Sage X3 – Tips, Tricks and Components

You may come across a scenario where you want to modify the Delivered quantity after delivery validation. Sage X3 have a special feature to achieve this functionality. Follow below steps to achieve this feature: Navigate to Sales -> Deliveries -> Deliveries Create a delivery and do the validation of it. Now when you try to… Read More »

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As you know, whenever we want to upload any file either in Sage X3 or in any programming, we get drop box from standard for file selection where we can select the file to be uploaded. As said, this pop up comes from standard. But, in Sage X3 we can pop up dropbox through our… Read More »

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You may come across the situation where you have to print multiple reports with single report code. For an example, we have added ZSINV report code to Sales Invoice screen and we want to print two reports on a click of ZSINV. To do so we can add two reports to the grid and try… Read More »

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With globalization, business and trading often use Promissory Note /Bills of Exchange/ Drafts. In Sage Enterprise Management, Draft Management functionality take cares of the Drafts within your accounting. A bill of exchange is a binding agreement by one party to pay a fixed amount of cash to another party as of a predetermined date or… Read More »

The post Draft Management in Sage Enterprise Management (formerly Sage X3) appeared first on Sage X3 ERP – Tips, Tricks and Components.

This feature is used as and when a user wants to upload the company logo on the portal or need to update the existing logo on the portal. For adding a new logo and updating existing logo, only one screen is used in the ESS portal and the access is with Admin only. Prerequisites before… Read More »

The post Adding the logo on Sage Enterprise Management Portal appeared first on Sage X3 ERP – Tips, Tricks and Components.

You may come across the situation where you have to check the conformity of a string according to a pattern. Syntax: pat(EXPR_STR,EXPR_PAT) EXPR_STR : is a string or CLOB expression that contains the string to be tested. EXPR_PAT : is a string or CLOB expression that contains the pattern used for the verification. Example :… Read More »

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In Sage X3 People, we may come across a scenario where we may need to do Global Deletion of Leave for a bulk of employees.

Navigate to: Time Management → Leave-Absence → Absences → Global Deletion

fig. Global Deletion screen

Registration Start and Registration End:- The Employee range for which the leave is to be deleted.
Event:- Leave type (Event Type)
A period from and Period to:- The Period range for which the leave is to be deleted.

After entering Registration Start and Registration End, Event and Period from and Period to Click on the OK button.

Hope this helps!

About Us
Greytrix – a globally recognized Premier Sage Gold Development Partner is a one-stop solution provider for Sage ERP and Sage CRM needs. Being recognized and rewarded for multi-man years of experience, we bring complete end-to-end assistance for your technical consultations, product customizations, data migration, system integrations, third-party add-on development and implementation expertise.

Greytrix caters to a wide range of Sage Enterprise Management (Sage X3) offerings – a Sage Business Cloud Solution. Our unique GUMU integrations include Sage Enterprise Management (Sage X3) for Sage CRM, Salesforce.com and Magento eCommerce along with Implementation and Technical Support worldwide for Sage Enterprise Management (Sage X3). Currently we are Sage Enterprise Management Implementation Partner in East Africa, Middles East, Australia, Asia. We also offer best-in-class Sage X3 customization and development services, integrated applications such as POS | WMS | Payment Gateway | Shipping System | Business Intelligence | eCommerce and have developed add-ons such as Catch – Weight and Letter of Credit for Sage Enterprise Management to Sage business partners, end users and Sage PSG worldwide.

Greytrix is a recognized Sage Rockstar ISV Partner for GUMU Sage Enterprise Management – Sage CRM integration also listed on Sage Marketplace; GUMU integration for Sage Enterprise Management – Salesforce is a 5-star app listed on Salesforce AppExchange.

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

You may come across a situation where you will need to delete a line from a Grid in Sage X3 using web-services. This can be achieved using the web-service operation “delete lines”. Following is an example used to delete a line from Sales Order Grid using web-service tester in Sage X3.

To run the web-service tester in Sage X3 versions 9 and higher,

Navigate to: Administrator>Administrator>Web services.

To run the web-service tester in Sage X3 versions below version 9, open the web-tester URL using the path – http://x3server:28880. Here x3server is the Sage X3 server path.

E.g. http://192.168.1.177:28880.

Select the delete lines operation from the list of operations:

Web-service operations

Enter the parameters in the Request screen as shown in the below figure:

Web-service request parameters

Pool alias/Pool ID is the name of the web-service pool. E.g. SEED

Public Name is the name of the web service. E.g. SOH

Object keys will have the key and value for the object. E.g. key-SOHNUM, value-SONNA0230183

Line keys will have the line number that needs to be deleted. E.g. 1

Bloc key will contain be the name of the screen, where the grid/table is present, and the parameter defined for the table/grid in the screen dictionary both separated by ‘~’ for e.g. “SOH4~NBLIG”. Kindly refer the below screenshot to locate the parameter value in screen dictionary:

Parameter value in screen dictionary

Click on Invoke button to execute.

Hope this helps!

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

Follow below steps to set the decimal value for currency rate.

Navigate to: Set Up->General Parameters->Parameter values->Superviser

Decimal Value Set up in Sage X3

Click on FMT formats action and set “DERCU” parameter values which are used for no decimals currency rate.

parameter values

Hope this helps!

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

In any programming language, error handling is important to assure the application fails safely union. There are different ways to popup error message to users. One of the ways is using Errbox function. We can use Errbox function to display error. The syntax is as follows:

der all possible error conditions, expected and unexpected. Sage X3 also supports error handling The error management in Sage X3, is done by Onerrgo instruct.

Syntax :

[Local] Errbox exprg_list [Titled title_exp]

where,

exprg_list : List of generalized expressions separated by the comma (,)

title_exp : Alphanumeric expression of the box title

Example:

Lets look at the following example for better understanding: Here, we are trying to access a file which does not exist.

code_snippet

Output:

error message in Sage X3

Hope this helps!

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

der all possible error conditions, expected and unexpected. Sage X3 also supports error handling The error management in Sage X3, is done by Onerrgo instruct.

Syntax :

[Local] Errbox exprg_list [Titled title_exp]

where,

exprg_list : List of generalized expressions separated by the comma (,)

title_exp : Alphanumeric expression of the box title

Example:

Lets look at the following example for better understanding: Here, we are trying to access a file which does not exist.

code_snippet

Output:

error message in Sage X3

Hope this helps!

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

Sage Business Cloud Enterprise Management (formerly Sage X3) ERP – is the choice of next-generation enterprise’s to stay ahead of the competition. Sage X3 is a comprehensive suite that integrates and streamlines your business information and processes. It is a flexible and adaptable solution offering the safest development platform designed to take control of processes like finance, sales, CRM, purchasing, inventory, and manufacturing. There is no doubt that Sage X3 adds value to various verticals of businesses. However, going beyond ERP and looking at the broader perspective of any business, understanding the reason and objective of an ERP for unique requirements of your business and aligning the best infrastructure of ERP application becomes the necessity.

The growth of business may demand you to accommodate certain crucial processes that may not be covered in the standard ERP offerings. Greytrix has always been a step ahead in enhancing the functionalities of enterprise systems to deliver simplified business workflow. Taking into the consideration the growing requirements of enterprises with Sage X3 ERP, Greytrix – a global provider of Rockstar certified and integrated Sage ERP – CRM solutions bring the newly developed Sage X3 add-ons. Explore our new additions in the Sage X3 segment, and get insights on the benefits of using these add-ons to address specific business challenges with extended functionalities.

Sage Enterprise Management Addons

Catch Weight Add-on for Sage Enterprise Management (Sage X3)

Enhance the value chain of food and beverage processing industry with Catch weight add-on for Sage X3. This add-on lets you bill the customer based on its catch weight unit, rather than the original estimate derived from the Sales unit.

Benefits of Catch weight add-on for Sage X3

Support products that vary in weight from piece to piece. E.g. meat items, fish items, fruit items etc.
Accurate pricing of items by weight or by piece
Accurate invoicing with catch weight and unit of measure details
Multiple packaging variations for each product
Flexible and scalable pricing by catchweight
Integrated quality control processes from receipt through production and shipping
Product lot tracking

Product Demo: Catch Weight Add-on for Sage X3

Letter of Credit Add-on for Sage Enterprise Management (Sage X3)

Letter of Credit add-on for Sage X3 safeguards and guarantees your business transactions with local or international businesses. The add-on manages procedures required to create and maintain a letter of credits given to the suppliers or obtained from buyers, for local or international business transactions.

Benefits of Letter of Credit add-on for Sage X3

Recording imported budget of items & follow-up of execution
Accurate data mapping and reducing data redundancy
Monitoring key events, i.e. latest shipment and expiration dates
Calculating, distributing LC expenditure on items and recalculating cost prices by posting it with inventory receipt transactions
Automated Purchase Invoices & backend accounting integration
Visualize real-time transactions
Various status on document processing to identify document condition
User access controlled functions

Product Demo: Letter of Credit Add-on for Sage X3

Sage X3 Catch Weight add-on | Sage X3 Letter of Credit add-on | Sage X3 Development Services | Sage X3 Integration Services

For a live demo/trial or any queries/ feedback/suggestions please email x3@greytrix.com

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

Stock count is a process of counting inventory on a periodic basis throughout the year. It is the physical verification of the quantities and condition of items held in an inventory or warehouse. This may be done to provide an audit of existing stock. It is also the source of stock discrepancy information.

Stock-taking may be performed as an intensive annual, end of fiscal year, procedure or may be done continuously by means of a cycle count.

Periodic counting is usually undertaken for regular, inexpensive items. The term “periodic” may refer to annual stock count. However, “periodic” may also refer to half-yearly, seasonal, quarterly, monthly, bi-monthly or daily. For expensive items a shorter period of stock-taking is preferred.

If a company uses cycle counting, the warehouse staff counts the inventory in the warehouse and matches its count information against the records in the ERP system. If there are errors, the warehouse staff corrects them, and also investigates the underlying reasons why the errors occurred.

The Sage Enterprise Management functionality take cares of the Stock Counting. Today we are going to check the functionality of Stock Count in Sage Enterprise Management.

Requirements

Inventory module must be present
Common data module must be present
At least one site with stock management must be defined
At least one product with inventory management must be present
At least one Count Entry Transaction must be present

Basic configuration setup and steps for Stock Count in Sage Enterprise Management

Product-Site Master
Inventory counts – Physical count calculation.
Stock to Count
Inventory Sessions
Counts
Check the Fields under Product-Site Function
Financial Impact

Product-Site Master

The inventory count mode is defined at the level of the product-site record.

Cycle Count – Plan counts based on the ABC Class of the product and the values defined for the Inventory Parameters with respect to count frequency.
Annual Count – Perform counts once per year.

stock count sage x3

Path: – Inventory > Counts > Physical count calculation

Select the site you want to calculate and use the Search button.

Inventory counts sage x3

Example

Number of days between two stock counts: 90 days
Number of products in Class A: 100
Number of counts per product: (365/90)+1 = 5.056 rounded to 5 counts per product
Number of annual counts: 100*5 = 500 counts per year for the Class A products.

Select the site
Press Search

Stock To Count

Path: – Inventory > Counts > Stock to Count

Site :- Na012
Count date: – current date
Count mode:- Cycle count
Set Product range:- BMS086 to BMS087
Press:- Search Button

Stock to count sage x3

Based on the Inputs system will show the result:-
Like Last count date.
Next Court date.

stock count sage x3
Inventory Sessions

Create a new Inventory Session and do the setting as per below image for Parameters TAB
In my Case, we are doing Count Product-Wise hence I have selected Product in the Stock Count type.

stock count session

Inventory Sessions

Under Selection TAB select the product range. sage x3 inventory

List TAB: – Based on the input the list will get generate under list TAB and accordingly the Status will get changed from “In Creation” to “To be counted”.

Stock to count

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

A bill of exchange is a binding agreement by one party to pay a fixed amount of cash to another party as of a predetermined date or on demand.

Today we are going to check the functionality of one of the Payment Term known as “Bills of Exchange”/Bills/Draft in Sage Enterprise Management under Draft Management.

Below are basic configuration setups for Draft Management in Sage Enterprise Management (formerly Sage X3).

PAYMENT MASTER
ACCOUNT MASTER
ACCOUNT MAPPING
DRAFT TRANSFER
FINANCIAL IMPACT

PAYMENT MASTER
1.1 Payment Entry Type

Create a New Payment Entry Type for Draft Management.

Under General TAB do the settings as Shown in Below Image.

payment entry

Under Entry Tab, Select the Group entry Payment grouping, Discount grouping and Journal Type as per the below Image.

bank posting sage x3

Under Treasury Tab, Select the Triggering event as Draft Management Posting.

payment master entry type

1.2 Payment Attributes

Path: – Setup->A/P-A/R accounting

Do a Setup for a New Payment Attributes for the Draft Receipts as shown in below Image.

Payment Attributes

1.1. Receipt

Path: – A/P-A/R accounting->Payment/Receipt entry

From Payment/Receipt Function select your Invoice from the left side panel of the screen against which we are going use this Payment Type and thereafter post the Transaction (Draft Management).

customer bill receipt

ACCOUNTS MASTER

2.1: Accounts

Path: – Common Data->G/L accounting tables->General

Create a new GL code as per your Business process and mark it active.

Accounts Master

ACCOUNT MAPPING WITH CUSTOMER

3.1 Accounting Code

Path: – Setup->Financials->Accounting code

Map your GL Code we created in above step with the Draft Receivable line for Type Customer.

Accounting Code

DRAFT TRANSFER

4.1. Draft Transfer

On the Due date, Run the Draft Transfer function from the AP/AR Accounting Menu for Bank Posting.

FINANCIAL IMPACT

5.1. At the time of Sales Invoice

Particulars	Debit	Credit
Customer A/c	2500
Sales A/c		2500

5.2 At the Time of Receipt

Particulars	Debit	Credit
Bills Receivable A/c	2500
Customer A/c		2500

Particulars	Debit	Credit
Bank A/c Dr.	2500
Bills Receivable A/c		2500

About Us
Greytrix Africa is a leading Implementation, Reselling and Consulting partner for Sage Enterprise Management (Sage X3), Sage 300, Sage Enterprise Management HR (Sage X3 People) & Sage CRM based out of Nairobi, Kenya in East Africa region catering to Tanzania, Ethopia, Middle East, Australia and Asia businesses.

Greytrix Africa offers professional services such as Implementation & configuration, Business Process Analysis, Project Management, Customization, Integrations & Migrations, Technical support and Onsite resource augmentation along with enhancements within Sage Enterprise Management (Sage X3), Sage Enterprise Management HR (Sage X3 People), Sage CRM and Sage 300 (Accpac) across various industry verticals like Process Manufacturing (Food & Beverages, Chemical), Discrete manufacturing (Automotive, Textile & Apparel), Non Profit, Health-care Industry and Services Industry (Financial , Software & Engineering).

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

This feature is used as and when a user wants to upload the company logo on the portal or need to update the existing logo on the portal.

For adding a new logo and updating existing logo, only one screen is used in the ESS portal and the access is with Admin only.

Prerequisites before uploading the Logo:

You must have a picture with these dimensions: 80*47 px
The name must be: logo.gif

Navigation:

Access the portal
Click on “?” option
Select Tools → Custom files

Adding the logo

Adding/Updating the logo:

Select Images
Select your file and click on Add file

logo personalization

Note – If there is no default folder available system will ask you to create the folder, click on yes to create the folder.

Log out and log in again to make changes effective in the system.

logo in sage x3

The logo will get updated in the highlighted area.

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

You may come across the situation where you have to check the conformity of a string according to a pattern.

Syntax: pat(EXPR_STR,EXPR_PAT)

EXPR_STR : is a string or CLOB expression that contains the string to be tested.
EXPR_PAT : is a string or CLOB expression that contains the pattern used for the verification.

Example :

code_snippet

As seen in the above screenshot pat keyword act as filter criteria, this will fetch only those records where BPCNAM contains ‘Beverly’ in it string. Pat keyword is similar to Like keyword of SQL.

Description:

Pat allows you to verify that a string corresponds to a pattern. A pattern is a set of characters including metacharacters.

Any character that is not a metacharacter must correspond to the character found in the string. The metacharacters are the following:

* represents any number of characters (possibly no character).
? represents exactly one character.
# represents a digit.
! represents a letter.

Hope this helps.

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

In Sage X3 People, we may come across a scenario where we may need to do Global Deletion of Leave for a bulk of employees.

Navigate to: Time Management → Leave-Absence → Absences → Global Deletion

fig. Global Deletion screen

Registration Start and Registration End:- The Employee range for which the leave is to be deleted.
Event:- Leave type (Event Type)
A period from and Period to:- The Period range for which the leave is to be deleted.

After entering Registration Start and Registration End, Event and Period from and Period to Click on the OK button.

Hope this helps!

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

To run the web-service tester in Sage X3 versions 9 and higher,

Navigate to: Administrator>Administrator>Web services.

To run the web-service tester in Sage X3 versions below version 9, open the web-tester URL using the path – http://x3server:28880. Here x3server is the Sage X3 server path.

E.g. http://192.168.1.177:28880.

Select the delete lines operation from the list of operations:

Web-service operations

Enter the parameters in the Request screen as shown in the below figure:

Web-service request parameters

Pool alias/Pool ID is the name of the web-service pool. E.g. SEED

Public Name is the name of the web service. E.g. SOH

Object keys will have the key and value for the object. E.g. key-SOHNUM, value-SONNA0230183

Line keys will have the line number that needs to be deleted. E.g. 1

Parameter value in screen dictionary

Click on Invoke button to execute.

Hope this helps!

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

Follow below steps to set the decimal value for currency rate.

Navigate to: Set Up->General Parameters->Parameter values->Superviser

Decimal Value Set up in Sage X3

Click on FMT formats action and set “DERCU” parameter values which are used for no decimals currency rate.

parameter values

Hope this helps!

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

der all possible error conditions, expected and unexpected. Sage X3 also supports error handling The error management in Sage X3, is done by Onerrgo instruct.

Syntax :

[Local] Errbox exprg_list [Titled title_exp]

where,

exprg_list : List of generalized expressions separated by the comma (,)

title_exp : Alphanumeric expression of the box title

Example:

Lets look at the following example for better understanding: Here, we are trying to access a file which does not exist.

code_snippet

Output:

error message in Sage X3

Hope this helps!

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 modify delivered quantity in Sage X3

How to Popup File Selection Window in Sage X3

How to print multiple reports with single report code in Sage X3

Draft Management in Sage Enterprise Management (formerly Sage X3)

Adding the logo on Sage Enterprise Management Portal

How to check the conformity of a string according to a pattern

Global Deletion of Leave in Sage X3 People

How to delete a line from Grid using web-service in Sage Enterprise Management

Currency Rate Decimal Value Set up in Sage X3

How to display error message in Sage Enterprise Management

How to display error message in Sage Enterprise Management

Sage Enterprise Management Add-ons: Enhance the value chain of your business

How to Setup Stock Count in Sage Enterprise Management

Draft Management in Sage Enterprise Management (formerly Sage X3)

Adding the logo on Sage Enterprise Management Portal

How to check the conformity of a string according to a pattern

Global Deletion of Leave in Sage X3 People

How to delete a line from Grid using web-service in Sage Enterprise Management

Currency Rate Decimal Value Set up in Sage X3

How to display error message in Sage Enterprise Management