LeeAnn Segan
Recent Posts
Enhanced Stock Valuation Report in Sage X3 V12
Version 12 has several improvements like the ability for users to run as of specific date, an inquiry so data can be exported to Excel, and a resynchronization tool to identify and correct balance issues by period.
Continue readingSage X3 How To: Moving Stock out of Subcontract Location and into an Internal Location
There may be instances where material has been moved into a subcontract location and no longer required. The following steps will allow a user to transfer this material to an internal location so it can be used for other purposes.
Continue readingHow to Setup Sage X3 to Track Sales Representatives and Commissions
Sales commissions are paid to sales representatives when they make a sale. The salesperson is assigned at the time the sales order is created and the commission amount is recorded during the sales invoice creation.
Continue readingA Quick Guide to Assembling a Default Sales Order & Delivery Type in Sage X3
The default Sales Order and Delivery type can be setup with a preferred default instead of selecting by alphabetical order during data entry.
Continue readingHow to Setup Sage 500 to track the new Colorado Retail Delivery Fee
Beginning July 1st, 2022 Colorado will impose a $0.27 retail delivery fee on all deliveries by motor vehicle to a location in Colorado. The fee is per order and applies if there is any taxable item in the order. Wholesale or other exempt sales are ...
Continue readingHow to Setup X3 to track the new Colorado Retail Delivery Fee
Beginning July 1st, 2022 Colorado will impose a $0.27 retail delivery fee on all deliveries by motor vehicle to a location in Colorado. The fee is per order and applies if there is any taxable item in the order. Wholesale or other exempt sales are ...
Continue readingHow to Add a Single Report to a Sage X3 Module and Bookmark it as a Favorite Item
As a user in Sage X3, you may have to run specific reports as part of your daily routine. Setting up a report as a single item for a particular module can help improve work flow and minimize any confusion you may have on which report to run.
Continue readingHow to Setup and Use an Early Settlement Discount for Customers in Sage X3
Wanting to show a little appreciation or provide an incentive for your customers who always pay their invoices early with a discount encourages good relationships between you and your clients. In this blog, we will show you step-by-step how to setup ...
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