Author Archives: Greytrix

Bulk shipment creation process in Sage X3.

We may come across a situation where we want to create a shipment through bulk shipment creation process but one shipment for one order at a time.In Sage X3, we have a flag on sales order window. If we select or check that flag then it will be an indication for the Order delivery function… Read More »

Evaluate Challenges of ERP integration and It’s Right Solution

Biggest challenges after implementation with ERP is to integrate it with other business applications or third-party solutions. ERP Integration with other application is important because ERP is involved in almost every part of an organization. Hence, it should be able to exchange data and interoperate with every application running in the organization. But there are… Read More »

Steps to assign Conditional style to screen in Sage X3

Step 1: Navigate to Setup >> General Parameters >>Conditional Style assignment. Step 2: Enter screen code “YWMCSPSTD” and assign conditional style “YSTL1” for all columns except “scheduled date” set conditional style “YSTL2” (Refer to below screen shot) . Step 3: Click on save. Step 4: Put screen code “ZCONSCSO2” and put conditional style “YSTL” for… Read More »

Re-instate Order Allocations in Sage X3

If we come across a scenario where we want the system to prompt user to reallocate the allocated quantities on original orders. In such a case Sage X3 has a standard Re-instate Order Allocation functionality. This feature can be achieved by following below steps:- Navigate to Setup → General parameters → Parameter Values. Select “On… Read More »

How to get the value of the current variable/field in Sage X3?

ZC contains the value of the current variable (in input, initialization, check, selection and help mode). Class, Type and Dimension: Type of zc depends on context that corresponds to type of variable being entered (at the time of check or help is executed) or being initialized. [s]zc Examples: # In a routine associated with a… Read More »

How to enable the User authorization in Sage X3?

In this blog, we will look how to authorize a user to access core record in Sage X3. It is holding the authentication layer to modify Sage X3 records. Usually user can edit or delete a record through ‘table maintenance’. In case if a user enables authorization, Sage X3 will prompt user to enter password… Read More »

How to enable the ‘Use of batch files’ in Sage X3?

In this blog, we will look how to change use of batch files access for batch server.  Batch server has ability to take files and run it automatically as per the setup. Initially the batch server parameter does not enable ‘Use of batch files’ which is needed in Sage X3’s batch server. To enable ‘Use… Read More »

How to add Conditional styles to a Patch File in Sage X3?

We may come across a situation, where we want to add Entry Point to Patch file in Sage X3. Follow the below steps: Step 1: Kindly navigate to Development > Utilities > Patches > Patch Creation Then we will get the below screen. Step 2: Click on Client Radio button, then select Type of Patch… Read More »

How to Setup packaging in Version 8 of Sage X3

If we come across a scenario where we want to setup packaging in version 8 of Sage X3 then It provides a standard functionality ‘Packaging’. To set up this functionality: Navigation: Common Data – Products – Product Categories