Tag Archives: Sage X3 technical blogs

Sage X3 Integration with Magento using rest web services

In this blog, we will get to know about the process of the integration of Sage X3 with Magento using rest web services. Currently the Magento API is using tokenized authentication. We are calling Magento rest API endpoints from Sage X3 using rest webservices which will request the Magento API for specific data and save… Read More »

Using Bulk Customer Hold functionality on manually and through batch task process

We may come across the scenario where the user needs to put the specific pay by customer or the risk customer on hold. Hence processing each customer will be the crucial and time consuming task. To avoid this thing, Sage X3 has provided the feature as the customer on hold function in the below navigation:… Read More »

How to open printing screen & print a desired report on click of customized menu item

In Sage X3, reports play an important role for representing transactions and records for analysis and growth perspective. Reports can be printed by navigating to the reports module as well as it can be printed via writing script file using 4GL code in sage X3. Sometimes there might be a requirement if the end user… Read More »

To Export all the Email address, Phone number and Personal Details

We would come across that we would need all the email address, Phone number, Personal details associated with the respective personal details in the system. Sage X3 has provided the below functionality were we can export all the email address with its names.We would receive this details in the csv file format, which then we… Read More »

How to make multiple selection of transaction in single field

In Sage X3, there are various types of transactions for different modules such as sales order, purchase order, sales invoice, purchase invoice, customer BP invoice, etc. Sage X3 have feature of selection that is a “lookup” button on fields which helps the user to choice a particular selection. Sometimes there may be requirement for particular… Read More »

How to personalize the layout of screen in Sage X3 V12

In Sage X3, screens play a very important role and their layouts too. Sometimes, customer wants little more different layout than the standard screens of Sage X3. One exciting feature in Sage X3 is that it allows the user to change or modify with few possible options for customized screen layout for better user experience.… Read More »

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 »