Announcing the Newest Version of Sage X3 & Preventive Maintenance

Sage recently released Sage X3 Version 12 2023 R1 (P33) and Preventive Maintenance. In this blog post, we’ll review the capabilities delivered by some of the key new features & enhancements in this latest release. For a full description of all the new features and enhancements delivered with this release please refer to the What’s New section of the Sage X3 Online help center.

KEY TAKEAWAYS

• Most new features are related to Mobile Automation and GraphQL API.
• Note that in the Online Help Center, you can use the drop down in the top left to browse through the features and updates from all V12 patch releases.
• Also notable is that Sage North America has released the new Preventative Maintenance (CMMS – Computerized Maintenance Management System) functionality. For more information, check out this video or read more here

FINANCE

1099 updates for 2022 reporting
Forms 1099-DIV and 1099-MISC are compliant with the legal requirements for 2022 reporting.
Because of changes to the box numbers for forms 1099-DIV and 1099-MISC, you might need to adjust to the new box number for previous supplier information or payments.

Use these functions in the Declarations > Fees menu to make 1099 box updates as needed:

• 1099 beginning balance (GESB9B): reassign forms 1099-DIV and 1099-MISC to the new box number.
• 1099 payment summary (BPS1099SUM): reassign supplier payments to the new box number.
• Supplier 1099 box (GESB9M): delete and recreate the 2022 Supplier entry to refresh the data; some box types changed from amount to text or text to amount.

DISTRIBUTION

Licensing policy change: Project copy for operational PJM badge
As a Project management user, you can use the Project copy function (PJMACTAFCP) to copy the structure of one project to a different project.

Mobile Automation

• Create LPNs on the fly when creating a misc. receipt document
  In the Miscellaneous receipt transaction, you can create license plate numbers on the fly when creating a document, if required.

• Create LPNs on the fly when creating a purchase receipt document
  In the Purchase receipt transaction, you can create license plate numbers on the fly when creating a document, if required.

• Print purchase orders to receive
  You can use the Print purchase orders to receive function (FUNPOHWKT) to select purchase order lines to be delivered and printed in the Receiving purchase orders report (POHWKT). You can use this report to scan the barcodes corresponding to the purchase order number, the supplier packing slip, and the product codes when you receive the orders.

• Receive orders linked to a shipment
  In the Purchase receipt transaction, you can receive shipped or pre-received purchase orders. The shipment number is part of the API used for this transaction.

• Scan codes to enter product data in the Purchase receipt transaction
  In the Purchase receipt transaction, when you scan a GS1 composite barcode, a QR code, or a Data Matrix code, the following product data is read and entered: 01-Global Trade Item Number, 10-Batch or Lot number, 17-Expiration date, 21-Serial number.

• Scan codes with your mobile device
  You can scan barcodes, QR codes, or Data Matrix codes using a smart phone or a tablet camera.

• Select stock line in the Stock change transaction
  In the Stock change transaction, you can select the stock line to move.

• Turn sound on or off

You can turn the sound on or off under settings.

• View product picture
  You can view the product picture in the following Mobile Automation transactions:

• View stock by product-site
• View stock by location
• View stock by LPN

Stock Valuation report include beginning balances and transfers

The Stock valuation report function (FUNSTVA) displays the monetary value for stock on hand including transfers and products not recently sold. With this information, you can compare values to journal entries before stock transactions are posted for a new fiscal year or a product transfer.
Migration from prior versions is simplified with the Initialize PIT records utility (FUNCREPIT).  Use this utility after migrating from a version prior to V12 or when enabling the detailed stock accounting posting parameter. This utility creates records to support the Stock valuation report when the costing mode is Primary issue method or Secondary issue method, and the accounting date option is selected.

MANUFACTURING

Mobile Automation

Work order production tracking production label printing
You can print production labels from a Work order production tracking transaction when you create the tracking record.

PROJECT MANAGEMENT

Mobile Automation

• Time entry enhancements
  Employees can use the My assignments transaction to view the list of task operations they are assigned to and to record their time.
  A warning displays if a validated time entry record is edited and revalidated.

• Financial overview enhancement
  You can display the Financial overview, the Cost structure, and the Task planning functions with improved response times.You can customize the Financial status section by using views enabled in Miscellaneous table 388 – Financial view.

GRAPHQL API

Distribution

• Customer (Mutation)
  Used to create and update customers

• Purchase invoice (Mutation)
  Used to create purchase invoices

• Purchase invoice (Query)
  Used to provide information about purchase invoice headers and lines

• Purchase order (Query)
  Used to provide information about purchase orders

• Purchase receipt (Query)
  Use to provide information about purchase receipt and purchase receipt lines

• Sales delivery (Query)
  Used to provide information about sales deliveries

• Sales invoice (Query)
  Used to provide information about sales invoice headers and lines

• Sales order (Query)
  Used to provide information about sales orders

• Sales return (Query)
  Used to provide information about sales returns

Manufacturing

Team (Read)
Used to read Team information lines

AUTOMATED TEST PLATFORM

For complete details on working with the Automated Test Platform, see the related guides on Sage X3 technical help.

• Parallel testing
  Sage X3 Automated Test Platform 3.0.0 delivers the capability to execute tests in parallel.
  The maximum number of executors is linked to the Number of ATP users parameter (MAXATP) defined in your ProductFamily ProductName license.
  See the Sage X3 Automated Test Platform – User guide for more information and recommendations.

• Select an element in a picking list by using concatenation of text and (user) stored values
  Sage X3 Automated Test Platform version 3.0.0, delivers new step defintions to select elements in picking list using a combination of text and (user) stored values.
  Prior to version 3.0.0, the picking selection was only possible using one (user) stored value and a text pattern.
  With version 3.0.0, the picking selection can be define with a pattern that can combine multiple (user) stored values and text.
  Refer to Sage X3 Automated Test Platform – Step definitions guide for more information.

• Generate Allure report results in PDF
  Sage X3 Automated Test Platform 3.0.0 delivers the new functionality to print Allure reports in PDF format from VS Code or Jenkins.
  For more information:
  • Refer to the Sage X3 Automated Test Platform – Jenkins installation and setup guide for explanations how to use this functionaliy with Jenkins.
  • Refer to the Sage X3 Automated Test Platform – User guide for more explanations for explanations how to use this functionaliy with VS Code.

• Node.js upgraded to version 18
  Sage X3 Automated Test Platform 3.0.0 has been upgraded to use with webdriverio  version 7, which requires Nodejs. version 18.
  For more information how to install and update Sage X3 Automated Test Platform:
  • Refer to the Sage X3 Automated Test Platform – Client installer guide to install or update Sage X3 Automated Test Platform 3.0.0 with Node.js 18.
  • Refer to the Sage X3 Automated Test Platform – Jenkins installation and setup guide to install or update Sage X3 Automated Test Platform 3.0.0 with Node.js 18.

Upgrade to Sage X3 Automated Test Platform version 3.0.0 to take advantage of the latest security fixes.

• Timeout management improvement
  Sage X3 Automated Test Platform 3.0.0  delivers new timeout management so you can identify the use of the timeout for long interactions such as locking tests on parallel execution, printing report, or shorter interactions, such as verifying the state or the visibility of the fields.

• For more information about the new timeout parameters:
  • Refer to the Sage X3 Automated Test Platform – Jenkins installation and setup guide for the use of the parameters with Jenkins.
  • Refer to the Sage X3 Automated Test Platform – User guide for more explanations about the use of the parameters with VS Code.

WANT TO LEARN MORE?

For more information about this release, please visit the Sage X3 Online Help Center or download the Sage X3 Whats New 2023 R1 guide. To speak to a team member about updating to the latest release or about the new Preventive Maintenance Module, please contact us.