Segregation of Duties in Sage X3
Segregation of duties is a fundamental principle of many regulatory mandates including the Sarbanes-Oxley (SOX) Act. Technology may make it simple for one person to do the job of many, but it also increases the risk of concentrating too much…
Importing Data to Update Fields in Sage X3
In this blog, we will show how to use the data templates of Sage X3 to update data in your system. In this example, we will be setting the 1099 flag on the supplier records included in the spreadsheet. When…
Tips & Tricks: NetSuite Demand and Supply Planning
In this video, we’ll focus on NetSuite‘s demand and supply planning capabilities. We begin by calculating item demand plans for four projection methods: linear regression, moving average, sales forecast and seasonal average. We then dive into supply planning parameters around…
Key Strategies to Grow Profits in Manufacturing
Many growing manufacturing businesses operate with fixed budgets and finite resources. Forced to put out daily fires, fulfill the most pressing customer requests and manage customer issues, managers don’t always have the time or energy to develop—and put into action—new…
Acumatica Cloud ERP Filters & File Training
In this video we discuss best practices for setting up filters in the system as well as properly attaching files within Acumatica. These strategies can help optimize your day to day workflow and ensure that you are looking at the…
signNow for NetSuite – Streamline Your Workflow With a Complete E-Signature Solution
In this blog post we’ll take a closer look at signNow for NetSuite. With signNow, an eSignature solution, you can send contracts, purchase orders and have sales quotes be signed electronically. With the signNow Netsuite integration, you can automate data…
Sage X3’s Role in Managing Food Recalls
A food recall is every Food & Beverage processor and distributor’s biggest threat to profitability. But it doesn’t have to spell disaster for your business – as long as your team is prepared. Pairing your needs with the right technology…
SSAE 16 & SOC1 Reports for Sage X3
Are your auditors requesting SOC1 compliance reports for Sage X3? Sage Software has released information regarding SSAE 16 and SOC compliance reports via Sage Knowledgebase article 22901. Because Sage X3 is not a multi-tenant application hosted by the publisher, it…
MRP Starting Stock in Sage X3
The calculation of MRP starting stock – the quantity of the product in stock at the start of the MRP process – differs depending on whether the product is non-versioned, versioned, or project related. In this blog, originally posted on…
Sage X3 FDA Compliance Validation
FDA software validation is when an FDA-regulated company “establishes documented evidence which provides a high degree of assurance that a specific process will consistently produce a product meeting its predetermined specifications and quality attributes.” While the FDA provides guidelines regarding…
Acumatica Quick Tips Video: Document Recognition
In this video we demonstrate the new document recognition feature in Acumatica Cloud ERP. This is used to create bills based on an invoice for quick entries. Contact Us if you have any questions or would like more information about…
How to Refresh Your Sage X3 Query Live in Excel
Do you constantly find yourself going through multiple steps to get to a Sage X3 query only to end up exporting it into Excel? Sage X3 gives you the ability to refresh the data right inside excel. Pre-requisites: 1. You…
5 Financial Considerations for Human Capital in 2021
The 2020 experience has every company thinking about its workforce. Whether it was keeping teams safe, helping them be productive from home, or finding judicious cuts that would shore up sagging cash flows, business leaders dealt with unforeseen challenges. Now,…
AP Automation and Approval Workflow Built for Sage X3
X3CloudDocs automates the accounts payable invoice process through a dedicated workflow. The financial record of the invoice is automatically created in Sage X3, with the original document being securely stored in the cloud. Unlike a manual process, X3CloudDocs provides full…
