Category Archives: Tips

How to create document category in Sage X3 People

In Sage X3 People, to create document category the local menu function can be used. In standard Sage X3 People, below screen capture depicts the navigation to local menu function Navigate to Development –> Local Menu-messages To create document category by using standard functionality in letter generation below are the steps to follow Step 1:… Read More »

Extracting a variable length amount from a file line

There might be a situation where we would need to read a file and extract a variable length amount from a line. So, consider an example string/file line- “abcdef1122,52pqr”. Here the amount which we need to extract is “1122,52”. Refer the below code snippet- Here, First, we find the position of “,” and store it… 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 »

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 »

Handling the Customized Fields Using Entry Transaction in Sage X3

In Sage X3, whenever we do any change on transaction screens like order, shipment, receipts or any other screens, we need to validate Entry Transaction. But, we may come across a scenario where user wants the modifications to behave differently depending on the transaction selections. For e.g., A customized field on Sales Order is to… Read More »