Sage X3 – Tips, Tricks and Components

If you come across a scenario where you want to restrict user from creating a sales order for net price less than minimum price then sage X3 provides a standard functionality Non block ctrl price,profit,qt.

Navigation:

Setup –> General parameters –> Parameter Values

Sales – Authorization — SDACLOK (Non block ctrl price,profit,qt )

Set Non block ctrl price,profit,qt as “no”.

Set minimum price for the product at Product – Sales Tab

Now when we try to create SO for net price less than minimum price we get a blocking message.

Hope this blog helps!

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If we want to debug the code on version 7 or on any higher version, eclipse will help us in that. We cannot get the window back if we knowingly or unknowingly close the debugging window. Sometimes we may need to uninstall or re-install eclipse, even if we click on debug button. This issue can be overcome by following simple step:

Navigate to menu bar Window >> Show view >> Debug.

As soon as you click the Debug from Show View you will be able to view the debugging screen. Attach the process there and you will be able to debug.

Hope this blog helps!

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To make the Invoice Printing mandatory before posting, following parameter is available in Sage X3.

Parameter: SIVCFM (Mandatory invoice printing)

Path: Setup > General Parameter > Chapter (TC) > Group (INV) > SIVCFM

This parameter is used to stipulate the validation of invoice in the printed report

The list of possible values are:

Yes: The Posting button is grayed out, meaning that the invoice cannot be validated. The invoice will not be dealt within the automatic validation process either.
No: The Posting button is activated, meaning that the invoice can be validated.

Hope this blog helps!

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In Sage X3, sometimes you may have to check for the initialization of a particular mask variable. Sage X3 provides an inbuilt function to do the same.

Below function is used to know whether a mask variable is initialized or not.

varinit ( zone_name [, exp_index ] )

Where,

Zone_name : [ class ] name_of_variable.

Exp_index : Integer expression for the index of the variable

VALUE :

1 : If the zone is initialized

0 : If the zone is not initialized

For example, if you want to know whether BPCNUM (Customer) field of Customer screen (BPC0) is initialized or not, we can use varinit().

Kindly refer to the below screenshot.

Hope this blog helps!

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Sage X3 provides an inbuilt function to retrieve the number and name of month from the particular date. Following are the functions you need to write for the same.

To retrieve number of month from given date:

month(exp_date)

To retrieve name of month from given date or given number of month:

month$(exp_date)

month$(exp_num)

Where,

exp_date : date type expression

exp_num : numerical expression

month$ : extracts the name of the month for a valid date.

If the argument is numerical, it is a month number, calculated with modulo 12 (1 for “January”, etc.).

The result is a Char type.

You can pass either the date or number of a month as an argument to this function.

Refer the below screenshots better understanding.

Here, the date is passed as an argument to month$() function.

Here, the number of a month is passed as an argument to month$() function.

Output for above two snippets is:

Hope this blog helps!

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Have you ever come across a scenario where you want to edit the prices, discounts or charges on a sales document? Sage X3 has a standard feature where you can edit the same on a sales document.

Follow the below steps:

Navigate:

Setup>General parameter>Parameter values>VEN sales
Setup>General parameter>Parameter values>VEN sales>
Click on Detail and set “SPRMOD parameter= Yes”

If users set SPRMOD parameter= Yes then X3 allows to edit the prices, discounts or charges on a document

If users set SPRMOD parameter= NO then user can’t modify the prices, discounts or charges on a document.

Hope this blog helps!

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Also read:

In many manufacturing and distribution companies, it is a top most priority to have user security in place. For e.g. a purchase executive may issue a purchase order on a purchase request but only a purchase manager can approve a purchase order (w.r.t. quantity, price, discount etc.)

Sage X3 provides 4 levels of user securities where following two criteria can be met

Whom to give access?
What level of access can be given?

This restriction to access ERP Modules is based on the Employees’ <user> role and Employees’ department.

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Below mentioned are the different user security levels available in Sage X3

Menu Profile:

Navigation: Set-up -> Users-> Menu Profile

Menu profile can be defined to restrict the users to access all modules, screen, and reports in Sage X3. Once a menu profile is defined, it can be assigned in users.

The menus which can be assigned are:

Existing standard menus
Free intermediate menus
Existing Sage X3 functions for final items.

Example of Menu profile

Sales administrator: Sales Module related screens and reports (Sales order, sales invoice etc.) can be added to this profile and it can be assigned to a particular set of users, who belong to Sales department.

Nonexistent functions in Menu profile may be accessed through Tunnels, Link Explorer, Workflow return shortcut, HTML Portal page.

Function Profile

Navigation: Set-up -> Users-> function Profile

Function profile can be defined to restrict the users based on their function. Once a Function profile is defined it can be assigned in users screen as shown in the screenshot below. Function Access Rights define allowed operations for each combination of the following criteria:

Function Code: The function to which the access right policy is attached.
Site: The current site, depending on the context.
Options: Detailed operations which may be done in that function.

Example of Function profiles-

A user can be assigned a functional access like Create, Modify, Delete and other context-dependent operations.

Sage X3 WAS profile

Navigation: Set-up -> Users-> Sage X3 WAS profile

A Sage X3 WAS profile can be used to associate each website with a website profile, which allows to manage rights and secure accesses to XTEND interfaces and pages for websites.

A Sage X3 WAS profile is valid only when the Web services connection check box is enabled.

Trade Profile

Navigation: Set-up -> Users-> Trade Profile

A trade profile can be used to associate a code of total values which includes trade profile, function, BI user profile, user profile for the web access via sage WAS. Once this setup is done, a trade code can be directly assigned to one or more users at once rather than entering these values one by one for each user sharing same trade profile.

Row Level Permission

Navigation: Set-up -> Users-> Row Level Permission

Row level permission is used for filtering the data to be displayed to a particular user.

Example of Row level permission

Sales order executive: If a user has to display sales order of only a particular customer “CUST01”, then one can assign that object code, to the employee who has access of that particular customer.

BI user profile

Sage X3 provides another feature called BI user profile, which can be defined in user screen to provide restriction on BI Reports. Only those users can access users, who have BI user profile assigned in user screen.

Hope this blog helps!

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Sage X3 has a special in-built feature to add levels in graphical requester. Follow the below instructions to add levels to graphical requester.

Step1: Go to Setup –>Usage –>Reports –>Graphical requester

You will find the Graphical requester screen and create a record as shown below,

In the below screen, we have added the “SORDER” and “SORDERQ” table and also we have added the three fields to the graphical requester as shown below.

Step2: After creating the above requester, validate the requester as shown below.

Step3: Suppose, you want to add second level for “ITMREF” and “QTY” field to the Graphical requestor. Then Click on the “ITMREF” field then you will find the below screen.

Step 4: Then try to drag the “ITMREF” field to the Create group icon and once you will drag the field to the create group icon, you will find the below screen with level will be created for the “ITMREF” field.

Step 5: Repeat step 4 for the “QTY” field and validate the graphical requester as shown in step 2. Then you will find the below screen.

Step 6: Now, you run the graphical requester and you will find that the levels are created on the requester.

Hope this blog helps!

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East African region – a union of Kenya, Tanzania, Ethiopia, Uganda and Rwanda, is a fast growing hub of economic activities. Industries such as agriculture, oil and gas, manufacturing, financial services are the predominant GDP contributors in the region. Due to fast economic growth technology is making equally fast inroads in African IT ecosystem. While some of the industries have introduced ERP and CRM systems to leverage their optimum potential, there are number of others who are still struggling to fight the damaging effects of business complexities, generate new opportunities for innovation and growth and stay ahead of the competition.

Greytrix Kenya is a bigwig in Sage X3 consulting services, offers its best-in-class Sage X3 consulting services for industries across East Africa. Greytrix’s team of highly experienced and certified Sage X3 Techno- functional consultants ensures that your requirements are always met. We don’t limit ourselves to consultation alone but provide you with variety of choices from consulting to development to implementation and technical support thereafter. So for any of your Sage X3 related needs, Greytrix Kenya is the one-stop-solution provider for you.

Greytrix, a Sage Gold Development Partner with 1000+ man years of experience in Sage X3 consulting and development services is all geared up with Sage X3 technology expertise and 250+ highly skilled certified techno – functional consultants out of which, 30+ work exclusively on Sage X3 Development. We have gained an experienced skill set by working with over 500+ customers across 25+ different countries.

While you focus on your best, Greytrix Kenya is here to do the rest. We exhibit our proficiency by delivering services to SMEs with a gamut of solutions such as

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We empower enterprises to leverage the information within to make smarter and faster decisions with our GUMU™ Integration for Sage CRM with Sage ERP (i.e. Sage X3 / Sage 300).
Sage X3 integration solutions for Third party systems such as HR Management System, Warehouse Management System and Electronic Data Integration, etc.

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You may come across a scenario where we want to set closing criteria for a purchase order taking into account the quantity that you receive.

To set the closing criteria, go to Product → supply tab → purchasing.

There is a field “Delivery Tolerance %” which is used during the receipt of goods. It is used to determine if the associated order line should be closed taking into account the remaining quantity to be received.

In the below example, Delivery Tolerance % set as 10. Purchase order has been created and received it partially.Even if there was some quantity remaining to receive, the purchase order got closed because we have set the Tolerance criteria for the order to get closed.

This value is combined with the value given by the POHCLE setup.

If equal or larger: if the received quantity is equal to or larger than the quantity of the order line (decreased by any quantity already received) or of the delivery call-off, then the Close information of the receipt line is initialized to Yes and can no longer be modified. Upon receipt creation, the order line or the delivery call-off will be closed.
On demand: if the received quantity is larger than or equal to the quantity of the order line (decreased by any quantity already received), then the Close information of the receipt line is initialized to Yes and can be modified. Otherwise, it is initialized to No. Upon receipt creation, if the Close information remains set to Yes, the order line or the delivery call-off will be closed
Never: The Close information of the receipt line is initialized to No and cannot be modified. An order line or a delivery call-off will never be closed by a receipt.
According to tolerance: If the percentage expressed between the received quantity in purchase unit and the ordered quantity is larger than the threshold set on the Repl tab of the product record, then the Close information of the receipt line is initialized to Yes and cannot be modified. Upon receipt creation, the order line or the delivery call-off will be closed.
Tolerance and rest on demand: If the percentage expressed between the received quantity in purchase unit and the ordered quantity is larger than the threshold set on the Repl tab of the product record, then the Close information of the receipt line is initialized to Yes and remains modifiable. Upon receipt creation, the order line or the delivery call-off will be closed.

Hope this blog helps!

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It’s Very obvious to declare the variables while developing any kind of application. These variables contains a value for particular field.

While declaring this variable, we have to set the length of the variable.

Two obvious way to set length and corresponding disadvantages:

Check with the length of the field data type of that field.

For example, if you want to create variable ZITMREF, go to the particular data type page and search for ITEMREF field say ITV. Then check with the length say 20 and write code as

Local Char ZITMREF(20).

Disadvantage: As business requirement keeps changing, we may get the change request where we are supposed to change the data type length. Say you have changed length of ITV Data type from 20 to 30, In this case your code will get crashed as in your code file variable length was defined to 20.

You can randomly set the length of the variable.

Say Local Char ZITMREF(100).

Disadvantage: In this approach you generally set the large enough length of variable which does not ensure that the code will never crash, however even if you may not face crashing it will consume the memory more than required.

Solution: Dynamically read the length of data type and then use it. Here is the Code,

Local char ZITMREF(GLONITV)

GLONITV will give you the length of data type ITV dynamically, so in future if the length of the data type gets changed, it will automatically update in your code.

You just need to add your data type code after “GLON”, and it will give you the length of that alphanumeric data type.

Hope this blog helps!

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If you come across a scenario where you do not want to load the last read records, then sage X3 has the standard parameter to achieve this functionality.

Navigation:

Setup > General parameter > Parameter values

Steps:

Click on arrow > SUP Supervisor
Click on arrow > folder
Select SEED folder.

Click on the highlighted symbol. One pop will appear, Click on Detail.
It will display a window with different parameter options.
Set the Value “NO” for Parameter CHDERLUS.

It will not load the last read data on the screen.

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Businesses small or large employ two crucial systems in their organization for an efficient business process – Sage X3 deals with the back end operations and Sage CRM for the front end operations. Sage X3 manages the post-order customer information. This includes purchase history, account information, shipping information and supply chain management details. On the contrary, Sage CRM takes care of valued customer information, maintaining logs of customer inquiries, offering customer support and marketing. Sage X3 and Sage CRM provides substantial benefits to businesses.

However, the aforesaid systems are disparate and independent in their functionalities. With distinct architectures, it becomes difficult to track essential customer information and offer the needful services, slowing down the Sales process. Integration of the two systems is a key to ensure an error-free, automated and secured data sharing.

Greytrix – Winners of Sage CRM Gold development Partner with multi – man years of experience presents to you a robust business management solution for your enterprises by integrating the two systems. Our GUMU™ Integration for Sage CRM with Sage X3 delivers seamless data accessibility. This helps in better customer insights with synchronized data on both the systems, boosting productivity, and increasing ROI. Business will thus gain 360° view of the customer information with a single interface and provide services to their inquiries, accelerating the sales processes. With this data, businesses can have a better view of the sales pipeline, understanding their prospects and clients.

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There might be a scenario where we want to cancel the posted payment receipt. Sage X3 provide feature to reverse the posted payment receipt.

To successfully bring this functionality follow below steps.

Navigate to: A/P-A/R accounting>Payment/ Receipt entry >RCHQ>Options/Menu Bar> Accounting Cancellation

– Click on ‘Accounting cancellation’.

– Select the negative generation type.

– Select the accounting.

– Click on Ok.

Reversed Payment Receipt will be generated. In order to open the payment transaction, we need to delete the existing payment transaction.

Hope this blog helps!

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Salesforce – Sage X3 | Magento – Sage X3 | Sage CRM – Sage X3

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Other Related Blogs:

– How to do Prepayment with Tax in Sage X3?

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

– How to define days for Expected Issue date calculation of Prepayment

– Set Rule in sales orders if prepayment is not received in Sage ERP X3

– How to open a Closed Purchase Receipts in X3

Mass copy of accounts function is used to carry out a mass copy of number of Accounts with a given range from one folder to another. In accounts transfer by giving the range of accounts, the given range account will be copied to another folder.

In the following example, the account range from 1010 to 10200 is transferred from the DEV folder to the DEVADC folder. Number of given range accounts transferred to DEVADC folder. We can see all these all accounts in the DEVADC folder.

Path: Development >Utilities >GL Accounting tables >Mass copy of accounts.

The report shown below represents the accounts range transfer successfully.

Hope this blog helps!

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Other Related Blogs:

– Copying Folder through Sage X3 Management Console Application.

– Setup Templates to Copy your Common Data and Transactions to another Sage X3 Folder.

– How to copy Parameter Values from one folder to another?

– Copying processing files from one folder to another.

To implement the business logic we need to use SQL Query to fetch the required data from the Database. To execute the SQL Query from Sage X3 we need to know the database type. We can fetch the database type as below:

The “TYPDBA” column in “ADOSSIER” table holds the value which will help to identify the Database type.

The above logic will return which database type is used to store the data.

“3”: This will return when the database type is “Oracle”

“5”: This will return when the database type is “SQL”

And according to database type, the SQL query is executed and data is fetched from database.

Hope this blog helps!

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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:

— Determines the quantity of available memory at a given time

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

— Use of “nomap” variable in Sage X3

— How to know a Mask Variable is Initialized or not?

Sage X3 provides an inbuilt function to verify if there are any duplicate values in a series of variable or numeric expressions, alphanumeric expressions or dates.

The function used for this purpose is UNI.

If the series contain duplicate value(s), the UNI() will return the position of the duplicate value.

If there are no duplicate values, the UNI() will return 0.

Hope this blog helps!

Real – Time, Bi-directional

GUMU™ Integration for Salesforce with Sage X3

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Other Related Blogs:

– Know Month Name from the Given Date.

– How to know a Mask Variable is Initialized or not?

– How to use Local Menu Message through Coding?

– How to Restrict User from Creating SO for Price below Minimum Sales Price.

– Getting the List of Accessible Classes in the Current Application

Manual Sage X3 web service testing method has been changed in Sage X3 V9. The ‘classic’ or ‘legacy’ method of web services no longer works in Sage X3 Product Update 9. Now user can directly test manual Sage X3 web service from Sage X3 screen.

Please refer below steps for the same.

Navigate: Administration—>Web Services—>Classic SOAP Web services

We will get below screen as soon we click on Classic SOAP web service link button.

Web Service in Sage X3

Now click on “Detail” menu link button as shown above and we will get new panel on the same screen.Now click on show card as highlighted in the above screen, we will get operation panel screen as soon you click on show card. Click on the operation which you want to perform then you will redirected to new screen, where you need to fill the required details to execute X3 web service.

Now click on Invoke button and we will get X3 web service response.

Hope this blog helps!

eCommerce for Sage X3!

Key features of GUMU™ Magento – Sage X3 Integration

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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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– How to resolve “Too many published fields” web service publication error

– How to know web service pool

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– Create Web Service Pool for Integration with Sage X3

– Publishing the Web Service via Patch

Sage X3 provides a feature to close a line of Sales order after partial shipment. User can set this criterion at Product level. The working of delivery tolerance % is illustrated below.

To set the closing criteria go to Product > Sales tab.

Define the value for “Delivery Tolerance %” which is used during the shipment. This is the tolerance percentage below which the order line will be closed in the case of a partial delivery.