Sage X3 - Add or customize report in X3


This is to show you how you can create a new or customize existing crystal report and link it to Sage X3. Here is taking Customer Invoice report as an example without changing any report parameters.

First, You have to create a new report dictionary. Go to Development > Script Dictionary > Reports, select SBONFAC 'Customer Invoice' , rename it to ZSBONFAC.



Change the Report name to ZSBONFAC also, this should same as your crystal report name.



Once report dictionary created, you may add new print code for the report dictionary. Go to Setup > Destination > Print Code, create new print code for SBONFAC with new Print code = ZSBONFAC. 



You need to create the default value for the new report, it will populate the default value before report is printed. Go to Setup > Destination > Default Values, duplicate SBONFAC and create new ZSBONFAC. Copy default values from SBONFAC to ZSBONFAC  for all the parameters.



You may modify existing SBONFAC.rpt or create new ZSBONFAC.rpt with the parameter setup in report dictionary.
Once done, copy ZSBONFAC.rpt to <SAGEX3>\<ENDPOINT>\REPORT\<LANGUAGE>



To test the report, go to Sale > Invoice > Invoices, click print record. Select ZSBONFAC print code.



You will see your customize report.



You can also go to Reports > Reports > Reports, select ZSBONFAC to print your customize report.




You may also add it as a menu in navigation page. First, go to Development > Data and Parameters > Local menu - messages, add a new local menu 75 'Malaysia reports' in Chapter 97.



Go back to ZSBONFAC report dictionary, assign Malaysia reports in Group drop down menu. This value will be passed as parameter in function dictionary.



Add a new function dictionary, duplicate existing 'RPTxxx' to new RPT75.



Change the module code to 75 in Action tab.



Add the new function into menu item.




And add the new menu item in Report navigation page.



Once done, you should able to see the new menu item that link to customized report in navigation page.


Comments

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