Tag: X3 Insider

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Tag Archive: X3 Insider


How to Process Customer Returns (RMAs) within Sage X3

Welcome to the Net at Work Sage X3 video series. In this episode, we look at how to process customer returns or RMAs (also known as return merchandise authorizations) within Sage X3. We will explore three different functions: Generating RMA…


Complementary Solutions to Extend the Power of Sage X3

Sage X3 is designed to provide a robust business management solution that allows you to hand pick the exact complementary software you need to ensure your system more closely aligns to your specific business requirements. Over time, your definition of…

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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…


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…

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