In Sage X3, we may come across a scenario where we get “No tax determination rule applies” pop up message. To solve this error message follow the below steps: 

Navigate to: Sales -> Orders -> Orders

Fig1.1: Sales – Orders tab

Now, create the new sales order and in the product line set Tax Level 1 as “ECO” after doing this it will give the error below error message:

Fig 1.2: Sales Order Screen

Before solving this, check the tax Rule (BP tax) which in the management tab and Product lines tax level in the sales order screen.

According to that define the tax in the Tax Determination screen by setting the same BP Tax rule and Product tax level which is on the sales order screen. Refer below screenshot:

Navigate to: Common data -> Common tables -> Taxes -> Tax determination

Fig 1.3: Tax Determination Screen

After doing this, it will allow creating the sales order with “ECO” tax level. Refer below screenshot:

Fig 1.5: Sales Order Screen

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.

After months of anticipation, the world’s largest conference – Sage Partner Summit 2018 organized by Sage Group PLC was indeed remarkable. Three days packed with keynotes, breakout sessions, and inspirational discussions with industry leaders, experts, influencers, from Sage Partner ecosystem sharing their ideas on various dimensions of business. The conference hailed 300+ Sage Partners across 19+ countries who marked their presence in Seville, Spain from May 2^nd to May 4^th, 2018. The conference focused on how adapting to cloud-based solutions could bring opportunities to businesses worldwide. The theme of Sage Partner Summit this year was Winning Tomorrow Together.

Key Speakers | Sage Partner Summit 2018

If you missed the chance to attend Sage Enterprise Management Partner Summit this year, don’t worry. We bring to you the key highlights, strategies and keynote sessions from Sage Enterprise Management Partner Summit. In three days of networking, we interacted with Sage executives – Jennifer Warawa, Nick Goode, Luis Pardo, Gemma Telford, and Pascal Gaudé who checked in at our booth to discuss the opportunities of expanding businesses across the Partner community with Sage Business Cloud solutions.

We learned many valuable lessons from this year’s featured speakers and events. Check out our favorite takeaways from Sage Partner Summit.

• Blair Crump: Enterprise Growth with Partner Growth

Blair Crump, President at Sage, summarized Sage’s H1 2018 trade and how they have initiated the implementation of robust plans to address trade issues. Mr. Crump reinvigorated partners by multiplying the long-term growth of Sage relying on Enterprise Management and working alongside Sage Partners.

– We want enterprise growth, market growth, driven by partners.”

– Enterprise Management is our priority! Partners first!”

• Jennifer Warawa: Sage Spotlight & Boot Camps

Jennifer Warawa – Sage Executive Vice President, gave the opening keynote on the product strategy and the extended roadmap of Sage to the partner community. Jennifer stated a New Partner Enablement Framework on how services could help partners boost business. Sage has launched boot camps to master the enterprise management to new consultants and partners. To accelerate delivery, Sage has voiced the concerns of the partners, with its new customer-reference and sales accelerator program named Sage Spotlight. Sage Spotlight focuses on a large pool of customer references such as case studies, success stories, and video testimonials designed to help business close deals faster.

– “Services can help you boost your business”

– “We know you can close deals faster with customer references”

• Luis Pardo: Channel to be close to the customer  

Luis Pardo – CEO of Sage Spain highlighted how there is a potential for business growth in Spain by adopting to the innovative technology advancements. He added how collaboration and specialization will be the key for growth. Spain has become an important hub of Europe and America. Mr. Pardo facilitated business partners for expanding their international business by working with Spain.

– “The main duty of the channel is to be close to the customer”

– “The business partner of Sage Spain must be closest to the customers helping them generate business”

• Lisa McLeod: What is Your Noble Purpose?

Lisa Earle McLeod – Sales Leadership Expert and the author of the bestseller – Selling with Noble Purpose discussed how businesses can win tomorrow with today’s insights. The global thought leader introduced the concept of how selling with a noble purpose can outsell salespeople focused on target and money. Lisa explained how a slight change in business approach could keep your business a step ahead of the competitive curve. Her questions of change were,

– “How do you make a difference?”

– “How do you do it differently?”

– “On your best day what do you love about your job?”

• Philip Carter | Delivering Cloud Driven Digital Transformation

Philip Carter – Chief Analyst at IDC, expressed his notion of how important it has become for businesses to move to cloud. Mr. Carter gave examples of how companies are transforming to a 100% digital enterprise. How basic human needs has shifted from food and water to battery and Wi-Fi. Enterprise technology is going to be the core to transform digitally. By 2021, 90% of enterprise applications will have an embedded intelligent decision architecture. He gave a better perspective of how cloud enterprise solutions are growing at 20% rate than on-premise systems and the changing behaviors of marketing and sales.

– “Treat your customers as prospects always”

About Greytrix
Greytrix – Gold Sponsor for Sage Partner Summit – Spain, Seville – 2018, has been a leading Sage Gold Development Partner for over two decades, providing a broad range of Sage Business Cloud Enterprise Management (Sage X3) services and solutions across Sage Partner ecosystem. Being recognized for its 5-star rated GUMU app on Salesforce AppExchange for Sage ERP – Salesforce and Sage ISV Rockstar Partner for Sage X3 – Sage CRM systems, Greytrix combines the unmatched experience and specialized skills of working across industries and verticals driving innovation to improve the way businesses operate. Greytrix GUMU integrated Sage ERP – CRM (Salesforce | Sage CRM) systems allow businesses to streamline and improve productivity, generating sustainable impact with 360° view of operations.

Asset modification is one of the important processes of Asset Management in Fixed Assets. Fixed Assets modification records the changes or adjustments to existing assets at the individual betterment level. While using Sage Business Cloud Enterprise Management (formerly Sage X3), we may encounter a scenario where we need to modify the asset amount.

Following the steps below makes it easier to achieve the functionality of Asset modification in Sage X3.

Navigate to Fixed Assets>> Fixed Assets>> Financial Assets

• Select the asset for which you want to change the value of an asset.
• From the right pane, click on “Refresh” option.

• While modifying the asset, if the user wants to reduce the value of the fixed asset, enter the amount in negative on Tax exchange field.

• Click on OK button and Save
• Post this, Sage Enterprise Management system will automatically adjust the fixed asset amount.

This is how users can easily perform asset modification functionality in Sage Enterprise Management (formerly Sage X3).

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.

Sage Business Cloud Enterprise Management HR (formerly Sage X3 People) provides users with the best combination of functionality, technology, and value. One of the functions of Sage X3 People is the Import Function. Users can use the Import function to upload records in Sage X3 People. While uploading records, in the standard Sage X3 People, users might come across a standard upload screen as shown below. Sage X3 People allows users to create their customized upload format to upload records apart from the standard upload screen. This blog guides you with a step by step procedure to create a new upload format in Sage X3 People.

7 Simple Steps to create a new upload format

Step 1: Navigate to Usage → Import/Export → Import

Step 2: Navigate to Setup → Import/export → Import/Export templates

Step 3: Click on New and create a new upload template. Below is a sample of a new upload created.

Step 4: Scroll to the Identifiers section and select the required table.

Step 5: Click on the Fields tab and select the columns required for uploading the data.

Step 6: Click on the Action button and select Excel export as shown below.

Step 7: Transpose the above fields in the Excel. Post transposing, you will have an image as below.

Step 8: Fill the data in the columns. Below image shows the data in the Excel.

Concatenate the data in the fields and paste the concatenated data in a notepad file. While concatenating ensure that the separator (comma “,”) is used to separate the fields. The upload file should be similar as shown below.

Step 9: To upload the text file, below are the steps to be followed.

Navigate to Setup → Imports/export → Imports

Select the upload name and click OK. Users will see the screen as shown below after clicking OK.

Select the notepad file which contains the concatenated data and upload the same.

This is how users can use a customized upload format for uploading records in Sage Business Cloud Enterprise Management HR (formerly Sage X3 People).

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 this blog, you will learn how to create Prepayments on Sales order post partial sales delivery in Sage X3.

1. Create a Sales order.

Fig 1.1: Sales Order Screen

2. Create a partial delivery on a Sales order.

Fig 1.2: Sales Delivery Screen

3. Create a prepayment for sales order from prepayment menu.

Fig 1.3: Prepayment Screen

4. Issue prepayment.

Fig 1.4: Prepayment Screen

5. Create a Receipt on prepayment.

Fig 1.5: Sales Receipt Screen

6. Now the prepayment is paid.

Fig 1.6: Prepayment Screen

7. You can also create another prepayment on sales order until it is fully delivered.

Fig 1.7: Prepayment screen

Hope this blog 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.

In Sage X3, we may come across a scenario where we get “No tax determination rule applies” pop up message. To solve this error message follow the below steps: 

Navigate to: Sales -> Orders -> Orders

Fig1.1: Sales – Orders tab

Now, create the new sales order and in the product line set Tax Level 1 as “ECO” after doing this it will give the error below error message:

Fig 1.2: Sales Order Screen

Before solving this, check the tax Rule (BP tax) which in the management tab and Product lines tax level in the sales order screen.

According to that define the tax in the Tax Determination screen by setting the same BP Tax rule and Product tax level which is on the sales order screen. Refer below screenshot:

Navigate to: Common data -> Common tables -> Taxes -> Tax determination

Fig 1.3: Tax Determination Screen

After doing this, it will allow creating the sales order with “ECO” tax level. Refer below screenshot:

Fig 1.5: Sales Order Screen

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.

After months of anticipation, the world’s largest conference – Sage Partner Summit 2018 organized by Sage Group PLC was indeed remarkable. Three days packed with keynotes, breakout sessions, and inspirational discussions with industry leaders, experts, influencers, from Sage Partner ecosystem sharing their ideas on various dimensions of business. The conference hailed 300+ Sage Partners across 19+ countries who marked their presence in Seville, Spain from May 2^nd to May 4^th, 2018. The conference focused on how adapting to cloud-based solutions could bring opportunities to businesses worldwide. The theme of Sage Partner Summit this year was Winning Tomorrow Together.

Key Speakers | Sage Partner Summit 2018

If you missed the chance to attend Sage Enterprise Management Partner Summit this year, don’t worry. We bring to you the key highlights, strategies and keynote sessions from Sage Enterprise Management Partner Summit. In three days of networking, we interacted with Sage executives – Jennifer Warawa, Nick Goode, Luis Pardo, Gemma Telford, and Pascal Gaudé who checked in at our booth to discuss the opportunities of expanding businesses across the Partner community with Sage Business Cloud solutions.

We learned many valuable lessons from this year’s featured speakers and events. Check out our favorite takeaways from Sage Partner Summit.

• Blair Crump: Enterprise Growth with Partner Growth

Blair Crump, President at Sage, summarized Sage’s H1 2018 trade and how they have initiated the implementation of robust plans to address trade issues. Mr. Crump reinvigorated partners by multiplying the long-term growth of Sage relying on Enterprise Management and working alongside Sage Partners.

– We want enterprise growth, market growth, driven by partners.”

– Enterprise Management is our priority! Partners first!”

• Jennifer Warawa: Sage Spotlight & Boot Camps

Jennifer Warawa – Sage Executive Vice President, gave the opening keynote on the product strategy and the extended roadmap of Sage to the partner community. Jennifer stated a New Partner Enablement Framework on how services could help partners boost business. Sage has launched boot camps to master the enterprise management to new consultants and partners. To accelerate delivery, Sage has voiced the concerns of the partners, with its new customer-reference and sales accelerator program named Sage Spotlight. Sage Spotlight focuses on a large pool of customer references such as case studies, success stories, and video testimonials designed to help business close deals faster.

– “Services can help you boost your business”

– “We know you can close deals faster with customer references”

• Luis Pardo: Channel to be close to the customer  

Luis Pardo – CEO of Sage Spain highlighted how there is a potential for business growth in Spain by adopting to the innovative technology advancements. He added how collaboration and specialization will be the key for growth. Spain has become an important hub of Europe and America. Mr. Pardo facilitated business partners for expanding their international business by working with Spain.

– “The main duty of the channel is to be close to the customer”

– “The business partner of Sage Spain must be closest to the customers helping them generate business”

• Lisa McLeod: What is Your Noble Purpose?

Lisa Earle McLeod – Sales Leadership Expert and the author of the bestseller – Selling with Noble Purpose discussed how businesses can win tomorrow with today’s insights. The global thought leader introduced the concept of how selling with a noble purpose can outsell salespeople focused on target and money. Lisa explained how a slight change in business approach could keep your business a step ahead of the competitive curve. Her questions of change were,

– “How do you make a difference?”

– “How do you do it differently?”

– “On your best day what do you love about your job?”

• Philip Carter | Delivering Cloud Driven Digital Transformation

Philip Carter – Chief Analyst at IDC, expressed his notion of how important it has become for businesses to move to cloud. Mr. Carter gave examples of how companies are transforming to a 100% digital enterprise. How basic human needs has shifted from food and water to battery and Wi-Fi. Enterprise technology is going to be the core to transform digitally. By 2021, 90% of enterprise applications will have an embedded intelligent decision architecture. He gave a better perspective of how cloud enterprise solutions are growing at 20% rate than on-premise systems and the changing behaviors of marketing and sales.

– “Treat your customers as prospects always”

About Greytrix
Greytrix – Gold Sponsor for Sage Partner Summit – Spain, Seville – 2018, has been a leading Sage Gold Development Partner for over two decades, providing a broad range of Sage Business Cloud Enterprise Management (Sage X3) services and solutions across Sage Partner ecosystem. Being recognized for its 5-star rated GUMU app on Salesforce AppExchange for Sage ERP – Salesforce and Sage ISV Rockstar Partner for Sage X3 – Sage CRM systems, Greytrix combines the unmatched experience and specialized skills of working across industries and verticals driving innovation to improve the way businesses operate. Greytrix GUMU integrated Sage ERP – CRM (Salesforce | Sage CRM) systems allow businesses to streamline and improve productivity, generating sustainable impact with 360° view of operations.

Asset modification is one of the important processes of Asset Management in Fixed Assets. Fixed Assets modification records the changes or adjustments to existing assets at the individual betterment level. While using Sage Business Cloud Enterprise Management (formerly Sage X3), we may encounter a scenario where we need to modify the asset amount.

Following the steps below makes it easier to achieve the functionality of Asset modification in Sage X3.

Navigate to Fixed Assets>> Fixed Assets>> Financial Assets

• Select the asset for which you want to change the value of an asset.
• From the right pane, click on “Refresh” option.

• While modifying the asset, if the user wants to reduce the value of the fixed asset, enter the amount in negative on Tax exchange field.

• Click on OK button and Save
• Post this, Sage Enterprise Management system will automatically adjust the fixed asset amount.

This is how users can easily perform asset modification functionality in Sage Enterprise Management (formerly Sage X3).

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.

Sage Business Cloud Enterprise Management HR (formerly Sage X3 People) provides users with the best combination of functionality, technology, and value. One of the functions of Sage X3 People is the Import Function. Users can use the Import function to upload records in Sage X3 People. While uploading records, in the standard Sage X3 People, users might come across a standard upload screen as shown below. Sage X3 People allows users to create their customized upload format to upload records apart from the standard upload screen. This blog guides you with a step by step procedure to create a new upload format in Sage X3 People.

7 Simple Steps to create a new upload format

Step 1: Navigate to Usage → Import/Export → Import

Step 2: Navigate to Setup → Import/export → Import/Export templates

Step 3: Click on New and create a new upload template. Below is a sample of a new upload created.

Step 4: Scroll to the Identifiers section and select the required table.

Step 5: Click on the Fields tab and select the columns required for uploading the data.

Step 6: Click on the Action button and select Excel export as shown below.

Step 7: Transpose the above fields in the Excel. Post transposing, you will have an image as below.

Step 8: Fill the data in the columns. Below image shows the data in the Excel.

Concatenate the data in the fields and paste the concatenated data in a notepad file. While concatenating ensure that the separator (comma “,”) is used to separate the fields. The upload file should be similar as shown below.

Step 9: To upload the text file, below are the steps to be followed.

Navigate to Setup → Imports/export → Imports

Select the upload name and click OK. Users will see the screen as shown below after clicking OK.

Select the notepad file which contains the concatenated data and upload the same.

This is how users can use a customized upload format for uploading records in Sage Business Cloud Enterprise Management HR (formerly Sage X3 People).

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 Enterprise Management (formerly Sage X3), Optimization function concerns a selection of work orders in process, for a given analysis horizon. Optimization function launch screen, it is possible to enter a start date, an end date, and a process date. According to the values entered for these various dates and the values assigned to the general setups OPTAMMAR and OPTMAVMAR as shown in below screenshot.

Navigate:  Setup > General parameters > parameter values >  GPA manufacturing

Fig 1.1: Parameter Value Screen

Fig 1.2: Parameter Values Screen

Navigate:  Manufacturing > Detailed Scheduling > Optimisation

Fig 1.3: Optimization Screen

The system then verifies that the WO to which the selected operation belongs falls within the horizon [entered start date – OPTAMMAR / entered end date + OPTAVMAR]. If this is the case, the operation is retained for analysis and therefore the WO in its globality, if not, it is excluded, because the system only selects complete WOs for analysis.

OPTAMMAR (Forward Optimisation margin)

The activation of the Optimisation function requires the choice of a planning horizon, which by default is proposed as a month, and which can be entered.

This horizon is then corrected by the OPTAMMAR parameter, expressed in weeks, and which represents the lead-time to be considered before the first WO of the selection in the planning horizon.

This margin is used to define the start date of the optimization calendar with respect to the chosen horizon.

OPTAVMAR (Backward Optimisation margin)

The activation of the Optimisation function requires the choice of a planning horizon, which by default is proposed as a month, and which can be entered.

This horizon is then corrected by the OPTAVMAR parameter, expressed in weeks, and which represents the lead-time to be considered after the first WO of the selection in the planning horizon.

This margin is used to define the end date of the optimization calendar with respect to the chosen horizon.

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.

In the custom development, we have come across the problem where the standard buttons are not getting enabled or disabled. For e.g. we are calling the additional screen from the standard screen but when we make any changes to that additional screen as per the Sage X3 standard the main screen Cancel or Delete button is not getting enabled. After some finding, we have got the way to enable/disable standard button through code.

By using simple standard Enable/Disable command, we can change the state of standard buttons. There are two alternatives to using this command. Either we can use the button code or button number. Kindly refer to the below snippet of code of both alternatives:

Alternative 1

Here,

GSTAANU is the code for a Delete button.

GSTAFIN is the code for Cancel button.

Fig 1.1: To Disable the Button through Variables

Alternative 2

Here,

92 is the code for a Delete button.

1792 is the code for Cancel button.

Fig 1.2: To Disable the button through Statuses(Code)

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.

In Sage Enterprise Management, we have a built-in “Isreadonly” property to check whether the class instance can be modified. This built-in property returns whether the properties of an instance can be modified or not. It can be tested but not modified.

Syntax

• If MY_INSTANCE.isReadonly is 1, properties cannot be modified. Any modification attempt will raise an error with error code 143.
• If MY_INSTANCE.isReadonly is 0, properties can be modified and accessors will be triggered. This is the default value when a class is instantiated.

Parameter Details

MY_INSTANCE: name of the name of the class instance which is to be tested. If the value is 0 then the Instance can be modified.

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

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.

In Sage X3, we may come across a scenario where we get “No sequence is assigned to this document” pop up message while creating the purchase shipment. To solve this error message follow the below steps.

Navigate to: Purchasing → Shipments → shipments

Purchase Shipment Screen

Now for solving this message,

Navigate to: Parameters → General Parameters → Sequence number definition → Assignment

Parameters → General Parameter → Assignment tab

Now in this screen, select purchasing module which is for ‘all legislation’ from the left side, then go to shipment document type as we can see that it is set as ‘No’, change it to ‘Yes’. Refer below screenshots:

Assignment Screen → shipment (No)

Assignment Screen → shipment (Yes)

Now, go back to purchase shipment screen,

By doing above process, it will allow a user to create the purchase shipment. Refer below screenshot:

Purchase Shipment screen

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.

In Sage X3, ‘Table setup/import’ is a coding translation function that is used to describe the correspondence between a Sage ERP X3 import/export template and file created by other templates, but also to give the default values to fill the fields that are not present in the original template.

Navigate to Parameters > Usage > Imports / Exports

• Field no: Specify the number of the X3 template field.
• Condition: We can add any condtioin as per the requirement, If the condition is not verified, the field will be empty.
• Initialization: Specify a value or an expression that will force the value of this field (default value).
• Execution button: Allows us to select the template file and execute it.

With the help of this screen, we can create a file which can be imported by using standard Sage X3 import/export template.

Hope this blog 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.

In a live scenario, there is always a possibility with your customer regarding the management of postdated cheque that is received from the Business Partner. The post-dated cheque is not payable till the date which is shown on the face of the document.

This facility will allow us to allocate the cheque amount in a different account and not bank account on a particular date and later on the date of the cheque, the amount will be transferred to bank account.

Below is the setup that can be done in Sage Enterprise Management (Sage X3) for postdated cheque management.

1. Create a GL Account for PDC Receipt, and then a Journal Code.

2. Link the Journal Code to the Bank Code by choosing the Journal Type as “Check to Cash”.

3. Create a New Payment Entry Type for PDC Received,

• enabling Cash Management Posting, and choosing the Group Entry for it as “STEP1”,
• Journal Type as “Check to Cash”
• Check Remittance
• Chose the Bank Posting Group Enter as “STEPN”

4. Create a Payment with the new PDC Received Entry Type. When you post it, the system will create the entry

• PDC Received – DR
• Accounts Receivable – CR

5. Do the Remittance for the Payment and the system will create the entry

• Bank – DR
• PDC Received – CR

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.

Step 1: Ensure that the variables containing the rates used as defaults and/or maximums are ticked for expense notes. Once “expense notes” is ticked this Variable cannot be used in a heading.

Step 2: Flag input to the expense notes tab.

Step 3: Ensure that all the variables are captured.

Note: A separate variable is required for the portal max/default from that which is used in the setup of the headings.

Step 4: The default values and the Cap can now be linked to the applicable variables.

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.

The post How to setup expense notes defaults and maximums on portal in Sage X3 appeared first on Sage X3 ERP – Tips, Tricks and Components.

In Food Manufacturing Industries, the actual catch weight of finished good may vary in weight in each of the production either when production is completed or in each process i.e. routings of production. To achieve this in Sage Enterprise Management, we have added the catch weight management add-on in the manufacturing module i.e. on the… Read More »

The post Catch Weight Manufacturing in Sage Enterprise Management appeared first on Sage X3 ERP – Tips, Tricks and Components.

In Sage X3, we may come across a scenario where we face the difficulty while creating the back to back order. To solve this functionality:  Step1:  Navigate to Sales → Orders → orders Create a sales order, make sure that the product which we used in the lines grid, the supplier has to be defined… Read More »

The post How to solve “Field VACBPR : Record does not exist for the current legislation [ANG]” error message on the back to back order appeared first on Sage X3 ERP – Tips, Tricks and Components.

In Sage X3, we may come across a scenario where we need to link unallocated Sales orders to Purchase orders. To solve this functionality: Create a sales order, make sure that the product which is used is not allocated or linked to any stock. Navigate to Stock → Assignment → Assignment workbench Step1: To select… Read More »

The post How to link unallocated Sales orders with Purchase orders in Sage Enterprise Management appeared first on Sage X3 ERP – Tips, Tricks and Components.

In one of our custom development, we have come across the problem where the standard buttons are not getting enabled or disabled. For e.g. we are calling the additional screen from the standard screen but when we make any changes to that additional screen as per the X3 standard the main screen Cancel or Delete… Read More »

The post Enabling/Disabling Standard Delete and Cancel buttons in Sage Enterprise Management appeared first on Sage X3 ERP – Tips, Tricks and Components.