Sage X3 – Tips, Tricks and Components

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!

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.

In Sage X3, we may come across, where a user wants a fixed price of the carrier in a specific invoicing element. This functionality can be achieved by following steps:

Navigate to: Setup → General Parameters → Parameters Values → Sales → Folder → Seed → Invoicing rules → Details

General Parameter Screen

If user want to check this, then

Navigate to: Sales → Delivery → Deliveries

Refer below screenshot, as we can see that value is displayed in the second invoicing element field because in the parameters we have set Carrier Invoice Element = ‘2’.

Delivery screen

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 Sage X3, we may come across a scenario where we need to set a fixed price for carrier price. For this sage provides an inbuilt functionality fixed amount.

Navigate to: BP → Carrier → Controls

Carrier Screen

In the Fixed pricing section, fixed amount add the carrier pricing which you want to fix.

Now create a delivery with the same carrier. The carrier pricing will be displayed the amount in the invoicing element index as per the general parameter.

Hope this blog 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 Sage X3, we may come across a scenario where we need a set price for carrier price. For this, Sage provides an inbuilt functionality.

Navigate to: BP → Carrier → Controls

Carrier Screen

Here fixed amount is set as per the weight criteria.

Now create a delivery with the same carrier. The carrier pricing will be displayed the amount in the invoicing element index as per the general parameter.

Hope this blog helps!

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 have come across a situation where you had added a new Menu Item to the Navigation page, but the Description of the Menu Item didn’t get translated.

This can be achieved by following the below steps:

Open the Menu Item for which you need a translated text. Go to Administration | Authoring | Pages | Menu Items.
Select the Menu Item from the list.
Click on Edit.
Click the Action button against Title/Description.
Click on Translations.
Select the language for which you need to add a translated text.
Click on the Tick mark sign to save the text.

Below is an example where I have translated the title into Spanish for Test Description:

Menu Item Title Translation

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 Sage X3, we may come across a scenario where we need to use a 2-dimensional array in our code. Please refer the below steps to use a multi-dimensional array in 4GL code.

Syntax: Local Char ZLChar (chrlen)(Xlen,Ylen)

Where

chrlen is the length of the string character.

Xlen is the array length along x-direction.

Ylen is the array length along y-direction.

Below is an example to add the values into the 2-D array:

Img 1.1: Code snippet

Below is the screenshot of the output:

2-dimensional array

Hope this blog helps!

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

The International business exchanges involve risk between the merchant and buyer on the buy of specific merchandise. On the off chance that the buyer neglects to make the installment, the bank covers the sum due.

The contributing factors for the risk include the distance between the two parties, distinctive laws in every nation, and the absence of individual collaboration. This risk amplifies when buyers fail to pay for the merchandise to the vendors and when importers risk paying but not receive anything. Resolving these disputes become challenging because of the absence of assurance in transactions.

Using a letter of credit is one method of reducing the risks. The document can offer an assurance to the merchant that installment will come, while the buyer can make sure that installment won’t be made until the point that the merchandise is received.

Check Now: Guarantee transactions between buyers & sellers with Letter of Credit Add-on for Sage Enterprise Management (Sage X3)

Let’s see an Example of a Letter of Credit process,

Suppose Company SPARKLE sells glass crockery in Florida and Company Bright manufactures glass crockery in London. Now, Company SPARKLE wants to import $100,000 hundred thousand dollars’ worth of glass crockery manufactured by Company BRIGHT, but Company BRIGHT is concerned about SPARKLE’s ability to pay for them.
To address this, Company SPARKLE gets a letter of credit from its bank, Bank of Florida, indicating that Company SPARKLE will make the $100,000 payment in, say, 60 days, or Bank of Florida will pay the bill itself. Bank of Florida then sends the letter of credit to Company BRIGHT, which then agrees to ship the glass crockery.
After the shipment goes out, Company BRIGHT or its bank then ask for its $100,000 by presenting a written draft (also called a bill of exchange) to Bank of Florida.
Although letters of credit mostly benefit sellers, they also protect buyers, because Company BRIGHT must present Bank of Florida with written proof of the glass crockery shipment in order to get paid.
This proof usually includes a commercial invoice, bill of lading, or an airway bill. After Bank of Florida pays Company BRIGHT, it turns to Company SPARKLE for reimbursement.

We have also included bank guarantee in our add-on.

Let’s see Letter of Credit in Sage Enterprise Management

Img 1.1: Navigation screen

We have created Letter of credit for both inward and outward distribution transactions.

Inward LC

In Inward LC. You will accept the Letter of credit from the Customers before shipping the merchandise. So in Inward LC screen, select the sales invoice and create LC. Here you can attach all the related documents such as copies of bill of lading, or an airway bill etc.

Img 1.2: Inward LC screen

Hope this blog helps!

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

Greytrix with its Letter of Credit (LC) add-on for Sage Enterprise Management (Sage X3) creates a better sense of assurance in such international business transactions. There are two types of letter of credit.

Inward LC
Outward LC

Check Now: Guarantee transactions between buyers & sellers with Letter of Credit Add-on for Sage Enterprise Management (Sage X3)

In this blog, we will see the “Outward LC”.

In Outward LC Flow, you can provide an LC to the supplier on the purchase order.
This required basic LC setup where you can select folder, Journal entry type etc. as desired.

Img 1.1: Outward LC screen

Then in Outward LC screen, you can select PO in LC.
When LC is approved, it will be available to create LC transaction.
The cancel journal button allows you to reverse the journal entries created on LC.
You can create LC transaction by selecting LC No. from left list and entering LC charges.

Img 1.2: LC transaction screen

Transaction Nature for LC Transaction can be Increase or Decrease.
After creation of LC transaction user needs to post it, because if user does not post the transaction user will not be able to do cost allocation of that transaction.
On posting, the LC account is debited and Bank account is credited with (Transaction Amount)
When you click on ‘cost allocation’ in Outward LC , a duplicate purchase invoice will be created automatically with the total unallocated charges amount on the PO using the Default Cost Allocation BP
After cost allocation process, Click on close to close the outward LC transaction and it will create another journal entry

Similarly, you can create Bank guarantee & the only difference here is that you can enter different expense accounts for each BG charges. Rest of the process is same as LC. We have also created detailed and summary reports for LC and BG.

Hope this blog 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 Sage X3, we may come across a scenario where we want to create sales invoice from service request screen. This functionality can be achieved by following steps:

Navigate to: Customer relation → Customer support → Service Request.

Step 1: Enter all the mandatory data in the screen.
Step 2: In the Management tab, set Global Coverage as ‘Not covered’.

Service Request → Management tab

Step 3: In the consumptions tab, enter all the data, refer below screenshot.

Consumption tab

Service Request → Consumptions tab

Step 4: After creation, now go to the management tab, then click on Close button.
After this, the user will see, invoice button which is on the right panel will get enabled.
Now, click on Sales Invoice button and with that our invoice will get generated, refer below screenshot.

Sales Invoice

Service request → Management tab → Closed Button

direct sales invoice

Service request → Sales invoice

Note: It is possible to generate a direct invoice from service request screen when it is closed, not covered for any service contract and its consumptions are billable.

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 may come across a scenario where we need to check to perform compulsory technical sheet analysis before production. For such a case Sage X3 provides an inbuilt technical sheet control functionality.

Navigate to: Setup → General Parameter → Parameter values

General Parameter Screen

In the technical sheet control → Set, Yes with blocking.

Now try creating a production tracking with filling the technical sheet. The system will throw a blocking message.

Hope this blog 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 Sage Enterprise Management People, we need to define Tax Year Start and Tax Year End after the “Year End Process”. Follow below steps:

Navigate to: Setup → General Parameter → Parameter values → PAY Payroll-General Parameters → DAT

General Parameter Screen

In TAXSTRDAT enter the Tax Year Start date and in TAXENDDAT enter Tax Year End date.

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.

You may come across the situation, where you need to read the description from the miscellaneous table. One of the possible ways to do is as below:

If !clalev ([ZAT]) : Local File ATEXTRA[ZAT] : Endif
For [ZAT] WHERE CODFIC=’ATABDIV’ AND IDENT1=’32’ AND ZONE=’LNGDES’ AND LANGUE=GLANGUE
infbox num$(TEXTE)
next

The TEXTE will return you the Description of the miscellaneous table.

Where you are supposed to pass the value of the miscellaneous table in IDENT1 column.

Hope this was helpful!

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

Sage Enterprise Management (Sage X3) People has a standard functionality to track the salary changes over a period of time. The function allows seeing the salary trend over a period of time which helps to keep a track of salary for any employee

Navigate to Development → Local Menu-messages

sage enterprise management salary trends

To set up salary tracking using standard functionality, below are the steps to follow

Step 1:
Navigate to Setup → General Parameters → PAY Payroll – General parameters → Select Folder → EVO

salary tracking Sage x3

Step 2:
Link the RUBSAL and VARSAL parameters to the applicable salary heading, e.g. SALARY.

Step 3:
1. Manual inputs need to be done (Basic Salary increased) in employee payslip for the variable mapped in parameter value (VARSAL)
2. Process the payslip

a. Step 3.1
After salary increases have been given to the employees, the History extraction must be performed
Navigate to Personnel administration → Personnel data forms → History extraction

history transactions sage enterprise management

Step 4:
On the Total extraction screen:
1. Select the required criteria.
2. Specify the applicable payroll period: Payroll start and end dates.
3. Flag Salary trend.

tracking salary raise sage em

Step 5:
To view the salary trend
Navigate to Personnel administration → Personnel data forms → Employment contracts → Payroll Tab

salary trend sage enterprise management

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.

In Sage Enterprise Management, we may come across a scenario where the user wants to hide a field from line level but not from popup screen in any screen. This functionality can be achieved by the following steps:

Navigate to: Sales → Quotes → quotes

In the below screenshot, we can see a field name ‘RP’, if a user wants to hide this field from line level.

Sales quote screen

If a user wants to hide above field ie: ‘RP’.

Follow below steps:

Step1: Do the entry transaction of sales quote screen, for that:

Navigate to: Setup → sales → Entry Transaction → Quotes

In this screen, change Discount/Charge4 field data ie ‘Forms and Table’ to only ‘Forms’, then validate it.

Why change only Discount/ Charge 4 field’s data?

Because ‘RP’ field which user is going to hide is a discount field and it is placed at 4^th position.

Sales quote transaction → Line2 → Discount/Charge4

Step2: After validating sales quote transaction, then go back to sales quote screen there we can see that ‘RP’ field is not visible on the line level, refer below screenshot:

Sales Quote → Lines tab

Hope this blog 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 Sage Enterprise Management sales module, sometimes we need to update or change the price of shipment as per newly changed shipment date or delivery date. Sage X3 has provided the parameter where you can set the order delivery price search “Yes” or “No”.

Navigate To: Sales > Shipment management rules

parameter value

Parameter SDHRECPRI=”Yes” Sage X3 search the price list based on the newly changed date.

While creating the Delivery with changed shipment or delivery date Sage X3 will display the below message. If we click on “Yes” it will update the delivery price as per new date.

recalculate prices

Parameter SDHRECPRI=”NO”

On sales delivery, Sage X3 does not display the above message and the price of the delivery kept as it is.

Hope this blog helps you!

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 may come across a scenario where a user wants to enter dimensions value in the payment screen, but the system is not allowing it. This functionality can be achieved by the following steps:

Navigate to: AP/AR accounting → Payments → Payment/Receipt entry
Now select any payment type, let us take a Payment Cash type.
In the below screenshot, the system is not allowing us to enter the value in the Project dimension and Sales Rep dimension.

Payment Cash Screen

Now to solve this, do below steps:

Define Project and Sales Rep Dimensions at the site level.
Define Project and Sales Rep Dimensions against the BP which user used for the transaction.
Define Dimensions against required account.

Example-> Define dimensions in the site screen

Hope this blog helps!

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

As you know, Sage Enterprise Management provides its own select, update statements like SQL. For efficiency, we can use SQL queries in Sage X3. Sage X3 provides special function to execute SQL statements/ commands. The special function is Execsql. It is used to launch a SQL request that does not require the return of information, unlike the instruction For…From…Sql that recovers the columns. This instruction is used, for example, to launch a Sql grant command that is used to accord the rights to a table.

Syntax:

Execsql From type_base Sql sql_exp

Where,
type_base : Alphanumeric character describing the database type.
sql_exp : Character string or character string grid containing the SQL request

Example:

YSQUERY(0)=” Update “+nomap+”.YTEMP set YFLAG_0 = 2 where YITMREF_0 =’ABC’ ”
YSQUERY(1)=” AND YSTOFCY_0=’XYZ’”

Execsql From type_base Sql YSQUERY(0)

# in the creation and update process for the table structures.

Local Char BASE(1)
Case [F:ADS]TYPDBA
When 1 : BASE = “3”
When 2 : BASE = “5”
When 3 : BASE = “2”
When 4 : BASE = “4”
Endcase

Here, we are updating table YTEMP with YFLAG field to 2.

The parameter type_base is used to indicate the database type to be accessed :
– “o”,”O”,”3″ to describe an Oracle database
– “s”,”S”,”5″ to describe a SQL 7 database.

The sql_exp parameter is used to indicate the sql request. It is expressed by a character string or else a grid. When using a grid, the request expression is made up of the concatenation of character strings. This grid is limited to 255 elements.

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 the sales module, sometimes we need to create the back to back order for a customer but customer credit limit exceeded. In this scenario, sage enterprises allow creating the back to back order by using the parameter set up. Follow the below steps.

Navigate To: Parameters>General parameters>Parameters values>Sales>Order management rule>Back-to-back if > Credit Limit (DIRORDCTL)

Set parameter DIRORDCTL=”Yes”, The system will allow creating the direct back to back order or Production direct order if Customer credit limit exceeded.

Parameter DIRORDCTL=”NO”, The system will not allow creating the direct back to back order or Production direct order if customer credit limit exceeded.

Hope this blog helps you!

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.

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

To read values from a csv file using a separator and writing the required values in a new file, follow the below steps-

Open the directory where the csv file is located
Specify the separator(e.g. “;”) and new line(e.g. “chr$(10)”)
Read the values from a file
Store the required values in variables
Close the directory, path.

For example consider the below csv file that is to be read:

Refer the below code snippet/example-

Hope this blog helps you!

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

Sage Enterprise Management provides a Global parameter TABTRA which is used to define if a log of the operations carried out by the users in a table named AESPION should be saved. It can take the values defined in the 939 local menu. Thus it is possible to log nothing or to log all the operations or only the exceptional operations.
If you activate the parameter value TABTRA to “Yes”, AESPION table will be populated by information about login/ logout of a user.

The AESPION table, which stores the log, contains the following information: date and time, user code, code characteristic of the function, an operation carried out and two additional parameters (that contain in principle the current key of the record involved).

We can create log for all the operations like creations, modification, deletion, code change and the exceptional operations such as the deletion of a record or change to its code.

Hope this blogs helps you!

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 display error message in Sage Enterprise Management

How to set fixed price of carrier for a specific invoicing element

How to set fixed price of carrier

How to set up Price of Carrier using Product Weight

How to translate Menu Item text in Sage X3

How to use 2-dimensional array in Sage Enterprise Management

Inward Letter of Credit Add-on for Sage enterprise Management

Outward Letter of Credit Add-on for Sage Enterprise Management

How to create direct Sales invoice from Service Request screen

How to do quality sheet check for manufacturing in Sage Enterprise Management

How to set Tax Year Start and Tax Year End in Sage Enterprise Management People

How to get descriptive values from Miscellaneous Tables Value in Sage Enterprise Management

How to Track Salary Raise in Sage Enterprise Management People

How to hide fields on line level in Sage Enterprise Management Sales Quote Screen

Order Delivery Price Search in Sage Enterprise Management

How to enter dimensions value in the Payment screen

How to launch SQL Request in Sage Enterprise Management

Back to Back order if credit limit exceeded in Sage Enterprise Management

Reading Values from a csv file using a Separator

How to define log of operations carried out by Sage Enterprise Management users