Add Menu Profile in Sage ERP X3

By | January 30, 2015

A menu profile code does not define access rights but only a navigation tree structure. The latter are defined by the function profile code as well as by some additional parameters of the user record. Once we have done with installation of X3, we have to create the User first and for that User we have to set the Menu profile , Menu profile is nothing but the menu list which user can seen on the Navigation, recently added in Sage X3 Version 12 onwards, Let’s See how to Add Menu Profile in sage X3.

New Stuff: How to execute workflow programmatically?

Steps to add that menu in your menu profile.

Navigate to: Setup > Users > Menu profile

1. Create New profile for e.g. “Acct” Description as ” Account User ” select and start Menu ” START”

2. Select the Main Function as shown in below image

In the New releases of X3, instead of creating new Function , it is providing list of function on right side of screen here we just have checked the functions

3. Click on Function Profile >> Select the checkbox of the functions need to be added in ACCT menu

4. Click on “OK” then “Save”.

Now we can use this menu profile to user , Restart the X3 login using the User having the Updated Menu profile “ACCT”, can check the The same Function profile on Navigation Key.

In this way we can use the Menu profile functionality available in X3 with Updated UI on Navigation Feature.

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 CRMSalesforce.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.