Hot topics
  • Display standard transaction in local date time format.

    We understand that for maintaining consistency and uniqueness all documents when created or modified in X3 is saved in GMT Date time format. In classic function we have Utilities tools “Properties” which display the Creation or Modification on of the document in GMT format from database.

    However, user would like to see the creation or modification of the document in their local date time rather than database…

  • Is it possible to delete a pick ticket after a validated sales delivery is deleted?

    After creating a sales order, it is possible to generate a pick ticket for the sales order. The pick ticket status will be “In process”. Once the pick ticket status is changed to Deliverable, it is possible to generate a sales delivery that can be validated in the future. Once a delivery is generated, the status of the pick ticket changes to Delivered.

    After validating the sales delivery, and for any reason…

  • Password Reset

    In 2023R2 user can change their own password for security reasons or reset it if they forget it.  The login screen includes a link to reset your password when basic authentication (user/password) is used to allow users to reset their passwords easily without having to ask the Administrator when passwords are forgotten or compromised.

     Pre-requisites:

    • Syracuse Server 12.19.7.3
    • A mail server configured to send and receive…
  • LOGS AND TRACES – Refresher – PART 2

    LOGS AND TRACES.. Refresher Part Deux

     In continuing this refresher series of logs and traces we will cover some of the built-in capabilities that are available to use, specific to:

    1. Batch server logs
    2. Syracuse logging
    3. Workflow email logs
    4. Web scheduling logs
    5. SEI Logs
    6. ADC (MA) services Log
    7. Print server

     

    Let’s jump right in..

     

    Batch server logs

     

    When accessing the Batch server (Administration, Endpoints, Batch server…

  • Clearing common Cloper anomalies Part II

    I thought it was time to look at the Cloper report again. We reviewed some common errors in Sage X3: Clearing common Cloper anomalies . Let’s take a look at a few less frequent ones.

    First here’s a Cloper refresher:

    The Cloper is the Pre-closing verification report. This report generates a log file that identifies any controls that could block closing one or several periods. You can run the report for one or…

  • Why is cost structure posting to a received not invoiced clearing account RNI instead of posting to a separate GL account?

    separate GL account?

    When a cost structure is assigned to a standard cost product, and a purchase receipt is created, the expectation is to have the amount of the cost structure posted to an overhead or landed cost GL account not the RNI account.  

    However, it all depends on how the valuation method is set up. In the Setup, Stock, Valuation method, when STD valuation is selected as the source valuation, the Receipt source…

  • Shipping Calendar

    Using calendar functionality of X3 you can create shipping calendar. Shipping calendar could ensure delivery tracking and order fulfillment runs efficiently helping sales team and warehouse shipping team to work together.

    Below is very high-level calendar functionality with simple setup. You could expand your setup to suite your business needs.

    For Shipping calendar demonstration, I will be using SORDER and BPCARRIER…

  • LOGS AND TRACES – REFRESHER – PART 1

    Today we will focus our energy on the tracing and logging options available to us from within the many applications we use in day-to-day activities.

    We will discuss the tracing and logging options for various components used with X3 and what type of information they would typically provide.

    Not only is this information valuable to help identify various problems, but these records will also be requested by the support…

  • Checking your list for year-end

    Santa Claus isn’t the only one checking a list at this time of year. Consider me the Grinch reminding, you that year-end is just around the corner, and it is time to review your year-end task list.

    Your year-end task list and notes are the most important documents for your year-end close.  It’s where you record what went well and what didn’t in prior closes. It’s where you note what information / reports that you…

  • When running Material Requirements Planning MRP, how does it determine the suggestion type to use?

    When running Material Requirements Planning MRP in Manufacturing, Planning, MRP processing or Stock, Reorders, MRP processing, the type of the planned order created by MRP depends on the setting of the Suggested type that is selected in Common data, Products, Product-site, Planning tab. There are several suggestion types:

    No suggestion: When no selection is made for the reorder mode or the suggestion type. This can be…