Tag: X3 Insider

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Tag Archive: X3 Insider

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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…

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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…

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Understanding Customer Credit Limits and Currency in Sage X3

A critical part of managing risk within an organization is managing the credit available to customers. If you give a customer who may not be in the best financial position credit terms, or too much credit, you may have a…

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Help When You Need It: Sage X3 Support on YouTube

Need help with your Sage X3 ERP software? Now you can find answers to your Sage X3 questions on the Sage X3 Support YouTube channel. The Sage X3 Support YouTube channel offers short how-to videos that help you with common…

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Sales Pricing: Managing Fees & Charges with Invoicing Elements

Sage X3 permits the calculation of sales price information based on several factors including product, customer, quantity purchased and discounts. In addition to charging the customer for products & services, it is common to levy additional fees affecting the determination…

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Tax Included Pricing in Sage X3

In some legislations/geographies and for some products, our clients need to include sales tax in their prices within Sage X3. The “Price/Amount Type” flag determines if the prices of products (Sales Invoices) and amounts (Customer BP Invoices) are expressed excluding…

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New and Improved Sage Knowledgebase for Sage X3

Sage Knowledgebase (Sage KB) just got a major redesign—complete with an updated interface and additional features. What’s New in Sage Knowledgebase? In addition to a cleaner look and easier navigation, the improved Sage KB now offers: Compliance with Web Content…

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The Power of the STOADMIN Parameter

Periodically in Support, we receive queries on how the allocation or management rules could have been “violated” for a product. For example: product in “R” (rejected) status was issued even though setup does not authorize delivery of status “R” stock….

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Average Unit Cost Valuation in Sage X3

How inventory & average cost valuation are managed, considering input pricing fluctuation or additional landed cost imposed following inventory receipt. Sage X3 maintains several methods to value inventory including Standard, FIFO, LIFO, Lot Average Unit and Average Unit Costs. Industries,…

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1099-MISC/NEC Processing in Sage X3 & Sage 500

It’s the time of year again when thoughts turn to holidays and family… and year-end closing routines including 1099 processing! In this post we will review the requirements for both Sage X3 and Sage 500 as you close out 2020…

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Happy Thanksgiving from the Sage X3 Team

Thanksgiving brings us together, even from afar. And while Thanksgiving may look and feel a little different for many of us this year, we hope you find a way to celebrate and that your holiday is filled with good food,…

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Buy One, Get One Free – Adding Free Products to Your Sage X3 Order

Buy One, Get One Free (BOGO) pricing is a useful tool to encourage more sales of a product. When a customer purchases a certain quantity of one product, they get one or more of the same or a different product…

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It’s That Time of Year Again—Budget Season. Plan Now for a More Successful 2021.

Let’s face it, 2020 has been HARD. This time last year, no one was planning for a global pandemic or the havoc it would wreak on our lives—both personally and professionally. And while the pandemic is far from over, we…

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The More We Know, The More You Grow – Meet Our New Sage X3 Team Members

Net at Work’s Sage X3 team is growing again. To better support our ever-increasing number of clients, we have added 9 new members to our Sage X3 team this quarter. They bring decades of expertise to the team in the areas…

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