Adding Menu Items in Sage ERP X3 Version 7

By | August 31, 2014

Our first blog post on Sage ERP X3 version 7 and we have an interesting article to begin with: Our experience at adding function menu on the menu tree of version 7.

Our GUMU™ Integration Solution:
GUMU™ for Sage CRM – Sage ERP X3 Integration ~real-time, bi-directional, multi-folder

We created a function as we do in 6.5, but the function was not getting displayed in the menu tree, though it was created without any issue. After some research, we came across a new feature in version 7 for adding and displaying the menu items in menu tree.

Navigate to: Administration>Authoring>Menu Items


Then click on the ‘+New menu item’ button present in the right pane of screen. The below screen will appear.


Here, we have created a menu item name ‘Test’ for the function ‘TEST’. Point to be noted here is that the link type selected should be ‘Function (classic)’.

  • For Sage ERP X3 application: If the endpoint (Sage ERP X3 folder) is identified for the menu item, the selection will be done on the corresponding folder. Otherwise, no selection is possible unless a default Endpoint has been set up for Sage ERP X3 type endpoints.Once the menu items are created, the only task left is to add them in navigation bar. Click on the Navigation pages under Administration>Authoring>Navigation pages.


  • It will open the navigation pages that are available. Click on the Home button and ‘Edit page content’ in right pane. It will open the below screen.


  • Here, click on Select menu item and add it in your desired module. For our testing purpose, we added it to the Sales module under the Orders sub modules.
  • Just click on navigation button and we are done!

Hope this helps you in adding your functions in version 7! Keep following for more on the new and wonderful Sage ERP X3 Version 7.

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