Miscellaneous Data Searches in Sage X3

By | October 29, 2024

In Sage X3, data is stored in several different tables and components of the application and sometimes we require the track of this data for insists or during building flow logics.

Though this can be extracted from the database using queries however, Sage X3 provides an excellent approach to fetch this data from the application end using Miscellaneous Data search screen.

For this we’re referencing following paths and screenshots below:

Miscellaneous Searches: All > Development > Utilities > Searches > Miscellaneous (RECHADC)

New Stuff: How to Store Images Using Sage X3

Fig. 1 - Miscellaneous Searches
Fig. 1 – Miscellaneous Searches

-To begin with we should be navigating over to the Miscellaneous searches screen as shown in Fig. 1.

Fig. 2 - Data type selection
Fig. 2 – Data type selection

-In the pop-up window, we need to provide the Sage X3 Data type for the data we’re looking for using the selector as shown in Fig. 2.

Fig. 3 - Searching for a specific BP
Fig. 3 – Searching for a specific BP

-Once we select the data type (which we should know) then we can provide a specific Entry/BP/Site/Data in the field next to Data type as shown in Fig. 3. Here as an example we’re looking for a BP -> CD0001 for data type reference BPR.

Fig. 4 - References for the BP within different tables and application objects
Fig. 4 – References for the BP within different tables and application objects

-Once the search is complete, we’ll get the log showing all the references for the Entry (CD0001) within the application tagged with data type BPR as shown in Fig. 4.

-Here within the log, we can identify the exact record within the tables as the data is presented using the index of the table.

This way we can make use of this search utility to speed up the data look up process when we are not sure of the references within Sage X3.

About Us

Greytrix – a globally recognized and one of the oldest Sage Development Partners is a one-stop solution provider for Sage ERP and Sage CRM organizational needs. Being acknowledged and rewarded for multi-man years of experience and expertise, we bring complete end-to-end assistance for your technical consultations, product customizations, data migration, system integrations, third-party add-on development, and implementation competence.

Greytrix has some unique integration solutions developed for Sage CRM with Sage ERPs namely Sage X3Sage IntacctSage 100Sage 500, and Sage 300. We also offer best-in-class Sage ERP and Sage CRM customization and development services to Business Partners, End Users, and Sage PSG worldwide. Greytrix helps in the migration of Sage CRM from Salesforce | ACT! | SalesLogix | Goldmine | Sugar CRM | Maximizer. Our Sage CRM Product Suite includes addons like  Greytrix Business ManagerSage CRM Project ManagerSage CRM Resource PlannerSage CRM Contract ManagerSage CRM Event ManagerSage CRM Budget PlannerGmail IntegrationSage CRM Mobile Service SignatureSage CRM CTI Framework.

Greytrix is a recognized Sage Champion Partner for GUMU™ Sage X3 – Sage CRM integration listed on Sage Marketplace and Sage CRM – Sage Intacct integration listed on Sage Intacct Marketplace. The GUMU™ Cloud framework by Greytrix forms the backbone of cloud integrations that are managed in real-time for the processing and execution of application programs at the click of a button.

For more information on our integration solutions, please contact us at sage@greytrix.com. We will be glad to assist you.