Resources for Sage X3 Users

The release of Sage X3 version 12 contains improvements in how to track revisions made to Order documents including Quotes, Sales Orders, and Purchase Orders. Revision number tracking can help us determine the number of times the order had undergone changes. Prior to version 12, users were prompted to save a revision and they could select “yes” or “no”. If “no” was selected, the revision was not tracked. Now, we can force the revision. Also, prior to v12, you could not reprint an old version unless you modified the native reports. Now, with all native reports, you can select the revision. In version 12, for Sales Orders, you will need to tweak the Parameter SALREV in VEN Sales chapter – Group ORD. There is the same parameter available for Quotes and Purchase Orders: Not managed: you will not receive a prompt and revisions will not be tracked Managed on demand: will prompt the user whether they would like to save the revision Managed automatically: revision tracking is mandated with no prompt You can now decide to print a specific revision of the sales documents or purchase documents: This will allow the visualization of the complete revision history from the Sales Order screen as well as quote and PO, and it shows the difference in Red of what was changed for that revision. In version 12, you can see the entire document in each version. Prior to v12, it was only by line that you could access revised information – much more cumbersome and difficult to identify the revisions: Access each version to see what was changed, here in red: You can also see the original order and any other version of the document by selecting the revision in the left list: With this new functionality, you get much cleaner and efficient access to revised documents for sales quotes, sales orders, and purchase orders. For more information about how Net at Work can help unleash the power of your business or for any questions regarding Sage X3, please contact us.

Sage X3 has several widgets that can be customized and added to landing pages to create a unique user experience. One in particular is the Calendar Gadget. In a previous blog post, we told you how to add the Calendar Gadget to a homepage. The Calendar Gadget is based on a query and with a little set up can be color coded to signal different event stages. This blog post details the process to configure the color coding of the Calendar Gadget. ADDING CRITERIA TO MY QUERY Follow Setup > Usage > Reports > Graphical Query Locate Query STO005. This is the query that the calendar is based upon. The Allocation Status field can be added to the query to indicate if an order is allocated, partially allocated, or not allocated. Select run from the right-side menu to see the full query. ADDING COLOR TO A CALENDAR Follow Setup > Interactive Components > Dashboard View Search for Code RSTO0051 Locate Rows 9 and 10 Color column is for the event color and category column is for the legend descriptions, these will generally be the same. This will link the values in the query to a color defined by the local menu parameters (below). Select the ellipsis and select a value from the query. Locate Rows 11 and 12 This will define the legend and the event colors. Local Menu-Category is for the calendar descriptions and Local Menu-Color defines the colors associated with these descriptions, these too will often be the same. Enter Local Menu – 416 This local menu is associated with the allocation status. CREATE A MENU ITEM Follow Administration > Authoring > Menu Items Select create new menu item. For more detailed information regarding calendar colors, visit the Sage X3 Online Help Center.

Recognized as the Top Sage X3 Partner in the US, Net at Work is uniquely qualified to provide you with the best possible customer Xperience while delivering the most value from your technology investment today and in the future. Our Xperience Service Plans include white-glove customer support along with the right mix of tools and access to expertise. We manage your ERP system so it will always exceed your expectations. By proactively monitoring, performance tuning and testing your system regularly, we circumvent the larger issues and keep your system, and your business, running optimally. Our best-in-class response times and deep industry knowledge offer unparalleled value and peace of mind resulting in a service Xperience like none other. What You Can Expect from Our Xperience: Mission-Critical Support From your consultant—not the helpdesk. Get the support you need at the speed you expect for whatever issues arise. Actionable Analytics In the form of new dashboards, reports, or inquiries throughout the year that provide actionable insights that empower users and improve overall business performance. Annual Upgrades For customers hosted with Cloud at Work, we’ll upgrade your Sage X3 software annually. Upgrade your technology without upending your budget. Discounted Project Hours Save 10% on service hours for any extra consulting, optimizations, and developments you do with Net at Work for Sage X3 or any department of Net at Work including HR, CRM, eCommerce, and more. Expert Guidance Our deep bench of business and technical experts gives Xperience customers exclusive access to advice and best practices to help you drive adoption and get the most out of your Sage X3 investment. Business Process Optimization We’ll review your critical business processes and their impact on short- and long-term goals, then suggest efficiencies to transform unproductive routines into highly optimized processes that drive success. Guaranteed Deliverables Any project we do comes with a fixed scope and price and an unlimited warranty to cover any issues that come up post-deployment. No more time and material on projects! Why More X3 Users Choose Xperience Our Sage X3 Xperience Team is a team of problem-solvers and promise-keepers. With a strong focus on client care, our Sage X3 Xperience team is a highly trained, experienced group of solution architects, project managers, developers, and consultants that help companies solve their toughest technology challenges by drawing from decades of real-world experience in the industries they are now advising. Our Promise to You You’re not Just a Number Here, you’ll always be treated as more than just a number. We take the trust you place in us seriously and personally. It’s the relationships we form that allow us to partner with you to truly unleash the power of your business. Consultants with Real-World Expertise Our consultants draw from decades of real-world experience in the industries they are now advising– so they know your business. The Help You Need, When You Need It We know that we are supporting your business-critical applications and if there is an urgent issue, we need to move now. We’re available at all hours – when you need us, we are there. Local Assistance Just Around the Corner There are times when you just need that “local” presence. With experts in 35 states and 18 offices throughout the U.S., there is always someone that can come to you. Advocating on Your Behalf As the largest Sage partner in the US, when we talk, Sage listens. We escalate mission critical issues with incredible success working with the appropriate teams at Sage. To download the complete Sage X3 Xperience Service Plans brochure, click here. For more information about how Net at Work can help unleash the power of your business or for any questions regarding Sage X3, please contact us.

Hyperlinks are links that can be used within your Sage Enterprise Intelligence (SEI) worksheet to directly open a page in Sage X3. The hyperlink is represented as a column in SEI and is defined based on what you want to link a specific value to in Sage X3 (for example, Customer, Product, Invoices, etc.) The purpose is to give the user the ability to open a new tab in Sage X3 based on a defined hyperlink value in the record on the SEI worksheet. In this blog post, we will walk through the process for adding a hyperlink to an SEI worksheet. Step 1 Choose the Data Model that you will use for you hyperlink column. We are going to use the Data Model called Invoice Analysis. Right click on Invoice Analysis and select Design Data Model. Step 2 Add a calculated column. In our example, we will create a hyperlink for Customers: 1. Column Group Heading = Customer 2. Column Heading = Hyperlink 3. Change Data Type in the Advanced section to CHAR 4. Format = Hyperlink 5. Column Type = Dimension Data 6. Calculation: ‘<a href=”http://‘ + ‘localhost‘ + ‘:8124/syracuse-main/html/main.html?url=/trans/x3/erp/’ + ‘SEED’ + ‘/$sessions?f=GESBPC/2//M/’ +BPCUSTOMER.BPCNUM_0+ ‘” target=”_blank” rel=”noopener noreferrer”>’+BPCUSTOMER.BPCNUM_0+'</a>’ YELLOW: Change this to your Sage X3 URL. GREEN: Change this to your Function Code. GESBPC is used for our customer example. BLUE: Change this to your field name. BPCUSTOMER is my table name and BPCNUM_0 is my customer code. 7. Click OK Step 3 Open the worksheet and add the column. You can select the ‘AE001’ and it will open up a new tab for the record. Step 4 Format the worksheet (OPTIONAL) if you want the hyperlink only at the highest group level and not available at detail level. 1. Subtotal = MAX 2. Subtotal Restrictions Yours may be ZINVOICE.BPCNUM_0 Step 5 Save the Data Model. Your hyperlink is now ready to use in your SEI worksheets. For more information about adding hyperlinks to your SEI worksheets or any other questions regarding Sage X3, please contact us. Net at Work and COVID-19: Resources for Sage X3 Users

Ensuring that your business’ transactions match what appears in your bank statement is a vital part of maintaining your business’ financial health. When an organization has multiple entities spread across multiple countries, each with separate bank accounts that have to be balanced, the task becomes even more complicated. Why improve your bank reconciliation process? Bank reconciliation helps make sure that your company’s accounting records are accurate and that you’re maintaining a minimum cash balance to avoid cash shortages. If your cash outflows are exceeding your cash inflows, it can impact working capital and your ability to make payments. Bank reconciliation also helps to spot discrepancies—which may be the result of fraud or errors that require correction quickly so that financial statements are up-to-date. In this video we’ll explore the native bank reconciliation process in Sage X3. Configured properly, the process is fast and user-friendly, cutting many hours of manual work from your employees’ workload and freeing them to concentrate on more strategic tasks. .embed-container { position: relative; padding-bottom: 56.25%; height: 0; overflow: hidden; max-width: 100%; } .embed-container iframe, .embed-container object, .embed-container embed { position: absolute; top: 0; left: 0; width: 100%; height: 100%; } For more information about bank reconciliation in Sage X3, please contact us. Net at Work and COVID-19: Resources for Sage X3 Users

Sage X3 comes with a standard out-of-the-box, Orders to Ship Calendar. The benefit of using this gadget is to give the user insight into all orders based on required delivery date from a calendar visualization perspective. This allows for better tracking of both late and future shipments that need to be fulfilled. Adding the Calendar Gadget to a Homepage The calendar gadget has been created as a menu item that can be added to a homepage. Go to Administration > Authoring > Pages. Identify the homepage that you want to add the gadget to. For our example, we will be using the NAexecutive page. Click ‘Edit’ In the top right corner, select Actions > Edit page content. You can now determine where you want to place the calendar gadget. We created a new tab and added the gadget. NOTE: The gear icon near the refresh icon allows you to edit the name of the tab. Within the ‘Add New Gadgets’ prompt, select Calendar > Stock > Stock > Orders To Ship. That’s it, you’re done. Modifying the Calendar Gadget Sometimes you may want to modify the calendar gadget. For example, you may want to add order status to the description within the gadget so it shows both order number and order status. Go to Setup > Interactive dashboard > Dashboard views. Search for code RSTO0051. Locate row 6 (this is if you want it in the header) and 7 (if you want it in the detail) in the visual component section. Select the ellipsis icon Select the column you desire, we are choosing Line Status in our case. You can add more based on the graphical query tool. Repeat step 3a and 3b for Row 7 4.  Click ‘Save’ That’s it, you’re done. You can click on the order, and dynamically go into the transaction.   For help adding the standard Orders to Ship gadget, or any other Sage X3 question, please contact us. Net at Work and COVID-19: Resources for Sage X3 Users

More and more, distribution companies are having to manage contracts between the manufacturers they represent (suppliers) and the customers they sell those products to. In some industries this is referred to as rebate management, others call it customer pricing support (CUPS). Most organizations manage these contracts manually – using spreadsheets – which is a complicated, slow and mistake-prone process that often leaves your money on the table. TRACK, CALCULATE, AUTOMATE, & MANAGE REBATES Sage X3 ERP includes native rebate functionality which allows users to create a pricing rebate to the customer, or to the supplier, but the native functionality does not manage contract eligibility, or overlapping contracts between suppliers and customers, or pick the most lucrative contract. BUILT FOR Built for Sage X3, Net at Work’s Rebate Management solution provides the ability to set up rebate agreements and calculate and report rebates on sales transactions. In addition, it enables you to generate claims that book the financial impact, giving you control and a holistic view of the process. .embed-container { position: relative; padding-bottom: 56.25%; height: 0; overflow: hidden; max-width: 100%; } .embed-container iframe, .embed-container object, .embed-container embed { position: absolute; top: 0; left: 0; width: 100%; height: 100%; } CORE FEATURES OF REBATE (CUPS) MANAGEMENT: Track rebates given for items sold. Track multiple eligible contracts per product. Select the most lucrative contract based on eligibility. Calculate the impact of rebates on sales profit (and cost). Calculate rebates using guaranteed profit percentage, amount flat rate per unit, or actual rebate per unit depending on your business needs. Automatically create claims to the supplier based on a number of parameters. Re-calculate rebates when rebates are modified or backdated. Automated tracking of purchases and sales against agreements. Automated accruals recording. Automatic invoicing/supplier debits. Extensive and granular reports. A reliable and extensive audit trail. Ability to track history/revision of contracts with your suppliers. KEY BENEFITS FOR SAGE X3 USERS: Manage contract eligibility by product group or specific products including date ranges. Manage pricing/rebate contract agreements between customers AND vendors, based on sale or purchase of goods and services. Assess impact of rebates on profitability. Real-time view of rebates applied per transaction. Simplified and more efficient processes due to automation. Minimal disputes and easier identification of the causes of disputes through accurate audit trails, allowing for faster resolution. Improved cash flow due to timely accurate rebate claims. Improved margin due to more accurate rebate and pricing calculations. Automating processes frees up finance and commercial teams to increase productivity in other areas. Better supplier collaboration leading to improved profitability and growth. For more information about Rebate Management for Sage X3, please contact us. Net at Work and COVID-19: Resources for Sage X3 Users

Objective: Create an Application Link in Sage Enterprise Intelligence (SEI) that links to a screen in Sage X3. This allows you to link specific values from you worksheet to use as a hyperlink to your Sage X3 application. You can also use these defined links in the SEI excel add-in. In our scenario, we will be creating a link from an invoice number in SEI to the corresponding invoice record in Sage X3. Before setting up the Application Link, we need to go into the Invoices process in SEI, confirm the SEI process has a column for the field being used to Link To into Sage X3, and confirm the field column has a Global Parameter in it, or assign one. In our example, we assigned one by changing the Parameter Name to DocumentNo to represent the Invoice Number. Setup of Application Link: 1. Go to Administration > Application Links. 2. Add a New Record of ‘Link’. 3. Enter in a description and the following link: https://app2:8124/syracuse-main/html/main.html?url=/trans/x3/erp/LIVE/$sessions?f={INPUT FUNCTION CODE}/2//M/{INPUT PARAMETER}. In your case, the https://app2:8124 would be updated with your X3 web link. LIVE will be updated with your folder’s name in Sage X3. Although not required, you can make this a dynamic field using global variables if you want to use the application link among multiple SEI folders. Where INPUT FUNCTION CODE = GESSIH NOTE: You need to identify the function’s code in Sage X3 that your Application Link will be using. For example, if the Application Link is creating a hyperlink to the ‘Sales Invoice’ screen, then you would use the ‘GESSIH’ code in the application formula. You can see this code by hovering over the function (Sales > Invoices > Invoices). And INPUT PARAMETER = @DocumentNo (You can drag and drop this from the left panel.) *This is based on the global parameters. The ones you need should be set up and mapped to the design process/data model if they haven’t been already* 4. Click ‘Update’ and  you’re all set. Your Sage X3 web link is ready to use. How to use your Application Link: 1. Select your view. 2. Select the invoice number you want to see as a record in Sage X3. 3. Select the ‘X3 Invoice’ Application Link that we created. 4. A new tab will open and the invoice record will open up. For help creating Application Links in SEI, or any other Sage X3 question, please contact us. Net at Work and COVID-19: Resources for Sage X3 Users

One of the many nice features of Sage X3 is that inquiries, screens, and entry screens are customizable. Quite a few of the screens have a certain number of columns frozen on them. This brief explanation will show you where to change them for screens, inquiries, and enterprise planning workbench. IMPORTANT REMINDER: Always test changes that are outlined in this post in a test or pilot folder before deploying to your live production folder. Remember to validate the objects after changes. And don’t forget to document these kinds of changes for testing after upgrades. #1 Changing a Screen: Production Tracking Screen Manufacturing > Production Tracking > Production Tracking To Change: Development > Script Dictionary > Screens [MTK1] The options column controls how many columns are frozen on this particular page. If you change the KR4 to KR2 you would only have 2 frozen columns (Tracking Type and Operation). #2 Changing an Inquiry: Stock by Site Stock > Inquiries > Stock by Site To Change: Setup > General Parameters > Inquiry Screens Select the inquiry from the left list that you would like to change. Please note that the majority of the inquiries in the left list have an ALL and STD version, you’ll want to make sure you’re updating the correct one. Change the “No. of fixed columns” to reflect the number of columns you would like frozen. Results: Stock by Sites Stock > Inquiries > Stock by Site #3 Changing Enterprise Planning Transactions One of the easiest to change is the enterprise planning workbench because it is part of the entry transaction setup. Go to Setup > Manufacturing > Enterprise Planning On the display tab you can change the “Number of fixed columns” In conclusion, if you are frustrated with which columns or how many columns are frozen on a particular screen or inquiry it is just a matter of finding the right place to look. For help locking and unlocking entry screen columns, or any other Sage X3 question, please contact us. Net at Work and COVID-19: Resources for Sage X3 Users