Resources for Sage X3 Users

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 parameter to create simulated entries before actually posting the journal—no accounting entry will be generated. This allows you to correct any errors such as missing accounts or unbalanced journals before posting. You can also use this parameter to prevent a user from posting transactions to the GL. To get started, go to Setup >> Users >> Parameters >> Accounting Interface. To activate simulated entry generation simply click on a selection and select one of the following options: No.  If you select ‘No’, no simulation run. Journal entries are generated. This is the default value. Yes – always. ‘Yes – always’ generates a simulation entry for all the journals. This will prevent the user from posting transactions to the General Ledger. During the generation, a screen automatically opens and displays the simulation results and potential warning messages. During mass processes, all the entries are displayed. Yes – If error. ‘Yes – if error’ generates a simulation entry ONLY if there is any error during generation of the journal. This is used for debugging the posting in the event of an error and to understand what is missing—either a value, a dimension, or a General Ledger Account. Once Yes – If error is selected, a simulated transaction will be displayed prior to posting for all journal entries which will generate errors: The user will receive an error which is the parameter preventing the user from posting that transaction: For more information on generating simulated journal entries in Sage X3, or their use cases, or for any other Sage X3 questions, please contact us.

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 an approver leaves the company but their replacement has not yet been hired. In this scenario, you will often have a manager that will need to approve a workflow twice—once for the open position and once for themselves. Fortunately, the answer is ‘yes’, you can configure auto-approve on Sage X3 workflows and avoid having a user approve the same transaction twice. SETTING UP AUTO-APROVE ON SAGE X3 WORKFLOWS To do this, you need to add a SIGWRK action for POHSIG and POHSIGVAL workflow rules: The Execution condition GUSER = [L]USER([L]LEVSIG+1) means “if the User signing is the same User signing at the next level of approval, then sign again”. You have to add this action on POHSIGVAL and also on POHSIG if the first approval user is the same at the next level of approval. To see the original post on Sage Community Hub, click here. For more information on auto-approving workflows in Sage X3, or for any other Sage X3 questions, please contact us.

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 about each other’s experiences. It’s a unique opportunity to network with like-minded DocLink users and elevate your DocLink experience to the next level. Hosting and leading the forum will be your peers, two fellow DocLink users. There will be no support talk, just pure collaboration focused on your commonality, shared insights, strategies, successes, and actionable tips & tricks. Advanced registration is required, so secure your spot by registering here. What: Doclink Customer Forum – Chat With Each Other! When: March 19, 2024. 2:00 PM – 2:30 PM ET Where: Online via Webex We thank our partner Doclink for creating this unique opportunity for end-users to enhance their DocLink experience.

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 from a customer. To do this using Sage Sales Tax, simply enter a value—any value—in the Exemption no. field: Typically, tax-exempt entities recognized by the IRS (for example, religious organization, charities, resellers or similar) enter their tax exempt number in this field. However, entering ANY value in this field will force Sage Sales to avoid calculating taxes for this customer for any transaction. Should you need to calculate taxes on a single invoice, you cannot do it when this field is populated—you will have to clear it first. AVOID CALCULATING TAXES FOR A SINGLE TRANSACTION There can be situations where a customer who is usually taxed needs to avoid calculating taxes for a single transaction. In these cases, there is a field in the invoice generation labeled Entity/Use that handles the exception on an individual transaction basis. Normally, because this customer DOES NOT have an exemption number associated, the main tax rule will send the information to Sage Sales Tax and will return the value depending of the configurations (Product taxation and jurisdictional sales rates): However, if we enter an exemption value in the Entity/Use field, the system will determine if the tax exemption is valid on the transaction’s jurisdiction and will consequently apply it in the calculation. Below is a list of the regular Entity/Use codes. This list is maintained in Common Data / Miscellaneous Tables: By entering one of these values in the Entity/Use field, the tax calculation will include it and consequently it will make that single transaction exempt: Note that the Rate and Tax Amount fields now are empty: This exemption will apply only to this single invoice. Any subsequent transactions for this customer will not take that code into consideration, but instead will revert to the customer’s main configuration (the tax condition that we setup originally for the customer). In this example, the next transactions will be taxable since there is no value stored in the Exemption no. field for this customer. For more information on how to avoid calculating taxes when using Sage X3 and Sages Sales Tax, or for any other Sage X3 question, please contact us.

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, however, the data you want to filter for is not in a range, so what should you do? We’ve outlined the steps below: Launch your requestor from the menu or a process flow Click on the Criteria button in the top right corner Click the action button (…) in the Start column for the field you wish to filter: Click on Multiple Values You can enter ranges or single values for filtering. Select Yes for a range, then enter the range of values Select No for a single value Click the OK button The Start and End values will turn green Click OK again to view your results For more information about using requesters to filter data in Sage X3, or for any other Sage X3 questions, please contact us.

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 elevate your reporting capabilities to a whole new level. HIGHLIGHTS INCLUDE SEI Web Workbook Supplements the Excel add-in and eliminates the need to support any software on your desktop Can be embedded in Sage X3—unlike the Excel reports Full mobility for use on any device Now supports more options from the Excel add-in New data extractions with persistent aggregation and copy options More flexible formatting New filters to replace formulas with AI-based performance optimization using smart cache New drill down to view more in the same sheet refreshing contextually as you move through the data New Distribution Options Customize your output file name New notification when a distribution job fails to complete Streamlined SAML2 and OAuth Increased simplicity of configuration and upgrades Increased security on web client Datasync Updates Ability to sync flat files on FTP sites New connector Use Graph QL APIs to improve performance New ability to load data by partition to increase efficiency and success in loading large data sets New predefined reports available New Web Workbook templates New Sales, Manufacturing, and Logistics reports New support for the Preventative Maintenance module This webinar also covers the SEI roadmap including the significant investment in AI including: AI in online help to make self-service easier AI Narrative / Data Story to make high-level observations suggesting where further analysis is warranted AI Natural Language Query to make queries easier for non-technical business users AI Predicative, Augmented (ML), and Prescriptive Analysis to help you make faster decisions For more information about the new features from SEI’s first release of 2024, or for any Sage X3 questions, please contact us.

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 tradeshow. The Transport Note feature in Sage X3 tracks goods that are shipped and/or delivered but do not include products that are part of the core business. The main differences between this function and deliveries are the following: No link with an existing document No accounting journal No invoices No credit control and credit updates No accounting interface No returns for transportation notes are anticipated No stock management: The products can be managed in stock but no stock movement is generated for transportation notes No control on stock availability is made even if there is no stock for a product managed in stock No picking from items in the list panel; transportation notes must be created directly with no link to orders, shortages, etc. Dedicated sequence number The business partner can be a customer or a supplier As you can see in the screenshot below, the feature is accessed from the Common Data menu and is associated with activity code (TRSNE Transportation notes). If you would like more information on how to activate this feature, or for any other questions about Sage X3, please contact us.

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 shipping workflow and reducing manual intervention. FreightPOP users report an average of 30% cost reduction in freight spend, demonstrating its effectiveness in saving time, effort, and costs in shipping operations. WHY CHOOSE FREIGHTPOP’S SAGE X3 INTEGRATION? Experience the unparalleled synergy between Sage X3 and FreightPOP TMS with our custom integration solution designed specifically for shippers using or interested in Sage X3. By merging Sage products with FreightPOP’s multi-mode transportation management system, you can amplify your operational efficiency and significantly cut costs. Download Brochure KEY BENEFITS Efficient Data Management: Say goodbye to tedious manual data entry. Enhanced Workflow:  Speed up your shipping processes like never before. Operational Accuracy: Reduce errors in order processing and shipping.. Adaptable Growth: Our solution scales with your business, whether you ship via parcel, LTL, FTL, ocean, or air. SOLUTION HIGHLIGHTS Automated Shipping Control: Effortlessly create, manage, and monitor shipments directly within your Sage X3 system. Diverse Carrier Options: Tap into an extensive network of carriers and benefit from competitive rates. Real-time Shipment Monitoring: Track every shipment, from order placement to delivery, in real-time. Data-Powered Decisions: Utilize robust analytics to make informed choices, refining your logistics operations. Ready to elevate your  shipping and logistics operations with FreightPOP’s Sage X3 ERP integration? Contact us now to schedule a demo or to delve deeper into our offerings!

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 INTELLIGENCE’S NEWEST FEATURES During this on-demand session, we will walk you through the latest and greatest capabilities that have been integrated into Sage Enterprise Intelligence. You’ll discover how these features can streamline your data analysis process and elevate your reporting capabilities to a whole new level. Webinar topics include: The latest additions to the Web Workbook, including the new Data Extraction Wizard. New ways to customize how you share reports using the Scheduler. Enhancements to the web client that’ll make your life easier. And many more updates! .embed-container { position: relative; padding-bottom: 40%; height: 0; overflow: hidden; max-width: 768px; } .embed-container iframe, .embed-container object, .embed-container embed { position: absolute; top: 0; left: 0; width: 100%; height: 100%; } Click here to view the webinar slides. For more information about Sage Enterprise Intelligence (SEI) or any other questions about Sage X3, please contact us.