In Sage x3 we have a different Home page like Mobile Home Page, Tablet and Web Page etc. Mobile App is an intuitive, mobile solution that provides businesses running Sage X3 with anytime, anywhere access to their business management data to help more effectively manage customers and improve collaboration and communication. Instead we can use a Mobile application to access real-time information to take quick action. Sage x3 provides a flexible , user – friendly and relatively easy process to perform this activity.
To create the Mobile Application in Sage x3 we need to Navigate to: All → Administration → Authoring → Mobile Application
We need to first create Mobile Gadget , Mobile Dashboard in order to link the Mobile Applications.
Here Mobile Gadget is linked to Mobile Dashboard this gadget is used to display the record which we want for Example Customer Record, Supplier records etc .
Here are the below steps to create Mobile Applications.
Steps 1 :- Navigate to All → Administration → Authoring → Mobile Dashboard.
We will create New Mobile dashboard as shown in Fig 1. And Fig 2.
Steps 2 :- In Fig 2. We will see that the Mobile dashboard is linked with Mobile gadgets. So, we have to create the Mobile gadget in Sage x3. As shown in Fig 3.
In Fig 3. Gadget type is set to Representation. In the Representation Tab,the Representation and Entity block is linked to the BPSUPPLIER table name to display the Supplier Records present in x3.
Steps 3:- Now we will create a Mobile application navigate to
All → Administration → Authoring → Mobile Application. And now the created Mobile application will be linked with the Mobile dashboard . As shown in Fig 4.
Now the created Mobile Application where we can see? . Refer below Fig 5.
Click on Display and then on Mobile Home Page then Mobile application page will get displayed with different applications. So now we see the ZTEST Application as shown in Fig 6.
Now Click on the ZTEST Application the Mobile dashboard will display as shown in
Fig 7. Linked with Mobile gadget then click on the gadget
This Mobile gadget will display the Suppliers present in Sage x3 in Fig 8 as we have linked BPSUPPLIER table in Gadget in Representation and Entity as shown in Fig 3.
Step 4 :- On the top left there is an option to edit dashboard click on it .
Here we have given the icon to the application so to apply the icon Click on Edit dashboard as shown in Fig 9.
Click on the edit button here we have multiple icons and color we can select one of them to look at the Mobile Application better. As shown in Fig 9.
Above steps will help us to create Mobile applications in Sage X3.
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Greytrix has some unique integration solutions developed for Sage CRM with Sage ERPs namely Sage X3, Sage Intacct, Sage 100, Sage 500, and Sage 300. We also offer best-in-class Sage ERP and Sage CRM customization and development services to Business Partners, End Users, and Sage PSG worldwide. Greytrix helps in the migration of Sage CRM from Salesforce | ACT! | SalesLogix | Goldmine | Sugar CRM | Maximizer. Our Sage CRM Product Suite includes addons like Greytrix Business Manager, Sage CRM Project Manager, Sage CRM Resource Planner, Sage CRM Contract Manager, Sage CRM Event Manager, Sage CRM Budget Planner, Gmail Integration, Sage CRM Mobile Service Signature, Sage CRM CTI Framework.
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