Sage X3 Questions & Answers

To create a dashboard in Sage X3, follow the steps given below:

• Open Sage X3
• Navigate to the Dashboard Designer
• Customize widgets for KPIs, charts, or reports.

To find Sage X3 version, follow the steps given below:

• Open Sage X3
• Navigate to Help
• Click on ‘About Sage X3’
• View the version number and patch level.

To edit the left list in Sage X3, follow the steps given below:

• Open Sage X3
• Go to the ‘Development’ tab
• Click on ‘Script Dictionary’
• Choose ‘Objects’
• Now, navigate to the ‘Selection’ tab
• Add, remove, or rearrange columns by choosing the relevant table and field to display in the left list.

To check the patch level in Sage X3, you can simply check under 'About Sage X3' to see version and patch details.

To create a patch in Sage X3, you'll need to use the Development module. To do this, follow the steps given below:

• Open Sage X3
• Navigate to Development
• Click on Utilities
• Hit Patches
• Choose 'New Patch'
• Enter the required details
• Save the patch

For smaller organizations, a Sage setup can cost between $10,000 and $100,000. For bigger, more complicated implementations requiring substantial customization, the cost can exceed $100,000.

To duplicate a folder in Sage X3, follow the steps given below:

• Open the Sage X3 Management Console
• Go to 'Solutions'
• Click on 'Folders'
• Choose the folder you wish to copy
• Hit 'Copy'
• Name the duplicate folder

To remove spaces in Sage X3, you can utilize string manipulation functions like trim$(), rtrim$(), and ltrim$() in custom scripts to remove leading, trailing, or both types of spaces. You can also adjust field settings to enforce specific trimming behaviors.

To delete a folder in Sage X3, follow the steps given below:

• Open Sage X3
• Go to Setup
• Click on General Parameters
• Hit Folders
• Choose the folder you wish to delete
• Hit ‘Delete’

To download the chart of accounts in Sage X3, follow the steps given below:

• Open Sage X3
• Navigate to the Financials module
• Open the Chart of Accounts or General Ledger menu
• Utilize the export or print option to generate a list
• Select the desired format