Tag Archives: user

How to Filter the Dashboard on the Home Page Based on the Logged-in User in Sage X3

Sage X3 is an enterprise resource planning (ERP) solution that helps organizations manage their business operations and data within a single integrated system. It includes various modules such as Sales, Purchasing, Inventory, Finance, and more, enabling efficient and centralized business management. In many business scenarios, there is a requirement to restrict or filter dashboard data… Read More: How to Filter the Dashboard on the Home Page Based… »

How to Setup Up User Security for Sales Order and Pick Tickets

To prevent the customer care agent from creating a pick ticket from the sales order screen, follow these instructions to set up your functional profile for them.A button that displays the order’s life is located in the right upper panel of the sales order screen. These are known as validation links or buttons. Fig 1:… Read More: How to Setup Up User Security for Sales Order and… »

Workflow Monitor allows any user to sign for Approval

In Sage X3, we recently faced an issue where in all of our signature workflows, any user could accept other users’ approval from the workflow monitor even though they are not assigned any level and they are not the approval. To solve this issue we have 2 options as mentioned below. Option 1:Access to the… Read More: Workflow Monitor allows any user to sign for Approval »

How to Know Current User Code in Sage X3

In Sage X3, there exist some standard global variables which provide information regarding current functional processing. For eg., current function, current user, a name of current user etc. The global variable GUSER provides a code of a user which is currently logged into Sage X3 applications. You can easily use this global variable into your… Read More: How to Know Current User Code in Sage X3 »

How to restrict users from modifying the X3 connection date.

If you come across a scenario where you want to restrict users from modifying the X3 connection date then Sage X3 provides a standard functionality ‘Date change allowed’. New Stuff: How to call specific file of an action through code To set up this functionality: Navigate to: Set up → General Parameters → Parameter Value → Supervisor… Read More: How to restrict users from modifying the X3 connection date. »

Restrict a user to a single legislation in Sage Enterprise Management (Sage X3)

In our last blog we saw the different parameters which exists against the users and explained each of them in brief. New Stuff: Configure Interface User in Sage ERP X3 Today lets see the usage of one parameter among these lists of User Parameters; Let’s start with problem where this parameter played an important role; We have one… Read More: Restrict a user to a single legislation in Sage Enterprise… »