As an ERP user it is quiet mandatory that whenever we do any accounting transaction, it should
be carried in Open Fiscal Year/Open Period.
Now if we design a custom screen that deals with financial transactions in Sage X3, it should
check for the validity of transaction date. In other words, it needs to be confirmed if the
transaction is being created for an ...
How to run Fiscal Year End Process in Sage X3
The fiscal year end is the one of the most important and tedious process in ERP. Let us see, how
to close a fiscal year in Sage X3 in three simple steps:
Before we go ahead with the closing, the following are some of the...
How to Open a Closed Fiscal Period in Sage X3
Often than not, we come across scenarios wherein a closed period which needs to be reopened.
So, following are the steps to open a closed period:
Check Validity of an Accounting Pe...
How to Create a Stock Count in Sage X3
Stock count is a process of counting inventory on a periodic basis throughout the year.
This is a two-step process as explained below-
1. A stock count session is generated to select the products and /or locations to be counted along
with other parameters and selection criteria.
2. A Count screen is used t...
How to Reserve Stock for Particular Customer
Have you ever come across a circumstance in Sage X3 where you would like to reserve the stock
of managed product for customer?
Sage X3 has a feature where we can reserve the stock for customers. To successfully bring this
functionality follow below steps.
Navigate To: Sales>Allocations>...