Tag: Sage X3

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Tag Archive: Sage X3

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How to Modify a Process Flow in Sage X3

At its most rudimentary, a process flow is a collection of functions that allow users to complete a business process, and Sage X3 offers more than 700 out-of-the-box process flows. They range in scope from things as simple as managing…

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Out-of-the-Box Consolidation in Sage X3 ERP

Did you know that Sage X3 can show you consolidated views of your account balances without any extra configuration? Because Sage X3 was designed from the ground up as an international package, you can use the standard inquiry screens to…

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Sage Document Management from Your Pocket: Access, Approve, and Capture on the Go

With the Sage Endorsed document management solution DocLink, you can support your workforce with a web client and mobile application designed to streamline everyday tasks. It’s news to no one that smart devices are an integral part of many lives…

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How to Create Specialty Manufacturing Reports in Sage X3

When you listen to a sales pitch on business intelligence, you may walk away more confused than when you started because, if you’ve been around long enough, you’ve seen many reporting tools – from Lotus to MS Excel to FRx…

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How to Handle Unapplied Payments in Sage X3

During implementations, our customers often present us with the challenge of handling unapplied payments. On a regular basis, our customer’s bank account gets replenished with wire transfers from their customers, which have no references to invoices. Proper accounting practices and…

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Setting Up Intercompany Transactions in Sage X3

Have you ever been in a situation where one of your customers placed a purchase order (PO) for items you don’t keep in inventory at your current location but do at another of your locations? In most systems, this is…

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Orders to Pick Formulas in Sage X3

Sage X3 offers several options for processing a sales order once it’s been created in the system. Distributors that want to manage processing orders through the distribution center in groups, for example, can use the preparation plan (FUNPREP2). There are…

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How to Set Up Allocation Rules and Pick Sequence in Sage X3

Have your warehouse personnel ever complained about being sent to a bin location while picking an order only to find the location empty? If so, your system probably isn’t set up with proper allocation rules to determine which bin location…

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Sage Unveils Salesforce CRM Connector for Sage X3

Salesforce CRM Connector for Sage X3 This week at Dreamforce 2016 the Salesforce annual user conference, Sage announced the Salesforce CRM connector for Sage X3 (Sage Enterprise Management), a robust and sleek integration between the Sage’s cloud business management solution…

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Sage X3: ERP Software for Pharmaceutical Manufacturers

There are several ERP systems on the market designed to address the specific challenges facing pharmaceutical manufacturers. When you’re a pharmaceutical manufacturer, however, it doesn’t always feel that way – it feels like you’ll never find the solution that’s right…

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The New Sage X3 Cloud Release Update 10

The End of ERP Exciting things happen at Sage Summit. At last year’s Sage Summit, Sage CEO Stephen Kelly announced the end of ERP. At this year’s Sage Summit, Sage launched the new Sage X3 cloud release Update 10, available…

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An ERP System for Pharmaceutical Companies

Choosing the right cost effective pharmaceutical manufacturing enterprise resource planning (ERP) solution is necessary for any organization that wants to improve visibility, increase efficiency, reduce costs, and improve product quality. While organizations initiate ERP projects for a variety of reasons,…

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6 Ways Sage X3 Can Help Your UDI Implementation

To remain FDA compliant, all medical devices must have labels that contain a unique device identification (UDI) – a number that makes them recognizable and traceable across the entire medical field – by 2020. The UDI, readable by both humans…

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5 Things to Consider When Defining Your UDI Strategy

The FDA has passed legislation requiring all medical devices to have a unique device identification (UDI) number to make them recognizable and traceable across the entire medical field. By 2020, all medical devices must have labels containing the UDI, which…

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