Sage X3 – Tips, Tricks and Components

We may come across a scenario where we get “At least one runtime must have a max queries number defined” error while creation/start up of Batch Server.

The problem can be solved by using below steps:

In below screenshot we have faced an error while creation/start up of Batch Server.

Error on X3V11 Batch Controller

This error is occoured because max number of qurries which should be exected are not setup.

To overcome this error navigate to

Administration > Administration > Endpoints > Batch Server.

Parameters of X3 batch controller

Enter the Maximum no. active queries you want to set and save.

Hope this helps.

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 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.

Also read:

You may have come across a situation where you need to validate multiple Entry Transactions. Instead of validating each Entry Transaction individually, there is an option in Sage X3 to validate multiple Entry Transactions at the same time. Follow the below steps to achieve the same.

Browse to Development>>Utilities>>Dictionary>>Transaction Generation

Refer the following screenshot where I will validate all the Entry Transactions for Sales Module. You can also select multiple Modules from the “Installed Modules”. Make sure to uncheck “Deferred Validation” checkbox, if checked, then the validation will occur when the user selects the Entry transaction while entering a module. This will occur only once.

Fig. Transaction Validation – Installed Modules

Now click on the grid under the tab “Transactions”. The grid will auto populate with the Transaction Codes corresponding to the selected modules. Select the required codes and click on OK.

Refer the following figure for an example where I will be validating the Transactions for Orders (SLC) and Shipments (SLD).

Fig. Transaction Validation -Transactions

Once you click on OK, a log is generated for the Entry transactions that have been validated. You can refer the log to check if there were any errors during the validation process.

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.

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Greytrix, a Global ISV and a multi award winner for Sage ERP and Sage CRM has reaffirmed its close relationship with Sage by receiving the Rockstar ISV Status for its flagship product – GUMU™ for Sage CRM – Sage X3 Integration. Greytrix receives this highest accolade from Sage that authorizes GUMU™ for Sage CRM – Sage X3 of the stringent quality standards, testing and guidelines to demonstrate the accuracy of the product under various real-time business scenarios.

GUMU™ for Sage CRM – Sage X3 Integration is a complete end-to-end solution, specially designed to satisfy all your business priorities. It delivers seamless, real-time bi-directional, multi-company, multi-language integration that plays an important role in unlocking the potential of enterprise data to make smarter and faster business decisions.

sage crm -sage x3 integration

Product Demo Videos: Watch the overview video of our GUMU™ for Sage CRM – Sage X3 integration as well as the detailed video explaining the functionality at the granular level.

Product Download Link: Get quick access to the product listed on Sage Marketplace. You can also download a 30-day trial version of our GUMU™ Integration from Greytrix website. Simply follow the Installation and User Guide (that comes along with GUMU™ Integration setup copy) to set your own GUMU™ integrated environment. We can install 30 days trial version of GUMU™ Integration on your demo system. Please note that there are few Pre-Requisites required to be done on the system before GUMU™ installation. Kindly make sure that all the Pre -Requisites mentioned in the above link are present on the Demo system. Once done, we will install and configure GUMU™ Integration on your system.

Versions Supported: Our GUMU™ for Sage CRM – Sage X3 Integration is currently compatible with below versions of Sage applications –

Sage CRM v7.2, 7.3 and latest Sage CRM 2017 R1/R2/R3.
Sage X3 v6.5, v7, v8, v9 and latest Sage X3 v11.

You can ALWAYS mix and match Sage CRM and Sage X3 versions as per your choice. To explain with an example, you can integrate Sage X3 v11 with Sage CRM v7.2 or Sage CRM 2017 R2 with Sage X3 v6.5.

GUMU™ gives you the flexibility to plan upgrades for Sage CRM and Sage X3 individually or both at once, providing better performance in any situation.

Migration from existing Sage CRM X3 Connector to Greytrix Sage CRM X3 Integration

Enterprises who have the earlier Sage CRM X3 Connector installed in their business environment need not worry about the compatibility of Greytrix Sage CRM X3 integration in their integrated environment. Greytrix techno-functional team of engineers can easily tackle such situations and assist the integration to be upgraded to the latest patch of GUMU™ integration.

The process is pretty simple as client need not put themselves into any technical hassle to switch their Integration. Greytrix takes care of it and as a client you just need to provide the existing Sage Integrated environment to Greytrix, once you have purchased Greytrix Sage CRM X3 integration. Our technical team will take care of removing the existing Sage Integration and installing GUMU integration over it. We also make the existing integrated Sage CRM and Sage X3 data compatible with GUMU™ Integration. Also, if there are any existing integration customizations in place that will be handled by the development team at minimal charges.

To know more about the GUMU™ for Sage CRM – Sage X3 integration, kindly contact us sage@greytrix.com

In Sage X3, we may come across a scenario where we want to change the quantity in the purchase receipt screen. This functionality can be achieved by following steps:

Navigate to: Purchase → Receipts → receipts

Path to Purchase Receipts Screen

In this screen, when you try to change the quantity of the product, it wouldn’t allow you to change that. To overcome that –

Refer below screen shot, here you can see that quantity is 12.

Purchase Receipt Screen

To change the quantity you have to go to the action button on lines grid, then Click on the receipt modification option.

Purchase Receipt screen: click on receipt modifs

Now in this screen, you can change the quantity.

Change receipt screen

Now refer below screen shot, there you can see that quantity is changed with this process.

Purchase Receipt screen: Quantity

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.

Related Resources:

You may come across the situation where you need to find out creation and modification date and the user who modified and created and transaction

To do so go utilities ->> Properties of any transaction shown in below screenshot

1.1 Reference screenshot

1.2 Property details

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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In Sage X3, WIP posting is an important stage which allows one to generate Journal Entries for subcontracting processes.

Subcontracting refers to the process of entering a contractual agreement with an outside person or company to perform a certain amount of work. It is a process, wherein any manufacturing organizations either provides full or partial component (Raw and Packing Material) to the subcontractor or any third party manufacturer in order to get the Semi-Finished or Finished Goods. In turn an organization pays the service charges to the subcontractor.

This functionality is very useful to any organization who are into such kind of business processes (Pharmaceutical Company, Paper or Plastic Manufacture Company, Chemical Industries and various types of manufacturing company).

Journal entries will include all the components (Raw and Packing Material), WIP, Service, Goods Received Not Invoiced (Parking account) and SFG / FG accounts.

Subcontracting process in Sage X3 can be achieved by two different functionalities:

By Purchase Process
By Work Order Process

It is based on the organizational requirement that which functionality they would like to use and accordingly one or both of the above mentioned way can be configured to get the subcontracting processes in place and have a proper accounting impact as per the requirement which is again fully configurable by using an automatic journal for WIP.

In Sage X3, to generate accounting entries for the subcontract processes one need to run the WIP Accounting function. In standard Sage X3, system will not give you the option to run the WIP Accounting for subcontract process.

Below screen capture depicts the screen capture of the WIP Accounting, wherein you can see only one document type ‘Work Order’

Navigate to Costing → WIP→WO WIP Accounting

WIP Accounting

In Document Type here you will select sub contract as option but you will not find that option.

To enable WIP posting for sub-contracting you have to follow below mentioned step:

Step 1:

Navigate to Setup→Parameter Values→ACH Purchasing→ACC Accounting Interface

ACCWIPEOA – WIP (Make sure it has been set to WIP)
SCOFA – YES (Change it to Yes from No)

Parameter Value

Once you make above-mentioned changes, you will be able to see the ‘Subcontract Order’ option enabled in WIP Accounting function as shown below:

WO WIP Accounting

Now the system will allow one to generate accounting entries for the same.

About Us:

Greytrix Africa– Sage Premier Gold Development Partner is a one-stop solution provider for all your Sage ERP and Sage CRM needs. Greytrix Africa is a consulting company that offers solutions across verticals which include accounting and business management, financial reporting, ERP, CRM, HRMS and EDI.

As one of the leading Sage certified X3 Partner, we have a strong sales and implementation industry presence. We offer scalable software development resource for customizations and enhancements within Sage X3. In addition to the Sage X3 development services which we provide to our end customers; our Channel Partners considered us as “Go-To” resource for custom Sage X3 solutions. Thereby, enabling Greytrix to rapidly introduce new products and solutions to the market.

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

In Sage X3, we may come across a scenario where we want to kill the variable or class of variable.

Kill allows you to delete a variable or class of variables.

Syntax :

Kill var_clas_list

Parameters:

var_clas_list: Description List of classes or variable_names separated by the comma (,)

Examples

1) Deletion of an indexed variable of the Char type
Kill CHAINE

2) Deletion of a single-sized numeric variable
Kill AMOUNT

3) Deletion of all variables from the [V] class
Kill [V]

Description and Comments:

Kill allows you to delete a variable – indexed or not – or an entire class. Only the variables of the [V] or [L] class can be deleted by the Kill instruction.

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.

Related Resources:

Stock Change by ADC Screen in Sage X3

Stock Change in Sage X3

How to change the Analytical dimension Product/Customer/Supplier?

Change the characteristics of lot in mass

How to Change the characteristics of Lot

We came across the requirement where the client wants to disallow the user from deleting the Invoice.

In Sage X3, we have setup in Parameters values where we can stop the user to delete the Invoice.

Go to–> Setup–> General Parameter– Parameter Values -TC Common Data-

Fig. parameter values

From we need to enter detail of Invoice rules as follow.

Fig. Details of Invoicing rules of Parameter Values

After performing the above setup we will be not allowed to delete the Business Partner Invoices.

Fig. Supplier BP Invoice were Delete button is disable

If we will make changes in the Parameter values by changing to deletion tag to “NO”, then user will be allowed to delete the transaction.

Fig. Supplier BP Invoice were Delete button is enable

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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Sage X3 provides a special function to calculate permutation of any integer value.

The function anp() calculates the number of permutations (for example, ordered arrangements) of p objects taken from n.

Syntax for the same is :

Syntax:

anp(N,P)

where, N and P are integer expressions. P must be in the [0,N] range.

Example:

Fig. Snippet

Output:

Fig. Output

Description:

The function anp(N,P) returns fac(N)/ fac(N-P).

To avoid loosing precision, the calculation algorithm does not use the factorial function. If N and P are not integer values, they are truncated.

The type of result is Integer or Decimal depending if the value is smaller or greater than 2^31-1.

Associated errors:

Error	Description
10	Not a numeric argument.
13	Out of range calculation.
50	Domain error.

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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You may come across where you need to check the filename for system messages.The variable messname contains the filename for system messages. The default for this name is “FRA”. System messages are accessed by the mess function.

The value of the [S]messname variable is determined:

as a priority by the adonix start-up option: adonix -l fic_trad that defines the use of the translation file fic_trad.
in one of the APL.ini files that are executed when the application is started up.
if nothing has been defined, the “FRA” file is used.

The variable messname is set when Adonix is started up, and it cannot be assigned later.

Class, type and dimension

Char [S]messname (255) (1)

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.

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We all are aware of that how to start batch server in Sage X3 V6.5 upto X3V9 i.e. From

Usage > BATCH SERVER > Server Activation

X3V9 batch server start process

But in X3 V11 there is a different process to start the batch server.

Navigate to Administrator > Endpoints > Batch server > Code(X3V11)

X3V11 batch server start process

X3 batch controller screen

After click on code X3V11 X3 batch controller X3V11 page will be displayed.

Click on Start button.

X3V11 Controller screen to start the batch process

Status of the server

After click on start button batch server will be started and status will change from ‘Stopped’ to ‘Running'(See above screenshot).

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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In many industries when finished goods are produced, it takes all the production cost such as raw material cost, labor cost, machinery cost etc.

However, over the time this cost varies if a product is not sold on time and is just lying around the warehouse. Then mostly the product cost is revised as per the market and product conditions. Also, these products can be in any location or any site in the system.

Here, Sage X3 allows changing the value of the products from the Utility, Value change

1. Navigate: Stock >> Utilities >> Valuation >> Value change

IMG: Navigate value change

2. Here we have selected a product which is LOT managed and valuation method is Average LOT cost.

3. You can alternatively change the standard cost of the product to change the individual LOT value.

IMG: value change screen

4. Note that the distribution should be selected as quantity to reflect the updated price.

5. So you can either LOT value directly or enter average cost as desired.

6. Then click on OK

IMG: lots-value change screen

7. Now you can see that the average cost of this product is changed from previous 8.81 to 8.71

IMG: avg cost- value change screen

8. Now run the stock accounting interface and the Value will get updated by hitting the journal of price variance.

IMG: stock interface screen

9. The log will be generated and journal entry can be seen in Journal transactions.

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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eatures: maxmem determines the maximum amount of memory that can be used by the application and modifies this parameter

Entry Point: INIVAR

It defines certain values of the specific/custom user parameters on entering X3 pr in the situation of a user change, during the declaration of global variables. This entry point is used to give a value to the global variable according to the connected user code.

Below code set MAXMEM for a specific user within the entry point INIVAR. INIVAR occurs at logon time.

fig. ZMAXMEM code file

Launch GESAPE(Entry point) and assign the GUSER to above code ZMAXMEM:

fig. GUSER Entry point

Example: You can check the value of MAXMEM in a calculator. Refer below figure :

With that Entry point set, when log in with the user ADMIN you’ll see the MAXMEM is set to 64 MB.

Fig . maxmem Value

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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In Sage X3, you may come across a scenario where you want to add a line to an existing menu. You can achieve this using special function “Additm”.

This function “Additm” allows you to add a line to a menu bar. Using this function you can add one or more lines to an existing menu.

Syntax:

Additm line_id [,shortcut] Titled title_exp To menu_id At row_no.

Parameters

Element	Description
line_id	Whole number that identifies the new menu line
shortcut	Whole number that identifies the combination of keys expressed in decimals
title_exp	Alphanumeric expression of the box title
menu_id	Whole number that identifies the main menu
row_no.	Whole number that indicates the point of insertion of the menu into the main menu.

Examples:

Additm 20001 Titled “Ack Text” to 50001 at 10

Additm 20001 Titled “Invoice Text” to 50001 at 20

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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We may come across a scenario where users need multiple languages for their comfort. For such scenario’s Sage X3 provides a standard inbuilt functionality.

Navigate: Parameters >> General Parameters>>Folders – Initialize TAB

Folder Master Screen

Add the languages which the users need in languages section.
Validate the folder after making changes.
Users can use the language from the list of regional preferences as shown in the below screenshot.

Language Master Screen in Sage X3

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.

Additional Resources:

What is Payroll?

A Payroll is a company’s list of its employees, but the term is commonly used to refer to the total amount of money that a company pays to its employees. A company’s records of its employees’ salaries and wages, bonuses, and withheld taxes. The company’s department that calculates and pays these.

In Sage X3 People, we have come across a situation where we need to find the current or open Payroll Month.

GMOIPAY is the variable which stores the current or open Payroll Month of the company.

Payroll Month

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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Sage X3 provides the feature of closing the Open Purchase order with additional selection criteria on tolerance percentage for quantities received along with Site, Order date, Order number, Supplier, Product. In other words, Orders that are at least this percent received will be automatically closed.

The function which provides this feature is “Close and Re-Open orders”.

Navigate: Purchasing > Orders > Close and Re-Open Orders (Process name: FUNCLEAR).
Enter the selection criteria as shown in screenshot below
1. Enter Site
2. Enter Order date,
3. Enter Order number,
4. Enter Supplier,
5. Enter Product

Note: these are optional filter criteria’s, however at least one criteria should be selected in order to process orders.

Enter tolerance quantity
1. Tolerance quantity should be in percent.

Fig.Close and Reopen orders screen

Note that if you want to close all the purchase orders who are only half received then enter 50% in the tolerance quantity.

Once you click on Ok, you will get the below screen.
The grid below contains the list of purchase orders, you need to just change its Processing value to Close and then click on OK to close open orders. Alternatively you can also change its Processing value to Cancel and then click on OK to re-open closed orders.

Fig. Close and Reopen orders selection screen

eg. if there are 3 orders in which one order is fully received, another order is half received and the last one is only 35% received.
Then with the 50% tolerance Quantity criteria, first two orders will be listed for Open/close changes but the last one will not be listed since it does not satisfy tolerance Quantity criteria.
So those contracts which do not match the 50% criteria will not be listed and will give following error if single order is selected.

Fig. orders selection screen

Fig. Purchase order screen

Hope this helps!

Also Read:

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.

In Sage X3, you may come across various scenarios where you need to get the fins the inverse cosine of a specified number.

Sage X3 provides “ach” hyperbolic function which return the inverse hyperbolic cosine of a specified number.

Syntax :

ach(number)

Examples :

fig. ZRESULT code file

Output :
fig. Number value

Notes :

For real positive numbers, the hyperbolic cosine definition is as follows:

ach(x)=ln(x+sqr(x^2-1))

where ln is the natural logarithm and sqr the square root function. The type of result is Double.

Hope this helps!

About Us

Greytrix is a 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 has 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.

Also Read :

How to find the square root of the Number

Find the Number of Days passed between Years

How to generate a Sequence Number manually

How to Know Error Number and Error Line in Sage X3

How to find number of Variables defined in a Class

In Sage X3, we may come across a scenario where we want to get the data in the Tax field. To solve this functionality:

Navigate to: Common Data → G/L Accounting Tables → General
select that account which we used in the Customer BP Invoice.

Account screen

Then, go to the Controls tab
Set ‘Tax Management’ field and ‘Tax Code’ as ‘Tax Account’ and ‘ANSTD’. Refer below screenshot:

Accounts – Controls tab screen

then save it.
Now, Navigate to: AP / AR accounting code → Invoicing → Customer BP Invoice
Enter all the mandatory fields and check in the line level, it will set by default the data in the tax field which we entered in the Tax Code in accounts screen as shown in below screenshot.

Customer Invoice – lines tab screen

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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You may come across where you need to check the size of the keys. keylen determines the size of the keys (in number of bytes) for an open table.

Keylen is a variable table of the [G] class associated with a table declared by a File command.
The dimension of keylen is given by the [G]nbind variable (number of keys defined on the table). keylen contains the number of bytes used by each key of the corresponding table. This variable is only accessible in read mode.

Class, Type, and Dimension
Shortint [G:abv] keylen([G:abv]nbind)

Examples
# Display of the preferences of the BPCUSTOMER table, abbreviated BPC
BPCUSTOMER [BPC] File
Infbox “There are “-num$([G:BPC]nbzon)-“fields in the BPCUSTOMER table: ”
For I = 0 To [G:BPC]nbzon – 1
Infbox [G:BPC]adxfname(I)
Next I
Infbox “There are “-num$([G:BPC]nbind)-” indexes in the BPCUSTOMER table: ”
For I = 0 To [G:BPC]nbind – 1
Infbox [G:BPC]keyname(I)
[G:BPC]keyuniq(I) Case
When 0: Infbox “(with homonyms)”
When 1: Infbox “(without homonyms)”
When 2: Infbox “(multiple homonyms)”
Endcase
Infbox “Length = “-num$([G:BPC]keylen(I))
Next I
Infbox “Total Record Size =”-num$([G:BPC]tairec)

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:

How to solve “At least one runtime must have a max queries number defined” issue in Sage X3 Ver 11

How to validate multiple Entry Transactions in Sage X3

Greytrix Sage CRM – Sage X3 Integration – All info about Trial, versions supported, migration et al

How to change Quantity in Purchase Receipt screen

How to find out creation and modification date and user of any transaction

WIP posting for Sub-contracting orders

How to Kill variable or class of variable

How to Prohibit Invoice to delete

How to Calculate Permutation in Sage X3

How to get file name for system messages

How to start Batch server in Sage X3 V11

How to change the value of LOTs in X3 by using value change screen

How to use Entry point to set MAXMEM by user in Sage ERP X3

How to add a line to a menu in Sage X3

How to add language in Sage X3

How to find the current Payroll Month (Sage X3 People)

How to Close/Open Mass purchase orders in one click by variance Quantity

How to find the inverse hyperbolic cosine of a number

How to get data in the TAX field in Customer BP Invoice screen

How to get the size of the keys