In Sage X3, we may have to display a particular message for several times based on the certain condition. We can define such frequently used messages in a local menu and can access them through coding. To access the message defined in a local menu in coding, Sage X3 provides an inbuilt function: mess(exp_num, exp_chap,… Read More »
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 »
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 »
Financial reporting involves the revelation of financial data to company stakeholders, this also helps people to understand the company’s performance over a specific period of time.Normally the Financial reports are extracted Quarterly or Annually basis. The primary purpose of Financial Reports can be segregated in 2 points: Since the FR’s provide a picture of the financial… Read More »
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 »
