Resources for Sage X3 Users

Everyone loves a quick way to get things done. Periodically, Sage updates the shortcut combos for Sage X3. You can find these listed in the online help center or you can read below for a handy list of the most useful shortcuts and bookmark this page for later use. Some of these shortcuts remain the same from prior versions, but some have changed so make sure to read through them thoroughly. First up are the Ring panel shortcuts: Next, are the navigation for records. For example, next record or previous record: Right underneath that we have the tabs for the screens. So, each tab will be a number. This also is automatically picked up to increment numbers when you add custom tabs like EDI. If you added EDI tab after Lines (for example) it would be ESC+5. This can go up to zero (0). Zero (0) comes after 9 which makes no sense until you look at your keyboard. Then it makes a lot of sense. Then we have some quick navigation: We also have the online help (no picture) which is just ESC+F1. You get function help when you have no focus (no cursor on a field) and you get field help if you are focused on a field. Here is the complete list of updated shortcuts: Right Panel Shortcut Action Esc N New Esc B Save Esc C Create Esc D Delete Esc E Cancel Esc Alt U Refresh Esc Alt P Print Esc Alt A Attachment Esc Alt C Comment Esc Ctrl (P or L) Export Record Navigation Shortcut Action Esc Shift J First record Esc J Previous record Esc K Next record Esc Shift K Last record Page Navigation Shortcut Action Esc 1 First screen tab Esc 2 Second screen tab Esc 3 Third screen tab Esc 4 Fourth screen tab Esc Up Arrow Moves one section up Esc Down Arrow Moves one section down Page Up Scrolls one frame up Page Down Scrolls one frame down Up Arrow Scrolls one line up Down Arrow Scrolls one line down Primary Shortcuts Action Esc G N Go to homepage Esc G B Opens bookmarks Esc G H Opens navigation menu Help Shortcuts Action Esc F1 Triggers online help: – When focus is on a field will call field help – When there is no focus will call function help Table Shortcuts Action Esc Ins Inserts a new line Esc Del Deletes a line Esc R Expand/Shrink all columns Left List Shortcuts Action Esc F5 Refresh the left listing Esc F11 Toggle left bar Esc H L Does the same thing as Esc F11 Esc Shift Left Arrow Move from the entry screen to the left list Field Shortcuts Action Esc F4 Allows to navigate within fields with lookups Esc F9 Allows to tunnel on fields with the ability to tunnel Esc F12 Allows to navigate fields with dropdown menus Esc L Does the same thing as Esc F12 Esc M Does the same thing as Esc F4 Miscellaneous Shortcuts Action Esc S Opens the search function Esc W Z Reset user preferences Esc T Set date to today’s date Esc F6 Opens the field properties Esc Q Go to the first filter row Esc F7 Does the same thing as Esc S For help with shortcuts in Sage X3, or any other Sage X3 question, please contact us. You can find this same content by visiting the Sage X3 Online Help Center. 

Our Net at Work Family is just that—a family made up of employees, clients and the businesses we serve. The health, safety and overall wellbeing of our family, and yours, is our top priority. With this in mind, we’ve gathered resources you may find helpful to your business during this challenging time and created a new resource center specifically for Sage X3 users. Here you can find information regarding: The latest news about what we’re doing to support our clients Sage X3 tip & tricks to ensure you work more efficiently New Quick Start packages with rapid deployment of solutions to help manage your business Informational webinars and interactive virtual user groups with Sage X3 experts Special offers to assist with business continuity during COVID-19 Click here to check out the new resource center. As always, if you have any questions for the team, please contact us.

Net at Work’s ACH Quick Start enables clients to set up secure electronic payments for Accounts Payable using the Automated Clearing House network (ACH). ACH is an electronic network for financial transactions in the United States that is supported by most banks via a mostly standard file format. While the bank file transmission methods and the exact file requirements do vary by bank, Net at Work’s ACH Quick Start will install and configure ACH and provide the tools and training you need to complete the configuration requirements and test the files with your bank. KEY FEATURES: Consulting on ACH processes for Accounts Payable, bank requirements, and security options Installation and configuration of a standard ACH Accounts Payable file format in one live and one pilot folder Modifications to the ACH file format for any bank-specific requirements A Visual Process Flow in Sage X3 to represent associated processes in Accounts Payable Remote training session for up to 2 users on the configuration requirements and use of the file ACH How To Guide for Sage X3 users Support for testing ACH with the bank OPTIONAL: Confirmation email to the supplier to alert them of pending ACH payment QUICK START PROCESS: Step 1 – Net at Work meets with you to review options available with the bank and specific requirements Step 2 – Net at Work installs the standard ACH file format and Visual Process Flow via patch Step 3 – Net at Work configures the file based on specific bank requirements and configures required payment method and payment term Step 4 – Remote Training session for up to two Accounts Payable Sage X3 users Step 5 – With Net at Work’s support, you complete the configuration requirements in Sage X3 master data and test the ACH payable process with the bank PRICING INFORMATION: $4,995 for the first bank account | +$1,995 for each additional bank account +$1,495 for optional email notification to suppliers (Software and T&E not included) For more information, click here or contact us. Net at Work and COVID-19: Resources for Sage X3 Users

Reduce time spent on analysis and reporting, and make faster, better-informed decisions. The tight and secure integration of Sage Enterprise Intelligence (SEI) with Sage X3 ensures the reliability of critical business information, provides business users with coherent insight on real-time enterprise data, supports clear decision-making and fosters continuous cross functional improvement. KEY FEATURES: Installation and Configuration of SEI on the Sage X3 web server Sage Enterprise Intelligence in-place upgrade installation and cube validation Verify connection to 1 live production Sage X3 folder and 1 pilot/test folder Installation and Configuration of the SEI Excel plug-in on 1 workstation 2 seats at one-day training session at Net at Work or remotely 1 half-day remote administrator training session Up to 10 hours of remote consulting for development of company-specific reports SEI User and Administration Guides QUICK START PROCESS: Step 1 – Net at Work installs latest version of SEI Step 2 – Net at Work logs on to 1 user’s workstation to install the SEI Excel plug-in Step 3 – SEI one-day training session at Net at Work or remotely (2 seats) Step 4 – SEI half-day remote SEI administration training session Step 5 – Up to 10 hours remote assistance in creation of SEI reports For pricing information, or any other questions about Sage Enterprise Intelligence In-Place, please contact us. Net at Work and COVID-19: Resources for Sage X3 Users

Reduce time spent on analysis and reporting, and make faster, better-informed decisions. The tight and secure integration of Sage Enterprise Intelligence (SEI) with Sage X3 ensures the reliability of critical business information, provides business users with coherent insight on real-time enterprise data, supports clear decision-making and fosters continuous cross functional improvement. KEY FEATURES: Installation and Configuration of SEI in your own private cloud Installation of new templates available with the Universal Data Model (UDM) Migration of any pre-existing cubes and SEI reports Connection to 1 live production Sage X3 folder and 1 pilot/test folder Installation and Configuration of the SEI Excel plug-in on 1 workstation 2 seats for remote training sessions with Net at Work Up to 8 hours of remote consulting for development of company-specific reports SEI User and Administration Guides One SEI upgrade per year and installation of all critical patches QUICK START PROCESS: Step 1 – Net at Work stands up your SEI instance in the cloud and, if required, migrates any pre-existing custom reports/cubes and gives you access to your new version of SEI in the cloud Step 2 – Net at Work logs on to 1 user’s workstation to install the SEI Excel plug-in Step 3 – You attend an SEI one-day training session at Net at Work or remotely (2 seats) Step 4 – Net at Work provides remote assistance in creation of SEI reports Pricing Information: Starting at $515/month or $1,015/month with hosting | Additional software options available For more information, click here or contact us.

To save time during record creation it is possible to default certain field values in Sage X3. This blog post will walk through how to default the Validity Date field during quote entry. We’ll also discuss creating and assigning activity codes to ensure changes are not lost during patches and upgrades. Find the screen and the field value: Follow: Sales > Quotes > Quotes 1. Select the Validity Date field 2. Select ESC F6 on your keyboard 3. Record the field value and the screen value in [brackets] Default Value Setup: A default value is set at the screen level. At this level it is also possible to make a field mandatory. These changes will require a dev badge be assigned to the user. In addition, it is suggested that an activity code be added so that these changes are not lost during patching and upgrades. Follow: Development > Script Dictionary > Screens > Screens 1. Select the screen that was recorded from the quote SQH1 2. Select the Fields tab 3. Find the field (VLYDAT) 4. Scroll over to the column titled “Default value” 5. Default values for dates a. Date$ = Current date b. Date$+14 = 14 days from current date NOTE: There are defaults that the native code will override unless an * is added as a prefix to the default, this usually works to override code logic. 6. To make field entry mandatory set the drop down to “Yes” in the column titled “Mandat” 7. Save changes and validate the screen 8. For transactional screens, this change will require validating all the related entry transactions Validating Entry Transactions: For sales quotes Follow > Setup > Sales > Entry Transactions > Quotes Select the appropriate entry transaction Select Validation Creating and assigning activity codes: If there is not already an activity code used to track small changes it is easy to create a new one that can be used for these types of changes in the future. 1. From the column titled “Act” select the action dots in the field 2. Select Jump to 3. Select new 4. Enter a code beginning with Z 5. Enter a description 6. Select the Active flag 7. Module = Supervisor 8. Type = Functional 9. Dependency = None 10. Select create 11. Close out of function and the field in the screen will populate with the new activity code 12. Save changes and validate the screen It is important to note that the above steps are specific to a date field. Depending on the data type of the field, the format of the default value will vary. For more information on data types please refer to Sage online help. In addition, this functionality is restricted to native fields and cannot be guaranteed for custom fields. Always test these kinds of changes thoroughly in your pilot or test folder before implementing live. And always keep a log of changes made to your production environment. For questions and advice on best practices, please contact us!

The Sage X3 team wants you to know that we are here for you!  We are standing by ready to assist you with all your technology needs and challenges as we move into some uncharted waters with the Coronavirus pandemic. As many of us experience some slowness in business, it’s important that we use this time to deliver important information about efficiencies for your business and technology systems. Let’s work together on projects that will make your business more streamlined and automated while you have some extra bandwidth. Be on the lookout for upcoming blog posts and webinars that we know you’ll find very valuable, such as: Automation in Accounts Payable – enabling secure remote work Cash Management with Sage X3 Remote printing with Sage X3 Tips and tricks for month-end processing in Sage X3 How to ensure your Sage X3 is performing optimally Important KPIs to monitor business health Optimizing Sage X3 security and performance using a private cloud Payroll Continuity: Coronavirus and Beyond Sage X3 and Microsoft CRM integration Of course, Net at Work can also help you with moving to a more remote workforce that is as effective and efficient as before.  Our team is spread across the US and LATAM and we are very comfortable working with our clients and colleagues remotely.  We all love a good video chat – give us a call! Net at Work announced today some programs to support your new priorities and to do business more easily with our teams including: Waiving all credit card fees for any Net at Work invoices Free setup and expedited approval for your business to be set up to receive credit card payments from your clients Free cloud setup for your mission critical applications Free Payroll Contingency/Continuity Support Net at Work will pay your interest fees for financing. Approval is required Remember, we are your business technology partners and can help with more than your ERP. We are your go-to team of problem solvers and promise keepers, standing by to unleash the transformative power of your technology!

Earlier this month 11 members of the Net at Work team attended the annual Sage X3 Partner Summit in Orlando, FL to share ideas and learn from the Sage gurus in R&D, Product, Delivery, and Sales. Here are some highlights from the Sage X3 roadmap keynote, presented by Rob Sinfield, Vice President Product Sage X3: Sage X3 continues to lead with a cloud-first approach whether clients choose Sage’s public, Sage’s private, or a partner-sponsored private cloud. Sage is committed to quarterly releases for both on-premise and cloud Sage X3 and there will be no version numbers, just a year and a release or “R” number (e.g., 2020 R2). Some of the noteworthy new features on the Sage X3 2020 roadmap include: Finance Advanced bank statement/reconciliation enhancements Changes around open item matching Project Management Revenue recognition New KPIs available Ability to take snapshots to compare different times of the project Estimated revenue at completion Ability to have a new delivery type that is non billable Logistics and Manufacturing License Plate Number (LPN) Manufacturing flow implementation Assembly and disassembly Personalization to UI and UX Updating the user interface to make it more your own will become easier Foundations Components Patterns and Content can be customized New ADC screens are coming Available with version 2020 R4 Very close to having all transactions available for ADC (20 out of 25 screens will be completed) In addition, Sam Marshall, Practice Director for Sage X3 at Net at Work, lead a session with Preeti Dixit, Sage X3 Product Evangelist, on the chemical distribution and manufacturing industries’ use of Sage X3 along with how to work with the extension modules available with Chem at Work. Please reach out for more information or to answer questions about the Sage X3 Partner Summit and the future of Sage X3!

With the release of v12.0.21, Sage added a number of new features to Sage X3, its global, enterprise-level ERP offering. The recent update builds further upon the key benefits of Sage X3 and includes updates for finance, distribution, and project management as well as the general platform. Here are a couple of the features to look for in the latest version: Manage global notification The User broadcast feature available in the Administration platform allows administrators to set up messages that display at the top of the browser window for a given period. Administrators can set start and end dates and times for these messages. They can also add a link that opens an additional web page with more information for users. Administrators can use this feature to: Communicate system unavailability due to planned maintenances in advance to users. Send users reminders about operations they need to do before closing a period. Once you have closed a user broadcast, it does not appear again because it is stored in the browser history. Empty your cache if you want to see it again. Opening of periods once for multiple companies/ledgers The Periods opening (mult-companies) function (TRTPERMC) allows you to open all periods for all ledgers for selected companies. After running the process, a log file details which periods were open and for any periods not opened, a reason is noted. The process does not open fiscal years, nor does it open periods for ledger types not associated with a company. You can run the process on-demand or on a schedule. To see a complete list of all of the new features included in the latest release, click here.