save Follow the same process for Count 2     If there is a discrepancy between the two counts, a third Count manager can be added to enter the final count     Note you can make modifications to the final count until it has been validated. Once validated, no changes can be made to the count To complete the process, do your Validation Now you can Close the count to restrict further processing     Once the counting process is complete, you can print the final count report. In V11, Sage added a new report specifically for printing multi-counts. Select INVBORA     Go to Stock line selection     You will find different options here to print the report: All – allows you to print all lines Counted – only print the lines counted in the final count To be counted – print the lines to be counted Counted with variances – only prints the lines where a variance exists between the counts Counted 1 – prints count 1 Counted 2 – prints count 2     For now, Select the All option Click Print     Finally we can see the adjusted stock count in stock movement inquiry screen Navigate: Stock > inquiries > stock transaction by date Here you will see the stock changes for increased/decreased stock. For more information on inventory multi-counting in Sage X3, please contact us.

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 state of recovery, companies can take note of valuable lessons learned during the crisis in order to implement procedures that will help strengthen their supply chain and gain a competitive advantage in the days ahead. #1: It’s Important to Identify Your Critical Supply Chain The pandemic uncovered significant flaws in the supply chain that resulted in unexpected shortages of critical materials. Specifically, shortages of personal protection equipment such as gloves, masks, and other vital medical supplies caused major concern for essential workers at the forefront of the pandemic. So, how can unexpected shortages of critical items be prevented? While many companies procure large numbers of products and services, not all components have the same criticality. Moving forward, it should be considered essential to identify, assess, and document the critical elements of your supply chain – going beyond the bill of materials and including components needed to build and ship products. Take stock. What does your Critical Supply Chain look like? Read the full whitepaper from our partner Expense Reduction Analysts or contact us for more information. Thank you to Dileep Kulkarni, Principal Consultant at Expense Reduction Analysts for contributing to this blog.

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 areas of Project Management, Food & Beverage, Pharmaceuticals, and Chemical. Please take a moment to learn more about the skills each brings to our practice. We are pleased to welcome…. Mark Miller Sage X3 Team Manager mmiller@netatwork.com | Direct: 646-517-1012 Mark has over 10 years’ experience implementing the Sage X3 product in various roles. Additionally, he has multiple years working with ERP application implementations providing clients with knowledge and guidance. He has managed multiple internal and external companywide ERP implementations. He has a strong manufacturing and distribution background combined with X3 interaction. Mark continues to build on his 30 plus year career in successively more responsible roles in manufacturing, inventory, planning, shipping and production reporting, gaining experience and insight through project managing ERP implementations, transitioning into corporate information technology management and consulting. Scott Graybill Solutions Architect sgraybill@netatwork.com | Direct: 646-293-1731 Scott brings over 20 years of technical experience including 10+ years implementing Sage X3. During his tenure, he has consulted across multiple industries including but not limited to distribution, manufacturing, transportation, food and beverage, pharma/nutraceutical and chemical. He enjoys learning about a customer’s needs, then defining, designing and implementing that vison in the Sage X3 product. Prior to working with Sage X3, Scott designed and implemented Warehouse Management and Shipping Interface Systems. Scott holds a BS in Computer Science and an MBA in Information Systems. Mike Shields Project Manager mshileds@netatwork.com | Direct: 646-585-8813 Michael brings over 15 years of enterprise systems implementation and project management experience to Net at Work. He has served companies in the manufacturing, industrial products, and energy industries. He has primarily worked with Sage X3 for the past few years, having led or been a key contributor in deploying the solution for global distribution companies. His client focus, and strong personal commitment to project success and collaborative attitude in projects have been key traits that have helped him succeed in those endeavors. Norm Hawkins Software Developer, Sage X3 nhawkins@netatwork.com | Direct: 646-293-1778 Norm has been working with Sage X3 for 13 years doing ERP customizations, technical training/support and Crystal reports. His background includes software development across several platforms and a wide variety of industries from automotive to robotics. He specializes in productivity enhancements and Crystal Reports design for Sage X3. Norm is Sage certified as both a X3 Technical Consultant and X3 ERP Developer. Don Morey Account Executive, Sage X3 Dmorey@netatwork.com | Direct: 920-981-4325 Don has been working in the enterprise application software space for 20+ years and Sage X3 for 5+ years. His expertise spans many industries including discrete & process manufacturing, consumer products goods, regulated industries, wholesale distribution, among others. He combines a strong functional and technical background with excellent communications and interpersonal skills in helping clients evaluate the best possible combination of products and services to meet their business needs, goals and objectives. Mark Pinard Sales Engineer, Sage X3 mpinard@netatwork.com | Direct: 646-517-6075 Mark has been working in ERP market for over 25 years. He has two Bachelor of Science degrees, one in Business Administration and Computer Sciences. He has over 13 years of experience demonstrating Sage ERP X3 into complex business environments. Mark has extensive experience with process manufacturing verticals, food & beverage, chemical, pharmaceuticals, life sciences and discrete manufacturing. Mary Simon Consultant, Sage X3 msimon@netatwork.com | Direct: 646-517-6078 Mary is a Chemical and Materials Engineer. In the 1990s she owned a software/internet company automation business installing POS software and hardware in small to medium businesses. She has worked with Sage X3 for over 6 years starting in X3 support then as a PSG consultant. She has experience with many of the ISVs that integrate with X3. She has successfully implemented X3 into a number of distribution and manufacturing companies. As a Professional Service consultant at Net at Work she continues to help companies complete implementation of X3 in a cost effective and timely fashion.