Tag: Sage X3

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Tag Archive: Sage X3

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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…

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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…

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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…

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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…

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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…

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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…

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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…

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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…

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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…

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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…

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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…

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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…

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Demystifying Sage Cloud ERP Accounting Software Options

Sage Intacct, Sage X3, Sage Cloud, Partner Cloud, which is right for you? With your inboxes filled daily with messages about their Cloud and SaaS based solutions, we’ve pulled it all together in this 30-minute informative session: Clarifying the Noise…

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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…

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