In order to help the ERP user with the relevant information regarding the multiple project at the location  that might be running , hold or may be finished  but still has to be recorded or to be used to gather necessary information on future involvement with similar client or material/required/cost involved/person responsible/useful insights etc Sage X3 has a new Inquiry screen called Project Overview for each project at their site’s.

This can be traced as.. Projects > Overview > Project Overview as shown below

The screen is primarily designed to trace back the changes and resources that were used during a project’s timeline including any filter the user wants to have in order to have more control on information like expected payment for similar material and involving similar resources with duration spent by that resource etc.

The screen has a project’s field where we provide projects unique code ,time and currency units along with check boxes for Task that enables us to view detailed view of project information regarding its subtasks that were involved for successful completion , operations check box to view assignments that were made and products that were involved from site. Below is detailed view.

  The check boxes as explained do the necessary filters to show products and assignments that were recorded.

This view shows the apply button and criteria , apply as name suggests show changes and details whereas criteria shows the more filter options for same projects involving start due dates end due dates , task progress ranges and , from task progress to to task progress , person responsible , from product and to product, operation resources etc.

Applying respective filters will show the information’s

Now we will apply filter on real data for a project code by hitting on search menu , for this I choose entry NA0131701000026 project code  that was ended on year 2022 which will be cleared and shown on respective fields at detailed level along with other necessary informations.

By hitting on Apply button we will see the following output as

This show multiple sub task that were attached to it since we also selected the Task check box , the sub tasks as

• Project Launch
• Research and Design
• Manufacturing
• Project Management
• Release and Shipment
• Onsite mounting and testing

As these were the tasks involved in this particular projects. The more details of the project involving payment and site are at the detail level as to show the estimation around start and end date with category  and status which is END in our case that means the project has ended at respective dates.

This detailed view shows the quantities and units that were used to accomplish the task that it shows on the left side of the screen.

Further this screen also shares a glance at pricing involved on the projects at each task for that particular durations of time for a site that were used

As seen in below snip the pricing is distributed for each task on the left with sites involved on the right side.

NA013 is the site in this case and USD is currency for each planned amount , which clearly shown the planned amount on each sub task of that project that was distributed earlier on the same , this give an efficient distribution of capital resources that were spend on sub tasks such as production, manufacturing in this case.

Here we can assert the amount that were 1,729 USD for production and 917.54 USD for manufacturing.

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.