{"id":29189,"date":"2024-05-30T09:14:21","date_gmt":"2024-05-30T09:14:21","guid":{"rendered":"https:\/\/www.greytrix.com\/blogs\/sagex3\/?p=29189"},"modified":"2024-05-30T09:14:21","modified_gmt":"2024-05-30T09:14:21","slug":"auto-attachments-tagging-routine-customization-in-sage-x3","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagex3\/2024\/05\/30\/auto-attachments-tagging-routine-customization-in-sage-x3\/","title":{"rendered":"Auto-attachments tagging routine customization in Sage X3"},"content":{"rendered":"\n

In Sage X3<\/a>, one of our client\u2019s requirements was to have a way to get their attachments auto-tag to their respective transactions in a regular interval of time.<\/p>\n\n\n\n

For this we\u2019ve developed a customization in place that’ll not only fulfill the requirement with minimal user efforts but also take in consideration of several validations and redundant file attachments.<\/p>\n\n\n\n

For this we\u2019re referencing following paths and screenshots below:<\/p>\n\n\n\n

Screen dictionary: All > Development > Script dictionary > Screens (GESAMK)
Window dictionary: All > Development > Script dictionary > Windows (GESAWI)<\/p>\n\n\n\n

New Stuff:<\/strong> Validation of the payment screen\u2019s UTR number field<\/a><\/p>\n\n\n\n

\"Fig.<\/a><\/center>\n
Fig. 1 – ATTACHMENT-DROPBOX in root directory<\/center><\/font>\n\n\n\n

-As shown in Fig. 1 we\u2019ve created a folder \u201cATTACHMENTS-DROPBOX\u201d within the application folder root directory which is where sub-directories for different transactions exist.<\/p>\n\n\n\n

\"Fig.<\/a><\/center>\n
Fig. 2 – Original Attachment status in entry<\/center><\/font>\n\n\n\n

-For reference we\u2019ll be taking a Sales Order transaction, and as we can see the entry doesn’t have any attachments as shown in Fig. 2.<\/p>\n\n\n\n

\"Fig.<\/a><\/center>\n
Fig. 3 – Sub-directories for transactions<\/center><\/font>\n\n\n\n
\"Fig.<\/a><\/center>\n
Fig. 4 – Files deployed within the SO dropbox folder<\/center><\/font>\n\n\n\n

-Now the user will have to drop all their attachment files within the respective transaction directories as shown in Fig. 3 and Fig. 4.<\/p>\n\n\n\n

Note: The files will only be auto-attached if they follow below guidelines:<\/p>\n\n\n\n

-The file name should be the same as Transaction entry no. with no special characters other than \u201c-\u201d. For example: If the entry no. is SOH\/2024\/ABC-1 then the file name will be SOH2024ABC-1.pdf
-The file should be of known file formats only such as PDF, Excel, Txt.
-Per transaction only 1 file will be considered till the file is auto-attached.<\/p>\n\n\n\n

\"Fig.<\/a><\/center>\n
Fig. 5 – Files automatically removed after routine run<\/center><\/font>\n\n\n\n

-Now once the user has properly deployed the files within the folders then the system will run the periodic routine and auto-attach the files to their entries. And once the routine runs its course then the attached files will be removed from the folders automatically as shown in Fig. 5.<\/p>\n\n\n\n

\"Fig.<\/a><\/center>\n
Fig. 6 – Files shown within the transaction attachments list<\/center><\/font>\n\n\n\n

-The attachments can then be previewed from the Transaction entry attachments list as shown in Fig. 6.<\/p>\n\n\n\n

-If in case the files are deployed without the guidelines then the routine will skip their attachment process informing the user to correct the files.<\/p>\n\n\n\n

This way we\u2019ve the customization to provide a solution to manual attachments tagging in Sage X3.<\/p>\n\n\n[about_us_blog_common]\n","protected":false},"excerpt":{"rendered":"

In Sage X3, one of our client\u2019s requirements was to have a way to get their attachments auto-tag to their respective transactions in a regular interval of time. For this we\u2019ve developed a customization in place that’ll not only fulfill the requirement with minimal user efforts but also take in consideration of several validations and\u2026 Read More »<\/a><\/span><\/p>\n","protected":false},"author":2,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[13,8],"tags":[4187,3015,173,493,795,4188,3857,4189,3265],"class_list":["post-29189","post","type-post","status-publish","format-standard","hentry","category-integration","category-sage-erp-x3","tag-activity","tag-attachments","tag-automatic","tag-customization","tag-field","tag-files","tag-folders","tag-routine","tag-sagex3"],"_links":{"self":[{"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/posts\/29189","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\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/comments?post=29189"}],"version-history":[{"count":8,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/posts\/29189\/revisions"}],"predecessor-version":[{"id":29215,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/posts\/29189\/revisions\/29215"}],"wp:attachment":[{"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/media?parent=29189"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/categories?post=29189"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/tags?post=29189"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}