Category Archives: Sage ERP X3

How to add Customer selection window in Sage X3?

You may come across the situation, where you may want to give selection window for customer contact. In Sage X3, we can add selection (F12 functionality) and filter the selection records as per our requirement. Follow below steps to add F12 selection functionality for Customer contact: 1. Add the Button field action on field and… Read More »

Filtering product selection list on the descriptions in Sage X3

You may come across the situation, where you may want to filter the production selection by descriptions. That is user will enter part of a product or product descriptions in product field and on tab out system will display only matching product in the selection list. The standard ITS product-site object being used for product… Read More »

Appending Leading Zeros to a number in Sage X3

You may come across a situation where you want to append leading Zeros to a number but don’t know how to achieve it. This can be handle with the help of the “format$” keyword which will append the leading Zeros to the number. Format$ : Dim is used to format the expression based on particular… Read More »

How to create order with any delivery type of your choice?

Sage X3 has a feature in which you can assign Delivery type to an Order type. This feature can be achieved by following below steps:- Navigate to Set up -> Sales -> Document types → Delivery types. Create as many types of deliveries as you want as shown in the below screen. Now go to… Read More »

Are you Attending Sage Business Partner Conference -2016? Yes, we are!

Sage Business Partner Conference – South Africa begins next week starting 26th January and we are excited to be exhibiting there once again this year. Greytrix – known for its award winning GUMUTM Integration framework would be showcasing its flagship products and services i.e. Sage X3 integration with Salesforce, eCommerce (Magento), Sage CRM  which are built on robust… Read More »

Meet your Business Comprehensive Needs with Sage X3 and Salesforce Power Pack Combination

Greytrix unique GUMU™ CRM integration you can integrate your Sage X3 with Salesforce Cloud CRM solution so you can have the best of both worlds. Nowadays, businesses have multiple software application running the company. Thereby, creating complexity and hindering their ability to gain a single view of the customer, employee and supplier information. Greytrix Integrates… Read More »

How to set aggregate criteria of accounting interface parameters?

Sage X3 has function where you can set the aggregate criteria of journal. Navigate to: Setup>Stock>Accounting Interface parameters If all the criteria are equal, one journal entry is created with as many lines as necessary. These lines can be aggregated by account, nature, tax code, entry title by using the automatic journal. For example: If… Read More »

How to Know the Eclipse Port Number in Sage X3 ?

The port number defines the TCP/IP port in which connection server expects connection requests from folder. For development in X3 version 7, while creating new X3 project in eclipse, we have to define following parameters: Hostname Port Folder Here, Hostname: System IP address. Port number: To be known Folder: SEED\X3 We can find out port… Read More »

How to allow text from a purchase request line to transfer into supplier order line

In Sage X3 users are allowed to add the line text while creating the purchase request, this text can be a short message related to the product or supplier .If user wants the same text in the purchase order created against that request, Sage X3 allows handling the flow of text from purchase request to… Read More »