Sage X3 – Tips, Tricks and Components

Financial reporting involves the revelation of financial data to company stakeholders, this also helps people to understand the company’s performance over a specific period of time.
Normally the Financial reports are extracted Quarterly or Annually basis.

The primary purpose of Financial Reports can be segregated in 2 points:

Since the FR’s provide a picture of the financial data of a company, it helps in taking up the strategic decisions effectively.
It also serves the purpose to judge the company’s strength and weaknesses and give the management and graph of company’s health.

The primary Financial reports which a company looks up to is:

Balance Sheet: A balance sheet gives the entire detail of Assets and any finances made by it or also owned by it. It also gives the idea of the investment made by the company.
Income Statement: Discloses the company’s earnings (same as profit loss) over the reporting period.

All these FR’s are very complex to design using the usual reporting tools and hence it requires some specialized tools which can offer the data to be pulled dynamically as per period, accounts, and dimensions from the entire company.

Such tool is offered by Sage X3 termed as Financial Data Extraction tool. This tool offers inquiries, extractions and reports of those data coming from the accounting.

This tool acts as a report-building tool, which offers the designing of matrix i.e. formatting and editing the row and column content, as well as restricting the content using specific conditions.

Financial Data Extraction (FDE) in Sage X3 works in 3 stages:

FDE Setup Creation
Calculation
Inquiry

FDE Setup: This function is used configure the FDE elements which are related to dimensional and budgetary accounting.

Calculation: As the name suggests this functionality will be used to calculate or update the calculation of a group of tables.

Inquiry: This option makes it possible to display the data as configured and calculated during the first 2 steps of the financial data extractions.

If you are looking for tailor made features to enhance your Sage X3 functionality and experience for your industry, Greytrix would be your right choice.

About Us

Greytrix is one stop solution provider for Sage ERP and Sage CRM needs. We provide complete end-to-end assistance for your technical consultations, product customizations, data migration, system integrations, third party add-on development and implementation expertise.

Greytrix have some unique solutions of Sage X3’s integration with Sage CRM, Salesforce.com and Magento eCommerce. It also offers best-in-class Sage X3 customization and development services to Sage business partners, end users, and Sage PSG worldwide.

For more information on Sage X3 Integration and Services, please contact us at x3@greytrix.com .We will be glad to assist you.

Promotion is a powerful tool to entice and encourage your customers to buy from your store. A wisely designed promotion campaign helps online retailers in marketing their products, increase customer traffic on their store and pull down cart abandonment rate. As holiday season is approaching; internet is full of offers, attractive discounts and a pool of promotional emails. In such frenzy; retailers needs to evaluate customers, their likes/dislikes, what competitors are offering, why customers are leaving your store without buying and how to encourage them to spend more. Simply emailing the customers or posting a link in a social media it’s not going to work. Promotional campaign differs business to business, market trends and products hence requires a right strategy.

eCommerce software offers promotion tools which assist online retailers to design and manage promotional activities for their store. Magento eCommerce is a feature-rich eCommerce platform solution and offers powerful marketing tools which assist merchants to effectively design and execute their promotional activities.

Below mentioned are marketing, promotions and conversion tools offered by Magento eCommerce:

Up-sells, cross-sells and related products
Promotional pricing – Magento offers pricing rules with which merchants can effective implement discounted pricing. Can target specific group of customers, type of product, volume of purchase and duration within which discounted pricing is active.
Coupons Management – Merchant can easily manage the shopping coupons, distribute them to customers and track their usage.
Compare products – Enables to compare two or more products and assist in selecting the right product.
New item promotions – Display new items in promotional and landing pages.
Free shipping feature – Rule based free shipping options.
Newsletter management – Enables the store administrator to setup email distribution list and send emails to registered customer, their friends and emailing of wish lists.
Managing Polls – Easily create polls to get customer opinions on products, services, likes and dislikes.

In addition to eCommerce platform promotion tools; merchants needs an integrated system witch which they can integrate products with precise pricings and process orders with accuracy. Greytrix eCommerce integration assist Sage ERP users to integrate their system with eCommerce store (Magento) and offer them right features which helps them to manage their promotional activities.

Synchronize products and pricings – New products are integrated automatically. Base sale price, discounted pricing and customer specific pricing are appropriately synchronized. Merchants always get an accurate prices and can define appropriate pricing rules using base price or group price.
Synchronize registered customers – Ability to synchronize registered customers as customers in Sage ERP with which customer activities can be tracked in ERP.
Synchronize orders – Orders placed on your store includes discounted prices, application of coupons, free shipping. Merchants can accurately synchronize the orders back into the ERP with accuracy of totals and eliminates any errors in processing.

About Us

Greytrix eCommerce integration provides an excellent solution to E-commerce business to integrate their ERP with E-commerce marketplace; helps them to overcome challenges and assist them in making their business successful.

For more information on eCommerce Magento integration with your ERP, please contact us at sage@greytrix.com.We will be glad to assist you.

In a Sales order, while dealing with pricing we may want to round off net price to the nearest decimal. Sage X3 provides a parameter where we can set whether we want to round off the price or not. SALRND parameter is helpful when the pricing value is in decimals.

This parameter stipulates whether a rounding off should be applied to net unit price.

The list of possible values is: No/ Yes.

If No: Net unit price will be rounded to four decimals.
If Yes : Net unit price will be rounded based on the transaction currency

Kindly follow the below steps to change the parameter value:

Navigate to Setup>General parameters>Parameter values under ‘VEN’ chapter right click on it and select ‘Detail’

Then below screen will popup, now we will set the value to ‘YES’ or ‘NO’ as per our requirement for the SALRND

Hope this helps!

About Us

Greytrix have some unique solutions of Sage X3’s integration with Sage CRM, Salesforce.com and Magento Ecommerce. It also offers best-in-class Sage X3 customization and development services to Sage business partners, end users, and Sage PSG worldwide.

For more information on Sage X3 Integration and Services, please contact us at x3@greytrix.com .We will be glad to assist you.

Other Related Blogs:

How to round quantity in purchase order

http://www.greytrix.com/blogs/sagex3/2015/06/30/how-to-round-quantity-in-purchase-order/

How to apply Group price search in Purchase Order?

http://www.greytrix.com/blogs/sagex3/2015/10/29/how-to-apply-group-price-search-in-purchase-order/

How to set the Price by default Standard cost?

http://www.greytrix.com/blogs/sagex3/2015/10/29/how-to-set-the-price-by-default-standard-cost/

How to roundup decimal number to two decimal places

http://www.greytrix.com/blogs/sagex3/2014/09/23/how-to-roundup-decimal-number-to-two-decimal-places/

How to set the default price reason

http://www.greytrix.com/blogs/sagex3/2015/07/31/how-to-set-the-default-price-reason/

Here, we are going to look for the standard Sage X3 error handling process. It helps to trace error and passes error message to the end-user. Also it will helps to avoid interruption. In other word, it states the error and allow us to continue with the error messages.

In Sage X3 when a number is divided by zero value it leads to an error ‘Divide by Zero’. After the error, user cannot continue further. Sage X3 has the feature to handle those errors with the help of “onerrgo”. It is used to trace the error and handle it as well.

The above code is to trace the error. If no error exists, the catch block will not be called, so user can get the proper output.

If error exists, it will call the catch block and show the custom message ‘Divide by Zero error’. So user can give proper input.

Note: Finally, “block” will be called in both the cases, Hence we can release or reset the variable.

Hope this helps!

About Us

For more information on Sage X3 Integration and Services, please contact us at x3@greytrix.com .We will be glad to assist you.

Other Related Blogs:

How to remove a particular order from credit status hold?

http://www.greytrix.com/blogs/sagex3/2014/07/31/how-to-remove-a-particular-order-from-credit-status-hold/

How to add Sales Invoice elements in X3?

http://www.greytrix.com/blogs/sagex3/2014/03/20/how-to-add-sales-invoice-elements-in-x3/

Simplify product creation using Configurator in Sage X3

http://www.greytrix.com/blogs/sagex3/2012/08/31/simplify-product-creation-using-configurator-in-sage-x3/

Automate product creation using Configurator

http://www.greytrix.com/blogs/sagex3/2012/08/31/automate-product-creation-using-configurator/

How to get the number of records which is deleted by Delete Command

http://www.greytrix.com/blogs/sagex3/2014/06/30/how-to-get-the-number-of-records-which-is-deleted-by-delete-command/

Sage X3 has a parameter which can be used to disallow a particular user with the rights to unlock an order which has been put on hold manually or whose credit status is blocked.

To disable a particular user to unblock sales order, please follow the following steps:

Step 1: Go to Setup à General Parametersà Parameter values

Step 2: Go to Sales node and then Folder sub node and your respected folder. And go to Authorizations option as shown below.

Step 3: Right click on Authorization option and then go to Detail menu. You will find one parameter window. Then change the “Authorization to unlock order (SCDTUNL)” value to “No” as shown below,

After the above activity, press ok and save the data. Close the X3 and again open to check the effective changes.

Step 4: Now, go to the sales order and you will find the unblock button to be disabled as shown below.

Hope this helps!

About Us

For more information on Sage X3 Integration and Services, please contact us at x3@greytrix.com .We will be glad to assist you.

Other related blogs:

How to Unlock your Process in Sage X3

http://www.greytrix.com/blogs/sagex3/2013/03/16/how-to-unlock-your-process-in-sage-x3/

Locking a record for specific time

http://www.greytrix.com/blogs/sagex3/2015/11/27/locking-a-record-for-specific-time/

How to enable search engine in Sage X3 V8

http://www.greytrix.com/blogs/sagex3/2015/11/27/how-to-enable-search-engine-in-sage-x3-v8/

How to determine number (N) of combinations in X3?

http://www.greytrix.com/blogs/sagex3/2015/08/27/how-to-determine-number-n-of-combinations-in-x3/

How to check if the transaction is being locked in another workstation?

http://www.greytrix.com/blogs/sagex3/2015/07/30/how-to-check-if-the-transaction-is-being-locked-in-another-workstation/

In Sage X3, we may come across a situation where we need to know whether the path or a particular directory exists or not.

We can know this using following function:

Syntax: filinfo(path_fil, arg_ent)

Parameters:

path_fil: Char type expression for the file path to be tested

Arg_ent: Integer expression specifying the property to be found. It can be from 0 to 10.

Kindly refer to the below snippet of code for better understanding.

Here, we have used “7” as arg_ent (parameter) of filinfo function which gives size of file in octets.

If the file size found is negative, the file does not exist.

Here, the path defined in variable PATH is valid. Hence the output will be as follows:

Hope this helps!

About Us

For more information on Sage X3 Integration and Services, please contact us at x3@greytrix.com .We will be glad to assist you.

Other related Blogs:

How to access only files from directory

http://www.greytrix.com/blogs/sagex3/2015/11/27/how-to-access-only-files-from-directory/

Deleting a file from a directory

http://www.greytrix.com/blogs/sagex3/2015/06/30/deleting-a-file-from-a-directory-2/

Delete Folder in Sage X3

http://www.greytrix.com/blogs/sagex3/2013/01/23/delete-folder-in-sage-x3/

Creating a directory pro-grammatically in X3

http://www.greytrix.com/blogs/sagex3/2014/02/28/creating-a-directory-programmatically-in-x3/

List the files from the directory

http://www.greytrix.com/blogs/sagex3/2013/12/23/list-the-files-from-the-directory/

In Sage X3, we may come across the situation where we may be having some variable name declared in the code file and the same variable in table.

Sage X3 has special keyword to make differentiation between local variable and the table variable as there can be same name used while declaring the local variable and table column name.

To make difference or to avoid clashing between local variable and table column name. use “[L]” syntax while assigning local variable as shown follow.

Hope this helps!

About Us

For more information on Sage X3 Integration and Services, please contact us at x3@greytrix.com .We will be glad to assist you.

Other Related Blogs:

How to set folder currency to GCUR global variable

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How to assign value to variable at runtime for which you do not know the name beforehand?

http://www.greytrix.com/blogs/sagex3/2015/10/20/how-to-assign-value-to-variable-at-runtime-for-which-you-do-not-know-the-name-beforehand/

How to differentiate the Local and Variable?

http://www.greytrix.com/blogs/sagex3/2015/09/29/how-to-differentiate-the-local-and-variable/

How to add months to your date variable in Sage X3 version 7

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How to determine if a mask variable can be entered or is displayed?

http://www.greytrix.com/blogs/sagex3/2014/11/27/how-to-determine-if-a-mask-variable-can-be-entered-or-is-displayed

You may come across a scenario where you want to set the allocation and issue rules on product categories. Sage X3 has standard feature where you can set the allocation rule.

Create the allocation and issue rules on below path.

Navigate: Setup>Stock>Allocation and issue rules

Assign the above created allocation rule on product category. Now Refer the below screen shot.

Navigate: Common data >products>Product categories

In “Issue flow” tab assign the allocation rule in shipment field.

While doing the allocation and shipment assigned rule will be applied.

We can assign the rules for the below transactions also

Material consumption.
Internal movement
Sub-contract dispatch
Sub-con consumption.

Hope this helps!

About Us

For more information on Sage X3 Integration and Services, please contact us at x3@greytrix.com .We will be glad to assist you.

Other related Blogs:

Allocation Rule to Fetch Products based on Expiry date.

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How to override Stock Management rules in Sage X3.

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Changing Bulk Products Category in Sage X3

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Changing Bulk Products Category in Sage X3

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Sage X3 has a feature where we can automatically allocate automated work order generated from sales order at the time of creation.

To successfully implement this functionality follow below steps:

Navigate to: Setup>Manufacturing>Entry transactions>Work orders>AUT (Automatic generation)

Select AUT Automatic transaction.
Select Automatic global () or Automatic
Click on save
Click on Validation button

Hope this helps.

About Us

For more information on Sage X3 Integration and Services, please contact us at x3@greytrix.com .We will be glad to assist you.

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Automatic Data Collection (ADC) in Sage X3

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WIP Valuation

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WO reactivation and Product tracking deletion in sage X3

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Including ‘Non Managed’ Products in Work Orders

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Every company has to make a series of payments to its Suppliers / Vendors. Nowadays, payments made using ACH are preferred by maximum companies because it not only saves time and money but is also easier and quicker to make payments/get paid with increased security while preventing the possibility of frauds.

Many of the Sage X3 users like to ease the Vendor payment process by exporting the payment information in the bank required format ACH NACHA from the system and sending the generated file to be used by the bank to import and execute the required payments. Both one time and recurring payment can be made using this method.

What is ACH?

ACH stands for Automated Clearing House, a network used for electronic financial transactions. The rules and guidelines governing the formats, specifications and exchange of ACH entries are published by NACHA, the Electronic Payments Association.

Advantages of using ACH payments:

Reduces payment processing time.
Eco-friendly, as checks don’t have to be printed.
Greater security.
Manual transport of cheques from company to bank can be avoided.

Why is ACH customization required in Sage X3?

Payment file required by banks has to be in the NACHA ACH format. This cannot be currently exported in the desired format from Sage X3 using the standard X3 bank file export functionality due to the following limitations…

Batch control records and File control records require some calculations which have to be customized for the company.
Sum of all the Entry Hash fields in the ACH file has to be calculated using customization and truncated if the total contains more digits than the field size allows.
In case of recurring exports of bank files, a specified file naming convention has to be followed. (I.e. The first file of the day will have ‘1’, second file will have ‘2’ and so on in the last position of file name.)
The Blocking factor record required in the bank file, to make total number of lines in the exported ACH file as a multiple of 10, needs to be inserted using customization.
Customization can be done to export the AP payments for a given invoice date range and/or given invoice number and supplier as well.
Customization is required to ensure that the same record is not exported multiple times in case of recurring bank file exports.

How can the ACH – Sage X3 customization help the end user?

Greytrix’s easy to customize solution uses a combination of standard Sage X3 settings and customized entry screen. Supplier, Customer and Bank information saved in the Sage X3 system is used to generate the ACH bank file. Customization can be used for any US bank with minimal modification required to make the generated ACH bank file compliant with the specific bank and specific X3 installation. A user entry screen to specify the range of suppliers for which the payments are to be generated is also provided to enable the end user to create a single bank file.

If you are looking for tailor made features to enhance your Sage X3 functionality and experience for your industry, Greytrix would be your right choice.

About Us

For more information on Sage X3 Integration and Services, please contact us at x3@greytrix.com .We will be glad to assist you.

Initially consumers used to visit stores and high street to buy apparel and accessories. In this new era shopping concept is changed and now consumers loves to shop online from their computers or mobile. The success of eCommerce can also be seen in this industry. From small retailers to big luxury brands have now opened their online marketplace.

There are many challenges in selling the clothing and accessories online like consumers are unable to inspect or try the product prior of making purchases, problems in returning the purchased items, fraud and poor product images. Retailers have now overcome these challenges with evolved marketing practices, consumer friendly policies and responsive website. Choosing a right eCommerce platform is essential so that they can successfully leverage power of eCommerce.

Magento eCommerce platform is perfect fit for apparel and accessories industry. Here are some of the features tailored to meet the needs of this industry.

Rich shopping experience

Magento platform provides rich and engaging shopping experiences to customers across multiple devices. It assist merchants with the complex eCommerce operations and meets the customer demands.

Catalogue Management

Magento offers many features and functionalities which makes inventory management better and easier. It offers different product types, multiple product attributes can be setup for product, quality product images with multiple view and zoom feature. These features helps merchandiser to maintain their inventories without any hassle.

Tools to optimize sales

Retailers can easily cross sale or up sale their merchandise. All these tools are in built and merchants can easily deploy them to drive the online sales.

Customer Satisfaction

Magento offers delightful shopping experience to the customers. It assist merchandiser to effectively build customer loyalty.

Order Processing

Simplified order tools, fast checkout improves customers shopping experience and ensures that they make a purchase without abandoning the cart.

Apparel and Accessories store requires continuous data updates. It requires real time data; so that consumers get to know of new arrivals, flash sales and availability of stock. Managing huge list of SKU’s, accurate pricing and stock can be very challenging for retailers but can be simplified by integrating Magento eCommerce store with ERP using GUMU integration solutions.

How retailer get benefited using integrated eCommerce Platform

Products and pricing

Avoid hassle in grouping multiple SKU’s with same attributes i.e.; size, color and style. Create products as configurable/simple products and automatically associate and categorize them. Synchronize product prices more accurately as pricings are read from the desired price list.

Real time stock

Helps merchants to keep stock up to date on store and tied up with the inventory levels maintained in inventory system.

Orders

Orders placed on your store includes discounted prices, application of coupons, free shipping. Merchants can accurately synchronize the orders back into the ERP with accuracy of totals and eliminates any errors in processing.

About Us

For more information on eCommerce Magento integration with your ERP, please contact us at sage@greytrix.com.We will be glad to assist you.

Cash Flow Forecast Management helps to judge if the business has sufficient cash to avoid any crisis of liquidity.

Cash flow acts as a bottom line of all businesses, hence it becomes essential that forecast of cash flow is calculated to make sure the business endures the monetary obstacles.

Cash Flow Management in Sage X3 allows two aspects:

1. It allows the creation of Cash forecast which is generated from the Sage X3 documents and also provides the option to modify the Cash Forecast manually.
2. Provides the option to Create, consult and modify the manual cash forecasts, i.e. the forecasts that are introduced in Sage X3 cash forecast but are not represented by means of any standard document in Sage X3.

Let’s elaborate the Sage X3 Cash Forecast generation process, this process creates Forecast from any Sage X3 document,

There are various document which are considered while Forecast Generation is done:

Purchase requests, Purchase orders, Purchase contracts, Receipt notes
Quotes, Sales orders, Sales contracts, Delivery notes
CRM contracts, Leasing

For e.g. If you consider a sales order, which do not have any direct involvement of a treasury movement, but based on the estimation , of delivered and invoiced, it will generate a treasury movement. This process makes the estimation of the future treasury movements.

The Forecast process is launched based on company, until a determined date and selecting the documents to be considered. When the process is executed it calculates each of the selected documents to generate and create the corresponding cash forecast. The real open items are always treated and they also generate cash forecast.

At the end of the process, a log file is generated for treated documents and summary with the total generated Cash forecast by each type.

If you are looking for tailor made features to enhance your Sage X3 functionality and experience for your industry, Greytrix would be your right choice.

About Us

For more information on Sage X3 Integration and Services, please contact us at x3@greytrix.com .We will be glad to assist you.

Standard function FUNAUTDLV (Order deliveries) is used for bulk shipment creation. There are several filter criteria’s available on this function. But, what if you want to add any additional filter criteria for the orders being passed for shipment creation?

Using an Entry transaction we can easily add the additional criteria, follow the below steps for the same.

Step 1: Add entry point to the standard processing file FUNAUTDLV. I have created YFUNAUTDLV. Refer to below screen shot.

Step 2: AUTDLVFIL: is the action where we can add selection criteria for the shipments to be confirmed.

Step 3: The FILSUPENT variable has been created to add additional criteria. It has a length of 250 characters. To aid the functioning during the evaluation, FILSUPENT is initialized to the string “1=1″ if it has not been loaded by the entry point. Refer to below snippet of code.

If you are looking for tailor made features to enhance your Sage X3 functionality and experience for your industry, Greytrix would be your right choice.

About Us

For more information on Sage X3 Integration and Services, please contact us at x3@greytrix.com .We will be glad to assist you.

Other Related Blogs:

In Sage X3 users are allowed to add the line text while creating the purchase request, this text can be a short message related to the product or supplier .If user wants the same text in the purchase order created against that request, Sage X3 allows handling the flow of text from purchase request to order.

Kindly follow the below steps to achieve the same.

Step 1: Navigate to Setup >General Parameters>Parameter values

Step 2: Go to Purchase chapter and then Folder sub node and select your respected folder. Then go to Texts group and click on detail as shown below.

Step 3: Below screen will popup. Chose the option ‘On order line’ against the PURTEXPSH parameter.

The PURTEXPSH parameter defines if the text for a purchase request line will be transferred to the supplier order line. This will only be possible if there is no order grouping (Purchasing suggestions or purchasing requests) on a same order line (a purchase request line per supplier order line).

The list of possible values can be No or On the order line.

If it’s No: No transfer of purchase request line texts to order lines.
If it’s On the order line: Transfer of purchase order line texts to the order lines.

Hope this blog helps!

If you are looking for tailor made features to enhance your Sage X3 functionality and experience for your industry, Greytrix would be your right choice.

About Us

For more information on Sage X3 Integration and Services, please contact us at x3@greytrix.com .We will be glad to assist you.

Other Related blogs:

The port number defines the TCP/IP port in which connection server expects connection requests from folder.

For development in X3 version 7, while creating new X3 project in eclipse, we have to define following parameters:

Hostname
Port
Folder

Here,

Hostname: System IP address.

Port number: To be known

Folder: SEED\X3

We can find out port number for the folder on below path: Setup > General Parameters > Folders > Link

Hope this blogs helps.

About Us

For more information on Sage X3 Integration and Services, please contact us at x3@greytrix.com .We will be glad to assist you.

Other Related Blogs:

Sage X3 has function where you can set the aggregate criteria of journal.

Navigate to: Setup>Stock>Accounting Interface parameters

If all the criteria are equal, one journal entry is created with as many lines as necessary. These lines can be aggregated by account, nature, tax code, entry title by using the automatic journal.

For example: If you want to create only one journal entry for multiple stocks. For that you have to keep the aggregate criteria blank.

These differentiation criteria can vary. For instance:

By date: format$(“D:4Y2M2D”,[STJ]IPTDAT)

By month: format$(“D:4Y2M”,[STJ]IPTDAT)

By customer: [STJ]BPRNUM

By product: [STJ]ITMREF

By warehouse site: [STJ]STOFCY

By lot: [STJ]LOT

By sub-lot: num$([STJ]SLOT)

By project: [STJ]PJT

By original document: [STJ]VCRTYP+num$([STJ]VCRNUM)

By document line (in combination with the previous): num$([STJ]VCRLIN)

Hope this blogs helps.

About Us

For more information on Sage X3 Integration and Services, please contact us at x3@greytrix.com .We will be glad to assist you.

Other Related Blogs:

Now a days, businesses have multiple software application running the company. Thereby, creating complexity and hindering their ability to gain single view of customer, employee and supplier information. Greytrix Integrates software applications to run together by synchronizing the data and bi directional flow of information on real time basis. Greytrix by providing Sage ERP and Salesforce integration empower companies to connect their customer, accounting, payroll and finance data into one system

Attend this webinar on Sage X3 integration with Salesforce to see how this integration empower companies to connect their customer, accounting, payroll and finance data into one system. So, that the information is accessible from any device at anytime, anywhere.

Greytrix is participating in Sage Business Partner Conference – 2016 South Africa. We look forward to explore this platform by presents Sage ERP and Salesforce Integration.

Register Now

Date – Monday, 18th Jan 2016 | Time: 1:00 PM CAT

Webpage | Blog

See you in the Webinar!!

Sage Business Partner Conference – South Africa begins next week starting 26th January and we are excited to be exhibiting there once again this year.

Greytrix – known for its award winning GUMU^TM Integration framework would be showcasing its flagship products and services i.e. Sage X3 integration with Salesforce, eCommerce (Magento), Sage CRM which are built on robust GUMU™ framework along with Sage 300 ERP solutions and Sage X3 Development and Consulting Services .

Do Drop by at our Booth No.16 at Sage Business Partner Conference 2016 – South Africa

Apart from exhibiting, we also look forward to meeting our Sage Partner Friends and Sage Team at the event.

About Greytrix

Need to discuss more strategic initiatives? Our Executive team, Kumar Siddhartha – CEO & Nitin Chandure – Sr. VP Operations are attending and can participate in 1:1 deep dive conversations. Need a demo or in depth understanding of Greytrix Development and Engagement model for Sage X3 needs? This is the right place to interact with the team in person.

Greytrix team is also pleased to provide you with live demo and insights about outside the box solution for taking Customer Interactions to the next level using its GUMU™ integration with eCommerce Magento and Salesforce.com.

Meet us at our Booth no.16 to know more about our Sage ERP and CRM Integration, Migration, Outsourced Development and Consulting Services. Greytrix works globally with +350 Business partners and has a dedicated team of +250 Sage Developers and Consultants.

For more information on our Sage ERPs related services, contact us at sage@greytrix.com

So with our hearts filled with anticipation and excitement, we conclude for now until we meet at Sage Business Partner Conference – South Africa!!

Think Greytrix, grow big!!

Pre requisites for Multi-Level MRP Processing are same as the planning or normal MRP (Refer blog on Set Ups and Flow on MRP Process), except you needs to Define Multi Level BOM and Routing.

Now the Multi-Level Planning can be achieved either by going directly to Manufacturing→Planning→Multi Level Planning

It can also be done by going through Individual Lines of Sales Order from the following path – Sales→Orders→Order
Right click on Line level icon as shown below and click on Multi Level Planning in order to process MRP, SO – Line wise.

Immediately after clicking on Multi-Level Planning, you will be directed to Multi-Level Planning screen.
Please note that if you are going directly through Multi-Level screen, you have to fill in all the details manually as shown below. And if you are performing this activity through SO, system will auto fill all the details based on setting and your Multi-Level BOM and Routing.

Finally click on ok, system will prompt below message if automatic scheduling has been said to YES, say Ok and continue.

Now you can see system has given an output on the basis SO – Product, Quantity, Delivery date, BOM of the product, availability of components under this BOM.

Click on Generate order, once the order is processed system will give you Log for the same.

Now go to Manufacturing à Planning à Enterprise planning screen, and fill in the required details to search for all the transactions that system has either generated automatically or has given a suggestions based on Multi-Level MRP processing – Refer below Image.

Hope this blog helps!

About Us

For more information on Sage X3 Integration and Services, please contact us at x3@greytrix.com .We will be glad to assist you.

Other Related Blogs

Work order Grouping-For Different Products

How to define the routing sequence no?

How to allow text from a purchase request line to transfer into supplier order line.

Rounding off Net Unit Price in Sales Order

Automatic Deletion of Work Order in X3

As we all know that Sage X3 can have more than one folder/application. So the question is how we will get to know current folder/application name while accessing Sage X3 ERP. Here X3 provide special “nomap” variable, which complete your requirement.

nomap is a variable that is only accessible in read mode and which determines name of current folder/application and reference applications. Index 0 corresponds to the current application; index 1, to the first reference application; 2 to the second, etc.

Example:

# Opening of a file of the second reference application

Local File =adxmac(2)+”@”+nomap(2)+”.”+[L]FICHIER [FIC2]

The assignment of the [S]adxmother variable changes the values of [S]nomap (except for [S]nomap(0)). adxmother(I) is equivalent to nomap(I+1).

adxmac returns the name of the server where an application is found.

Please refer below screen shot for the same.

Hope this blog helps!

About Us

For more information on Sage X3 Integration and Services, please contact us at x3@greytrix.com .We will be glad to assist you.

Other Related Blogs:

Financial Data Extraction in Sage X3

eCommerce Promotions and Marketing

Rounding off Net Unit Price in Sales Order

How to handle the errors in Sage X3 with custom message?

How to disallow user to unblock an order?

How to Check Whether the Given Directory/ Path Exists or Not

How to avoid clashing between local variable and table column name?

How to assign the allocation and issue rules on product categories?

How to automatically allocate the work order

Making Bank Payments using the ACH NACHA Bank files from Sage X3

eCommerce for Fashion industry

Cash Forecast Management in Sage X3

How to add additional filter criteria to automatic shipment creation function

How to allow text from a purchase request line to transfer into supplier order line.

How to Know the Eclipse Port Number in Sage X3 ?

How to set aggregate criteria of accounting interface parameters?

Webinar Invite: Meet your Business Comprehensive Needs with Sage X3 and Salesforce Power Pack Combination.

Register Now

Are you Attending Sage Business Partner Conference -2016? Yes, we are!

About Greytrix

Set-ups and Process flow for Multi-level MRP in Sage X3 V7

Use of “nomap” variable in Sage X3