The word “Workflow” in an ERP system is defined for all business processes and procedures that are involved in running a successful Organization. Typically, workflow is a trail of any business process from bring to end involving lot of complicated steps. Workflow automation is a way in which these steps can be automated into one… Read More »
In our commitment to consistently contribute toward Sage X3 knowledge databank we have now crossed 500 blogs covering varied functionalities of Sage X3 ERP and its extended solutions. All the Greytrix Sage X3 Blogs are typically written by dedicated technical and business expertise team who have industry insights and over a decade of experience of… Read More »
Many organizations have subsidiaries which they have created to serve the main company. This is done for various purposes, the main amongst them would be for taxation benefits. Since each company itself is a separate legal entity so they are taxed separately because their turnover is depicted separately. So, for example, in a company which… Read More »
In Sage X3 version 7 ,’Append’ allows concatenating a string or CLOB value to an existing string or CLOB. New Stuff: How to check if the transaction is being locked in another workstation? From a functional point of view, Append A, B is equivalent to A+=B if ‘A’ and ‘B’ are strings or CLOBs. Kindly refer to the below screen… Read More »
You may come across a situation, where you may want to know the file exists or not to access the file. We have the special command “filexist” in Sage X3 to accomplish the situation. New Stuff: How to delete Detail(Product)lines from Sales order via Import template ? FOUND=filexist(SERVER, FOLDER, SCRIPT_NAME) This function checks if a… Read More »
You may come across the situation, where you want to define central attachment path. Sage X3 has special settings to set the central attachment path to keep the files centrally. New Stuff: How to define default CRM call type in global level To set the central attachment path, follow the steps: Step 1: Go to, Setup >General… Read More »
Function: ACOPADO (Copy Parameter Values) Path: Development > Utilities > Miscellaneous > Copy parameter values New Stuff: How to find the current source file name Description: This function is used to copy the values of parameters defined at a given level (company, site, user, legal) for a given code, to a group of destination codes defined… Read More »
Function name: Link Description: Link is used to defining a set of links between various tables, as well as the single abbreviation to access these tables with one instruction. Syntax: Link class_p with list_links as class_l Refer below snippet of code for better clarification. New Stuff: How to get the number of records modified by Update… Read More »
An allocation is an amount of something, especially money, that is given to a particular person or used for a particular purpose. Allocation is the process of assigning product items from the inventory to shipping orders and then fulfilling the shipping orders from appropriate fulfilment sites such as drop-ship vendors, virtual sites, warehouses, or a… Read More »
Sales invoice is a bill issued by the seller and is proof the selling process has already happened. The setup of the invoice footers is used to define the numbered codes which are calculated upon valuation of the invoice footer. Based on the setup, this valuation can be performed starting from: The value defined when… Read More »
