Setup of Company-site grouping for site selection in Sage X3

By | January 19, 2022

We know that company and sites are the basic key elements in Sage X3. The site is the core element for organizing the management data of companies and sites. Whereas, company can be featured as the grouping of all the sites that form part of the company. A company can group 1 to N sites:

  • If it is a legal company, this leads to the linking of each site to a company
  • If it is not a legal company, a site grouping’ function is used after the creation of the company, to attach it to the sites for authorization profiles and data grouping in the reports.

Sage X3 provides functionality of company-site grouping where in, you can define certain site or company grouping for authorizations and mainly for reporting purpose.

A grouping can be formed of:

  • all the sites of a certain number of companies listed in a grid
  • and/or of sites listed in a second grid.

A check box is used define that such a grouping is a company grouping. In this case:

  • no isolated site can be entered in the second grid.
  • any site creation in one of the group companies updates the group site list.

If you create new company, then site group will get created with the same code having the two boxes Company group and Legal company checked.

Fig a : Company-site group

Now for example, if you want user to create purchase request transactions for particular company-site group ‘AO10’ then you have to follow below steps:

  1. Navigate to: Setup > Purchasing > Entry transactions > Purchase requests
  2. Select ‘AO10’ in the group field as highlighted below.
  3. Validate the entry transaction.
Fig b : Setup

Now, whenever you will create purchase request, you will only get the sites ‘AO011’ and ‘AO012’ defined under group ‘AO10’ for selection as requesting site.

Fig c : Site selection

Also, if you try to enter other in request site field that are not defined under company-site group ‘AO10’ then you will get below error as ‘Site not included in the grouping’. In this case, you need to navigate to particular entry transaction and remove group value setup in that entry transaction.

Fig d : error

You can setup group in other sales and purchasing transactions, too.

Thus, you can restrict users to use certain sites for site selection defined under company site grouping.

About Us

Greytrix – a globally recognized and one of the oldest Sage Development Partner is a one-stop solution provider for Sage ERP and Sage CRM organizational needs. Being acknowledged 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 competence. 

Greytrix caters to a wide range of Sage X3, a Sage Business Cloud Solution, offerings. Our unique GUMU™ integrations include Sage X3 for Sage, Dynamics 365 CRM and Magento eCommerce along with Implementation and Technical Support worldwide for Sage X3. Currently we are Sage X3 Implementation Partner in East Africa, Middle East, Australia, Asia, US, UK. 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 and India Legislation for Sage X3 to Sage business partners, end users and Sage PSG worldwide. Greytrix Sales Commission App for Sage X3 simplifies commission calculations and postings on sales transactions.

The GUMU™ Cloud framework by Greytrix forms the backbone of cloud integrations that are managed in real-time for processing and execution of application programs at the click of a button.

Greytrix is a recognized Sage champion ISV Partner for GUMU™ Sage X3 – Sage CRM integration also listed on Sage Marketplace; GUMU™ integration for Sage X3 – Salesforce is a 5-star rated app listed on Salesforce AppExchange and GUMU™ integration for Dynamics 365 CRM – Sage ERP listed on Microsoft AppSource.

For more information on Sage X3 Integration and Services, please contact us at, We would like to hear from you.