{"id":16985,"date":"2019-01-21T12:55:30","date_gmt":"2019-01-21T12:55:30","guid":{"rendered":"http:\/\/www.greytrix.com\/blogs\/sagex3\/?p=16985"},"modified":"2019-01-29T06:19:10","modified_gmt":"2019-01-29T06:19:10","slug":"how-to-link-menu-item-to-excel-sage-enterprise-management","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagex3\/2019\/01\/21\/how-to-link-menu-item-to-excel-sage-enterprise-management\/","title":{"rendered":"How to link Menu Item to Excel | Sage Enterprise Management"},"content":{"rendered":"<p>We have come across the requirement where excel data needs to be refreshed on the basis of Sage X3 data.\u00a0This can be achieved with the below steps.<\/p>\n<p>We will need Sage addin available in the Microsoft Excel, this addin will link the data with Sage X3 database.<\/p>\n<div id=\"attachment_16986\" style=\"width: 799px\" class=\"wp-caption aligncenter\"><a href=\"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2019\/01\/Sage-Addin.png\"><img fetchpriority=\"high\" decoding=\"async\" aria-describedby=\"caption-attachment-16986\" class=\"wp-image-16986 size-full\" src=\"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2019\/01\/Sage-Addin.png\" alt=\"Sage Addin\" width=\"789\" height=\"228\" srcset=\"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2019\/01\/Sage-Addin.png 789w, https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2019\/01\/Sage-Addin-300x87.png 300w, https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2019\/01\/Sage-Addin-768x222.png 768w, https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2019\/01\/Sage-Addin-660x191.png 660w\" sizes=\"(max-width: 789px) 100vw, 789px\" \/><\/a><p id=\"caption-attachment-16986\" class=\"wp-caption-text\">Sage Addin, Data Source<\/p><\/div>\n<p>If you will have Sage Addin available, this will display \u201cData Source\u201d icon with server location with the IPADDRESS of Sage X3 Server.<\/p>\n<p>On the click of Data Sources, you need to enter UserID and Password of Sage X3 which will pop up to the Data Sources.<\/p>\n<div id=\"attachment_16987\" style=\"width: 706px\" class=\"wp-caption aligncenter\"><a href=\"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2019\/01\/Predefined-data-source.png\"><img decoding=\"async\" aria-describedby=\"caption-attachment-16987\" class=\"wp-image-16987 size-full\" src=\"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2019\/01\/Predefined-data-source.png\" alt=\"Predefined data source\" width=\"696\" height=\"446\" srcset=\"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2019\/01\/Predefined-data-source.png 696w, https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2019\/01\/Predefined-data-source-300x192.png 300w, https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2019\/01\/Predefined-data-source-660x423.png 660w\" sizes=\"(max-width: 696px) 100vw, 696px\" \/><\/a><p id=\"caption-attachment-16987\" class=\"wp-caption-text\">To define the Predefined data source<\/p><\/div>\n<p>Next is Predefined Data Sources, we will need to define the End Point, Data Source and hit on the apply button as shown below.<\/p>\n<div id=\"attachment_16988\" style=\"width: 706px\" class=\"wp-caption aligncenter\"><a href=\"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2019\/01\/Endpoint-and-DataSource.png\"><img decoding=\"async\" aria-describedby=\"caption-attachment-16988\" class=\"size-full wp-image-16988\" src=\"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2019\/01\/Endpoint-and-DataSource.png\" alt=\"Endpoint and DataSource\" width=\"696\" height=\"447\" srcset=\"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2019\/01\/Endpoint-and-DataSource.png 696w, https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2019\/01\/Endpoint-and-DataSource-300x193.png 300w, https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2019\/01\/Endpoint-and-DataSource-660x424.png 660w\" sizes=\"(max-width: 696px) 100vw, 696px\" \/><\/a><p id=\"caption-attachment-16988\" class=\"wp-caption-text\">To Declare the Endpoint and DataSource<\/p><\/div>\n<p>On the selection of Data Source, you will have the list Menu items available for selection as shown below.<\/p>\n<div id=\"attachment_16989\" style=\"width: 690px\" class=\"wp-caption aligncenter\"><a href=\"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2019\/01\/Menu-Items.png\"><img loading=\"lazy\" decoding=\"async\" aria-describedby=\"caption-attachment-16989\" class=\"wp-image-16989 size-full\" src=\"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2019\/01\/Menu-Items.png\" alt=\"List of Menu Items\" width=\"680\" height=\"445\" srcset=\"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2019\/01\/Menu-Items.png 680w, https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2019\/01\/Menu-Items-300x196.png 300w, https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2019\/01\/Menu-Items-660x432.png 660w\" sizes=\"(max-width: 680px) 100vw, 680px\" \/><\/a><p id=\"caption-attachment-16989\" class=\"wp-caption-text\">List of the Menu Items<\/p><\/div>\n<p>On the Hit apply button from data source, you will see the data in the below format and every time you refresh the data, it will execute the query in the background and will bring the updated data as shown below.<\/p>\n<div id=\"attachment_16990\" style=\"width: 828px\" class=\"wp-caption alignnone\"><a href=\"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2019\/01\/Updated-data-in-excel.png\"><img loading=\"lazy\" decoding=\"async\" aria-describedby=\"caption-attachment-16990\" class=\"wp-image-16990 size-full\" src=\"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2019\/01\/Updated-data-in-excel.png\" alt=\"Updated data in excel\" width=\"818\" height=\"306\" srcset=\"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2019\/01\/Updated-data-in-excel.png 818w, https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2019\/01\/Updated-data-in-excel-300x112.png 300w, https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2019\/01\/Updated-data-in-excel-768x287.png 768w, https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2019\/01\/Updated-data-in-excel-660x247.png 660w\" sizes=\"(max-width: 818px) 100vw, 818px\" \/><\/a><p id=\"caption-attachment-16990\" class=\"wp-caption-text\">Updated data in excel<\/p><\/div>\n<p><strong>Hope this helps!<\/strong><\/p>\n<p><span style=\"font-size: Medium;\"><strong>About Us<\/strong><\/span><br \/>\n<a href=\"https:\/\/www.greytrix.com\/\">Greytrix<\/a> \u2013 a globally recognized Premier Sage Gold Development Partner is a one-stop solution provider for Sage ERP and Sage CRM needs. Being recognized and rewarded for multi-man years of experience, we bring complete end-to-end assistance for your technical consultations, product customizations, data migration, system integrations, third-party add-on development and implementation expertise.<\/p>\n<p><a href=\"https:\/\/www.greytrix.com\/\">Greytrix<\/a>\u00a0caters to a wide range of Sage Enterprise Management (Sage X3) offerings \u2013 a Sage Business Cloud Solution. Our\u00a0unique GUMU&#x2122; integrations include <a href=\"https:\/\/www.greytrix.com\/product\/sage-crm\/gumu-sage-x3-integration\">Sage Enterprise Management (Sage X3) for Sage CRM<\/a>,\u00a0<a href=\"https:\/\/www.greytrix.com\/product\/sage-x3\/gumu-x3-salesforce-integration\">Salesforce.com<\/a> and\u00a0<a href=\"https:\/\/www.greytrix.com\/product\/magento-sage-integrations\/sage-x3-magento\">Magento eCommerce<\/a>\u00a0along with Implementation and Technical Support worldwide for <a href=\"https:\/\/www.greytrix.com\/africa\/product\/consulting\/implementation-planning\">Sage Enterprise Management (Sage X3)<\/a>. Currently we are <a href=\"https:\/\/www.greytrix.com\/africa\">Sage Enterprise Management Implementation Partner<\/a> in East Africa, Middles East, Australia, Asia.\u00a0We also offer best-in-class\u00a0<a href=\"https:\/\/www.greytrix.com\/product\/erp-development\/sage-x3\">Sage X3 customization and development services<\/a>,\u00a0integrated applications such as <a href=\"https:\/\/www.greytrix.com\/product\/sage-enterprise-management-integration-services\/pos-system\">POS<\/a> | <a href=\"https:\/\/www.greytrix.com\/product\/sage-enterprise-management-integration-services\/warehouse-management-system\">WMS<\/a> | <a href=\"https:\/\/www.greytrix.com\/product\/sage-enterprise-management-integration-services\/payment-gateway\">Payment Gateway<\/a> | <a href=\"https:\/\/www.greytrix.com\/product\/sage-enterprise-management-integration-services\/shipping-system\">Shipping System<\/a> | <a href=\"https:\/\/www.greytrix.com\/product\/sage-enterprise-management-integration-services\/business-intelligence\">Business Intelligence<\/a> | <a href=\"https:\/\/www.greytrix.com\/product\/sage-x3\/ecommerce-magento-integration\">eCommerce<\/a> and have developed add-ons such as <a href=\"https:\/\/www.greytrix.com\/product\/sage-enterprise-management-add-ons\/catch-weight\">Catch \u2013 Weight <\/a>\u00a0and <a href=\"https:\/\/www.greytrix.com\/product\/sage-enterprise-management-add-ons\/letter-of-credit\">Letter of Credit<\/a> for Sage Enterprise Management to Sage business partners, end users and Sage PSG worldwide.<\/p>\n<p>Greytrix is a recognized <a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2017\/07\/26\/greytrix-on-boards-sage-global-rockstar-isv-program-with-gumu-for-sage-crm-sage-x3-solution\/\">Sage Rockstar ISV Partner<\/a> for GUMU&#x2122; Sage Enterprise Management \u2013 Sage CRM integration also listed on <a href=\"https:\/\/www.sage.com\/marketplace\/asb_ListingDetail?listingId=a1h24000007PC3aAAG\" target=\"_blank\" rel=\"noopener\">Sage Marketplace<\/a>; GUMU&#x2122; integration for Sage Enterprise Management \u2013 Salesforce is a 5-star app listed on <a href=\"https:\/\/appexchange.salesforce.com\/listingDetail?listingId=a0N30000000psM5EAI\" target=\"_blank\" rel=\"noopener\">Salesforce AppExchange<\/a>.<\/p>\n<p>For more information on Sage X3 Integration and Services, please contact us at\u00a0<a href=\"mailto:x3@greytrix.com\">x3@greytrix.com<\/a>. We will be glad to assist you.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>We have come across the requirement where excel data needs to be refreshed on the basis of Sage X3 data.\u00a0This can be achieved with the below steps. We will need Sage addin available in the Microsoft Excel, this addin will link the data with Sage X3 database. If you will have Sage Addin available, this\u2026 <span class=\"read-more\"><a href=\"https:\/\/www.greytrix.com\/blogs\/sagex3\/2019\/01\/21\/how-to-link-menu-item-to-excel-sage-enterprise-management\/\">Read More &raquo;<\/a><\/span><\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[8],"tags":[2616,750,2614,2615,1762,1822,1945],"class_list":["post-16985","post","type-post","status-publish","format-standard","hentry","category-sage-erp-x3","tag-database","tag-excel","tag-menu-item-to-excel","tag-sage-addin","tag-sage-enterprise-management","tag-sage-x3","tag-sage-x3-technical-blogs"],"_links":{"self":[{"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/posts\/16985","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/comments?post=16985"}],"version-history":[{"count":3,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/posts\/16985\/revisions"}],"predecessor-version":[{"id":17041,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/posts\/16985\/revisions\/17041"}],"wp:attachment":[{"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/media?parent=16985"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/categories?post=16985"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/tags?post=16985"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}