Sage X3 – Tips, Tricks and Components

We can add a new Language in X3 by using following steps. Let’s consider the new language as ‘Chinese Traditional language’.

STEP 1: Switch to X3 Folder. Navigate Development -> Data and parameters -> Local Menu-messages. Add a new Local Menu message in (Chapter 201) for Chinese Traditional language as shown in below screenshot and save the Local menu message.

STEP 2: Navigate Common data -> Common tables -> Languages. Find the Chinese Traditional language in the list of languages and open the drop-down list for Conversion field, we can see the previously added local menu i.e. (Chinese Traditional) can be seen. Select the Conversion as Chinese Traditional.

Also, set fields Standard and Connection Language as ‘Yes’, as shown in below screenshot:

STEP 3: Navigate Administration -> Administration -> Settings -> Locales. Add New Regional Preference and search for Chinese Traditional language.

Keep it ‘Enabled’ as shown in below screenshot:

Set Number decimal separator as ‘.(dot)’ and Number group separator as ‘,(comma)’.

STEP 4: Navigate Setup -> General Parameters -> Folders.

Select a folder from the Left list let’s consider ‘SEED’ Folder.Add the Chinese Traditional language in ‘Languages’ block in ‘Initialize’ tab and add Legislation for the language in ‘Legislation’ block as shown in below screenshots:

Save the changes and Perform Validation of the Folder.

Now, we can see the added Language as shown in below screenshot and it is available for further use.

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 X3 (Sage Enterprise Management) offerings – a Sage Business Cloud Solution. Our unique GUMU integrations include Sage X3 for Sage CRM, Salesforce.com and Magento eCommerce along with Implementation and Technical Support worldwide for Sage X3 (Sage Enterprise Management). Currently we are Sage X3 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 X3 to Sage business partners, end users and Sage PSG worldwide.

Greytrix is a recognized Sage Rockstar ISV Partner for GUMU Sage X3 – Sage CRM integration also listed on Sage Marketplace; GUMU integration for Sage X3 – 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 some of scenario we need to assign the distribution according to the multiple dimension. This can be achieved through the analytical allocation and mentioning the same at the transaction level.

Define the analytical allocation:

Navigate through: Common Data >>G/L Accounting table >>Analysis>> Analytic Allocation

Dimension types Block:

In this Grid user need to mention the dimension type according.

Dimensions:

According to the dimension mentioned in the dimension type grid we need to declare the distribution percentage according to the dimension. As it is percentage the distribution some should be 100 which is mandatory.

Transaction.

Once we have setup done we can assign the same in transaction like sales invoice , purchase invoice and journal. When distribution is assigned to sales invoice and purchase invoice it is automatically transferred to Journal to the respective account.

We have below selection list when we have on the distribution.

This reflects in the budget as well.

About Us

Greytrix – a globally recognized and one of the oldest Sage Gold Development Partner is a one-stop solution provider for Sage ERP and Sage CRM organizational needs. Being acknowledged 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 competence.

Greytrix caters to a wide range of Sage X3, a Sage Business Cloud Solution, offerings. Our unique GUMU integrations include Sage X3 for Sage CRM, Salesforce.com, Dynamics 365 CRM and Magento eCommerce along with Implementation and Technical Support worldwide for Sage X3. Currently we are Sage X3 Implementation Partner in East Africa, Middle East, Australia, Asia, US, UK. 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 and India Legislation for Sage X3 to Sage business partners, end users and Sage PSG worldwide.

Greytrix is a recognized Sage champion ISV Partner for GUMU Sage X3 – Sage CRM integration also listed on Sage Marketplace; GUMU integration for Sage X3 – Salesforce is a 5-star rated app listed on Salesforce AppExchange and GUMU integration for Dynamics 365 CRM – Sage ERP listed on Microsoft AppSource.

For more information on Sage X3 Integration and Services, please contact us at x3@greytrix.com, We will like to hear from you.

We are aware that Sage X3 provides number of left lists to easily access the records on any transaction screen. One of the left list we can find in almost all transaction types is ‘Last read’. Using this left list, we can easily find out the recently accessed records. Also, we can manipulate the number of records to be displayed in Last read left list at parameter level. You can refer blog at : https://www.greytrix.com/blogs/sagex3/2015/10/29/how-to-modify-the-number-of-records-to-be-loaded-in-the-last-read-left-list-2/

As we have already seen we can enable/disable Last Read records at parameter level through ‘Load last read’ parameter with ‘Yes/No’ option. But if Last Read option is disabled at window level for a particular transaction then we cannot enable/disable it using parameters.

For example, please refer below screenshot for Sales order window (OSOH).

Here, a separate block is provided to manage Last read list. If we uncheck the ‘Display’ checkbox and do all the necessary window and entry transaction validations then we cannot see Last read list on Sales order screen. Though ‘Load last read’ parameter is set to Yes, unless we make it enable at window level (OSOH), we cannot see Last read records on the transaction screen. Refer below screenshot of sales order screen.

Hence, if you cannot see Last read list on transaction screen after parameter setup, you should check setup at window level for the same.

Thus, we can only enable/disable Last read left list at parameter level if it is made to be displayed at window level for a particular transaction.

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For more information on Sage X3 Integration and Services, please contact us at x3@greytrix.com, We will like to hear from you.

Introduction: After sales invoice generation,next process is payment creation,While creating payment through import/export template using PAY object and GESPAY Function,we come across error Unbalance payment error as shown in below image .The solution for solving this error is following below,

Solution:

Setup>Usgae>Import/Export Template.

In Fig 2.1,There is a Sign field which plays important in solving this error.The value for the field is select by the below step

STEP : Navigate to Setup>A/P-A/R Accounting >payment entry types,choose appropriate payment type.

As in Fig 2.2 ,Check the Sign Field if it is Expense then assign value 1 to Sign field of the Template,If it is Revene then assign value 2 to sign field of the Template.

Conclusion:This blog helps to understand how to solve unbalance payment error while creating payment through Import/Export Template

About Us

For more information on Sage X3 Integration and Services, please contact us at x3@greytrix.com, We will like to hear from you.

In Sage x3 we can control Discount calculation on what basis it should be calculated. In sales document we can enter Discount which will be calculated on 3 basis ‘By unit’, ‘by Line’, ‘by Document’

Navigate to Setup > Sales > Price list > Structures User can see the different values for Calculation basis (Refer below screenshot).

1.’By Unit’, which means that the amount is a unit amount applied to the sales unit entered.

Value entered in the discount field is multiplied by quantity entered

2.’By Line’, which means that the column amount is a fixed amount for the line.

Value entered in the discount field is fixed amount irrespective of quantity entered.

3.’by Document’, which means that it is a column that is added up in the invoice footer and for which price setting rules by line group exist. The principle of this calculation basis is linked to the use of grouped price lists

Hope this blog helps you in controlling discount in sage X3.

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For more information on Sage X3 Integration and Services, please contact us at x3@greytrix.com, We will like to hear from you.

The stocking UOM describes how you store quantities of an item in the warehouse. When you assign UOMs to an item on the Units of Measure tab, it indicates whether each UOM is valid for ordering, shipping, or stocking transactions. If more than one UOM is valid for stocking, specify which of these should be the default stocking UOM. If we have a different UOM for packing and shipping, then we have to define packing unit for the item.

For defining Unit of Measure,

Navigate to: Common Data -> Products -> Units of Measures tab

In Pack Unit section, we enter the packing unit of measure for the product. If the product is to be packed in KG’s, then we add it under the ‘Unit’ field.

When we proceed ahead, we may get an ‘Unit Type’ error

In order to resolve the same, we have to define the unit type for the UOM as packing. In order to do the same, please follow the below steps

Navigate to: Common Data  Products  Units of Measures tab

Enter the UOM in pack unit and then press ‘Jump To’ icon
Browse and select the appropriate UOM
Under the Unit Type column, change the type to ‘Packing’
Save the changes

As we can see in the above screen shot, now system is allowing us to enter the pack unit as KG. Similarly, you can follow the above procedure to resolve the unit type error message in Product master screen.

So we have seen how to enter the pack unit for a product and change the unit type for pack unit in Product master screen.

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For more information on Sage X3 Integration and Services, please contact us at x3@greytrix.com, We will like to hear from you.

Sometime we may come under a situation where we have to close the sales order through code.

Keyword DIVSOHCLE is used to close the sales order record.

For example:

Below is a sales order which we have to close through our code.

Use the keyword as below:

Pass the sales order number as the parameter and run the code.

Check the sales order code once the code is process, you will find the sales order get closed completely and we won’t be able modify the record.

As DIVSOHCLE is used to close the sales order completely DIVSOQCLE is used to close the particular lines of sales order.

Hence, with the help of above keyword we can manage ho to close the sales order I.e completely or partly.

About Us

For more information on Sage X3 Integration and Services, please contact us at x3@greytrix.com, We will like to hear from you.

A Pharmaceutical industry is constantly bestowed with responsibilities of discovering, developing, producing drugs for the welfare of mankind. Considering the present situation, it has become a challenge for Pharma giants to come up with a possible vaccine to defeat COVID-19. With high pressure to deliver results smart manufacturing is the key to success. Smart manufacturing means automation of processes which readily improves discrete, individual subprocesses. Manufacturing of drugs involve complex individual sub-processes which are difficult to optimize in the absence of an ERP.

Let us discuss the four scenarios that a smart integrated manufacturing process can enable for a Pharmaceutical Industry!

Staying Connected

The most important aspect and necessity of any industry is to stay connected. The underlying processes, materials and ingredients are required to be connected in an effort to generate the detailing of data for real-time decisions. Assets are generally equipped with smart sensors which in turn continuously pull data sets from sources. This ensures data is constantly updated and reflected in current conditions. Integrated systems from operations to business systems and supplier to Customers provides users from a holistic view of supply chain activities tracing overall efficiency. It can ensure enhanced efficiency in the wake of a pandemic when time is crucial to life.

Being Optimized

The composition of drugs requires precise set of formulas to achieve the best medicine which is relative to a set of prioritized constraints. Smart manufacturing maximizes factors such as productivity, strength, reliability and efficiency with automated workflows, synchronization of assets, improved tracking and scheduling, and optimized energy consumption. It also reduces hazardous medical waste possibility as each step is measured accurately thus, increasing optimization.

Increased Transparency

A smart Pharma manufacturing industry has capability of real-time data visualizations. Data captured from multiple sources like finished or still-in-production stages can be converted into actionable insights to estimate cost, deliverables, production, raw materials etc. A transparent system enhances visibility across departments by providing tools such as role-based views, real-time alerts and notifications, and real-time tracking and monitoring.

Enduring Proactivity

Proactivity in a Pharmaceutical industry can anticipate challenges before they arise. With regards to the current COVID-19 pandemic drug manufacturing industries are pressed with the issue of producing a drug as soon as possible. Proactivity will help in identifying loopholes, restocking and replenishing inventory items, identifying, predicting and addressing quality issues, and monitoring safety and maintenance. It will improve uptime and yield of essential drugs.

How an ERP can help?

Sage X3 – a powerful cloud ERP solution, efficiently controls the quality of finished products, manages the inventory and documents every aspect of the drug formulation. The distinguishing features of Sage X3 for the Pharmaceutical industry are:

Formula management
Weight calculations
Potency management
Full lot control and traceability
Electronic signatures with transaction audit traceability
Quality assurance and control
Sophisticated pricing and contract management
Sub-contracted operations and supply chain control
Advanced order fulfillment and inventory allocation procedures
Product packaging

So, if you are a Pharmaceutical industry looking out to implement an ERP then this is the right time to hit the bait because, right now is the crucial time as the mankind is suffering from the pandemic. While automation of processes and controls of systems have existed for decades, the fully smart and functional industry has only recently gained traction as a viable pursuit for manufacturers of Pharmaceutical industry.

Last but not the least let us hope health for all because the next normal business will look unlike any in the years preceding the Coronavirus, the pandemic that changed everything.

About Us

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

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 X3,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 Service Industry (Financial , Software & Engineering).

For more information on Sage X3 Consulting Services, please contact us at sales@greytrix.com. We will like to hear from you.

As we all know sage x3 uses dimensional accounting which helps to improve and simplify the reporting. There may be cases where a specific dimension is restricted for specific account although the dimension type is allowed on the GL account. To prevent such cases Restriction codes can be configured.

First we will check how to defined new account Restriction code in Sage X3.To define account restriction code follow below navigation: Go to Development >> Data and Parameters >> Miscellaneous tables >> Define a new Account Restriction and Code on Table 321

User can restrict the specific dimension from being used on specific account by doing setup on Account/Dimension Restriction screen. To navigate the screen follow below navigation:

Common Data >>G/L accounting tables >> Analytical >> Restriction Codes >> select the Account/Dimension Restriction from the Transaction selection list.

You can see in the below example the selected dimension type is “BRD”, GL account is “114000” and selected dimensions are “001”and “002”. So according to this setup the dimension 001 and 002 will not be allowed to be used for GL account 114000. However other dimensions belonging to the BRD Dimension Type will be allowed.

This is how using restriction code setup you can restrict the dimension from being used in GL account.

About Us

For more information on Sage X3 Integration and Services, please contact us at x3@greytrix.com, We will like to hear from you.

We come across the scenario, while creating payment, posted invoice will not be available for the selection, here are the few solutions below to solve.

Navigate to : A/P-A/R accounting > Open Items > Open Item Edit to check the status of the invoice.

Choose Pay Approval to “Authorize to Pay”.

If Authorize to pay option is not available then change the Payment Approval controls in the general parameters for the folder and user level.

Payment Approval controls can be setup

• Navigate to Setup > General Parameters > Parameter values
• Select Chapter = TC and select Group = PAP
• In action, choose FLGPAZ (Payment Approval management) – This parameter is set to YES to activate and No to deactivate the payment approval management.

This blog helps to list the missing posted invoice for creating payments and setup the payment approval.

About Us

For more information on Sage X3 Integration and Services, please contact us at x3@greytrix.com, We will like to hear from you.

In some industries the company wants to migrate the data from lower version to higher version in Sage X3. Every company wants to upgrade the system functionally or data on the higher version. For that we run some per-migration script. At that time, we will get Error: ‘Incorrect version No (AMIGKEY/MIG_RELEASE)’. With the help of some SQL queries and script we can solve this error.

For Pre-Migration utility follow the below step:

Navigate To: Usage >> Migration >> Sequencing monitor

Enter plan and Select the folder for which folder you want to execute the Pre-Migration script. And click on create button as shown in below figure.

While executing the script you will get Error:’Incorrect version No (AMIGKEY/MIG_RELEASE)’ as shown in below figure.

In the X3-folder in the table AMIGKEY a row with the information about the X3 version is missing.

You have to add it first via Script Editor. Then you have to add a value with the missing info about the version

This information is required when executing the pre-scripts for migration. If this information is missing, the error message mentioned above is displayed when executing the script UUMGPREX3.

You have to add it first via Script Editor. Then you have to add a value with the missing info about the version.

Now you have to run these following queries in database:

select * from X3.ADOVAL where PARAM_0=’RELEASE’ …………….Query 1
select * from X3.AMIGKEY ……………. Query 2

Refer the below screenshot for the same:

Step 1 – Create a row for the info with IDENT_0 = MIG_RELEASE

Call Script Editor in the folder to be migrated new name e.g. “ZMIG”
Insert the script below – Run the compilation

$ZMIG
Local integrity MYERR
Call MIGSTKVERSION(“Folder_Name”, “0”,MYERR) From TRTMIG
End

Execute the following script with the corresponding folder name e.g. SEED.

Step 2 – Adding the version info in the Database

The field TORECNBR_0 in table AMIGKEY has no value or 0 as a value, However, the version value for PU9 is 60, PU11 is 80,PU12 is 90.115 etc.
The version number must be contained in the row that contains the value MIG_RELEASE in the column IDENT_0.
This info is displayed in the Management Console – folders – Release column

Run the Update Query:

update X3.AMIGKEY set TOTRECNBR_0=’60’ where IDENT_0=’MIG_RELEASE’

Now you can re-launched the script and error will be get resolved.

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.

Sometimes, it might happen that we need to transfer a file to the FTP server. The below piece of code will transfer the file to FTP.

Parameters:

HSTSITE

It is the FTP server address on which the files will be transferred.

HSTUSR and HSTPWD

It is the Username and Password of the defined FTP server.

HSTWCPPTH

It s the path of the WinSCP software that we are using to connect to the FTP.

YC_PTHREQ

It is the path of the file that needs to be transferred to the FTP.

PATH

It is a temporary path at which a bat file will be created which will run eventually in order to transfer the file to FTP.

WRET(0)

It is the command to open the FTP.

WRET(1)

It will get the Path on FTP where the file will be transferred.

WRET(2)

It will get the file that needs to be transferred from its original location i.e. YC_PTHREQ

Working:

Now, when you run this piece of code a bat file will be created at the path defined in the variable “PATH”.

Wrseq WRET(0)+WRET(1)+WRET(2)+WRET(3)+WRET(4) Using [FACS]

This line of code will run the command to open the path on FTP defined in WRET(1) , get the file from its original location and then transfer it to the FTP and after that close the FTP in the bat file.

STAT = delFile(PATH+’\RGET’ + ZGETTIME + ‘.bat’ )

This line of code will delete the bat file once the file is transferred to the FTP successfully.

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.

There is functionality in Sage X3 where we can hold stock reservations for each customer based on each site. This functionality is located in sales module.

Navigate: SALES -> ALLOCATION -> CUSTOMER ALLOCATION.

As shown in the above screenshot, there is also an ‘END DATE’ field which notifies that the customer allocation can be done if the shipping date is less than end date.

To activate customer allocation we need to set a parameter in sales module. The parameter is named as USERERBPC.

Navigate: SETUP -> GENERAL PARAMETER -> PARAMETER VALUES -> VEN SALES -> ORDER ALLOCATION RULES (SAL).

**Fig1.2: Parameter values for customer allocation**

This parameter has 3 option i.e. NO, YES, ON REQUEST.

If this parameter is set to YES, standard uses the stock which is reserved for that particular customer automatically.

And if this parameter value is set ON REQUEST, standard gives a pop-up just after entering the quantity in sales order. In that pop-up standard ask whether the user wants to allocate the stock from customer reservation or not, as shown in the below screenshot. And if user selects ‘yes’ option then only it allows for customer allocation.

**Fig1.3: Customer allocation pop up screen**

Hence, the above steps done are mandatory to use the functionality of customer reservation.

About Us

For more information on Sage X3 Integration and Services, please contact us at x3@greytrix.com, We will like to hear from you.

Purchase return is normally a part of business. In which, goods are returned to the supplier if they had any defects or not according to the specifications of the buyer.

In Sage X3, while creating Purchase Return we may come across an error like ‘The quantity to be returned exceeds the maximum authorized: 0 UN’. For solving this , X3 has a functionality to enable this field .

Navigate to: Purchasing → Returns → Purchase Returns

As we can see in the above screen, after entering the quantity this error message is coming and system is not allowing to move further. Now, follow below steps to resolve this error:

Step1:

Navigate to: Common Data → Product → Product Categories → Issue Flow tab

First select the product category in which your product is defined. Let us take an example ‘BMSOL’.
Then go to the Issue Flow tab.
Select ‘Receipt Return’ in movement type column and then set (Status ‘A’+’Q’+’R’ ) in the ‘Authorized status’ column.

After doing all these steps, now navigate to Purchase Return screen and create new transaction and check purchase return is getting created or not.

As we can see in the above screen shot, now system is allowing user to create purchase return without giving any error message.

In this way, we can create purchase return in Sage X3.

About Us

For more information on Sage X3 Integration and Services, please contact us at x3@greytrix.com, We will like to hear from you.

As we all know sage x3 uses dimensional accounting which helps to improve and simplify the reporting. There may be a case where dimensions should not be used in combination with another dimension. Restriction codes can be configured to prevent such cases.

We have seen how to configure restriction code and setup Account/Dimension restriction code in our previous blog. For more details kindly follow below link:-

How to setup Account/Dimension restriction in sage X3

In this blog we will see how to restrict the dimension relationship being restrict within dimension type.

User can restrict the specific dimension from being used within dimension type by doing setup on Dimension/Dimension Restriction screen. To navigate the screen follow below navigation:

Common Data >>G/L accounting tables >> Analytical >> Restriction Codes >> select the Dimension/Dimension Restriction from the Transaction selection list.

You can see in the below example, we have selected First dimension type as “BRD” and second dimension type as “CCT”.

In below screenshot you can see for dimension type BRD we have selected the dimension as “001” and for dimension type CCT selected dimension is “Supl-001”. That means if Dimension type BRD has “001” dimension then Dimension Type CCT cannot have the value “Supl-001” dimension. However other dimensions belonging to the CCT Dimension Type will be allowed.

This is how we can restrict the dimensions relationship within dimension type in sage x3.

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For more information on Sage X3 Integration and Services, please contact us at x3@greytrix.com, We will like to hear from you.

Sometimes, we need to move our customization from one system to another through the patch integration.

Sometimes, we don’t remember at how many places we have used that field. But in Sage X3, we have built-in functionality by means of that we can find out where the particular field has been used.

Navigation to the screen is as following:-

All > Development > Utilities > Searches > Field

Enter the name of the field you want to search as here we have entered ‘YAPPFLG’ and datatype of that field. Then select the check box in which you want to search, here we are searching in tables and screen. Click on ‘OK’ button. Refer the below Figure.

Here we can see the log file which indicates that at where ‘YAPPFLG’ field has been used.

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

Now days Every company wants to upgrade the system or data with newly functionality on the higher version. In Some industries the company wants to migrate the data from lower version to higher version in Sage X3. For that needs to done some steps in Sage X3 i.e. Execution of Pre-migration and Post-migration script in the source and destination system.

Pre-requisite: Before folder validation you need to check if there any data present in APLLCK table, if there is any data present truncate that table.

Mandatory step:

You will have to login in X3 to execute this script and batch server should be running.

Follow the below steps for execution of Script:

Navigate To: Usage > Migration > Sequencing Monitor

Click button on new.
Enter plan name
Select the folder
Keep No. of parallel launches as it ‘1’
Create plan

Refer the below figure for the same.

After creating the plan Launch the plan with the help of Launch/resume button, as shown in below figure,

After launching the plan, it will take some time to complete the whole process.

Once the plan is successfully completed without errors you can copy the same folder in Destination system and run the Post -migration script.

You have to follow the same steps for run Post-migration script which you have followed for pre-migration in the source system.
But only two changes you will have do while executing the Post-Migration script.
Checked the flag ‘Post-Migration auto start’
Unblocked the codes which are blocked with the help of unblock all option, as shown in below figure.

After doing these changes you can launch the plan. Once it is completed successfully you can

Login into the that folder and check screens.

These steps you have to followed while execution of Pre-migration and Post-migration script.

About Us

For more information on Sage X3 Integration and Services, please contact us at x3@greytrix.com, We will like to hear from you.

In sage X3, under Payment entry type we can define characteristics and the methods for different payment transactions. We can also control the sign of payment to be Revenue, expense or we can keep it as unspecified and differentiate that value based on our payment entry.

Path: All>Setup>A/P-A/R accounting>Payment entry type

Also in payment attribute, under accounting sign we can specify the posting sense of the payment lines entered.

Below are the three options available in accounting sign

Path: All>Setup>A/P-A/R accounting>Payment

Payment sign: will depend on the payment Sign (Expenditure or Revenue)

The amounts entered for this payment attribute are considered as being Expense or revenues based on the payment entry sign.

Revenue: Irrespective of the payment sign, will be considered as a revenue

The amounts entered for this payment attribute will always be considered as Revenue, irrespective of the payment sense

Expense: Irrespective of the payment sign, will be considered as an expense

The amounts entered for this payment attribute will always be considered as Expense, irrespective of the payment sense.

Hope this blog helps in posting your payment effectively without unbalanced error message!

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 this blog, we will get to know about the payment integration through node js method. In case if the client doesn’t want java bridge integration and also there would be compatibility issues in x3 v12, we can suggest node js integration instead of java bridge & will be more compatible and robust for the x3 integration users.

Working:

For Example: We are calling node js file from one of the script file to create in which we are authorization transaction in the client payment gateway from x3.

Navigate to Development->Script dictionary->Script editor.

Step 1: Copy node “test_.js file” at the below path “D:\Sage\SyracuseComponent\syracuse\bin\node_modules\bundles”

Step 2: Write code on the script file and copy the above path into the script file in which we need to call the node js class file from x3.

Step 3: Restart the Syracruse Node service from Windows Services

This blog helps to understand us more about the node js integration method of payment through 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.

Introduction:

A Purchase Invoice is a bill which we receive from Suppliers against which we need to make the payment.

In Sage X3, we may find difficulty on deleting Purchase Invoice which are already posted and not posted. There is a functionality in Sage X3 with which we can delete purchase invoice.

Navigate to: Purchasing → Invoices -> Invoices

As we can see in the above screen delete button is disable after creating new transaction. Now to enable this button, follow below steps to resolve this:

Steps:

Navigate to: Setup -> General Parameters -> Parameter Values
Select TC Common Data -> select INV (invoicing rule)
Change the values of below highlighted parameters to ‘YES’ .

After doing all these steps, now navigate to Purchase Invoice screen and then click on the accounting cancellation button which is on the right panel of the screen, refer below screen shot:

Purchase-Invoice-Accounting-cancellation-Button

After clicking on the Accounting cancellation button, one window will get open which is for confirmation just click OK button.

After doing all we can see in the below screen shot ‘Delete’ button is enabled now and we can delete the purchase invoice without any issue.

In this way, we can delete purchase invoice in Sage X3.

Note: Also make sure that accounting task and batch server are in a running status.

About Us

For more information on Sage X3 Integration and Services, please contact us at x3@greytrix.com, We will like to hear from you.

ADDING NEW LANGUAGE IN A FOLDER

Setup of Analytical Allocation and Assigning at transaction

How to enable/disable ‘Last Read’ option at window level

How to solve Unbalanced Payment Error while creating Payment through Import/Export Template

How to control Calculation basis of discount in Price structure

How to resolve Unit Type error in UOM while defining PACK UNIT in SageX3

HOW TO CLOSE SALES ORDER THROUGH CODE

Four Scenarios that Smart Manufacturing Enables for Pharmaceutical Industry

How to setup Account/Dimension restriction in sage X3

How to display missing invoices during payment proposal and how to change the payment approval controls.

How to solve error “Incorrect version No (AMIGKEY/MIG_RELEASE)” Error while executing the Pre-Migration Script

How to transfer file to FTP server

How to activate customer allocation

How to resolve ‘The quantity to be returned exceeds the maximum authorized’ error message while creating Purchase return in Sage X3

How to restrict dimension relationships within dimension type

How to search where a particular field has been used

How to execute the Pre-Migration and Post-migration Script in Sage X3 for up-gradation

How to control payment sign (Expenditure or Revenue)

Node JS Integration with x3

How to delete Purchase Invoice in SageX3