Sage X3 – Tips, Tricks and Components
To prevent the customer care agent from creating a pick ticket from the sales order screen, follow these instructions to set up your functional profile for them.A button that displays the order’s life is located in the right upper panel of the sales order screen. These are known as validation links or buttons. Fig 1:… Read More »
The primary goal of creating web services for specific users is to enhance the user experience and efficiency by tailoring the functionality and data offered to each user. This personalization allows businesses and organisations to offer custom features, data, or services based on individual preferences, roles, and requirements. A key component of developing customized and… Read More »
In Sage X3, we recently faced an issue where in all of our signature workflows, any user could accept other users’ approval from the workflow monitor even though they are not assigned any level and they are not the approval. To solve this issue we have 2 options as mentioned below. Option 1:Access to the… Read More »
Due to the increase in daily transactions, it is necessary to ensure whether the storage space required for your X3 endpoint is sufficient or needs to be increased. Sage X3 has one such feature which allows users to identify the storage space used by a particular folder or a folder that needs to be created… Read More »
In Sage X3, there exist some standard global variables which provide information regarding current functional processing. For eg., current function, current user, a name of current user etc. The global variable GUSER provides a code of a user which is currently logged into Sage X3 applications. You can easily use this global variable into your… Read More »
In Sage X3,You may come across a scenario where you have to use the user name of the current user logged in,standard stores the name of the current user name in a global variable ‘GNOMUSER’. This global variable can be used in the code file if we have to use the name of the user… Read More »
If you come across a scenario where you want to restrict users from modifying the X3 connection date then Sage X3 provides a standard functionality ‘Date change allowed’. New Stuff: How to call specific file of an action through code To set up this functionality: Navigate to: Set up → General Parameters → Parameter Value → Supervisor… Read More »
Normally user security is very crucial feature of any ERP, and if we take X3 as an example we are aware that it functions on Site basis. Thus security or restrictions at site level is a must and this blog explains this feature. We have explained restriction feature of a user from accessing other sites… Read More »
In our last blog we saw the different parameters which exists against the users and explained each of them in brief. New Stuff: Configure Interface User in Sage ERP X3 Today lets see the usage of one parameter among these lists of User Parameters; Let’s start with problem where this parameter played an important role; We have one… Read More »
As a part of our ongoing series, where we explore configurational tweaks that are simple but can be very useful, we will see how to restrict a user to a single legislation, configure proposed selection etc. These configurations are done at User Level. So let’s go to the User Parameters screen: Parameters -> Users -> Users.… Read More »