Category Archives: Greytrix

How to restrict automatic signature in workflow

Sage X3 provide us a feature of processing automatic signature for a record if the record is created or modified by the first level of user present in assignment rule. This means if we have ADMIN as first user to sign a record and if ADMIN himself creates or modifies the record, that particular record… Read More »

Plan of Change Request in Sage X3 V12

In Sage X3 V12, as we know the Change request function is used for managing the delivery of ‘change’ for issues or enhancements that will benefit your organization or your customers. Sage X3 also provides ‘Impact Analysis’ function to study possible impacts on current as well as future sales and profits. To guide and schedule… Read More »

Impact Analysis of Change Request in Sage X3 V12

 In Sage X3 V12, as we know the Change request function is the central function for managing the delivery of ‘change’ for issues or enhancements that will benefit your organization or your customers. As changes are important in the development of a product and for ongoing maintenance of a product, we need to study the… Read More »

How to Setup a Default Date Range for multiple reports and inquiries in Sage X3

While generating multiple reports in order to compile data across various departments in the organization every time the end user has to enter the date range in the report parameters every time they generate the report which becomes a quiet task and can be error prone too. Parameter Setup 1. Go to Setup > Users… Read More »

Sage X3 – How to setup Legal and Analytical Chart of Accounts for Multiple Companies Reporting.

Title – How to Configure Legal and Analytical Reporting Account Setup for multiple companies in Sage X3 Summary -This functionality in Sage X3 will enable the users to view the Account balances at reporting level in either Company’s Local currency (Legal) and in other currencies (Analytical) if there are multiple Companies in same or other… Read More »

Getting the List of Accessible Classes in the Current Application

We may encounter a scenario where we want to know the names of the classes that are accessible in a current application. For this, CLANAM function can be used. The CLANAM function is basically used for acquiring the list of classes accessible to the current application.CLANAM function returns the Char type. Syntax : clanam(< Class… Read More »

How to Reserve the Stock for Particular Customer?

Have you ever come across a circumstance in Sage X3 where you would like to reserve the stock of managed product for customer? Sage X3 has a feature where we can reserve the stock for customers. To successfully bring this functionality follow below steps. Navigate To: Sales>Allocations>Customer reservations We can reserve the product in stock… Read More »

How to Change the Title of a Tab Dynamically?

Sage X3 provides an inbuilt function to rename the title of a tab at runtime. We can change the tab title dynamically using following function: Chgtfd [class] expr_c Where, class: describes an open mask. In the absence of this parameter, the default mask is used. expr_c: describes expression of the type Char containing a valid… 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 »