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

  1. Nathanial12 December 2018 at 03:16

    What a nice post. I appreciate about it. Do you know about arch capital partners llp then tell me. Or have another site like this share with me.
    Thanks a lot!!!

    ReplyDelete
  2. Alka Sharma16 April 2025 at 06:16

    You have illustrated Sage X3 very nicely in your article so that interested candidates can easily understand this technology. Sage X3 is an Enterprise Resource Planning (ERP) product developed by “Sage” group mainly focused on established businesses. Sage X3 is a cost-effective, end-to-end ERP that brings all together the organization’s operations under a single enterprise management solution and database. If anyone willing to learn this Sage X3 technology or upskill himself in this cloud technology one can kindly contact https://www.maxmunus.com/page/Sage-X3-Training
    Or kindly check ttps://www.youtube.com/watch?v=iPO8F5U9rP4

    ReplyDelete

Post a Comment

Popular posts from this blog

Sage X3 - Regenerate Syracuse Certificate

Image
There are some of the reasons that you need to regenerate Sage X3 Syracuse certificate, the reasons could be: 1. Expired of certificate 2. Uninstall or re-install of X3 Syracuse 3. Changes of server information 4. Incomplete, corrupted or missing of information in Certificate 5. Changes of password of SageRT (Granted administrator user running X3 services) The possible error below that you encountered below might required regenerate the certificate in order for you able to login Sage X3 again. 1. Cannot read passphrase file. Maybe it has been created under another operating user. 2. Error connect ECONNREFUSED. Here are the steps to regenerate certificate for Syracuse: 1. Go to Syracuse installation directory, <Syracuse>\syracuse\cert_tools. Make backup of output folder by rename it.Click on certgen.bat, this will open a command prompt. 2. Fill in all necessary information for Country, State, City, Organization, Organization Unit, Name and Va...
Read more

Sage X3 - Install and configure SMTP in IIS 6 by using gmail account

Image
Install and Configure SMTP in IIS 6 by using GMAIL Account You can use your gmail as relay server to allow email to be sending out from X3 workflow. To enable it, you need to turn on 'Allow less secure apps' in your gmail account setting. In order to use SMTP relay server Windows Server 2012 , you need to enable SMTP server and Telnet Client in Add roles and features wizard. Once SMTP installed, go to IIS6.0 Manager, select the IP Address. Go to Delivery tab, click on outbound security button. Enter your gmail account and password. Tick TLS encrytion.  On same Delivery tab, click on outbound connection button, change the port to 587.  Click on Advance button, change the smart host to smtp.gmail.com. You may reset IIS and start SMTP virtual server once it's done. To use Sage X3 workflow emailing, you have to login X3, set up parameters value, configure workflow rules and user assignment. Go to parameter values, select S...
Read more

Sage X3 - Add a new custom field in Journal Entry

Image
Add a new custom field in Journal Entry This is to show  how you can add a new c u stom field in journal entry.  Add new field in GACCENTRTYD table.  Add this new field to screens GACCENT2, GACCENTR1, GACCENTR3, GACCENTW as below. Save and click validation for those screen with validation button enabled.  GACCENT2 screen, (HAE2) GACCENTR1 screen, (XAE1) GACCENTR3 screen (HAE2)  GACCENTW screen (HAEW) Global Validation on the windows - OGAS & OGGSTD for the object GAS Go to  Journal Entry Transaction  (under Setup –> Financials –> Journal entry transactions). Make the changes and save the record as below. Logout & Login to test the changes.
Read more