Sage X3 Ideas Portal

3 Vote

Password Policy: Add default common password blacklist

Have been asked by client's IT since they observed there is a blank blacklist file in SAGE password policy. For `SAGE` password policy, possible for Syracuse by default to be preloaded with a common password file like from: https://www.ncsc.gov.uk...

Created 11 Jul 02:47 by Chun Heng Lee

Sage X3 Suite Platform / Security

0
4 Vote

Enable Credit Control checking in Customer BP Invoice function

Currently, Credit Control checks are performed only in the Sales Order/Delivery/Invoice functions. If a user enters a Customer BP invoice that would place a customer over their credit limit, there is no check in place to provide a warning/blocking...

Created 21 May 20:33 by Guest

Sage X3 / 1. A/P A/R Accounting

0
3 Vote

Enhancements for Customer Credit Evaluation

The "Risk Analysis" option that can be access from the Customer master function (GESBPC) has a lot of useful information that a Credit Manager can use to assess a customer's credit-worthiness. Most B-to-B organizations periodically undertake a rev...

Created 05 Jul 14:30 by Guest

Sage X3 / Finance

1
3 Vote

Preventative maintenance resource calendar

A preventative maintenance resource calendar for visibility of which resources are allocated to which scheduled/unscheduled maintenance tasks during the week and month.

Created 03 Jul 11:36 by Guest

Sage X3 / Preventive Maintenance

1
7 Vote

Button to Kill user session from the locked Symbols function.

Currently when a hung session is identified there are several steps to kill that session. It would be good to kill the session from the Locked Symbols function without needing to drill into the user session, select the session then select the proc...

Created 29 Dec 18:47 by Shawn Leininger

Sage X3 Suite Platform / System administration

1 Future consideration
7 Vote

Auto Attach source document PDF to Signature approval workflow emails.

Clients frequently ask for the report PDF to be attached to signature approvals. We currently have to use custom code to print a report and force the code to wait for Crystal to finish before allowing it to trigger the signature workflows.

Created 29 Dec 18:29 by Shawn Leininger

Sage X3 Suite Platform / Workflow and notifications

1
3 Vote

Back to Back Order Generation (FUNMAUTF) - Generating Work Orders for Sales Orders with a Credit card Credit Status

The Back to back order (FUNMAUTF) function can be used to generate work orders for sales order lines with the product source set to "Work order". There is a parameter value DIRORDCTL (Back to back Block if Limit Exceeded) when set to "No" it will ...

Created 02 Jul 18:48 by Guest

Sage X3 / Sales

0
6 Vote

Pop-up help for field on functions (on mouse-hover)

It would be great if in X3, when we do a mouse-hover a field on screen, X3 could display a pop-up help to describe what the field does (instead of having to open the function help to investigate what the different fields do). See example below: Ex...

Created 06 Feb 16:00 by Guest

Sage X3 / Navigation

0
3 Vote

Advance bank statement functionality does not account for dimensions.

Hi, Tested the MT940 Bank statement and noticed on Payments and receipts which are generated from the Automatic payment creation in the Cashbook module, it does not post with the dimensions already existing in my Customer Bp Invoice. This is a hug...

Created 27 Jun 11:03 by Guest

Sage X3 / 1. A/P A/R Accounting

0
1 Vote

default filter setting in left list

In left list, the default filter is "contains" in Sage X3 V12 while it was "begins with" in Sage X3 V11. It would be more flexible to be able to set this filter by default. Each user has their own preferences.

Created 02 Oct 09:50 by Nicolas Massicot

Sage X3 / Search/Filter/Select

0