How to make BP compatible with collective account in Sage X3 V11

November 29, 2017 Published by

When posting a Sales Order, you may encounter an error “Business partner incompatible with collective account”, as shown below. To make BP compatible with collective account go to, Common data G/L Accounting Tables Accounts Go to the Miscellaneous tab, under BP authorization grid, change the authorization to “Yes” from “No” for Customer. As shown below.

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Define Profit and Loss Accounts in Sage X3 V11

November 29, 2017 Published by

While trying to manually enter a journal entry in Sage X3, following error message may appear stating that “Profit and loss account not defined”. To manually define profit and loss account, go to: Parameters -> Organization structure -> Companies Under the Accounting tab, mark the Retained check box as shown below. Create a Retained Earnings […]

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Join us at Sage Sessions in Calgary

August 1, 2017 Published by

The Sage Sessions coming to Calgary on August 1, 2017 is a complimentary, single-day event designed for Sage customers driving our Canadian economy. This is a must-attend event that delivers a learning, training and networking experience that will inspire you to …

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Get Action and Function Code in Sage Enterprise Management V9

June 1, 2017 Published by

Sometimes, the developer may require finding the action and function code in the coding part. The following example shows how this done in Sage X3. In this example, three buttons are added in the purchase order window (OPOH) and mapped with three different processes using the same process code. All Development Script Directory Add the […]

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Connect with Panni at CPA Alberta 2017 Accountability Summit

May 16, 2017 Published by

Panni is proud to sponsor the 2017 Accountability summit organized by Chartered Professional Accountants Alberta (CPA Alberta) on Thursday,  June 1st at the Telus Convention Centre, Calgary. Elevate Accountability Summit is a yearly event organized by CPA Alberta to provide exceptional learning opportunities to CPAs in Alberta. The theme for this year’s event is “Disruption: An opportunity.” More […]

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How to Pass Parameter Values to Action through Function in Sage X3

May 5, 2017 Published by

Passing the parameter values is an important process in Sage X3 V9, especially when we use action parameters through function. The following are the steps to pass values to the action process through function in Sage X3. Create one window for the testing purpose called “YTEST”. Go to All Development Script Dictionary Script Dictionary Actions […]

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How to Reshape Logistics using Technology

April 18, 2017 Published by

Technology has significantly improved characteristics of logistics in every business. It has not just streamlined operations and improved process efficiency but also has automated delivery trucks. Smarter and simpler supply chain management is possible all because of technology. Three transpiring …

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How to add Checkbox at Screen Level in Sage X3 V9

April 13, 2017 Published by

Description: Checkbox feature is a basic requirement in Sage Enterprise Management, just like any other ERP system. Sage Enterprise Management allows user to add check boxes anywhere at screen level but we should use local menu for this feature and …

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