Sage X3 provides various features of displaying transactions through different ways of navigating them, sometimes by jump to options or by menu items and many more.
These process flows are widely used for because they eliminate the need to go the site map every time to access a function. Instead, it helps the user to access the functions, reports, inquiries, etc. directly from the landing pages itself.
Consider an example of creating a sales process from sales quote to sales invoice creation. All the three screen will be accessed from a single navigating screen which will be created by following the below steps.Now, let us learn how to create the flow in the process.
Navigate to All ->Setup -> Interactive Dashboard ->Processes and create a process as shown below.
Go to “Drawing” section of the process screen and start creating the process.
The process screen provides various features to add objects to the flow such as text, shapes, emoticons, etc. and also import images from the system you want. As shown in the below figure we are adding simple circular object and giving color to it.
Double click on the circular object you will be able to enter text, here we are adding text as “Sales Quote” in the object.
Next, for opening the sales quote screen, we need to link the sales quote function to the object so that after clicking on the “Sales Quote object” we will be redirected to the sales quote screen. Select Type as “ERP link” and for selecting the function, click on 3 dots marked in the right of function field as shown in below figure.
Note : Do not fill the “Function” and “Transaction” fields manually as the X3 would not recognize until its selected from the “3 dots” as mentioned in above figure.
Now, select the “3 dots” and the selection screen will open for function code as well as transaction name, once selected hit on “OK” as shown in below figure.
Similarly, we can do the same for “Sales order” and “Sales Invoice” screens with new objects.
Click on “Save” and then hit on “Validation” button after adding sales order and sales invoice objects.
For adding this process in the landing pages, we need to create a new menu item as shown below.
Navigate to All -> Administration -> Authoring -> Pages -> Home Pages
Create landing page as shown below and select menu item code created in the “Gadget” field of Configuration tab in landing page screen.
After saving the landing page as shown above, you will be able to see your process flow as shown in below figure.
After clicking on “Sales quote” object, the user will be redirected to the sales quote screen with the transaction name defined instantly without using the site map for accessing the function and similarly for all other transactions.
This blog helps in creating process flows in Sage X3 V12.
Greytrix – a globally recognized and one of the oldest Sage Development Partners 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 CRM, Salesforce.com, 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 the 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 firstname.lastname@example.org, We would like to hear from you.