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.
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 Enterprise Management (Sage X3) offerings – a Sage Business Cloud Solution. Our unique GUMU™ integrations include Sage Enterprise Management (Sage X3) for Sage CRM, Salesforce.com and Magento eCommerce along with Implementation and Technical Support worldwide for Sage Enterprise Management (Sage X3). Currently we are Sage Enterprise Management 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 Enterprise Management to Sage business partners, end users and Sage PSG worldwide.
Greytrix is a recognized Sage Rockstar ISV Partner for GUMU™ Sage Enterprise Management – Sage CRM integration also listed on Sage Marketplace; GUMU™ integration for Sage Enterprise Management – 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.