As a user in Sage X3, you may have to run specific reports as part of your daily routine. Setting up a report as a single item for a particular module can help improve work flow and minimize any confusion you may have on which report to run.
In the example below, we will be adding the Trial Balance Report as a menu item and later we can add to Financial sub-module.
Creating a new Menu Item
- Go to Administration > Authoring > Menu Items
- Click on the new Menu item from the list on the right side.
- Enter a Code, Item and Description.
- Select Function (classic) as link type.
- In the ‘ Function ‘ field, enter AIMP ~ <Report Code>
for example AIMP ~ <BALGRP>
Click on Save Button. Test the setting by clicking on the title of your report in the list
on the right side. As shown in below figure 2.
Adding Menu Items to our desired Modules
- Go to Administration > Authoring > Pages > Menu Submodules
- Click on the ‘Pencil’ to Edit the Modules.
- Click on the ‘Add Button ‘ to display report.
- Select the menu item created in the previous step.
Save the changes once finished . Also, logout the Sage X3 and login to see the changes.
And click on the menu in the above figure we can see the Trial Balance Report Menu is been added in Financial Module, we can click and the report will open now and we need to pass the parameter. As shown in figure 6 below.
Our report is now added to the module and now we can print the report.
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.