Sage X3

Have you ever been in a situation where one of your customers placed a purchase order (PO) for items you don’t keep in inventory at your current location but do at another of your locations? In most systems, this is a scenario that requires many transactions to get the goods delivered to your warehouse and, ultimately, to your customer. Luckily, setting up intercompany transactions in  Sage Enterprise Management (Sage X3)  is easy. First, you need to create the customer PO, then create a PO to your other warehouse to request the goods from them. Then, they need to create their own sales order (SO) to pick, pack, and ship the required good(s). Without entering the corresponding customer PO number on all documents, you will lose traceability and not know how each transaction ties together. In some instances, you may receive these parts and not know why or who was meant to receive them. With Sage Enterprise Management, however, creating these transactions (PO to...

Sage Enterprise Management (Sage X3)  is packed with things you don’t know it can do; one of the things that users often don’t take advantage of is the capacity to modify the software without knowing how to code. Just to name a few: Entry transactions allow you to choose which fields you want to see on a screen without touching the development area of the system. Conditional formatting allows you to color code your fields based on conditions. Workflows allow you to be alerted when something happens in the system based on your own business rules. Another  feature of Sage Enterprise Management  that often overlooked is the ability to add controls to a given field in the system without the need to know the 4GL language, which is Sage Enterprise Management’s proprietary coding language. Here's how to add controls to fields in Sage Enterprise Management: Under the setup module, you can find a function called control tables. Developers eventually r...

Attacks and other hacks on IT systems are, unfortunately, on the rise; the most recent one to make headlines is the attack on MongoDB. The knowledge that a MongoDB attack removes all of the victim’s data and replaces it with a ransom note is upsetting, and the fact that tens of thousands of MongoDB databases holding more than 680 terabytes of data have been compromised and held hostage is downright alarming. The MongoDB attacks, which have been a problem for approximately a month, are still occurring, and the number of attacks is on the rise; sources say that 25% of unsecured internet-accessible MongoDB databases have been hit by this ransomware attack. What is MongoDB? MongoDB is a free, open-source database system that runs on a range of platforms, including Windows. Its usage is growing quickly, with millions of downloads – something that will only prove to increase the number of attacks. Now, as  this article  explains, five groups of attackers are competi...

At its most rudimentary, a process flow is a collection of functions that allow users to complete a business process, and  Sage Enterprise Management (Sage X3)  offers more than 700 out-of-the-box process flows. They range in scope from things as simple as managing data to things as complex as analyzing production consumption and costs. Even with so many options to choose from, there is still the possibility that what comes out of the box might need to be slightly tweaked to cater to the specific needs of your organization. The purpose of this blog is to show you how we can leverage what Enterprise Management gives us and either add to or delete from an existing process flow. Let’s say you want to create a process flow that includes only the sales orders, deliveries and invoices functions from Enterprise Management. We’ll want to find an existing process flow that’s similar to this so we can use that as our template. Here's how to modify a process flow in Sage ...

During the implementation cycle, we’re often asked if we can set it up so a company can automatically email a report in Sage Enterprise Management (Sage X3) – sales order confirmations when someone places an order, for example, or confirmation invoices when goods are shipped. By leveraging the destination management and workflow capabilities of Enterprise Management, it’s very possible – easy, in fact – to set it up so that you can click just one button and send an automatically generated email. As an example, we’ll try to create an environment where we can simultaneously create the invoice from the delivery screen and email the confirmation to our customer. First, you’ll have to create the email destination and make sure that the parameters are configured to be able to email within the parameter values. This is where you’ll define the email server IP or mask. Second, you must define a new report code and its default values. This will allow you...