Stock Change by ADC Screen in Sage X3 – FEATURE

April 27, 2017, 3:12 am

≫ Next: Thinking on how to resolve “Valuation Method Not Found” error in Sage X3

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In Sage X3, you may come across a scenario wherein you want to move your stock from one location to another.

Sage X3 has a special feature to achieve this functionality. There are two methods to achieve this functionality:

Stock> Internaltransactions>Stock change
ADCs>Stock>Stock changes

We have already seen the first method now we will see the second method.

Follow below steps:

Navigate to ADCs > ADCs > Set Site

Select stock-site for which you want to move your stock from one location to another location (refer below screenshot).

Stock Site Selection

Now navigate to ADCs > Stock > Stock changes

As you see in the below screenshot the site you selected in the set site screen is automatically populated on the stock change screen (refer below screenshot).

Auto Population of Stock Change Screen

Select product and quantity and enter from source location and to destination location from where you want to move stock.

Destination Location

Click on create button.

If you want to add multiple lines, click on “OK” button instead of “Create” button.

You will see that one line is added in the top right-hand corner (refer below screenshot).

Add Multiple Lines

This way you can move your stock from one location to another location using ADC screen.

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, Migration, Development and Consulting Services, please contact us at x3@greytrix.com . We will be glad to assist you.

Also read:

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Thinking on how to resolve “Valuation Method Not Found” error in Sage X3

April 27, 2017, 3:29 am

≫ Next: Feature: Determine the number of buffers allocated for saving application messages in Sage X3

≪ Previous: Stock Change by ADC Screen in Sage X3 – FEATURE

In Sage X3, you may face an error message that states “Valuation method not found” during creation of Miscellaneous receipt.

Follow the following steps to resolve this error in Sage X3:

The error can be easily identified with the message as shown in the image below during the creation of miscellaneous receipt.

Valuation Method Not Found in Sage X3

To solve this error:

Navigate to Products >Products Site>Cost tab (Refer below screenshots).

Resolution of Valuation Error in Sage X3

Resolution of Valuation Error in X3

Select Valuation method from Valuation section and click on save and then create a miscellaneous receipt.

This way the Valuation error in Sage X3 is resolved.

About Us

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

Also Read:

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Feature: Determine the number of buffers allocated for saving application messages in Sage X3

May 5, 2017, 3:14 am

≫ Next: How to call a subroutine or methods in Sage X3 using instance

≪ Previous: Thinking on how to resolve “Valuation Method Not Found” error in Sage X3

There may be a scenario where we need to check the number of buffers allocated for saving the application messages in Sage X3.

Adxmbm is an Adonix system variable of the Integer Type, which sets the number of buffers from 32 bytes allocated for saving the application messages.

Syntax:
[S]adxmbm Integer

Allocation of Buffer in Sage X3

Example:

# Extracted from an APL.ini file
[S]adxmbm = 10240

# Emptying of the memory!
[S]adxmbm =[S]adxmbm

Each buffer contains a message, i.e., an input of a local menu. Messages of over 32 bytes are stored in several buffers. Since the messages are contained in an Adonix table (for which the name is set by the [S]adxtms variable), each call to the mess function (for the application messages) and each entry of a field of this type triggers a read of this table.

When you work in client-server mode, or under Oracle, you limit the number of reads if you save a large part of this table. You will also obtain better performance. On the other hand, more memory will be tied up. Its value is set to 512 by default. This value is sufficient so that the entry of the most complex screens is not slow.

Its value cannot exceed 32000.

adxmbm is usually set by one of the processes called “APL.ini” that is launched when you start the application. Its assignment by program triggers the emptying of the corresponding memory field. This operation, therefore, needs to be performed after modifying the application messages.

The space taken up in the memory by these buffers should be considered in the calculation of the maximum size of memory that the application can occupy. This parameter is set by the [S]maxmem variable.

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.

Also Read:

↧

How to call a subroutine or methods in Sage X3 using instance

May 11, 2017, 1:22 am

≫ Next: How to enable Runtime logging to create a debug trace in V7?

≪ Previous: Feature: Determine the number of buffers allocated for saving application messages in Sage X3

Like any other programming language, Sage X3 also supports functions/methods/subroutines. Though the syntax for defining these functions are different in all languages, the purpose is similar to perform actions and return (or not to return) any result.

But, there are certain subroutines which do not return any value as a result. In Sage X3, these subroutines are called as Subprograms and most of the times called using Call instruction.

Latest versions of Sage X3 provides another instruction to call the subroutines which is as follows:

Callmet INST.METHOD_NAME

Callmet INST.METHOD_NAME(param_list)

where,

INST -> Instance name

param_list -> parameters (if any)

This instruction is similar to Call instruction. Callmet invokes a method on an instance. It is used to invoke methods that do not return any value.

It can contain parameters that can be transmitted as values or as references. The parameters transmitted by reference can be modified by the subroutine.

Snippet:

# Example of SETERROR method call in a control event

If this.AMOUNT=0

Callmet this.SETERROR(“AMOUNT”,”Amount cannot be zero”,20,ASTATUS)

Elsif this.AMOUNT<0

Callmet this.SETERROR(“AMOUNT”,”Amount must be positive”,21,ASTATUS)

Endif

The above snippet will call method SETERROR which contains four parameters but does not return any value.

Here, this is an instance referencing to current object.

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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How to enable Runtime logging to create a debug trace in V7?

May 16, 2017, 11:10 pm

≫ Next: How to find number of Variables defined in a Class

≪ Previous: How to call a subroutine or methods in Sage X3 using instance

There are situations where you have used Eclipse to debug, you may have noticed that for large traces Eclips may hang or product errors.

In Sage X3 V7 you can trace an issue of all the code lines in the log file using below steps.

To enable runtime logging follow below steps:

Navigate : Administration –> Administration –> X3 Session configuration

x3 session configuration

X3 Session configuration

Check Enable runtime logging

session log screen

Session Log screen

For the Flag field enter one of the logging options from the below table.

sage x3 elements

Elements

Enter log directory as TMP.(You can enter any other log directories but other setups is needed so that web server can write to the mentioned directory location)

Session log screen

Click Submit.
Now Runtime logging is turned on for your current session and you can duplicate the issue and retrieve the log from the TMP directory on your folder directory

folder showing logs generated

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.

Also Read:

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How to find number of Variables defined in a Class

May 16, 2017, 11:36 pm

≫ Next: Sage X3 Version 11 – What’s in it for your business?

≪ Previous: How to enable Runtime logging to create a debug trace in V7?

In this blog, we will look how to find the number of variables defined in a class. Sage X3 has the solution to know with the help of keyword “clanbs” along condition.

Clanbs return the number of variables existing in a class or the number of symbols allocated to a variable class.

Syntax:

clanbs(<Class/ num_exp>,symb_exp)

Variables defined in Class

In order to know the number of variables defined in a class, just perform the below query.

Code for getting no. of variables

The output will be the number of variables available for the class.

Variables available for Class

Output showing no. of variables

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.

Also Read:

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Sage X3 Version 11 – What’s in it for your business?

May 17, 2017, 4:05 am

≫ Next: How to Extract a left Sub-string From a Given String in Sage X3?

≪ Previous: How to find number of Variables defined in a Class

sage x3 version 11
What brings an update for Sage X3?

Sage X3 – ERP is the next generation business management system that accelerates your core business processes by integrating them and adapting to meet your enterprise requirements. It is a fully established business management system encompassing financial management, manufacturing process management, customer relationship management, project management, sales process management and inventory management. Sage X3 allows you to control the bottom line of your business with accurate and real-time visibility of enterprise data. As business needs evolve, enterprises look for systems that offer process optimization, improved efficiency, and value for IT investment in order to stay ahead of business trends for accommodating the dynamic changes. With competition intensifying the ERP software market, Sage has been persistent in offering versatile and multi-faceted tools that assist small, medium and large enterprises to effectively manage their business. This includes key areas of business such as finance, sales, CRM, stock control, manufacturing and much more. To supplement their powerful and flexible accounting enterprise solution Sage X3, Sage has recently unleashed a product version update – Sage X3 Version 11.

Key points of Sage X3 Version 11:

Sage X3 Version 11 update incorporates new features, new integrations, functional improvements and new complementary solutions for Sage X3 in your business ecosystem. Sage X3 Version 11 continues to deliver a robust business management solution keeping its simplicity in management, flexibility and faster response for a favorable ROI.

What’s specifically included in the update and how will it benefit your organization? Here’s a quick look.

New Sage X3 Features and Improvements:

New in Production Management Module:

Project Management:

Sage X3 Version 11 has a measurable impact on Project Management module. The new module manages the aspects of projects across financials, distribution or manufacturing processes from quoting to planning resources and materials, tracking costs and schedule, invoicing and analyzing profits.

Production Scheduler:

The new feature of Sage X3 Version 11 in Production Management module optimizes production cycles and controls lead times with more flexible graphical production planning and scheduling capabilities. This is a replacement for the former option called Manufacturing Scheduler or Gantt module.

Automated Bank Statements:

Sage X3 Version 11 improves the efficiency of the financial process by automatically generating the transactions matching open items or unbalanced operations when importing bank statements in Production Management, Financial processes.

New Sage X3 Integrations:

CRM:

Sage X3 Version 11 synchronizes customer records between Salesforce | Sage CRM with Sage X3, and displays Customer Orders in Salesforce | Sage CRM. With this new version update, Greytrix has made its robust GUMU™ connector compatible for Sage CRM and Salesforce integrations with Sage X3 version 11.

Also Read: GUMU™ for Sage CRM – Sage X3 Integration

Financial Reporting:

With Sage X3 Version 11, reports can be easily designed with intuitive enhanced excel-based reporting capabilities integrated with Sage X3 financial management.

New Functional Improvements:

Sage X3 Version 11 for Supply Chain Management:

• Optimize container capacity for shipments.

• Attach & monitor documents associated with receiving goods.

• Customize steps to track during receiving process.

• Update costs associated with purchasing on shipment and enhance the visibility of total shipment costs.

• Quick creation of complementary invoice from shipments.

Sage X3 Version 11 for Production Management:

• Enable shop floor tracking by the team, available in ADC.

Sage X3 Version 11 for Financial Management:

• Accelerate closing with real-time inter-company consolidation process at the right level of aggregation.

• Accelerate currency conversions in one run, at balance sheet level.

• Quick entry booking: accelerating journal and AP/AR entries.

• Automating reminder campaigns at intervals

• Enabling blocking sales transactions based on credit rating.

• Compliance updates for AU, DE, PL, PT, ZA, ES, FR, CH.

New Complimentary Solutions:

Sage X3 Version 11 for Supply Chain Management: Sage Geode Version 11

Businesses can extend Sage X3 with enhanced warehouse management capabilities from Sage Geode to optimize all physical workflows from receipts to shipments in the warehouse.

Sage X3 Version 11 for Data Management and Analytics:

Business data can be managed, integrated and migrated across different platforms for accurate and consistent insights from multiple sources. Sage X3 Data Management offers inbuilt data models to simplify data migration and reporting. Thus providing users with a powerful data warehouse managing information from any sources effectively.

Sage X3 Version 11 for Construction:

The core capabilities of Sage X3 can be extended across construction verticals for financial and supply chain management with Sage X3 Version 11. With a cohesive solution, real-estate business processes including project management, contract management, estimation, timesheet transactions, sub-contracting, project financial tracking and cash flow can be managed with this cohesive Version 11 of Sage X3.

What’s the value to your organization?

1. Faster process cycle time

2. Faster inventory turnover

3. Faster customer response time

4. Faster insights into costs & business performance

5. Simpler management of distributed operations

6. Flexible customization of business management systems

7. Easy configuration of business management systems to your business ecosystem

8. Quick deployment of Sage X3 in cloud or on premises

To learn more about Sage X3 Version 11 please contact us on x3@greytrix.com

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.

↧

How to Extract a left Sub-string From a Given String in Sage X3?

May 23, 2017, 5:50 am

≫ Next: Using Index in Sigma Function in Sage X3

≪ Previous: Sage X3 Version 11 – What’s in it for your business?

In Sage X3, we may come across various scenarios where you need to get sub-string from an existing string. We can derive sub-string from both the ends i.e. From the Left and from the right or starting from a particular position of a given string.

This blog will help us to extract the left most sub-string from a given string i.e. We can derive a sub-string with particular number character from the left of the given string.

Sage X3 provides the below special function to achieve the same:

left$ (string,nb_char)

This function is used to extract a sub-string starting from the left hand side first letter of an original string to the letter ending with specified number of characters.

Where,

string -> Original string with alphanumeric expression

nb_char -> Numerical integer expression for the length of a string to be extracted.

Let’s consider following example for Extraction of sub-string with 4 letters from left to better understand the working of left$ function.

Snippet:

Local Char YSTRING(50)

YSTRING = “JACKFRUIT”

Infbox left$(YSTRING, 4)

The above snippet of code will give output as “JACK“.

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.

Also Read:

How to attach the Report to the Window in X3
Adding Crystal Report In X3
Sage X3 reports as per Indian Business Standards – Part III
Send Invoice Reports Automatically in Sage X3
Sage ERP X3 Reports – India Specific Reports – Part I

↧

Using Index in Sigma Function in Sage X3

May 25, 2017, 4:22 am

≫ Next: How to solve “Valuation Method Not Found” error

≪ Previous: How to Extract a left Sub-string From a Given String in Sage X3?

In Sage X3, the Adonix system variable “indcum” is the total index used by default in the sigma function.

The sigma syntax that uses indcum is quicker in execution than the one that uses a variable.

Syntax:

[S]indcum Integer

When you use the sigma function with the following syntax:

sigma(beginning_index,ending_index,expression)

The expression is recalculated for indcum that varies by integers from one(1) to one(1) from the beginning_index value to the ending_index value,inclusive.

Syntax :

sigma(variable=beginning_index ,ending_index ,expression)

Allows you to use any of the user’s variable as a loop variable. This is also used to embed several sigmas recursively.

Example :

Index

Indcum is an Integer type variable ; it may therefore only ne used if it varies within the integer range –2^31 and 2^31-1. Moreover sigma expressions may only be nested if the index variable is different from indcum. If the loop variable does not exist, it is created as a Decimal type.

The final value of the index matches the first value outside the given range.

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.

Also read :

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How to solve “Valuation Method Not Found” error

May 29, 2017, 3:47 am

≫ Next: How to get the Length of a Character String in Sage X3?

≪ Previous: Using Index in Sigma Function in Sage X3

We may face an error that “Valuation method not found” during the creation of miscellaneous receipt. Follow below steps to overcome this error:

Below is the screenshot of the error message you may face during the creation of miscellaneous receipt.

Error Message while creation of Miscellaneous Receipt

Error Message while creation of Miscellaneous Receipt

To solve this error

Navigate to Products >Products Site>Cost tab (Refer below screenshots).

Product Master Screen of product for whom error is appearing

Product Master Screen of product for whom error is appearing

Product-site Screen to add valuation method

Product-site Screen to add valuation method

Select Valuation method from Valuation section and click on save and then create a miscellaneous receipt.

This way you can solve the error.

Hope this helps.

How to get the Length of a Character String in Sage X3?

May 31, 2017, 10:49 pm

≫ Next: Sage CRM adds more to your business operations tracking; goes beyond sales & customer relationship management

≪ Previous: How to solve “Valuation Method Not Found” error

In Sage X3, we may come across various scenarios where we need to get the length of a character string from an existing string.

Sage X3 provides “LEN” keyword which returns the length of a character string.

Syntax:

len(expr_c)

Example:

# Display the content of the variable DATA with blanks spaces to 25 characters.

length of a character string

Output:

character string in Sage X3

# Return length of variable I. The result is an integer type

Return length of variable

Output:

length of character string

output for the length of a character string

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.

Also Read:

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Sage CRM adds more to your business operations tracking; goes beyond sales & customer relationship management

June 1, 2017, 4:05 am

≫ Next: How to find last field entered after an entry was made in the screen

≪ Previous: How to get the Length of a Character String in Sage X3?

The pressing need for business systems:

With growing businesses and expanding customer base, enterprises face the distinct challenge of balancing agility against scale, streamlining critical processes, understanding prospects, and managing deeper connections. Business systems have evolved considerably over the years and are now more advanced than before. Today, businesses have invested in the infrastructure and technology systems such as ERP and CRM that simplify back office and front office operations.

Why you need Sage X3 & Sage CRM for your business?

Enterprises use Sage CRM that deals with front-end information. This includes recording customer information, sales tracking, managing prospects, marketing campaigns and pipeline management. This further helps business understand prospects and clients, manage customer relationships. On the other hand, Sage X3 handles backend operations such as storing and managing purchase history, manufacturing, accounting information and supply chain management details. These systems offer substantial benefits to the business. However, with contrasting functionalities and architectures, it becomes difficult to streamline business processes. This creates a roadblock towards enhanced forecasting and agile decision making for enterprises.

GUMU™ for Sage CRM – Sage X3 Integration

Greytrix addresses the complexity caused by siloed business systems with its powerful integration engine – GUMU™. The framework facilitates rapid data movement between ERP and CRM business systems. GUMU™ framework connects any internal or external IT systems either using built-in API’s or by developing new plugins to establish a link between the application and the framework. GUMU™ connector drives bi-directional integration between any ERP & CRM entities such as Quotes, Customers, Invoices, Sales Orders, and Items etc. providing real-time and bi-directional information across the organization.

Greytrix has developed its robust GUMU™ connector compatible with the recently upgraded systems of Sage X3 Version 11 and Sage CRM 2017 R2. The key advantages and features of an integrated Sage X3 ERP – Sage CRM system are stated below.

Features of Sage X3 – Sage CRM Integration:

1. Easy Installation and Configuration:

GUMU™ integration for Sage CRM and Sage X3 is easy to install and its configuration is effortless.

2. Real-time Bi-directional Integration:

GUMU™ allows users to selectively sync data between systems depending on business needs on the bi-directional basis. Companies’ master data comprising addresses, contact details and transactions can be viewed on user-friendly Sage CRM tabs for a particular customer. Sage CRM Company can be promoted as Sage X3 Customer or Vendor.

3. Easy Access to Data from Portable Devices:

Critical information regarding Leads, Customers and Orders can be accessed across devices such as desktops, mobiles, and tablets ensuring that sales reps respond quicker to customer needs. It provides the same view on all the devices. Sales reps can view Sales Orders on the go along with a user-friendly view of the line items, delivery status, and related information.

4. Authorization Control:

GUMU™ Security Matrix empowers system administrators by allowing them to set different access levels with prescribed user privileges. This allows CRM system administrator to provide restrictive access to ERP data.

5. Seamless Mapping of Customer Details from Sage X3 to Sage CRM:

Sage CRM – Sage X3 Integration is designed to seamlessly import customer details from Sage X3 into Sage CRM.

6. Salesperson Mapping:

Data related to multiple company codes in Sage X3 can be accessed through a single instance in Sage CRM. Thus giving users a holistic view of customer data to offer actionable insights.

7. Multi-Company Integration:

Sage CRM Admin can map Sage ERP Salesperson with Sage CRM users. This information is used to set the Salesperson on the Sales Order that is being promoted to Sage ERP. Using this feature eliminates the selection of Salesperson on Order Entry and easy & proper commission calculation on the ERP front.

8. Unified View of Customer Data:

GUMU™ Integration enables organizations to view customer details, invoices and orders that have been generated in Sage CRM. This provides customer-facing personnel easy access to the data required to effectively cross-sell and up-sell.

9. Multi-Currency Support:

GUMU™ eliminates manual computation of error-prone currency conversions. With multi-currency support, you can create Orders in Sage CRM with the currency value defined in Sage X3.

10. Secure Order Promotion:

Sage CRM Admin controls the system and configures Promote Order rights to Sage CRM users. This ensures security for users to promote Orders in Sage X3 from Sage CRM.

11. Superior Order Visibility:

Seamless integration of orders from Sage CRM to Sage X3 allows superior order visibility of information on promoted Orders

12. Streamlined Customer Response System:

Seamless integration between the two systems streamlines inquiry recording and the related follow ups.

13. Effortless Multitasking:

GUMU™ allows handling multiple queries or multiple companies at an instance easily thus providing the user with a highly efficient user experience. Additionally, multiple companies in Sage X3 are integrated at an instance with Sage CRM thus simplifying enterprise operations.

Benefits of Sage CRM – Sage X3 Integration:

1. Collaborated Data: From Sales to Support

With an integrated Sage X3 – Sage CRM business system, sales, accounting and support departments can experience seamless visibility of their customer data. This enhances communication between departments and offers better analytics and reporting of the customer’s preferences.

2. Faster Access to Crucial Data:

An integrated business system allows quick and real-time access to important data such as inventory levels, finances, order history, shipments, and pricing without keeping the customer on hold for accessing information. This indirectly helps in retaining customers by offering better customer relationships.

3. Minimize Data Redundancy:

An ERP system handles customer information that revolves around order details, inventory, warehouse and shipping whereas the CRM holds the customer data for marketing, sales and support. An integrated business approach with GUMU™ connector towards the front and back-office operations eliminate the tedious tasks of data redundancy.

4. Real-Time Insights with Business Intelligence:

GUMU™ connector for Sage CRM – Sage X3 streamlines business operations with end to end integration of business workflow. With this approach, systems produce real-time analytics and greater insights into costs and operational performance that assists informed decision making.

5. Mobility in Business:

The integrated solution offers freedom and convenience to access critical business data such as inventory levels, take customer orders, and approve purchases on the go.

Upcoming Webinar:

Discover how your front end Sage CRM and back-office Sage X3 ERP systems can be optimized using GUMU™ connector. Register for the Webinar on June 7th, 2017 between 1 – 1:30 PM US EST.

See you at the Webinar!

↧

How to find last field entered after an entry was made in the screen

June 2, 2017, 5:12 am

≫ Next: Inactive/active setup for assets import

≪ Previous: Sage CRM adds more to your business operations tracking; goes beyond sales & customer relationship management

zonsor is an alphanumeric variable in which you find the name of the last field in the entry in the screen. It is loaded after the Boxinp instruction.

Example :

# Example in OBJect management
# Activation of the A button
# then placing the cursor on the last field in entry while loading zonsui by zonsor
######## Definition of the button
$DEFBOUT
NBTEX += 1: CBOUT(NBTEX) = “a”
TEX(NBTEX) = “A Button”
Return

####### Execution of the A button
$EXEBOUT
Case REP
When “a”: Infbox num$(zonsor): zonsui = zonsor
Endcase
Return

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.

Also Read:

↧

Inactive/active setup for assets import

June 2, 2017, 11:43 pm

≫ Next: How to enable EU-VAT No. in BPs screen

≪ Previous: How to find last field entered after an entry was made in the screen

We may come across a scenario where we want to import fixed asset by using import template. As imported asset automatically considered as “Inactive”. Sage x3 has functionality where we can set imported parameter active.

Navigate To: Set UP>General parameter>Parameter values>AAS Fixed assets

Fixed Assets Parameter

Fixed Assets Parameter Set-up Screen-1

Set DISAFAS parameter=”NO”

Fixed Assets Parameter Set-up

Fixed Assets Parameter Set-up Screen-2

When it is set to No, the assets created by direct entry or by import will be active and cannot be de-activated. The user retains the possibility to make the assets recorded as Inactive Active. This may occur following a recovery phase for which the setup has been temporarily set to Yes in order to authorize the modification of imported assets

Also read:

About Us:

Greytrix have some unique solutions of Sage X3 integration with Sage CRM, Salesforce.com and Magento eCommerce along with Sage X3 migration from Sage 50 US, Sage Pro and QuickBooks. We also offer 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.

↧

How to enable EU-VAT No. in BPs screen

June 5, 2017, 3:03 am

≫ Next: How to enable tax radio button for particular company in supplier intercompany invoice

≪ Previous: Inactive/active setup for assets import

In Sage X3, we may come across a scenario where we want to enable VAT no. in the BPs screen.

This functionality can be achieved by following steps:

Navigate to: Common Data → BPs → Bps

Path to BPs Screen

Path to BPs Screen

In this screen, when you try to create a new BP then you will see that EU Vat No. Field is disabled.

BPs EU VAT no

BPs: EU VAT no.

To overcome this,

Navigate to : Common data -> Common tables -> Countries

Refer below screenshot:

Select the country for which you have to enable this field then tick on the check box button of VAT Format field which will get reflect on the BPs screen.

VAT Format

Now again if you try to create the BP, you will see that EU VAT no. Field is enabled.

EU VAT no

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.

Also Read:

↧

How to enable tax radio button for particular company in supplier intercompany invoice

June 5, 2017, 10:49 pm

≫ Next: How to give Volume discount on the sales order? Part I

≪ Previous: How to enable EU-VAT No. in BPs screen

We may come across scenarios where we want to enable tax radio button for a particular company in supplier inter company invoice.
This functionality can be achieved by the following step:
Navigate to A/P-A/R accounting>Invoicing>Supplier Intercompany Invoice

supplier intercompany invoice

Supplier Intercompany Invoice

When we try to create a new invoice then as shown in screenshot tax radio button is disabled.

Supplier Intercompany Invoice Screen

Supplier Intercompany Invoice Screen

To enable this field to navigate to

Set up > General parameter > Parameter values > TC Common Data

Select a company for which you want to enable the radio button.

Then go to invoicing rules(refer below screenshot).

sage x3 general Parameters

General Parameters

Then select Discount Management mode as Breakdown by VAT(Invoice level).

Discount Management Mode

Discount Management Mode

Now again try to create an invoice.You will see that tax radio button is enabled.

Sage x3 Supplier Intercompany Invoice

Supplier Intercompany Invoice Screen

Hope this helps.

How to give Volume discount on the sales order? Part I

June 6, 2017, 10:12 pm

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In most of the industries, customers are often given volume discounts for big orders. There are different ways in which discounts are given on Sales orders.

Like for an example if the customer buys an order of more than 1000$ then he is given 10% discount. In another example, if a customer buys 100 units of product, he is given 10% discount.

In Sage X3, a price list can be defined to meet this requirement.

There are two price lists which can be used to give a discount based on quantities or based on Order values.

Steps to define price lists.

1. Navigate: Sales -> pricelists -> Pricelist entry

Pricelist entry

Pricelist entry transaction selection

Pricelist entry

2. Select Pricelist Discount on order amount.

Pricelist Discount on order quantities

3. Enter Group of customer

Group selection

4. Enter Maximum and minimum amount criteria

5. Enter a discount value.

6. When the sales order is created for the customer of selected group and the order amount fits in the Maximum and minimum amount criteria, the entered discount will be automatically added to the sales order.

Sales order screen

Also Read:

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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 know value of the current variable

June 12, 2017, 5:36 am

≫ Next: How to Overcome “Access rights to this folder not sufficient” issue while copying screens, tables or any other object from one folder to another.

≪ Previous: How to give Volume discount on the sales order? Part I

Sage X3 provides a special variable to know the current variable value in case of input, initialization, selection or help mode.

Variable:

[S]zc

The type of ZC depends on the context. That is it corresponds to the type of the variable being entered (at the time the check or help is executed) or being initialised.

It means if you are entering any integer value then ZC will hold type as an integer. If you are entering characters then ZC will hold type as alphanumeric.

Let’s have a look on below snippet for better understanding:
In an event associated with a mask, we are checking the YQTY field value.
If zc < 100, we are assigning 100 to zc(i.e. zc=100).

Subprog C_YQTY(VALEUR) # event called from the mask
Variable Integer VALEUR()
If zc < 100
zc = 100
Endif
End # Return to mask

Description:

ZC gives access to the “current zone”, that is to the variable defined as such by the Adonix execution context.
The current zone exists in the following cases:

– a formula or routine called from a mask in the validity control zone. zc then represents the value entered by the user and it may be reassigned by the verification routine,

– a formula or routine called from a mask as the default value. If zc has been modified, its value is then copied to the variable corresponding to the mask,

– a routine called from a mask by the help key. zc also represents the variable being entered and it may similarly be reassigned,

– during a calculation, zc corresponds to the zone being entered.

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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How to Overcome “Access rights to this folder not sufficient” issue while copying screens, tables or any other object from one folder to another.

June 12, 2017, 10:59 pm

≫ Next: How to Overcome”Valuation price null not authorized!” error in Sage x3

≪ Previous: How to know value of the current variable

We all have come across the issue “Access rights to this folder not sufficient” while copying some object from one folder to other.

Let us consider two folders :-

OGDEV
SEED

While copying screen “ZITM” from OGDEV to SEED got the below error message.

ZITM from OGDEV to SEED

To resolve the issue we need to the fallowing things:-

Go to X3 folder —-> PARAMETERS —-> GENERAL PARAMETERS—->FOLDERS
Select the Destination folder from “LEFT LIST” that is “SEED”

Left list in Folder Generation screen

Left list in Folder Generation screen

3.Now go to LINK tab in Folder Generation screen.

4.I need to copy screen “ZITM” from OGDEV to SEED so I will change “Authorization Granted

for the ” Parameter to “All”

links tab Folder Generation screen

Links Tab in Folder Generation screen

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.

How to Overcome”Valuation price null not authorized!” error in Sage x3

June 14, 2017, 3:39 am

≫ Next: How to Prohibit Zero lines in Invoice

≪ Previous: How to Overcome “Access rights to this folder not sufficient” issue while copying screens, tables or any other object from one folder to another.

While creating miscellaneous receipt transaction in Sage X3, we will often get an error “Valuation price null not authorized! “

Particularly, this error is generated for the products which are not having the value or gross price in stock.

Valuation price null not authorized

We can overcome this by following steps:

1. Navigate to : Setup > Stock > Valuation method.

2. Select AVC (Average cost) transaction from left list.

3. Click on search icon available in the “Method” block.

4. A pop window will appear, check the “Null cost allowed” checkbox and save the modification.

If “Null cost allowed” flag is set to yes, the system will accept stock movements without value.

valuation method sage x3

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.

Also Read:

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