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In this blog, we will see how to create a delivery from sales order screen in Sage X3 version 12 since it is different than other versions of Sage X3.

Navigate to Sales > Orders > Orders.

Create a sales order with necessary details. Click on an action button on right-top side of the screen (refer below screenshot).

Delivery button on sales order screen

As you can see in the above screenshot ‘delivery’ button is shifted from the right side of the panel to the action button.

Hope this helps.

About Us

Greytrix – 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.

Greytrix caters to a wide range of Sage Enterprise Management (Sage X3) offerings – a Sage Business Cloud Solution. Our unique GUMU integrations include Sage Enterprise Management (Sage X3) for Sage CRMSalesforce.com and Magento eCommerce along with Implementation and Technical Support worldwide for Sage Enterprise Management (Sage X3). Currently we are Sage Enterprise Management Implementation Partner in East Africa, Middles East, Australia, Asia. We also offer best-in-class Sage X3 customization and development services, integrated applications such as POS | WMS | Payment Gateway | Shipping System | Business Intelligence | eCommerce and have developed add-ons such as Catch – Weight  and Letter of Credit for Sage Enterprise Management to Sage business partners, end users and Sage PSG worldwide.

Greytrix is a recognized Sage Rockstar ISV Partner for GUMU Sage Enterprise Management – Sage CRM integration also listed on Sage Marketplace; GUMU integration for Sage Enterprise Management – Salesforce is a 5-star app listed on Salesforce AppExchange.

For more information on Sage X3 Integration and Services, please contact us at x3@greytrix.com. We will be glad to assist you.

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In Sage X3, we may come across a scenario where user get this error while entering and tab out of the company name field in the budget misc. operation screen. Refer below screen shot:

Fig.01: Budget Misc. Operation screen

To solve this functionality, follow below steps:

Step1:

Navigate to : Setup → Organisational structure → Ledgers

In this screen, select any ledger ,here I am using ANG ledger because in my transaction budget which in have selected is in Angola legislation.

Step 2: Tick the checkboxes of below field, which is under Type of Accounting section:

a. Budget Field.

Refer below screens shot:

Fig.02: Ledger Screen

Step3: Go back to the Budget misc. operation screen.

Navigate to: Financials → Budgets → Budget misc. operations

Now enter all the data in the header section , make sure that for which legislation user is selecting budget , company should be of the same legislation. For example : I have taken Budget of Angola legislation. Company should also be from the Angola legislation.

After doing all above steps, user may not get this error again. Refer below screen shot:

Fig.03: Budget misc.Operation screen

About Us
Greytrix – 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.

Greytrix caters to a wide range of Sage Enterprise Management (Sage X3) offerings – a Sage Business Cloud Solution. Our unique GUMU integrations include Sage Enterprise Management (Sage X3) for Sage CRMSalesforce.com and Magento eCommerce along with Implementation and Technical Support worldwide for Sage Enterprise Management (Sage X3). Currently we are Sage Enterprise Management Implementation Partner in East Africa, Middles East, Australia, Asia. We also offer best-in-class Sage X3 customization and development services, integrated applications such as POS | WMS | Payment Gateway | Shipping System | Business Intelligence | eCommerce and have developed add-ons such as Catch – Weight  and Letter of Credit for Sage Enterprise Management to Sage business partners, end users and Sage PSG worldwide.

Greytrix is a recognized Sage Rockstar ISV Partner for GUMU Sage Enterprise Management – Sage CRM integration also listed on Sage Marketplace; GUMU integration for Sage Enterprise Management – Salesforce is a 5-star app listed on Salesforce AppExchange.

For more information on Sage X3 Integration and Services, please contact us at x3@greytrix.com. We will be glad to assist you.

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As we know, we can deploy customization or changes on client system through patch. If patch integration does not go well, the log gets displayed with errors. We will see in this blog how to resolve error in below screenshot.

Fig. error_log

Here, I tried to integrate patch containing table “YONEPAY”. But, I received the above error. From error description, we can recognize that it is related to table structure. However, we can not identify the exact reason of the error from log.

The error occurred since the abbreviation of table “YONEPAY” was matching with abbreviation of another table and as we know there could not be two tables with same abbreviation that is why the above error occurred. So, you need to change the abbreviation of your table and then integrate the patch.

Hope this helps.

About Us
Greytrix – 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.

Greytrix caters to a wide range of Sage Enterprise Management (Sage X3) offerings – a Sage Business Cloud Solution. Our unique GUMU integrations include Sage Enterprise Management (Sage X3) for Sage CRMSalesforce.com and Magento eCommerce along with Implementation and Technical Support worldwide for Sage Enterprise Management (Sage X3). Currently we are Sage Enterprise Management Implementation Partner in East Africa, Middles East, Australia, Asia. We also offer best-in-class Sage X3 customization and development services, integrated applications such as POS | WMS | Payment Gateway | Shipping System | Business Intelligence | eCommerce and have developed add-ons such as Catch – Weight  and Letter of Credit for Sage Enterprise Management to Sage business partners, end users and Sage PSG worldwide.

Greytrix is a recognized Sage Rockstar ISV Partner for GUMU Sage Enterprise Management – Sage CRM integration also listed on Sage Marketplace; GUMU integration for Sage Enterprise Management – Salesforce is a 5-star app listed on Salesforce AppExchange.

For more information on Sage X3 Integration and Services, please contact us at x3@greytrix.com. We will be glad to assist you.

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Sage, a global leader and provider of accounting software hosted The Sage Summit in Atlanta this year – home to Sage North American headquarters from May 13th – 15th, 2019. So, what is it that you missed while not being at the event? With Sessions featuring the best and the brightest speakers, Sage has reached out the global audience showcasing out of the box capabilities, optimizing businesses with personalized tools, helping customers, colleagues, Partners and resellers to reimagine business with timely and engaging content. This year too Sage marked a huge success at the event. The theme for the event was ‘Where Businesses Thrive’. Greytrix – Sage Gold Development Partner for over two decades and a regular sponsor for Sage events exhibited at Sage Summit as a Bronze Sponsor. The attendees also witnessed an upbeat performance from The Bourbon Brothers and Dueling Guitars that jazzed up the atmosphere at the summit.

Key Speakers | Sage Summit 2019

Some of the most sought after and finest keynote speakers in one great event!

The yearly Sage Summit is aimed to equip and support the businesses by putting them at the center of discussions to succeed and grow with informative Sage sessions and inspirational keynotes from the industry experts. The solutions offered by Sage helped business builders to manage everything from money to people which was also a sub – theme for the event. If you missed the chance to attend the event in Atlanta this year don’t worry because we have a ravishing recap for you! Check out our favorite takeaways from Sage Partner Summit.

  • Jennifer Warawa: Sage as SAAS

Jennifer Warawa – EVP, Partners, Accountants and Alliances Sage, provided great insights on Sage as SAAS emphasizing the need for cloud based applications and the fact that are we prepared for the next generation of Business Builders. With data stored in the cloud, users can access their information from any Internet-connected computer or mobile device. Additionally, it eliminates the need of any expertise to manage the security issues inherent in mobile computing. She added that Sage is now aiming to be a great SAAS company for customers and colleagues alike.

  • Ron Mc Murtrie: Future with Marketing

Ron McMurtrie – CMO, Sage, spoke on Future with Marketing and the importance of Customers for a successful business. He explained that how for a successful business it is necessary to follow the Customer like a North Star because the buyer behavior is changing. The keynote by Ron gave the attendees immense knowledge on the mega trends of Marketing talking about “Life as a Service” in today’s world of technology.

  • Nancy Harris: To Cloud or Not to Cloud

Nancy Harris– Executive Vice- President and Managing Director, North America, Sage, raised a very imperative question, “To Cloud or Not to Cloud?” which is the major concern among businesses for taking the big leap. She also added that the Sage Partners and Customers can have it their way and that Sage is not intended to push customers to the cloud instead its main aim is to lead a path to SaaS for all customers supporting choice and industry requirements. She shared that even though the world is moving towards cloud but the SMB’s want choice.

About Us Greytrix – 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. Greytrix caters to a wide range of Sage Enterprise Management (Sage X3) offerings – a Sage Business Cloud Solution. Our unique GUMU integrations include Sage Enterprise Management (Sage X3) for Sage CRMSalesforce.com and Magento eCommerce along with Implementation and Technical Support worldwide for Sage Enterprise Management (Sage X3). Currently we are Sage Enterprise Management Implementation Partner in East Africa, Middles East, Australia, Asia. We also offer best-in-class Sage X3 customization and development services, integrated applications such as POS | WMS | Payment Gateway | Shipping System | Business Intelligence | eCommerce and have developed add-ons such as Catch – Weight  and Letter of Credit for Sage Enterprise Management to Sage business partners, end users and Sage PSG worldwide. Greytrix is a recognized Sage Rockstar ISV Partner for GUMU Sage Enterprise Management – Sage CRM integration also listed on Sage Marketplace; GUMU integration for Sage Enterprise Management – Salesforce is a 5-star app listed on Salesforce AppExchange. For more information on Sage X3 Integration and Services, please contact us at x3@greytrix.com. We will be glad to assist you.

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In this blog, we will see how to cancel a transaction in Sage X3 version 12 since it is different than other versions of Sage X3.

In this case we will cancel a Sales Order transaction.

Navigate to Sales > Orders > Orders. Enter appropriate data to create a Sales Order or modify the data in the transaction if needed.

Cancel SO transaction

As you can see in the above screenshot the cancel button is shifted from the right side of the panel to top of the screen. Click on cancel button to cancel the transaction creation or to undo the modified data.

Hope this helps.

About Us

Greytrix – 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.

Greytrix caters to a wide range of Sage Enterprise Management (Sage X3) offerings – a Sage Business Cloud Solution. Our unique GUMU integrations include Sage Enterprise Management (Sage X3) for Sage CRMSalesforce.com and Magento eCommerce along with Implementation and Technical Support worldwide for Sage Enterprise Management (Sage X3). Currently we are Sage Enterprise Management Implementation Partner in East Africa, Middles East, Australia, Asia. We also offer best-in-class Sage X3 customization and development services, integrated applications such as POS | WMS | Payment Gateway | Shipping System | Business Intelligence | eCommerce and have developed add-ons such as Catch – Weight  and Letter of Credit for Sage Enterprise Management to Sage business partners, end users and Sage PSG worldwide.

Greytrix is a recognized Sage Rockstar ISV Partner for GUMU Sage Enterprise Management – Sage CRM integration also listed on Sage Marketplace; GUMU integration for Sage Enterprise Management – Salesforce is a 5-star app listed on Salesforce AppExchange.

For more information on Sage X3 Integration and Services, please contact us at x3@greytrix.com. We will be glad to assist you.

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In Sage x3, we may come across a situation where we have to get the version number of the product installed and use it in our code to display the same.

Sage X3 provides a Method ‘AGETLIC_PRODUCTVER’ that returns the product version.

Method: fmet GACTX. AGETLIC_PRODUCTVER (“1”)

Fig. 01

Code snippet:

Local char YLICINFO (30)

YLICINFO= fmet GACTX.AGETLIC_PRODUCTVER(“1”)

Fig. 02

Hope this blogs helps you!

About Us
Greytrix – 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.

Greytrix caters to a wide range of Sage Enterprise Management (Sage X3) offerings – a Sage Business Cloud Solution. Our unique GUMU integrations include Sage Enterprise Management (Sage X3) for Sage CRMSalesforce.com and Magento eCommerce along with Implementation and Technical Support worldwide for Sage Enterprise Management (Sage X3). Currently we are Sage Enterprise Management Implementation Partner in East Africa, Middles East, Australia, Asia. We also offer best-in-class Sage X3 customization and development services, integrated applications such as POS | WMS | Payment Gateway | Shipping System | Business Intelligence | eCommerce and have developed add-ons such as Catch – Weight  and Letter of Credit for Sage Enterprise Management to Sage business partners, end users and Sage PSG worldwide.

Greytrix is a recognized Sage Rockstar ISV Partner for GUMU Sage Enterprise Management – Sage CRM integration also listed on Sage Marketplace; GUMU integration for Sage Enterprise Management – Salesforce is a 5-star app listed on Salesforce AppExchange.

For more information on Sage X3 Integration and Services, please contact us at x3@greytrix.com. We will be glad to assist you.

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In this blog, we will see how to add State field in BP Master.This can be done by following below mentioned steps.

Step 1: As seen from below Screenshot no State field isn’t there in BP Master Screen.

Fig.Customer Master

Follow the below steps

Navigate:Common Data->Common Tables->Countries->Details Tab

Do the following setting

1. Select Subdivision checkbox

2. Enter Description “State” 3. Check subdivision control check box

Fig.Countries screen

State field is added in BPs-Addresses Tab.

Fig.Customer Address Tab

Hope this helps !!

About Us
Greytrix – 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.

Greytrix caters to a wide range of Sage Enterprise Management (Sage X3) offerings – a Sage Business Cloud Solution. Our unique GUMU integrations include Sage Enterprise Management (Sage X3) for Sage CRMSalesforce.com and Magento eCommerce along with Implementation and Technical Support worldwide for Sage Enterprise Management (Sage X3). Currently we are Sage Enterprise Management Implementation Partner in East Africa, Middles East, Australia, Asia. We also offer best-in-class Sage X3 customization and development services, integrated applications such as POS | WMS | Payment Gateway | Shipping System | Business Intelligence | eCommerce and have developed add-ons such as Catch – Weight  and Letter of Credit for Sage Enterprise Management to Sage business partners, end users and Sage PSG worldwide.

Greytrix is a recognized Sage Rockstar ISV Partner for GUMU Sage Enterprise Management – Sage CRM integration also listed on Sage Marketplace; GUMU integration for Sage Enterprise Management – Salesforce is a 5-star app listed on Salesforce AppExchange.

For more information on Sage X3 Integration and Services, please contact us at x3@greytrix.com. We will be glad to assist you.

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In Sage X3 people, we may come across to a situation where we may need to email the payslip of multiple employees for the current Payroll month.

Navigate to: Payroll → Payslips →  Payslips →Payslips by email.

Fig.Payslip By Email
  1. Employee ID: – In this we select the Employee range for leaves.
  2. Payment Date from and To: – In period from and period to select the payment date.
  3. Pay Date from and To: – In period from and period to select the pay date.

After entering Employee ID, Payment Date from and To and Pay Date from and To click onOK button.

Hope this helps!

About Us
Greytrix – 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.

Greytrix caters to a wide range of Sage Enterprise Management (Sage X3) offerings – a Sage Business Cloud Solution. Our unique GUMU integrations include Sage Enterprise Management (Sage X3) for Sage CRMSalesforce.com and Magento eCommerce along with Implementation and Technical Support worldwide for Sage Enterprise Management (Sage X3). Currently we are Sage Enterprise Management Implementation Partner in East Africa, Middles East, Australia, Asia. We also offer best-in-class Sage X3 customization and development services, integrated applications such as POS | WMS | Payment Gateway | Shipping System | Business Intelligence | eCommerce and have developed add-ons such as Catch – Weight  and Letter of Credit for Sage Enterprise Management to Sage business partners, end users and Sage PSG worldwide.

Greytrix is a recognized Sage Rockstar ISV Partner for GUMU Sage Enterprise Management – Sage CRM integration also listed on Sage Marketplace; GUMU integration for Sage Enterprise Management – Salesforce is a 5-star app listed on Salesforce AppExchange.

For more information on Sage X3 Integration and Services, please contact us at x3@greytrix.com. We will be glad to assist you.

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In Sage X3 People, we may come across a situation when we have to end the contract of employee.

Navigate to: Personnel Administration → Employee Contract.

Fig. Employment Contract
  1. End Date:- In this we have to select the last date of employee in the current company .
  2. Final Exit:- Check the final exit checkbox if the employee contract is not  renewing.
  3. End Reason:- Select the reason to end .

After entering  End Date, Final Exit and End reason  click on save button.

Hope this helps!

About Us
Greytrix – 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.

Greytrix caters to a wide range of Sage Enterprise Management (Sage X3) offerings – a Sage Business Cloud Solution. Our unique GUMU integrations include Sage Enterprise Management (Sage X3) for Sage CRMSalesforce.com and Magento eCommerce along with Implementation and Technical Support worldwide for Sage Enterprise Management (Sage X3). Currently we are Sage Enterprise Management Implementation Partner in East Africa, Middles East, Australia, Asia. We also offer best-in-class Sage X3 customization and development services, integrated applications such as POS | WMS | Payment Gateway | Shipping System | Business Intelligence | eCommerce and have developed add-ons such as Catch – Weight  and Letter of Credit for Sage Enterprise Management to Sage business partners, end users and Sage PSG worldwide.

Greytrix is a recognized Sage Rockstar ISV Partner for GUMU Sage Enterprise Management – Sage CRM integration also listed on Sage Marketplace; GUMU integration for Sage Enterprise Management – Salesforce is a 5-star app listed on Salesforce AppExchange.

For more information on Sage X3 Integration and Services, please contact us at x3@greytrix.com. We will be glad to assist you.

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In this blog, we will see how to add a bookmark in Sage X3 version 12 since it is different than other versions of Sage X3.

Navigate to home screen.

In this case we will add a bookmark of ‘Customers’.

So navigate to customers and select a star to add a customer to bookmark (refer below screenshot).

Home Screen

After adding to bookmark, click on the bookmark arrow on the top right of the screen and select show favourites toolbar option (refer below screenshot).

Favorites button

On top of the screen, user can see the added bookmarks (refer below screenshot).

Bookmarks

This way user can add a bookmark in Sage X3 version 12.

Hope this helps.

About Us
Greytrix – 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.

Greytrix caters to a wide range of Sage Enterprise Management (Sage X3) offerings – a Sage Business Cloud Solution. Our unique GUMU integrations include Sage Enterprise Management (Sage X3) for Sage CRMSalesforce.com and Magento eCommerce along with Implementation and Technical Support worldwide for Sage Enterprise Management (Sage X3). Currently we are Sage Enterprise Management Implementation Partner in East Africa, Middles East, Australia, Asia. We also offer best-in-class Sage X3 customization and development services, integrated applications such as POS | WMS | Payment Gateway | Shipping System | Business Intelligence | eCommerce and have developed add-ons such as Catch – Weight  and Letter of Credit for Sage Enterprise Management to Sage business partners, end users and Sage PSG worldwide.

Greytrix is a recognized Sage Rockstar ISV Partner for GUMU Sage Enterprise Management – Sage CRM integration also listed on Sage Marketplace; GUMU integration for Sage Enterprise Management – Salesforce is a 5-star app listed on Salesforce AppExchange.

For more information on Sage X3 Integration and Services, please contact us at x3@greytrix.com. We will be glad to assist you.

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