On February 25, 2016, the Financial Accounting Standards Board (“FASB”) issued an Accounting Standards (ASU) update intended to improve financial reporting about leasing transactions. This ASU affects all companies and other organizations that lease assets such as real estate, airplanes, manufacturing equipment, construction equipment, title vehicles, office equipment, computer systems, and software.
How to check for inconsistencies in the Sage 500 ERP surrogate key values
If you are familiar with the database schema of Sage 500 ERP you have likely come across the need to understand the use of surrogate keys in the database. Most tables within 500 utilize surrogate keys as the primary key with a few exceptions – tsmCompany and tsmCountry are two examples that do not. The surrogate key provides a unique index in each table. It should be noted that the surrogate keys are not assigned utilizing the Is Identity column property available for tables in your SQL Server database. Instead, Sage 500 has a specific process to manage the surrogate key assignment. This article will provide a brief overview of this and then will provide a method for checking for inconsistencies in the surrogate key values that could lead to errors when running the Sage 500 application. While these errors should not be common, they do occur and often are related to custom integrations or custom development that did not properly manage the surrogate key values within Sage 500.
Setting Up Web Services
Web services can be useful in providing real-time interfaces between any ERP System and an external 3rd party or custom application. Sage ERP X3 Web Services can be used to expose custom or existing Sage ERP X3 objects and functions as web services.
This is the first in a series of 5 posts which will step through examples of creating and consuming web services for Sage ERP X3. Here’s a summary of the other 4 posts in this series if you’d like to jump to another topic:
Now on to our current topic Setting Up Web Services …
Someone (who shall go unnamed in this article) posted a comment in response to a LinkedIn post entitled Why Your Forecast Accuracy Hasn’t Improved. Here’s what the comment said:
I think that quite a few of us have given up on pushing for accurate forecasts and resorted to other options such as planning at the sub-assembly level and putting together strategies to allow for more “agility,” i.e., firefighting capabilities. I agree… that companies think they can grab additional market share or shelf space by offering more and more options, more varieties of items. This makes planning at the end item, not only inaccurate but, pretty much invalid as soon as the new product pipeline is updated.
When You Really Want Them to Default to ‘A’ Status
Are you having issues with your Sage X3 Stock Mangement rules defaulting to ‘Q’ Status when creating your Purchase Receipts? They keep defaulting to ‘Q’ status regardless of the way the Stock Management Rules and the Receipt Rules on the Product category are set and you want them to default to ‘A’ status.
In this article, I outline how to adjust that setting in Sage X3.
Problem: Ever need to search a list of .PDF files for a string of text?
Windows is not terribly friendly about it – you have to open one . PDF file at a time, search and continue opening files one at a time until you find what you need.
Visual Process Flows on your Sage X3 desktop allow for the graphical representation of a typical transaction cycle and easier navigation to the relevant functions and tasks in that cycle. It offers an easy and alternative way for you to navigate through the application (instead of relying on the extensive menus and lists of tasks). The steps for defining which Process Flows you want to add to the desktop portal are found mainly in the Interactive Dashboard menu under Setup and in the Authoring menu under Administration. Here’s how it’s done.
A recent request from a client was to only show Active products when running the Stock By Product Inquiry. The default settings will show all items regardless of the status of the product.
Sage X3 allows the user to add formulas in an inquiries Criteria that can help filter out a specific data set.
In this example, I will create a formula that can be used in the Stock By Product inquiry as well as other inquiries throughout Sage X3.
Are your supply chain planners and production decision-makers constantly evaluating, examining, considering, checking and double-checking screen-after-screen, row-after-row, column-after-column of numbers in printed reports, in your ERP system, or in Excel™ workbooks trying to make decisions that are timely, accurate and effective?
If you answered yes, chances are they are looking at numbers like…
- Quantities on-hand
- Quantities on open replenishment orders
- Quantities required for open sales orders or work orders
- And more….
Do you use backflush components for your work orders but don’t want them to show up when you use material issue on your ADC guns so you don’t accidentally over issue them? The steps below will walk you through how to make your material issue process a little cleaner.