How ERP Software Addresses the Unique and Specialized Needs of Medical Device Manufacturers
Today’s leading medical device manufacturing companies are focused on running efficient discrete production activities, yet must meet the same FDA compliance guidelines as pharmaceutical and life sciences companies that have formula-driven production processes. In this recorded web event our experts…
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…
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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…
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…
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…
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…
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…
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…
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…
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…
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…
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…
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…
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…
