Attachment Migration in Sage X3

By | August 30, 2021

In sage X3, you can add an attachment to entities like product, site, company and also you can add to transactions like sales order, delivery etc. Sage x3 provides functionality to maintain the attachment in an organized folder (Volume).

The attachment management function uses volumes, i.e. folders which already been added in X3. For each file, the path of an attachment is expressed with the following mandatory syntax: [VOL]/path, where VOL is a volume name, and path is the file path in the volume.

When you run Attachment management for the first time, it runs a check on the attachment tables. Once this analysis is done, a screen with two grids displays:

First grid: Files

The first grid lists the results of the AOBJTXT analysis. The first column displays either of the three following messages:

Anomalies: This message displays the reason for the error. The most common is “path starting with #”. This means that local attachments have been encountered. The number of files in this situation is displayed.

Validated: This message displays the number of files already assigned to volumes.

Volume doesn’t exist: This message displays directory paths that are not assigned to a volume. The number of attachments is displayed.

The total number of attachments is displayed at the bottom of the grid. Click Detail next to a result to create a log that gives you details regarding the corresponding results.

Second grid: Volumes

The second grid allows you to define actions for each result.

The first part of the grid displays the list of directories that are not assigned to a volume yet. Below are the option available:

Create:

If set to “Yes”, a volume is created with the name given, and assigned to a path that can be modified if a shorter path needs to be used. If set to “No”, no volume is created.

Modify:

This can be set to “Yes” only if Create was set to “No”. You can then enter an existing volume name, and the corresponding attachments will be renamed with the corresponding volume, according to the document definition.

The code corresponds to the name of the volume to be used or created. The path corresponds to the volume to be created. It can only be entered if Create was set to “Yes”.

Click Validation to run the creation or modification. Triggers the updates according to the date entered in the second grid. When the operation is finished, the page displays with all issues that remain in the first grid.

Fig : Attachment

The following actions are available in the right-hand panel:

Refresh: Re-launches the analysis for the existing attachments and displays the results. It can be helpful if manual modifications have been performed at the attachment level.

Log: Displays the log file describing the operations done after validating changes.

Control files: Checks if the attachments can be physically found at their intended locations.

A recodification tool was created to help you replace all the existing operating system paths with a normalized path, based on a volume.

Hope this blog helps you in managing attachment.

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