In the context of the sales order process in Sage X3, this implementation focuses on creating an outbound process for sales orders. Specifically, we aim to enhance the functionality by introducing a new button on the Sales Delivery Screen. This button will be selectively enabled only for inter-site deliveries, which involve transferring stock between different warehouse locations.

The primary purpose of this new button is to facilitate the export of an Electronic Data Interchange (EDI) file, specifically the 943 formats, which corresponds to the inter-site sales delivery. The EDI file serves as a standardized electronic document that contains relevant information related to the sales delivery. To provide visibility and tracking of the export status, a flag will be incorporated. This flag will indicate whether the 943 EDI file has been successfully exported for a given sales delivery, ensuring better control and monitoring of the outbound process. By implementing this new feature, users will have a streamlined and efficient method to generate and export the necessary EDI files, enhancing the overall sales order process in Sage X3.

Key Features:

The implementation of the 943 Out (Sales Delivery Inter-site stock transfer) process in Sage X3 includes the following features:

1. A button on the Sales Delivery screen enables the export of an EDI file (943) specific to inter-site deliveries.

2. The button is disabled for non-inter-site deliveries, and another button (856Out) is enabled instead.

3. The export of the 943 EDI file is indicated by a flag and a file-name field is provided for tracking purposes.

4. The exported file is saved to a local drive and then sent to a predefined location.

5. A folder structure is set up in the backend to organize the exported files, with an “actual” folder for current exports and an “archive” folder for backup.

6. Additionally, a user-friendly screen allows for the export of 943 files for multiple sales deliveries.

7. The export process can be controlled by a pop-up message that prompts the user to confirm the export if a file for a specific delivery has already been exported.

8. The functionality of the process can be tailored to specific users and customers, providing customization options.

Fig02 shows the sample data for 943 Out file example.

This implementation focuses on enhancing the outbound process for sales orders in Sage X3. By introducing a new button on the Sales Delivery Screen, selectively enabled for inter-site deliveries, users gain the ability to export an Electronic Data Interchange (EDI) file in the 943 formats. This standardized electronic document contains crucial information related to inter-site sales deliveries. A flag is incorporated to indicate the successful export of the 943 EDI file, allowing for better control and monitoring. With these key features in place, users can streamline and optimize the generation and export of EDI files, elevating the efficiency of the overall sales order process in Sage X3.

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 X3 (Sage Enterprise Management) offerings – a Sage Business Cloud Solution. Our unique GUMU™ integrations include Sage X3 for Sage CRM, Salesforce.com and Magento eCommerce along with Implementation and Technical Support worldwide for Sage X3 (Sage Enterprise Management). Currently we are Sage X3 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 X3 to Sage business partners, end users and Sage PSG worldwide.

Greytrix is a recognized Sage Rockstar ISV Partner for GUMU™ Sage X3 – Sage CRM integration also listed on Sage Marketplace; GUMU™ integration for Sage X3 – 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.