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TRAINING
Common Tools – The Novelties
Sage ERP X3 v7
TRAINING Common Tools – The Novelties v7 – 2/22
TABLE OF CONTENTS
LEGEND ........................................................................................................................3
PREAMBLE ...................................................................................................................4
1. LOGGING IN ...................................................................................................5
3. COLLABORATION SPACE...........................................................................13
4. OFFICE INTEGRATION................................................................................14
6. MOBILITY ......................................................................................................19
8. REQUEST .....................................................................................................21
LEGEND
The following elements are used in the exercise booklet as “interface” indicators:
Common Data > BPs > BPs ............This shows directions to a function from the general X3 menu (X3
menu path from standard Admin home page)
Tab
...............................................Indicates a tab in a multi-tab X3 function, such as Controls or
Financial in the Common Data > BPs > Customers function.
Field Field Value ..................................Indicates a screen field and the value that should be entered (if
necessary)
Check Box ........................................Shows a checkbox (or tick box) and its status
Button
...........................................Indicates an X3 button (located on the bottom part of the screen)
such as Create or Save or a toolbar button (top left icons) such as
New.
File > Print > List ...............................This shows the path to a top menu option (top menu bar)
Annotation: ................................This is used to provide space for the student to write a result (Order
code etc.)
Warning
PREAMBLE
In much of the processes where common data is created (such as Customers or Products) the
exercise notes mention XXX in the data codes or designations. Replace that with your own initials.
This is to distinguish your data from other delegate’s data in case the servers are shared.
1. LOGGING IN
Users in Sage ERP X3 v7
1) What are the two types of users that have to be set-up before any individual
can use the Sage ERP X3 v7
Answers :
2) Will you be keying in all these users code every time you log-in?
Answer (Yes/No) Why ?
• Call “Admin”.
• Change code and name and login. (X + your initials)
• Accept all the default values. Save. Ok.
Syracuse administration
2. USER INTERFACE
Personalization
Home page
HOME PAGES
My Landing page
d.
a.
b. Add the process YTECHNO (if it is not found on the list, then take
advantage of the search function).
c. Add a request: Sales > CRM > Calls by Sales Reps
d. Add a representation: No module> No category>
Account core models.
The UI favourite
1. From your Home page, add the following to your favorites.
a. Techno page (your previously created landing page).
2. From the navigation Page
a. Set-up, add Users
b. Sales, add Quotes, Orders
c. Stock, add Stock by product
3. Go back to your Home page, can you still see your favorites?
Answer :
3. COLLABORATION SPACE
1. Create a team for the trainers
a. Create team
b. Description: Trainers
c. Administrator: PUPIL
2. Create your own storage volume one in the mongodb and another on
your directory.
a. Code: Training
b. Description: Training
c. Storage: Mongodb
d. Save
3. Take note of all the existing storage volume.
4. OFFICE INTEGRATION
Answer :
n. Click on Setting .
o. Select Datasource
p. Get Data model browse.
q. Get an endpoint(SEEDCOP)
r. Choose the entity = AUTILIS
s. Fetch all. +Apply.
t. Add styles to the table
u. Save. Close the document.
2. Word report
a. Call the representation of Account core model.
b. Create a word report.
c. Choose an existing template, if you got one go to “h”, if
not, create a new one.
d. Key in your User/password.
e. The template is displayed. Save it as report template.
i. Code: D01
ii. Description : Account
f. Create your word report.
g. Click on Preview. Save.
h. Key in user/password.
i. Save as document. My account. Give the description
and store it on the storage volume you have created
previously.
j. See the word document you have created (List of
documents).
4. Mail merge
a. List of users. Choose a group of users.
b. Launch Mail merge.
c. There’s no existing template for the moment. Let’s
create a new one.
d. Key in user/password.
e. The template presented just gives the list of fields that
can be used for the creation of the template. Let’s
modify it.
f. Remove the fields, and create your own.
i. Click on Mailings on the menu bar.
ii. Create your template using the fields that are
found on the list of “Insert merge field”.
iii. Save. (Save as mail merge template).
iv. Now launch the mail merge.
v. Choose the recipient of the mail.
vi. Save.
5. Powerpoint
a. Create Powerpoint slide from Yorder request execution.
b. Give a title and save it.
Answer:
Answer :
6. MOBILITY
1. Set-up your smartphone. User preference panel > quickAdmin
2. You are a sales representative. Add the applications that you
need for your daily exercise of your function.
3. Key in your expenses. Are your expenses synchronized with
the web application?
4. You are not within any network. Can you still create data?
Answer:
5. Will these data be synchronized when your connection is
activated?
Answer:
6. Did you activate your app My customers? If so, select your
favorite customers.
7. Now create some sales order for one or two customers.
8. REQUEST
Setup>Usage>Reports
Thank you
marie.ducerveau@sage.com
SAGE 2014 - Internal & Confidential.