Category: ERP

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Category Archive: ERP

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Viewing Transaction Currency Rates in Sage X3

Sage X3 multi-currency translates transactions entered in foreign currency into your native accounting or ‘ledger’ currency and automatically provides any exchange variance (gain/loss) due to currency fluctuations for these transactions. In this blog post, we will look at an example…

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Price Utility for Sage X3 – Automate Updates to Costing and Pricing and Eliminate Cumbersome Spreadsheets

The Price Utility for Sage X3 automates the process of updating price(s) and/or cost(s). The Price Utility allows you and your team to quickly and easily make profit-preserving decisions and make mass updates to the pricing and costing table in…

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Sage X3 & Sage 500 Year-End: 1099 Processing for Calendar Year 2021

Once again, it is time to start preparing 1099 filings for calendar year 2021. Sage recently released the 1099 updates for 2021 for both Sage X3 and Sage 500. In this post we will review what you should expect if…

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How to Mass Update Work Order Start/End Dates and Priority

Have you ever found yourself in a situation where you need to change the start or end date of multiple existing work orders? Whether the scheduling mode is Forward or Backward, it is possible to use a function in Sage…

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Demystifying Sage Cloud ERP Accounting Software Options

Sage Intacct, Sage X3, Sage Cloud, Partner Cloud, which is right for you? With your inboxes filled daily with messages about their Cloud and SaaS based solutions, we’ve pulled it all together in this 30-minute informative session: Clarifying the Noise…

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The Business Imperative for Modern Business Management Software

As a small or midsized business (SMB) operating in a rapidly evolving marketplace, the right business management software can create and differentiate your brand, giving you a decisive competitive edge. Speed and agility — two attributes of “modern” software applications…

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Signs It’s Time to Consider Changing your Fund Accounting System

If your nonprofit is struggling under the inefficiency of an outdated or underpowered accounting system, you already feel the pain. The extra work involved to evaluate software and build a business case will be worth it when your organization strengthens…

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Looking at Slices of Your Left List

Are you interested in isolating items in the Left List? Do you want the ability to slice the Left List data into pieces and be able to review it one piece at a time? Without any fancy customizations? Let’s examine a quick and simple…

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6 Tasks to Cross Off Your Year-End ERP Checklist

A year-end ERP checklist can assist you in preparing your systems for the coming year. This checklist not only provides a straightforward plan for ending the year on a happy note, but it also assures that all of the hard…

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What’s New in Sage X3? Exploring V12 2021 R4

Sage recently released Sage X3 Version 12 2021 R4 with some nice new features and enhancements to existing features. In this blog post, we’ll review the capabilities delivered by some of the key new features & enhancements in this latest…

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How to Limit Production Tracking in Sage X3 to Allocated Work Orders

In this post, we will review how you can use the production tracking control parameter MTKALLMGT in Sage X3 to force the allocation of components to a work order before any production activity for that work order can be recorded….

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What’s New in Sage X3 Distribution & Manufacturing

In this post, we’ll take a look at what’s new in Sage X3 Distribution & Manufacturing with the release of 2021R3 (V12P27)—including the latest changes to existing functionality. Distribution 1) New! Automated Data Collection Includes 5 web-based functions for distribution….

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Adding Additional Invoices to Closed POs in Sage X3

Periodically, you may find yourself in a situation where your PO has been accidentally closed—and marked as fully invoiced—upon receipt of a partial invoice. Even if you use the Close and re-open orders function to re-open the PO, you still…

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Project Spotlight: Baked by Melissa Has Sweetness in the Bag with Help From Net at Work and Sage X3 Food ERP

Baked by Melissa is a female-founded company that makes life sweeter — for the lucky New Yorkers who live or work near one of the company’s 14 retail locations and for mini cupcake enthusiasts across the country who order through…

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