Using Miscellaneous Tables in Sage X3 ERP

By | August 31, 2011
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Sage X3 has provided the developers with an extensive feature called as Miscellaneous Tables. Miscellaneous Tables are logical tables to store codes/ List of Values for e.g. Rules, Terms, Payment Methods, etc., it comes handy whenever we need to provide users with options/ dropdowns to have strict data integrity.

There are 2 types of the miscellaneous table:

  1. Independent Miscellaneous Table: This table is an individual table not dependent on any other Misc Tables for e.g. Payment Modes. As seen in the below screenshot the Dependent Table field is empty which shows the table is independent.

Misc Table

Payment mode is a good example of an independent Miscellaneous Table, while we create the Payment Terms we need to select the payment Modes, and Payment Modes are defined in the Miscellaneous Table as shown below.
 
Sage X3 Misc Table
 
  1. Relational/ Hierarchal Miscellaneous Table: We can create a Miscellaneous Table using the menu Development- a Data and Parameters Miscellaneous Tables. We initially define the miscellaneous table wherein we can relate 2 miscellaneous tables similar to the parent – child relationship.
  • Parent table is defined in child table record
  • Child table records reference the parent record

As shown in the below screenshot the Table Product Sub Category is a child of Product Category. Thus the Values of Product Sub Category will be listed depending on the Product Category selected.

Misc Table

While we are defining the data for table 21 we need to define the dependence of table 20 on each of the values.
Misc Table
Let’s proceed with an example:

While creating the Product Categories we need to enter the Statistical Group Information, suppose we select the Group1 as 010 then as per the above pictorial data 010 has 4 dependent members in Group2. They are 011,012,013, 014.

Thus when we select the Group1 = 010, in that case, the Group2 will show only 4 values as seen below. This is how the relational Miscellaneous table work.

Misc Table sage x3

Miscellaneous Tables have default 3 columns added however you can add 4 more columns. As you can see in the below screenshot there is a section called COLUMNS, which has 4 texts wherein 2 have Alphanumeric datatypes and other 2 with Numeric datatypes.

Here you can use these fields for additional columns taking care that only 2 Alphanumeric and 2 Numeric fields can be added.

sage x3 misc table

Just for an example, you can check the definition of Miscellaneous table 1 which stated BP Tax Rules using the below 4 columns and displaying the
  • Tax Code
  • Sales Class
  • Rule Type
  • Type

misc table in sage x3

Apart from this Miscellaneous have some additional features as seen in the General Section:

  • Changeable: If this box is unchecked, it will not be possible to modify the contents of this miscellaneous table.
  • Modifiable Length: Define if the length of the code in the miscellaneous table is modifiable. The user will then define the length of these codes by means as a function of personalization of the miscellaneous tables, within the limit of the maximum length defined in the folder parameters.
  • Filter Company: This checkbox is used to display also the column ‘Company’ in the Management of Miscellaneous tables:
  • Checked: The column “Company group” is displayed in the management of Miscellaneous tables. If the variable ‘GCURLEG’ is assigned, a filter will be applied on selection and the legislation of the current company will be controlled.
  • Not Checked: Not additional field, no filter
  • Filter Legislation: This checkbox is used to display also the column ‘Legislation’ in the Management of Miscellaneous tables:
  • Checked: The column “Legislation” is displayed in the management of Miscellaneous tables. If the variable ‘GCURLEG’ is assigned, a filter will be applied on selection and the legislation of the current company will be controlled.
  • Not Checked: Not additional field, no filter.
  • Usage of Miscellaneous Table: Whenever you create a table, we can define a field of type “ADI” which will accept the Miscellaneous Table ID. This field can be displayed as combo box/ dropdown/ checkboxes which will display a set of default values.

For more information, drop us an email at x3@greytrix.com.

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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.

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