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Sage X3 Common Data

The document outlines the steps for creating customer and supplier categories and their respective entries in a system. It includes detailed instructions for entering category codes, descriptions, and financial information, as well as creating dimensions for business partners. The process is structured under the Common Data section, guiding users through the necessary tabs and fields to complete each task.

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Nizar Kraiem
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103 views9 pages

Sage X3 Common Data

The document outlines the steps for creating customer and supplier categories and their respective entries in a system. It includes detailed instructions for entering category codes, descriptions, and financial information, as well as creating dimensions for business partners. The process is structured under the Common Data section, guiding users through the necessary tabs and fields to complete each task.

Uploaded by

Nizar Kraiem
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as DOCX, PDF, TXT or read online on Scribd
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Common Data

Creating Customer category

Go to Common data > BPS > Customer categories

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1. Click ‘New’
2. Enter category code
3. Enter category description
4. Enter category short description
5. Select language
6. Go to Financial tab
7. Select accounting code
8. Click ‘Create’

Creating a new customer

If you have BP (Business Partner) as one of your Analytical Dimension Types, it is advisable to start by
creating the dimension first.

Go to Common data > G/L ACCOUNTING TABLES > Analytical > Dimensions

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1. Click ‘Dimension type’ on the page options


2. Select the relevant Dimension type
3. Click ‘New’
4. Enter Dimension, this code should be the same as the Customer code
5. Enter dimension description, this should be the same as customer name
6. Enter short description
7. Make sure its active
8. Make sure boxes are selected
9. Click ‘Create’ and close page

Go to Common data > BPS > Customers


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1. Click ‘New’
2. Select category
3. Enter customer code (same as dimension code)
4. Enter short description
5. Enter Customer name (same as dimension description)
6. Enter country, language and other details
7. Go to ‘Address’ tab
8. Enter the fields
9. Go to Financial tab
10. Enter tax rule
11. Enter Payment terms
12. Enter dimension on Dimension Type BP
13. Click ‘Create’

Creating Supplier category

Go to Common data > BPS > Supplier categories


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1. Click ‘New’
2. Enter category code
3. Enter category description
4. Enter category short description
5. Select language
6. Go to Financial tab
7. Select accounting code
8. Click ‘Create’

Creating a new supplier

If you have BP (Business Partner) as one of your Analytical Dimension Types, it is advisable to start by
creating the dimension first.

Go to Common data > G/L ACCOUNTING TABLES > Analytical > Dimensions
11

22

33
44 5 66
99

77

1. Click ‘Dimension type’ on the page options


2. Select the relevant Dimension type
3. Click ‘New’
4. Enter Dimension, this code should be the same as the Customer code
5. Enter dimension description, this should be the same as customer name
6. Enter short description
7. Make sure its active
8. Make sure boxes are selected
9. Click ‘Create’ and close page

Go to Common data > BPS > Suppliers


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22 13
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66
44

55

77

88
99

11
11
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10

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12

1. Click ‘New’
2. Select category
3. Enter customer code (same as dimension code)
4. Enter short description
5. Enter Customer name (same as dimension description)
6. Enter country, language and other details
7. Go to ‘Address’ tab
8. Enter the fields
9. Go to Financial tab
10. Enter tax rule
11. Enter Payment terms
12. Enter dimension on Dimension Type BP
13. Click ‘Create’

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