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...