The posting of the payment of invoices coming from the Purchase, Sales or AP-AR Accounting modules is the payments generation. Using this functionality we can automatically generate the payment proposal.

Not all the invoices/credit memos are managed by the automatic proposal:

• when open items (invoices or credit memos) must be recorded on a statement, the automatic payment proposal does not take into account the open items that are not on the statement yet.
• open items with an unknown payment approval status (“payment approval” field different from “payment approval”) are not taken into account by the processing.

Select Payment proposal from A/P-A/R accounting; select the company which only the open items for this company will be taken into account for the payment generation. By default the user’s company. Select bank in generation tab to which payments will be allocated. And click on ok.

 In Sage X3 we can easily modify the product category of the products through products screen, but what if there are large quantities of product whose category you want to change. Sage X3 has provided the function through which we can easily change the category of large quantities of product. The function Change Category (FUNCHGITG) is used to change the category of products in bulk.

 Function: Change Category (FUNCHGITG): To access the change category function navigate through Common Data > Products > Utilities > Change Category, you will get the below screen.

 The screen contains the separate blocks to enter the source and destination category. When we enter the categories its related details are automatically get feel up in the below blocks.

 Selection Section: This is the section where user can specify the filter criteria for the products. 

• User can process the particular product by mentioning the product code in Product field.
• If user did not mention any filter, then the system will process all the products that are belongs to From Category.
• The user can also filter the products based on the statistical group.

After entering all the field (details) press ‘OK’, before system start processing it gives the warning message and inform the user about number products that are going to be processed.

After processing the products, system generates the log file (If log field is marked) regarding the changes and shows the products that are modified. Refer to the below screen shot.

Hope this helps!

 In Sage X3 you can automate the procurement system for throwing either a warning or blocking message at the time of receipt and invoice if the detail line has changed. For e.g. If you are creating a receipt for the purchase order and your quantity exceeds by 10% of that in the purchase order then you can setup X3 to throw a warning or blocking message as per the company policy. 

In X3 you can setup the tolerance in three different ways
1)  For each Supplier
2)  For a particular product
3)  For each product-supplier combination

In our example we will display how to display a blocking message when the order quantity is exceeded by 10 quantities. Also we shall be setting up matching tolerance for the product supplier combination.

The below screenshot displays creation of tolerance matching.

Assigning the tolerance to a Product-Supplier combination in the matching tolerance field.

Now when you shall recive the product with quantity increased by more than 10 as compare to the quanitity in the prchase order the system will throw a warning message.

In this exampe i had selected 10 quantites in the purchase order and increased it by 11 in the receipt which had triggered the above message when i clicked on create button.

Based on the business process followed we can setup tolerance matching for quantites and receipt dates as well. While matching the receipt date the system checks if the receipt date entered is earlier or later than the purchase date and warns the user depending on the threshold setup in the tolerance screen.

 If the folder does not have the “Specific Folder” tick box enabled, then specific processes (TRT\ADX) will not be installed in the folder. If the folder is not marked as ‘Specific’, ticking the box will not allow for vertical processing. The value is taken into account only when you validate the folder.

 Here is a tip for enabling the vertical processing without validating the folder:

 To Allow Vertical Processing:

 You should do the following:

  1.  Navigate through Setup->General Parameter->Folders and tick the ‘Specific Folder’ box and save the folder record. Do not validate.

2. Select Development > Data and Parameters > Development Setup > Parameter Definition

3. Select parameter SPECIF

4. Make it “Changeable” (tick the box)

5. Navigate through Parameters > General Parameters > Parameter Value and select the SUP chapter. _Group FDR

6. Locate the SPECIF parameter, set it to ‘Yes’.

7. Log off, log back in.

Hope this helps.

We can easily assign the F12 selection to the fields by associating the data type that with the fields. But what if there is need to filter the selection records dynamically?

Sage X3 has Standard action GSELECT, with the help of this action we can add a F12 selection to field and also we can filter the selection records as per the requirement.

Action GSELECT: This action used to link the field with the object, and with the help of this action we can also able to filter the selection records.

Parameter: The GSELECT action has two following parameters.

• CODTRT: Mention the processing file name.
• CODZON: Mention the object name which you want to assign to the field.

Kindly follow the below steps to filter the F12 selection records:

1. Add the Selection field action on field and mention the action name as “GSELECT”.
2. Enter the values for the parameters CODTRT & CODZON.

               > CODTRT: Processing file name
                > CODZON: Object name

Kindly refer to the below screen shot.

      3. GSELECT action has a SET_TABLE action which gets called when user press F12 key and stores the object name in COUZON variable which is passed through action parameters.

      4.  Here in this action we can catch the objects that are called and we can write our logic to filter out the records. We just need to filter the table linked to the object as per the requirement.

Kindly refer to the below snippet of code.

Hope this helps!

This blog will help you in attaining the Payment/Receipt functionality in Sage X3.

After creating a Check receipt entry using Payment\Receipt Screen. Click on the Milestone to view the next steps to perform. If we enter the Bank Account name in the Payment\Receipt screen then we won’t have to perform the “Bank Allocation” Step. The Bank Allocation, however, if required can be done from the Bank Allocation screen itself.

In this example we have used the BANK “Chase” for the Check Receipt creation. (Refer the screenshot below for “Milestone Log”).

As you can see above you need to perform the “Bank Deposit“ and then the “Bank Posting” to complete the Check Receipt Process.

To create a Bank Deposit for the Payment created above you can either use the Automatic or Manual Remittance creation method. In this example I’ve used the manual remittance creation method to create a Bank Deposit.

As you can see in the above screen you can select the payment from the left list and create the remittance. Then you will have post this remittance by clicking on the “Post” button to change the status of the Deposit to “In the Bank”. See below for the log generated after the Bank Posting.

This step also completes the Posting of the payment which was created earlier.

Hope this blog helps you in provides a brief idea about steps involved in posting checks receipts.

Safe X3 Java Bridge provides the ability to add technical functionalities to the X3 platform; it also plays a very important role in integrating Sage ERP X3 with external systems. To connect or call any jar file we need a Java Bridge Connection to be opened while accessing it.

New Stuff : How to Post Check Receipts into Bank

OUVRE_TRACE: This function can be used test whether java bridge connection is already opened. This function present in the LECFIC standard processing file. We can access it using a function.

OPADXD: This function is used to open the java bridge connection. To close the Java bridge connection call the same function without any parameters.

Syntax:

OPADXD JAVASERVER with 7,nomap,LANG,USER,PASSWORD Using [DKSB]

Parameter Details:

• JAVASERVER: The server name and the port number of java bridge.
• LANG: The language to be used.
• USER: User if defined or else you can have GUSER which will use currently login username.
• PASSWORD: Password of the user.

For detailed code you can always contact Greytrix at x3@greytrix.com
Hope this helps

Also Read :
1) How to Get the Safe X3 Java Bridge Host and Port values
2) Integration options in Sage ERP X3
3) Fetch the Entry Transaction value via Customized Code
4) Setup Disconnection Time of Secondary Session in X3
5) How to generate a Log File

Sage X3 has a special feature of moving a file from one directory to another. The Sage X3 has a simple function through which we can easily move the file present in the specified directory to the specified location.

New Stuff : Opening Java Bridge Connection through code

MOVE:  This function can be used to move the file present in the directory. This function present in the ORDSYS standard processing file. We can access it using a function.

Syntax:

Call MOVE (PATH, DESPATH, STAT) From ORDSYS

Parameter Details:

• PATH: The path where file is located.
• DESPATH: The path where file is to be moved.
• STAT: It status of file.

Points to be noted;

• Filename should not contain any blank spaces.
• Folder name should not have any Blank spaces.
Kindly refer to the below snippet of code for better understanding the COPSRV
Function :

Hope this Helps!

Also Read :
1) List the files from the directory
2) Reading and Writing into sequential file
3) Delete Folder in Sage X3
4) Data Integration In X3
5) How to reconfigure Sage X3 solution after changing the computer name/domain

On the supplier-product record, it is possible to define a minimum purchase quantity expressed in the supplier purchase unit. This quantity is used upon order management to check that the quantity of an order line is higher or equal to this quantity.

New Stuff : Moving a file from a directory

The setup POHMINQTY is used to define the control level desired upon order management compared to the quantity.

The three values possible for this setup are:

1) Blocking control: the order line or order will not be able to be created.

2) Warning: a warning message is displayed upon creation or modification of an order line and upon creation or record of the order. This warning message is used to interrupt the creation or modification to return to modify the entered quantity.

3) No control: the minimum order quantity is ignored and no message is displayed.

Hope this clarifies!

Also Read :
1) ReOpen Closed Purchase Orders
2) Creating a Return Purchase Order against a receipt
3) Statistical Re-ordering – How to create re-order suggestion in X3
4) Re-order suggestion in X3 by Periodic Replenishment method
5) Setting up procurement system using Tolerance in Sage X3

When launching a print option from an X3 function, it can be interesting to propose default values to the launch setups.

This function is used to store values by default for the print setups as a function of the launch context (identified by a function code). A print means printing a Crystal Reports report, launching a request, an SQL query, or an export.

New Stuff : How to set minimum Purchase Order Quantity

To assign a default values navigate to: Setup > Destination > Default Values.

Please refer the below screen shot.

Here just follow the below steps:

1) Select the function in which the Report needs to be printed.
2) Select Print Type as ‘Reports’.
3) Enter the name of your report. Like here I used ‘Fixed footer portrait customer Invoice’.
4) Select the Parameter value from the selection for which you want to set Default Values. These values are the one which are defined at the time of Report Creation under ‘Parameter Definition’ Tab.
5) In ‘first Default’ and ‘Last Default’ columns, we need to give the field name which are holding the respective values.
6) Now just click on Create button. The default values to your report for particular function are assigned now.

We can print a single Report for different functions and with different default values.

Hope this Helps!!

Also Read:
1) How to include crystal report with patch in x3
2) Adding Crystal Report In X3
3) Activate Crystal Debugger in Sage ERP X3
4) Print Codes in Sage X3
5) How to attach the Report to the Window in X3

 In safe X3, there is way to run or trigger the customized code for a particular entry transaction, and then here is the code using which you can trigger the code for a specific entry transaction.

New Stuff : How to Assign Default Values to Crystal Reports

 Example:

 $ACTION

Case ACTION

    When “FIN_LISTE”     : Gosub FIN_LISTE

    When Default

Endcase

Return

######################################################

$FIN_LISTE

Global Char GMGLNUM

GMGLNUM = TEX(CHOIX)

Return

######################################################

 As mentioned in above code,”FIN_LISTE” is the name of action and GMGLNUM is a variable where entry transaction get saved.

 TEX(CHOIX) it automatically fetches the entry transaction value.

 While working with entry transaction when scenario comes up where the code should trigger for a particular entry transaction then simply use above code in a processing file, so you can restrict to trigger the code for a rest of the entry transaction.

Hope this is fine!

Also Read :
1) Protecting Customized Mod through Code
2) Entry Transaction in X3
3) Entry transaction Validation via Patch
4) Setting Parameters in Actions function in Sage X3
5) Creating a Dynamic Selection Window in Sage ERP X3

In X3 there is a way to open your closed purchase receipts. We just need to right click on the receipt detail line and click on the close button as shown in the below screen shot.

New Stuff: Fetch the Entry Transaction value via Customized Code

It will ask for reactivating the closed line. On selecting the ‘Yes’ option, X3 will open the closed receipt line. Please check the below screen shot.

This is to be noted here that it will open only the selected line. If there are multiple lines in the receipt then we have to open every line manually.

Also if the Receipt line is already invoiced then X3 will prohibit the user from doing any changes or deletion.

Hope this helps!!

Also Read:
1) How to set minimum Purchase Order Quantity
2) Payment Proposal Process In X3
3) Re-order suggestion in X3 by Periodic Replenishment method
4) Creating a Return Purchase Order against a receipt
5) ReOpen Closed Purchase Orders

Normally the reports are printed just by clicking on the Print Button, but what if we come across scenarios when we need to open the report on run time.

New Stuff: How to open a Closed Purchase Receipts in X3

But no worries we will be guiding you with the same, there is an easy way to open the report through the code.The only condition is that we should be aware of the name of the report and parameters of the report.

Write a code in a processing file and run it, it will open a crystal report.
Example:

Here ‘ITMFORM’ is the name of report, and variables are declared to store and passing the parameter in the report.

Hope this helps!

Also Read:
1) Calling Screens from Dashboard
2) Fetch the Entry Transaction value via Customized Code
3) Print Codes in Sage X3
4) How to attach the Report to the Window in X3
5) How to include crystal report with patch in x3

Sage X3 has a special feature of allowing the user to gaze through the Price/Cost/Amount in different currency for every transaction. The price which is converted to different currency is displayed temporarily on the screen. This can be used in order to just check out the actual rate in different currency without any calculation. The Converted Currency Rate should be present Currency Rate table.

Our Other Blogs: Sage CRM | Sage 300 ERP | SalesForce.com

How to get the Price in different currency?

You can go to any screen to get the price in different currency.

In the below example  We are navigating to  Sales >Invoices >Invoices .

Here the Gross price is in USD Currency

Select the box where the Price is mentioned and Press Ctrl+F9. A new pop Up window will appear in which you have to mention the Currency you want to convert.

The converted price will be displayed on the Screen where the original price is displayed.The converted price doesn’t get stored anywhere. It changes to its previous currency value when clicked on End button. Generally this Converted Rate is for display purpose only.

Also Read:
1) How to Override Forex Rates while Importing Transactions
2) Use of Multiple Ledger Currency in Transactions in Sage ERP X3
3) Control Max Decimals of Currency in Sage X3
4) Supplier pre-payment settlement in Sage X3
5) How to setup tax rates for different companies

This blog helps you open\access any window using code.

There are some scenarios in X3 in which we need to access screens using code. For example, suppose user is on customer maintenance scree and he wants to access the sales order screen on clicking of certain button (as per the requirement). Then he just has to write simple code and can easily access it.

New Stuff: Check the Price in different Currency Rates

Now, in X3 we have either object managed screens or non-object managed screens and we can access them using the below mentioned code:

For Object Managed Screens:

Where first and third parameter will be blank and second parameter is the name of the object we are accessing.

For Non-Object managed screens:

Where parameters will be as follows:

First Parameter            : Blank

Second Parameter       : Alias of the screen

Third Parameter           : Name of the window

Fourth Parameter         : Standard processing of action

Fifth Parameter            : Specific processing of action

Writing the above mentioned code will access the screens as per your need.

Hope this clarifies!

Also Read:
1) How to Acess Browser from X3
2) Passing Parameters to your Pop Up Window in Sage X3
3) Copying Folder through Sage X3 Management Console Application
4) How to attach the Report to the Window in X3
5) Call Screens through Code in Sage X3

In one of my customization for a client, I created a local menu and need to integrate it in a patch. When I created a patch my local menu didn’t get included in it. After some research work, I found a way to send my local menu through a patch.

Our Other Blogs : Sage CRM | Sage 300 ERP | Salesforce.com

Please refer below screen shot.

To include a local Menu in a patch we just need to make the ‘Changeable’ option to ‘NO’. I did this and yes, my local menu was integrated in a patch. The changeable field is used to indicate if the local menu is modifiable by the user in a parameterization phase.

So this is the only thing which solved my problem. Hope it will solve yours too.

Also Read:
1) How to filter Local Menu
2) Menu to Read Log file in X3
3) How to include crystal report with patch in x3
4) Integrate your Patch/Custom Modifications in Sage X3
5) Publishing the Web Service via Patch

Often we come across customizations where I wanted to use to create the bulk transaction. But while we were doing this we found that the standard function generates and displays the log after each record processing, while we were looking to display the log at the end of all record processing.

New Stuff: Integrate a specific local menu while Patching

After some R&D I got the solution to suppress the log file display. We all know the processes which get executed in the batch does not show the log file generated. GSERVEUR is the global variable that is used in the batch task to suppress the log file display. Thus this can be used to suppress the log file display while using standard functions. Please refer to the below details.

Global Variable: GSERVEUR

Values:

0: Interactive Mode

1: Batch Mode

We just need to set the value of the GSERVEUR variable to 1 in order to the process will be carried out in batch mode and it will not show any generated log file. Kindly refer to below snippet of code.

Note: Don’t forget to set the GSERVEUR variable value to 0 once the execution get finished.

Also Read:
1) How to generate a Log File
2) Transaction Generation – Validate your changes in Sage X3
3) Purging and Archiving data in Sage ERP X3
4) Add Multiple Web service for same X3 folder
5) Data Integration In X3

Today we came across a requirement where the user asked to setup Sage X3 data backup process automatically. It is so often required by ERP users to back up their valuable data on a periodic basis. In X3 you do not need to make any customization to setup automatic backup. X3 allows automatic data extraction of the folders through the use of Recurring Task.

Our Other Blogs : Sage CRM | Sage 300 ERP | Salesforce.com

The steps for setting up automatic X3 data backups are as follows:

• Login to the X3 Folder with Administrator account.
  Open the Recurring Task Management Screen. (Usage-> Batch Server->Recurring Task Management).
• Create a new Recurring Task from the screen. Please refer the below screenshot for creating the Recurring Task.

• If you are creating a Task Code from the X3 Folder do enter X3 as the Folder in the Field ’FOLDER’. Enter an Admin User in the User Code field.
• Make sure you enter the TASK CODE as “DOSSVG”.
• Setup the Periodicity as per your requirement and Click on Active.
• Then Click on Create.
• Click on Parameter Definition. This will open the below window(Data Extract):

• Enter the name of the Folder whose data you need to extract. Keep rest of the field’s value as default and click on OK.
• Click on Save and your recurring task setup is complete.

Greytrix and Sage ERP / CRM
The perfect combination for clients across various industries in India

The recurring task will automatically execute the data backup for the folders that you have setup. You will have to setup a Recurring Task for each folder to take their respective backup.

Note : The DOSSVG function is linked to the adonix engine and not to the standard databases. It will backup only the DATA created from the X3 application. It is advisable to make a copy of the FOLDER and the folders under the X3_PUB folder as well since this will include all the code, menus and other configured objects. In case if X3 utilizes any additional SQL objects(other than the standard objects) then it is suitable to take their backup manually using appropriate SQL tools. Last but not the least kindly ensure that no one is connected to the folder while the extraction is in progress. If updates take place during the export it can lead to a database image that is not globally coherent.

Also Read:
1) Data Backup and Restore in Sage ERP X3
2) Data Maintenance in Sage X3
3) How to reconfigure Sage X3 solution after changing the computer name/domain
4) Setup Templates to Copy your Common Data and Transactions to another Sage X3 Folder
5) How to Unlock your Process in Sage X3

In X3 we can use a service contracts for creating maintenance contracts. In this blog I shall give a demonstration on how to create an Automatic Maintenance Contract from a sales order. The maintenance contracts contain the same characteristics as the service contracts, their difference being that they can be invoiced.

New Stuff: Steps to Automate Sage X3 Backups

The service contract provides the customer with either free or chargeable access to certain services. That is to say:

• The access to consultants/advisers to obtain explanations or “tricks” on the functioning of equipment or a system;
• Access to certain repair services when a malfunctioning occurs ;
• The respect of quality criteria imposed by the contract and so on.

1) To assign a Service Contract to a specific Product, assign a ‘maintenance service contract template’ in the “After Sales” tab of the Product Maintenance Screen

Steps: – > Create a service Product. In this example I’m using the product ‘Gen’ (Service type)

2) Add to Site.

3) Evolution of the indexes-   Common data->Customer relation->Customer Support-> Evolution of the indices. (Indexation bases are necessary to provide an automatic re-evaluation of the service contracts)

4) Add to sales order:

Create a sales order for a service contract product. After creating the sales order a service contract get automatically created for the particular product.

5) Check the Service Contract Screen for the Service contract created:

Once you click on invoice, the Invoice is created and the Invoice button then gets disabled since the ‘next invoice date’ gets updated. The Invoice button in the above screenshot can only be accessed on the service contract screen if the Service Contract Source is not manual.

The next Invoice date depends upon the following field:

After Clicking on Invoice it creates a Direct Sales Invoice with service contract for a product.

Also Read:
1) Sub contract Transfer in X3
2) Payment Proposal Process In X3
3) Updating Price Reason with user defined value
4) How to Track Revision in Sales Order
5) Setup Price Code Priority

We all must be pretty much aware by now of the issues that occur after patch integration. It so happens that even when you do take a lot of care some of the functions in Sage X3 throws some validation error after the patching.

New Stuff: Service Contract Creation In X3

I upgraded my system to patch 26 recently and bumped into an issue while performing the Inventory periodic processing. Check the screenshot below for the Error.

It states that Legislation=XXX Stock value adjustment where “XXX” is legislation.

JFYI: It took me around 1 hour to find the reason for the issue and one minute to solve the same.

Well the Error popped up because the Stock Transaction of type “Stock Value Adjustment” was not defined in the Accounting Interface Parameter Screen (GESPAS).

All I did was create an entry for Movement type Stock Value Adjustment -> saved the Entry and validated it. For multiple legislations you need to create the record for each of them before validating it.

This resolved my issue and I was able to perform the periodic processing in my system. Hope this blog proves helpful when you come across such issue in your X3 system.

Also Read:
1) Stock Quantitative Update with Direct Invoice
2) How Item Quantity in Fractions is handled easily in Sage X3
3) Periodic Processing of Inventory Valuation
4) Adjusting Folder Memory Setting To Avoid Memory Errors
5) Menu to Read Log file in X3