I recently had a customer that was unable to start their batch server in Sage X3 product update 8. The Batch Server status was stuck at “Restart in Progress”. This issue occurred after an unplanned power outage that resulted in the Sage X3 Application Server restarting. Here were our steps that resolved the issue:
Clients often ask us how do we refresh our X3 folder data to make sure everything is current. This is a step by step guide.
1. Log into the PROD folder as the ADMIN user. Under Development> Utilities > Extraction/ Integration, run the Data extract function.2. Accept all of the defaults and click the OK button.
Problems with Deleted Transactions
Are you having a problem where transactions are getting deleted and you do not want your Users to have the ability to delete the Transactions? As long as you never want to use the Delete button, you can disable it and it will NOT show on the right-hand side of the screen.
For example – you want to disable the Delete button on Purchase Order Receipts:
Recently, I had a customer that had to physically click the Download button when previewing a report to generate the preview. This resulted in extra clicks and was annoying to the user. With some simple setting tweaks, the behavior of the Chrome browser could be configured to eliminate these extra clicks:
1. In Sage X3, when previewing a report, the customer received this message box:
Review of the Best New Features
Sage X3 Version 11 has been released and it’s packed with some great new functionality including a new project management module, production scheduler in manufacturing, financial management enhancements, and new options for industry-specific complementary solutions and connected apps. Let’s take a closer look at the best new features.
We often get the question from clients how do we delete folders that are no longer needed from our Sage X3 and Sage Enterprise Intelligence (SEI)? This blogs walks through the steps to remove your folders and data from X3 and SEI.
How to remove your folder and data from X3:
Many times you may want to know when and who changed, deleted or added a record to a table. This is possible using the Auditing feature in X3.
You can turn Auditing on for select tables and fields and then see who modified, added or deleted from this table.
We do suggest that you be prudent on what and how many tables you use this on because depending on your amount of transactions and users it could potentially cause some performance problems. So the best thing to do is try it on just one table and maybe a few fields at first to see if it seems to make any difference in your performance.
Merging Business Partners in X3 (Customer, Suppliers, Sales Reps)
There may be occasions where two similar Business Partner accounts are created when only one may have been required. This results in two separate entities on the aging reports. As a result the user may request to merge the accounts together.
The BP Merge function can be used to transfer postings related to a Business Partner (Source) to another Business Partner (Destination).
This blog will provide you with the steps required to merge two accounts into one.
Here is an example of two customer accounts that were created when only one should have been created. They both have balances on their account.
Customer #1 BP Situation:
In Sage X3 Version 7 and later, REST services are available to access various entities. These REST services return data in a JSON format, and can be consumed from .net. This post provide some .net examples of making REST requests to Sage X3, and parsing the data.
Sage X3 allows for landed cost coefficients to be entered on the product record. These coefficients will default to the purchase order and be captured in the cost of inventory. However, X3 does not make the necessary adjustments to the offset accounts of the entry. This blog details the changes necessary to the auto-journal so landed cost adjustments post to the offset accounts appropriately.