{"id":14617,"date":"2017-07-07T06:57:33","date_gmt":"2017-07-07T06:57:33","guid":{"rendered":"http:\/\/www.greytrix.com\/blogs\/sagecrm\/?p=14617"},"modified":"2025-01-28T07:19:08","modified_gmt":"2025-01-28T07:19:08","slug":"creating-view-in-sage-x3-and-make-it-accessible-through-web-services","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2017\/07\/07\/creating-view-in-sage-x3-and-make-it-accessible-through-web-services\/","title":{"rendered":"Creating View in Sage X3 and make it accessible through Web Services"},"content":{"rendered":"<p>In <a href=\"https:\/\/www.greytrix.com\/product\/sage-crm\/gumu-sage-x3-integration\">GUMU&#x2122; for Sage CRM \u2013 Sage X3 integration<\/a>, we have provided with feature where user can create Sage CRM\u00a0<a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2015\/06\/29\/whats-new-creating-grids-in-sage-crm-to-display-sage-erp-x3-data-on-real-time-basis-using-gumu-customizer-ii\/\" target=\"_blank\" rel=\"noopener\">grids<\/a>,\u00a0<a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2015\/12\/31\/gumu-customizer-creating-custom-panel-screen\/\" target=\"_blank\" rel=\"noopener\">panels\u00a0<\/a>to display information from Sage X3 on real time basis. We had seen this in our previous blogs.<br \/>\nIn this blog, we will discuss how to create Web Service Views (view) in Sage X3 so that we can use it in Sage CRM.<\/p>\n<p style=\"text-align: left;\"><strong><em>New\u00a0Stuff:<\/em><\/strong>\u00a0<a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2015\/10\/31\/pre-requisites-for-installing-gumu-for-sage-crm-sage-erp-x3\/\" target=\"_blank\" rel=\"noopener\">Pre\u2013 Requisites for installing GUMU for sage CRM- Sage ERP X3<\/a><\/p>\n<p>Below are the steps to create Web Service Views (view) in Sage X3. Please note that, for doing this Sage X3 web service pool should be already configured and working in Sage X3 as a pre-requisite.<br \/>\n1. Log in to Sage X3.<br \/>\n2. Navigate to <strong>Development<\/strong> =&gt; <strong>Data and Parameters<\/strong> =&gt; <strong>Views<\/strong>.<br \/>\n<a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2017\/07\/1-3.jpg\"><img fetchpriority=\"high\" decoding=\"async\" class=\"aligncenter size-large wp-image-14620\" src=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2017\/07\/1-3-1024x653.jpg\" alt=\"\" width=\"595\" height=\"379\" \/><\/a>3. Click on\u00a0<strong>New\u00a0<\/strong>button and enter the appropriate\u00a0<strong>View Code<\/strong> which is name of the view, <strong>Abbreviation\u00a0<\/strong>and\u00a0<strong>Description<\/strong>.<br \/>\n4. Enter the correct SQL query in SQL server section for which you want to access the data through web services.<br \/>\n5. Click on <strong>Fields<\/strong> Tab and enter details of the fields which you need to access from the view.<br \/>\n6. After completing above steps click on <strong>Create<\/strong> button, this will create a view into Sage X3.<br \/>\n<a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2017\/07\/2-2.jpg\"><img decoding=\"async\" class=\"aligncenter size-large wp-image-14621\" src=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2017\/07\/2-2-1024x447.jpg\" alt=\"\" width=\"595\" height=\"260\" \/><\/a>7. Once the view is created it should be linked with an interface.<br \/>\n8. Navigate to <strong>Development<\/strong> =&gt;<strong> Safe X3 WAS<\/strong> =&gt; <strong>Interface<\/strong>.<br \/>\n9. Click on\u00a0<strong>New\u00a0<\/strong>button and enter the appropriate\u00a0<strong>Interface Code<\/strong> (web service name) and\u00a0<strong>Description<\/strong>.<br \/>\n10. Select the Interface Type as \u201c<strong>Generated access to view<\/strong>\u201d and enter the View code as the view which we created above.<br \/>\n11. Enter the value in the <strong>Publication<\/strong> <strong>name<\/strong> field. Please note that the <strong>Interface<\/strong> <strong>code<\/strong> and <strong>Publication<\/strong> <strong>name<\/strong> field value should be same.<br \/>\n12. After completing above click on <strong>Create<\/strong> button.<br \/>\n13. Now click on \u201c<strong>Generate access<\/strong>\u201d which gets enabled once interface is created.<br \/>\n<a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2017\/07\/3-2.jpg\"><img decoding=\"async\" class=\"aligncenter size-large wp-image-14622\" src=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2017\/07\/3-2-1024x564.jpg\" alt=\"\" width=\"595\" height=\"328\" \/><\/a>Generate web services screen appears check all the check boxes for the fields which we created in the view and click \u201c<strong>OK<\/strong>\u201d validate the Interface by clicking on the Validate button.<br \/>\n14. Next Navigate to <strong>Development<\/strong> =&gt; <strong>Script<\/strong> <strong>Dictionary<\/strong> =&gt; <strong>Scripts<\/strong> =&gt; <strong>Web<\/strong> <strong>Services<\/strong>.<br \/>\n<a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2017\/07\/4-1.jpg\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-large wp-image-14623\" src=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2017\/07\/4-1-1024x638.jpg\" alt=\"\" width=\"595\" height=\"371\" \/><\/a>15. Find the subprogram name from <strong>Publication<\/strong> <strong>name<\/strong>. Click on the\u00a0<strong>Publication\u00a0<\/strong>button to publish it. Once it is published, we can use this Sage X3 webservices to fetch data from Sage X3.<br \/>\n<a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2017\/07\/5.jpg\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-large wp-image-14624\" src=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2017\/07\/5-1024x510.jpg\" alt=\"\" width=\"595\" height=\"296\" \/><\/a><\/p>\n<p><span style=\"font-size: Medium;\"><strong>About Us<\/strong><\/span><br \/>\n<a href=\"https:\/\/www.greytrix.com\/\">Greytrix<\/a> 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.<\/p>\n<p><a href=\"https:\/\/www.greytrix.com\/\">Greytrix<\/a>\u00a0has some unique integration solutions for Sage CRM with Sage ERPs (<a href=\"https:\/\/www.greytrix.com\/product\/sage-crm\/gumu-sage-x3-integration\">Sage Enterprise Management (Sage X3<\/a>),\u00a0<a href=\"https:\/\/www.greytrix.com\/product\/intacct-apps-and-products\/gumu-sage-intacct-sage-crm-integration\">Sage Intacct<\/a>, <a href=\"https:\/\/www.greytrix.com\/product\/sage-crm\/gumu-sage-100-erp-integration\">Sage 100<\/a>,\u00a0<a href=\"https:\/\/www.greytrix.com\/product\/sage-crm\/gumu-sage-500-erp-integration\">Sage 500<\/a>\u00a0and\u00a0<a href=\"https:\/\/www.greytrix.com\/product\/sage-crm\/gumu-sage-300-erp-integration\">Sage 300<\/a>).We also offer best-in-class\u00a0<a href=\"https:\/\/www.greytrix.com\/product\/erp-development\/sage-x3\">Sage ERP<\/a> and <a href=\"https:\/\/www.greytrix.com\/product\/crm-development\/sage-crm\">Sage CRM<\/a> customization and development services\u00a0to\u00a0Business\u00a0Partners,\u00a0End\u00a0Users and Sage PSG worldwide. Greytrix\u00a0helps in\u00a0migrating of Sage CRM from <a href=\"https:\/\/www.greytrix.com\/resources\/sage-erp-crm-migration.pdf\">Salesforce | ACT! | SalesLogix | Goldmine | Sugar CRM | Maximizer<\/a>. Our Sage CRM Product Suite includes <a href=\"https:\/\/www.greytrix.com\/product\/sage-crm-add-ons\/business-manager\">Greytrix Business Manager<\/a>, <a href=\"https:\/\/www.greytrix.com\/product\/sage-crm-add-ons\/sage-crm-project-manager\">Sage CRM Project Manager<\/a>, <a href=\"https:\/\/www.greytrix.com\/product\/sage-crm-add-ons\/sage-crm-resource-planner\">Sage CRM Resource Planner<\/a>, <a href=\"https:\/\/www.greytrix.com\/product\/sage-crm-add-ons\/sage-crm-contract-manager\">Sage CRM Contract Manager<\/a>, <a href=\"https:\/\/www.greytrix.com\/product\/sage-crm-add-ons\/sage-crm-event-manager\">Sage CRM Event Manager<\/a>, <a href=\"https:\/\/www.greytrix.com\/product\/sage-crm-add-ons\/sage-crm-budget-planner\">Sage CRM Budget Planner<\/a>, <a href=\"https:\/\/www.greytrix.com\/product\/sage-crm-add-ons\/gmail-integration-for-sage-crm\">Gmail Integration<\/a>, <a href=\"https:\/\/www.greytrix.com\/product\/sage-crm-add-ons\/sage-crm-mobile-service-signature\">Sage CRM Mobile Service Signature<\/a> and <a href=\"https:\/\/www.greytrix.com\/product\/sage-crm-add-ons\/sage-crm-cti-framework\">Sage CRM CTI Framework<\/a>.<\/p>\n<p>Greytrix is a recognized <a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2017\/07\/26\/greytrix-on-boards-sage-global-rockstar-isv-program-with-gumu-for-sage-crm-sage-x3-solution\/\">Sage Rockstar ISV Partner<\/a> for GUMU&#x2122; Sage Enterprise Management \u2013 Sage CRM integration also listed on <a href=\"https:\/\/www.sage.com\/marketplace\/asb_ListingDetail?listingId=a1h24000007PC3aAAG\" target=\"_blank\" rel=\"noopener\">Sage Marketplace<\/a>.<\/p>\n<p>For more information on our integration solutions, please contact us at\u00a0<a href=\"mailto:sage@greytrix.com\">sage@greytrix.com<\/a>. We will be glad to assist you.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>In GUMU&#x2122; for Sage CRM \u2013 Sage X3 integration, we have provided with feature where user can create Sage CRM\u00a0grids,\u00a0panels\u00a0to display information from Sage X3 on real time basis. We had seen this in our previous blogs. In this blog, we will discuss how to create Web Service Views (view) in Sage X3 so that\u2026 <span class=\"read-more\"><a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2017\/07\/07\/creating-view-in-sage-x3-and-make-it-accessible-through-web-services\/\">Read More &raquo;<\/a><\/span><\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[192,332],"tags":[783,1258,1306,1442],"class_list":["post-14617","post","type-post","status-publish","format-standard","hentry","category-integration-sage-crm","category-sage-crm","tag-create-webservice-views","tag-gumu-integration","tag-gumux3","tag-interface"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.3 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Creating View in Sage X3 and make it accessible through Web Services<\/title>\n<meta name=\"description\" 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