Import / Export Template in Sage Enterprise management (formerly Sage X3)

By | November 25, 2013
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Sage X3 provides the functionality of creating\updating the transactions using an Import/Export template. A few days back we came across a scenario in which we need to create WO using Import/Export template. After some findings, we found it easy to do the same. You just need to follow the below-mentioned steps for Importing and exporting data by XML file.

  • Step 1: Navigate to Setup → Usage → Import/Export → Import/Export Template and create a new template using the object and enter the needed tables. On the fields, tab enters the fields that you want to update it.
  • Step 2: Make sure the “Update allowed” checkbox is marked else the update won’t work.

Import Export sage x3

  • Step 3: The export\import generally works automatically but for importing the transactions we have to write the simple code (refer screenshot). In the processing, file adds the action “AP_IMPORT” and in that action write the below code. Where GIMP (3) is “C” for creating the transaction and “M” for the modification of transaction.
  • Step 4: After creating the template navigate to usage->import/export and select export for exporting and import for importing.

You can now create or update the transactions as per the requirement.

Hope this clarifies.

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