Have you come across a scenario where you want to transfer the balances from one site to another site. Sage ERP X3 has a feature where you can transfer the balances from one site to another site. Below are the steps
Navigate To:Financial->Journals->Journals entry
New Stuff: How to get the sum of Mask column in Sage X3
In above screen shot we entered the credit and debit lines if we click on create button it will transfer the balance from one site to another entered site.
Also Read:
You may come across a situation, where you may want to get the sum of Mask column in Sage ERP X3.
Sage ERP X3 has a special function to get the sum of Mask column.
New Stuff: How to Execute Miscellaneous Type Workflow Programmatically
Sigma: This function is used to get sum of Mask column.
Syntax: sigma( [ variable = ] indice_start, indice_end, expression )
Parameter details:
Variable: Name of the loop variable.
indice_start: Numerical expression stating the start of the range over which the variable may vary.
indice_end: Numerical expression stating the end of the range over which the variable may vary.
Expression: Numerical or alphanumerical expression.
Kindly refer to the below snippet of code for better understanding.
Also Read:
1. Change date format of the current folder in Sage ERP X3
2. Find earliest date from range of dates
3. How to filter Left browser on field action…!
4. How to Truncate numbers after decimal point
5. How to calculate remainder using x3 mod function
In our previous blogs, we have explained how can we trigger the “Manual” and “function entry” based event type workflow in Sage X3. Now, in this blog we will see how the “Miscellaneous” Based event type workflow gets triggered.
New Stuff: How to get the sum of Mask column in Sage X3
This workflow is triggered for particular events identified by a finite list of event codes. These events can either be generic for all software written in Adonix technology (for instance, connection, disconnection…), or they can depend on a function specific to the software being used.
1. Create the workflow rule with Event type as “Miscellaneous”.
2. To call the workflow refer to the below snippet of code:
Parameters description:
1.TYPEVT: Triggering event type
2.CODEVT: Workflow rule code
3.OPERAT: workflow rule operation
4.CLEOBJ: object code(for object events)
Hope this helps.
Also Read:
1. How to execute workflow through function?
2. How to execute workflow programmatically in Sage ERP X3
3. Workflow of Quality Control Process in X3
4. Workflow Monitor in Sage X3
5. Assigning Workflow Parameters in Sage X3
We are just few days away form the largest and biggest Sage ERP X3 Sales Conference in Istanbul. For those joining in late here a sneak peak and more about product offerings by Greytrix to Pick Your Piece of Innovation at Sage ERP X3 Sales Conference 2015, Istanbul.
Greytrix offers an invaluable opportunity by presenting a session at Sage ERP X3 Sales Conference to introduce our product offerings to customers and partners to of Sage ERP X3: e-commerce (Magento), Salesforce.com and Sage CRM Seamless Integration connectors.These products are built on the robust GUMU framework. Our offerings have been designed keeping various business and industry needs in mind. This unique opportunity will provide a platform to build stronger business relations with your customers and will help in exploring new horizons.
Greytrix session details at Sage ERP X3 Sales Conference, Istanbul
Date and Time: 12th May 2015 (14:00 – 14:30)
Location: Theater A – Floor M4
Session Name: A “Best of breed” approach towards customer Interactions Interfaces by Kumar Siddhartha, Greytrix.
In this session, we will showcase how our integration solutions can help you excel in customer interactions:
* Salesforce.com Integration: It’s not just about Cloud it’s an experience to compliment your robust Sage ERP X3 with a leading Cloud CRM solution. Your Sage ERP X3 data in your control and accessible, anywhere, anytime in a safe and secure environment.
* e-Commerce (Magento): Sage ERP X3 and Magento eCommerce Solution integration is designed to assist businesses to manage and seamlessly integrate their e-commerce website and marketplace with back office ERP systems performing bi-directional data synchronization in a fully automatic manner.
* Sage CRM – Sage ERP X3: We are a family. From the developers of GUMU Sage CRM which integrates Sage CRM with almost all Sage ERP’s namely, Sage 100, Sage 300, Sage 500 ERP we bring the same flexible, user friendly GUMU solution for your Sage ERP X3. The most loved feature is you have the flexibility to integrate any version of your Sage ERP X3 with any Sage CRM version of your choice and enjoy benefits of a real-time, bi-directional integration.
For everything else do Drop by at our booth no #13
Lets walk together towards new horizons!
With Sage ERP X3 as your choice you can already Get more done in less time. No Holding back. Its time now to take your customer experience to the next level by integrating your Sage ERP X3 with one of the largest and most renowned, Salesforce Cloud CRM system.
Get the best of both worlds, integrate your Sage ERP X3 with Salesforce Cloud over a secured platform.
Similar to our GUMU Sage CRM integrations which integrates Sage CRM with Sage ERP X3, Sage 100 ERP (MAS90/200), Sage 500 ERP (MAS 500), Sage 300 ERP (Accpac). We have built a GUMU architecture for Salesforce Cloud CRM which currently integrates with Sage 100 (MAS90) ERP and Sage ERP X3 which will be followed by Sage 300 ERP, Sage 500 ERP in near future.
Product Page | Salesforce App Exchange | Salesforce Blog | Sage ERP X3 Blog
Supports -
* Sage ERP X3 all editions from version 6.5 onwards
* Salesforce Editions – Professional, Enterprise and Unlimited
Its Real-time, Bi-directional, Multi-Folder and Secure. Let’s run through the features available
Stay tuned for our next blog post regarding this product. For a live demo/trial or any queries/ feedback/suggestions please email salesforce@greytrix.com
This is in continuation to our last Introduction to GUMU Salesforce – Sage ERP X3 Integration post. This is one of the key features of our GUMUTM Salesforce – Sage ERP X3 Integration solution which helps to import Sage ERP X3 Customer/Prospects into Salesforce.
Import Customers/Prospects functionality is one-time process where user can import Customer/Prospect from Sage Erp X3 into Salesforce CRM as Accounts. After importing customers/Prospects from Sage ERP X3 into Salesforce, the user can view real time customer details in Salesforce (i.e. Invoices, Sales orders, Quotes, Shipments and Sales Summary).
When user imports the Customers/Prospects, it imports customers/Prospects along with Contacts and Addresses of that particular customer.
For importing Customers/Prospects from Sage ERP X3 to Salesforce using GUMU integration, please follow the below steps:
1) Login to Salesforce.
2) Go to Administration Tab.
3) Click on the Import Data Tab to open the Import Data Page.
4) Select the “Integration” from the Lookup option provided in the import data page. (Refer above screenshot)
5) Then select Import Type from Dropdown List (i.e. Import Customers).
6) Select the criteria on the basis of which you want to import customers. Here we have provided two ways -
Customer Last Sync: Using this criteria, users can import the customers based on the Customer Updated date. Once you imported on certain date then Last Sync Date will be automatically populated at the time of next import process. You can change Last sync date as per your requirement.
From Customer To Customer: Using this criteria, user can import particular customer or bunch of customers by providing Customer number range.
7) Finally click on Import Button to start import process.
For more information on our Salesforce integration with Sage ERP X3 please visit our website or email us on salesforce@greytrix.com to setup a live demo for you or your team. We look forward to hear from you.
You may come across the situation, where you want to define central attachment path.
Sage X3 has special settings to set the central attachment path to keep the files centrally.
New Stuff: How to define default CRM call type in global level
To set the central attachment path, follow the steps:
Step 1: Go to, Setup >General Parameters> Parameter values
Step 2: Go To ADX (Adonix) node and then Folder sub node and your respected folder. And go to Interface User (INT) Option as shown below.
Step 3: Right click on Interface User option and then go to Detail menu. You will find one parameter window. Then change the “Attachment directory (DIRPCE)” value as shown below,
After the above activity, press ok and save the data. Close the X3 and again open to effect the changes.
Also Read:
2) How to Setup Quote Signature Management
3) Disallow shipments when Short of quantities in Sage ERP X3
4) How to know current open mask in Sage ERP X3
5) Setting up procurement system using Tolerance in Sage X3
As we all know tasks group all the commercial actions that cannot be considered either an appointment or a telephone call.
New Stuff: How to define centrally attachment path globally.
There may be scenario in which you have to create a task but don’t want to synchronize it; to achieve this you can update the flag DONDEFTSK.This parameter transforms the status of the tasks from “To be executed” to “Execute” if set as ‘YES’. This modification mainly leads to the disappearance of the task from the sales representative’s workbench.
Kindly follow the following steps:
Navigate to Setup>General parameters>Parameter values
under ‘CRM’ chapter right click on it and select ‘Detail’
Now set the value of the field DONDEFTSK to ‘YES’, refer to the below screen shot.
Hope this helps!
Also Read:
1. INTRODUCTION TO CRM ACTIVITY
2. Determine Calling Screen in Sage X3
3. Service Contract Creation In X3
4. Supplier pre-payment settlement in Sage X3
5. Service Contract Creation In X3
uni is used to verify if there are or not duplicate values in a series of numeric, alphanumeric or dates variables. uni returns the rank of the first value equal to a previous value from the list, that is to say :
New Stuff: How to set task status as completed by default in Customer relation?
- if the first and the second are identical, uni returns 2
- if the first and the third (or the second and the third) are identical, uni returns 3.
…
- if no value is duplicated, uni returns 0.
For a numeric “uni” is it acceptable to mix the label, decimal, integer, floating and double precision variables.
Syntax: uni( list_exprg )
The below syntax will return 3,
num$( uni(24, 15, 24, 1, 2, 3, 4, 5))
If one of the arguments for the function is a dimensioned variable without specifying an index or index interval, all the elements of the variable are used. The specifying of an index or index interval determines the elements to be taken into account.
If an index interval is given so that there is no element, for example uni(VALUES(1..0)), the result returned is 0.
Irrespective of the arguments, uni returns an integer. It should be noted that the uni function never returns 1.
Hope this helps!!
Also Read:
In previous blog we saw the price list configuration for invoicing element charges. Now in this blog we will discuss to disallow to update the gross price through price book.
New Stuff: How to verify if there are duplicated values in a series
Navigate: Setup>Sales>Price lists>Setup 
In price lists setup set the Price Processing “NO” then this price book will not be updated the gross price of product.
Also Read:
1. How to Restrict the Modification of gross price/Discounts/Charges for Transaction
2. Check the Price in different Currency Rates.
3. Sales Price Reasons and Explanation in Sage X3
We came across a scenario where client wants to add the invoicing elements charges on header level of different transaction. Sage X3 has standard feature to add the invoicing elements charges on header level of transaction. For this we have to do the price list configuration.
New Stuff: Price List configuration-II
Navigate: Setup->Price lists->Structure
Set the calculation base “By Document” in code structure
2. Price list setup
1. Set price type “Grouped” (Refer the below screen shot)
2. Also set the charge/ discount processing “Yes” (Refer the below screen shot)
3. Set the price list entry (Refer the below screen shot)
4. Create the sales order and check the invoicing element charges at header level
Freight charges has updated on the above transaction.
We will continue “Price list configuration “In next blog..
Also Read:
1. How to Restrict the Modification of gross price/Discounts/Charges for Transaction
2. Check the Price in different Currency Rates.
3. Sales Price Reasons and Explanation in Sage X3
Have you ever come across in circumstances where you want to know the value of the work in progress product ?
Sage X3 provides special feature to know the value of the work in progress product
Work in progress valuation corresponds to the value of the products in production for which the raw material has been consumed, time has been entered, and stock receipts have been carried out.
New Stuff: Price List Configuration – I
To successfully bring this functionality follow below steps.
Navigate to: Costing > WIP > WIP Valuation
1) Enter the Company name and Site
2) Select the Type
3) Enter Work Order No Range
4) Click on OK Button
System will take you to Report window.
5) Click on Print Button.
After clicking on report button, WIP valuation report will be displayed which will exhibit the cost of WIP product .
Hope this helps.
Also Read:
1.Allow Tracking of Work Order for Material Short.
2.Automatic Deletion of Work Order in X3
3.Quality Acceptance Sampling with Sage ERP X3
4.Re-order suggestion in X3 by Periodic Replenishment method
Sage X3 have a feature to deletes all the lots in the folder where the quantity is zero and where no movement has been carried out
New Stuff: WIP Valuation
This process can be carried out either directly, in simulation mode or in Batch mode.
To successfully bring this functionality follow below steps.
Navigate to: Setup > General Parameters > Parameter value
Navigate to: Inventory > Periodic processing> Purge > Zero Lots
1) Select the date
2) Click on OK button
System will delete the lot by calculating mentioned formula “specified date minus the value in month of the MARPURLOT”, If this setup is not defined or its value is null It will not be possible to purge the null lots from less than 12 months
Hope this helps.
Also Read:
1.Purging and Archiving Data in Sage ERP X3 – Using Database Mass Update
2.Purging and Archiving Data in Sage ERP X3 – Using Purge Data
3.Purging and Archiving data in Sage ERP X3
Today it is important to integrate ERP and CRM in order to see your customers as a whole entities and not as separate and unequal parts. With Sage ERP X3 – Salesforce.com integration, we have taken your ERP data to the cloud, giving salespeople a round-the-clock, 360 degree view of all customer interactions.
Attend this webinar to see how this integration gives customer-centric view of organization anywhere any time.
See you in the Webinar!!
When leading a fast growing organization into the future one has to ensure that growth entails proper management, identification and streamlining of processes to increase visibility, efficiency and prevent losses due to avoidable errors. In an effort to achieve this, organizations invest heavily into appropriate CRM and/ or ERP systems that best suit their business needs and budget. The packaged transport management add-ons available off the shelf may not always provide the right fit for your requirements and customizing your ERP to incorporate the right features and business rules not only make sense but prove to be cost effective as well.
This was exactly the situation largest food and consumer Product Company in North America found itself in. They had a legacy system which helped them to schedule and re-schedule their series of customer deliveries & vendor pick-ups in the most cost effective manner. They wanted similar functionality working within and tightly integrated with the Sage ERP X3 system they had chosen.
We at Greytrix, identified this challenge, understood the requirement of the organization and offered a customized solution for Sage ERP X3 to address the need of the organization to manage Inbound and Outbound transport. We provided them with a single console to enable them to perform all transport related activities with ease and efficiency by utilizing the maximum load capacity and reducing cycle time. The customization provides the scheduler the convenience of identifying, sequencing and monitoring the Carrier load, selecting the Carrier and Broker and recording their charges to automatically create the Purchase orders for their services. Provision to handle cross-docking and cross border transports was also made. All these activities were automatically linked to the X3 functionalities of Allocation, Delivery creation and Validation from a single console.
Our customization covers the complete transportation process and helps in creating highly flexible transportation plans working from within the X3 system making life simple for the ERP user.
So next time you are looking for tailor made features to enhance your Sage ERP functionality and experience, you know where to go!
Greytrix have some unique solutions of Sage ERP X3’s integration with Sage CRM, Salesforce.com and Magento Ecommerce. It also offers best-in-class Sage ERP X3 customization and development services to Sage ERP X3 business partners, end users, and Sage PSG worldwide.
For more information on Sage ERP X3 Integration and Services, please contact us at x3@greytrix.com .We will be glad to assist you.
Today, the world is becoming a global village. Businesses are trying to penetrate in different countries in search of newer markets and also for cheaper labor/ raw materials. So, most of the times, we have a scenario wherein the head office is located in maybe the USA and manufacturing facilities is based out of China.
This diversification comes with its own set of issues. Pain area in this scenario will be that of maintaining the book of accounts for all the countries where manufacturing units or branches are located. This is so because the accounting standards and the taxes applicable vary between different countries.
Simultaneously, the managers sitting at the head office would want a consolidated figure of all the expenses and revenues for the entire group.
However, since the facilities are in two different countries, we have
It is here that the inherent capability of Sage ERP X3 to maintain more than one ledger and have a one to many or many to one relationship comes to the fore.
In Sage ERP X3, you have the facility to maintain ten different ledgers. Of these, one is the main ledger, one is reserved for the analytical ledger and one for the IAS ledger. This means that in addition to the main ledger, you still have the flexibility to maintain 7 different ledgers. These ledgers can be then linked to the different Chart of Accounts based on their default classes.
So, for any company working in such a scenario, Sage ERP X3 will give us the flexibility to maintain three different ledgers as explained below:
Here we have three different ledgers, one for the legal reporting in USD which will be for the US based head-office, one in Chinese Yuan and one for analytical reporting, which will be in the base currency of the parent company – USD. Apart from the above setup, we also have to maintain the relationship of each account with the other account at the account level setup.
We can define one to many or many to one relationships as well if required by the group structure.
Functionally, with the above setup, whenever there is an entry posted in an account code of Chinese Chart of Accounts, a similar entry is also posted in the corresponding account code of the analytical Chart of Accounts. Similarly, whenever there is an entry posted in an account code of USA Chart of Accounts, a similar entry is also posted in the corresponding account code of the analytical Chart of Accounts. This means, for every entry posted by the user, there is one or more entry posted in the default account of the other CoA specified in the setup. The beauty of this posting is that this amount is posted in the currency specified on the ledger after converting the same using the latest conversion rate available in the currency rates table.
So next time you are looking for tailor made features to enhance your Sage ERP functionality and experience, Greytrix would be your right destination.
Greytrix have some unique solutions of Sage ERP X3’s integration with Sage CRM, Salesforce.com and Magento Ecommerce. It also offers best-in-class Sage ERP X3 customization and development services to Sage ERP X3 business partners, end users, and Sage PSG worldwide.
For more information on Sage ERP X3 Integration and Services, please contact us at x3@greytrix.com .We will be glad to assist you.
The concept of Remote warehousing emerged to handle all those companies which outsource their shipping and storage for their inventories to the third party logistic companies. When organization intends to use third party remote warehouse for distribution of its goods it has to ensure it utilizes electronic business document exchange system (EDI) that saves time, increase efficiency, reduces inventory storage/ transportation cost, eliminates manual errors and delays.
Third Party logistics company trades in 2 types of EDI documents and their significance are:
1. EDI 940 is sent to a Logistic Company to request that they ship on behalf of a client.
2. EDI 945 is returned to the client with details of the shipment including quantities shipped, Bill of Lading numbers, and packing information
Third party logistic company trades inventory to the end customer, however it needs to ship the EDI documents generated to its clients so that the clients can keep track of inventory at their end. Any failure in the timely issuance of the notification resulted into Late ASN and penalty charges.
So in order to avoid such mishaps due to manual processes there was a pressing need to integrate Remote warehousing software with Sage ERP X3. This integration would automate synchronization of the EDI documents. It would communicate and convert the EDI Sales Orders generated from the Remote Warehouse and integrates it with the Companies Accounting system
Remote warehousing Integration with Sage ERP X3 has made it very convenient for the user to reconcile order quantities with shipment quantities. This has also reduced the manual errors, like wrong quantity orders/quantity shipped entered and thereby avoid any late charges.
Greytrix have some unique solutions of Sage ERP X3’s integration with Sage CRM, Salesforce.com and Magento Ecommerce. It also offers best-in-class Sage ERP X3 customization and development services to Sage ERP X3 business partners, end users, and Sage PSG worldwide.
For more information on Remote warehousing integration and customization with Sage ERP X3, please contact us at x3@greytrix.com .We will be glad to assist you.
In today’s internet era; online sales is increasing. Many small and large business are turning to ecommerce as there is lot of business opportunity. Not only retailers but wholesale buyers also require online channel for doing business, managing accounts and shopping cart.
Choosing a right ecommerce platform is integral. From the available ecommerce solutions; Magento is a proven leader. Today Magento platform is the fastest growing ecommerce platform. It is a feature rich ecommerce platform offering merchant complete flexibility over the user experience, content and functionality of their online channel. Large business can choose Enterprise edition whereas Community Edition is open source and best fit for developers and tech-savvy merchants.
After identifying the ecommerce platform the next essential part is to integrate with your back office accounting system or ERP. With proper integration in place; you can automate the data back and forth between the systems, avoid human intervention, real time stock availability and quick processing of orders.
Greytrix is meeting the need of integrating ecommerce and ERP applications by providing an integration between Sage ERP (Sage ERP X3 and Sage 300 ERP) and Magento eCommerce platform. It’s beneficial for existing Sage users who are looking for ecommerce application and integration tool or businesses running a Magento website but requiring an ERP and vendor for integration.
Greytrix offers a well-designed integrated solution which automates the products, pricing and stock updates from your ERP to Magento website providing accurate product information and availability. By integrating your online orders to ERP; it simplifies order processing and accounts receivable. It also facilitates B2B ecommerce; by linking customers from your ERP to your online website.
By integrating Magento and Sage ERP; businesses can scale their online sales, reduce operational cost and profitability.
For more information on Magento integration with Sage ERP, please contact us at sage@greytrix.com .We will be glad to assist you.
Sage Summit (#SageSummit) – The most awaited Sage event of the year is scheduled to begin on July 27, 2015 at the beautiful city of New Orleans, LA. With thousands of guests attending each year, this is an event that needs no introduction in the Sage community. Small and Medium Enterprises from across the world, who have reaped the benefits of Sage Software, would be seen attending the event in large numbers along with the well-connected and powerful Sage community. It is a place for all of them to come together, network and share ideas. Sage Summit -2014 saw big wigs like Magic Johnson, Robert Gibbs, Karl Rove, Biz Stones and Jessica Alba share their Big ideas. This year’s event promises to be even bigger!!
Imp Links – Event Website | Register | Agenda | Product Agenda
While the last edition saw a wide range of topics covered by some of the best minds in the business – from tips for funding to handling complicated security – this year’s event promises to continue in the same vein and provide further insights for SMEs.
Top 5 reasons to attend Sage Summit 2015
- 11,700 customers, partners, small business owners, medium- sized growth companies, accountants, bloggers and analyst rate Sage Summit as “The Event” for SME businesses.
- Over 7500 guests including 2000 first time attendees, coming from 50 states, 11 provinces and territories and still counting.
- 500+ visitors to the Customer Solutions Center
- 700+ visitors to the Innovation in Motion Lab
You can follow Sage Summit related updates on twitter – hash tag #SageSummit
A little About Us – Greytrix is a decade old Sage Premier Gold Development Partner is a one stop provider for all your Sage ERP and Sage CRM needs. We provide complete end-to-end assistance for your pre-sales technical consultations, product customizations, data migration, system integrations, third party add-on development and implementation expertise.
We are an integration specialist known for our award winning GUMUTM framework, following are our offerings
Sage ERP integrations with CRM both cloud as well as on-premise. Our cloud offerings include Salesforce.com integration Sage ERP X3 and Sage 100 ERP and are in process to release integrations for Sage 300 ERP and Sage 500 ERP. For on-premise, we integrate Sage CRM with Sage ERP X3, Sage 100 ERP, Sage 300 ERP, Sage 500 ERP and a host of other ERPs. Magento eCommerce integration with Sage ERP X3 and Sage 300 ERP allows 360⁰ customer interaction and interfaces for seamless operations of front office, back office and portal activities.
With the kind of response and enthusiasm we see year on year for Sage Summit, we really feel proud to be a significant part of the Sage Community. Hope to see you at the Summit!
Think Greytrix, grow big!!
In our previous blog we have explain “Steps to add new modifier lines to the accounting code product”. Similarly this blog will help you to add new text for the accounting code lines.
New Stuff: Validate or invalidate a screen through code
Follow the below steps to add new text for Accounting code lines
Step #1: Navigate toDevelopment>Data and parameters>Tables>Local menus – messages. Enter local menu number (Chapter) 853 Texts of accounting code lines. Enter a new row as shown in below screen shot.
Step 2:New text added from Step #1 will be available for selection in accounting code lines modifier text (Refer to below screen shot).
Also Read:
1. How to add new modifier lines to the accounting code product?
2. Disable Accounting Cancellation on Customer BP Invoice
3. Accounting Task in X3
4. How to check for Accounting Codes in X3
5. Check Validity of an Accounting Period in Sage ERP X3