Vous êtes sur la page 1sur 22

April 2014

TRAINING
Common Tools – The Novelties
Sage ERP X3 v7
TRAINING Common Tools – The Novelties v7 – 2/22

TABLE OF CONTENTS

TABLE OF CONTENTS .................................................................................................2

LEGEND ........................................................................................................................3

PREAMBLE ...................................................................................................................4

1. LOGGING IN ...................................................................................................5

2. USER INTERFACE .........................................................................................8

3. COLLABORATION SPACE...........................................................................13

4. OFFICE INTEGRATION................................................................................14

5. THE SEARCH BOX .......................................................................................18

6. MOBILITY ......................................................................................................19

7. THE DIFFERENT PAGES.............................................................................20

8. REQUEST .....................................................................................................21

SAGE 2014 - Internal & Confidential.


TRAINING Common Tools – The Novelties v7 – 3/22

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.)

......................................................Hint: This is used to highlight an interesting hint on X3

......................................................Additional information on the process or data or parameters


addressed in the exercise

......................................................Exercise “quiz” question

Warning

SAGE 2014 - Internal & Confidential.


TRAINING Common Tools – The Novelties v7 – 4/22

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.

SAGE 2014 - Internal & Confidential.


TRAINING Common Tools – The Novelties v7 – 5/22

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 ?

3) When you log-in on your laptop, what type of authentication is used.


Answer :

4) When you log-in on your Facebook , what type of authentication is used?


Answer :

Duplicate an “Admin” user

• Call “Admin”.
• Change code and name and login. (X + your initials)
• Accept all the default values. Save. Ok.

User Preference Panel (quickAdmin)


• Create user.
• Fill-up the following zones:
o Login
o Password
o First and last name
• Select Add on Groups and select Super Administrators. Save.
• Select Add on Endpoints login, enter your user code in User login. Select an
Endpoint (SEEDCOP+X3 Folder). Save. OK.

Log-out and login using your user code.

SAGE 2014 - Internal & Confidential.


TRAINING Common Tools – The Novelties v7 – 6/22

Create a “Pupil” user.


Set-up>users

• Duplicate your user code (X+initial).


a. Code: Pupil
b. Name: Training participant
c. Login: Pupil
d. Workflow address: pupil@sage.com. Create.
e. Note your temporary password:___________________

Syracuse administration

• Create a security profile : Pupil


a. Code: Pupil
b. Description: Training participant
c. Authoring level: User
d. Allow all the CRUD operations
e. Save
• Create a role :
a. Code: Pupil
b. Description: Training participant
c. Security profile: Pupil
d. After validation of the creation, go back and view the security profile,
what is added?
Answer :

• Create a group for the above-mentioned role.


a. Description: Training participants
b. Role: Pupil
c. Endpoints: SEEDCOP, X3-folder, Syracuse administration.
d. Save
• Now create your User code.
a. Login: Pupil. Password: PUPIL
i. Authentication: PUPIL
ii. Group: Training participants
iii. Endpoints login: PUPIL- SEEDCOP Folder
iv. Save.
• Logout and login.

SAGE 2014 - Internal & Confidential.


TRAINING Common Tools – The Novelties v7 – 7/22

• What do you notice on your home page?


Answer : Why?

SAGE 2014 - Internal & Confidential.


TRAINING Common Tools – The Novelties v7 – 8/22

2. USER INTERFACE

Personalization

When personalizing a page, always get the “All” transaction selection.

Navigation page / Sales /Quotes


1. Personalize the Sales quotes.
a. Management tab : Make Tax/Currency collapsible.
b. Management tab : Put the 2nd sales rep below the first.
c. Invoicing tab : Put Settlement discount in line with payment
terms. Re-dimension the block.
d. Lines tab : Put in one line all the fields on the bottom.
e. Save as My Quotes.
2. Choose another page and carry out your own personalization.
3. Connect to these pages. Are they displayed as you have
personalized?
4. Go to the Sales orders. How will you know that there is no
personalization done on this screen?
Answer :

SAGE 2014 - Internal & Confidential.


TRAINING Common Tools – The Novelties v7 – 9/22

Home page

These icons will let you access the navigation page


or your home page.
With your user code “PUPIL” your home page is empty.
Let’s populate the home page.
1. Let’s add to our home page existing landing pages.
A) Open the Role: Pupil.
B) Add the vignettes:
I. System administrator
II. Sales executive
III. Sales workflow
C) Logout and login (PUPIL).
D) What do you observe on your home page?

2. Let’s enrich our home page.


Let’s create a landing page called Customer relation.
A. Create menu items that will populate this landing page.
Code: X3_TRAIN_SVEN18
Title: Projects
Description:SVEN18
Link type: Statistics
Application: X3 ERP
Stat name: VEN18
Parameters: Portview – Portal code – SVEN18
Display: Same window
Module: Customer Relation
Categories: CRM
Save

SAGE 2014 - Internal & Confidential.


TRAINING Common Tools – The Novelties v7 – 10/22

HOME PAGES

B. Create landing page.


Page name: CRMtraining
Title: Customer relation
Description: Customer relation
Use current endpoint
Vignettes +Append (Select the menu item you have
created) Projects
Role: Training participant + Super administrateur
Save
• LOG OUT AND LOGIN (PUPIL)

• For the fast finishers


A. Create menu item for a process.
Code: X3_TRAIN_VEN09_006_006
Title: Customer support
Description: Customer support
Link type: Process
Application: X3 ERP
Process name: VEN09_006
Display: Same window
Module: Customer Relation
Save

B. Add this menu item to you landing page.


Call CRMtraining.
Edit
Vignettes + Append
Customer support
Save
Control the content of your landing page Customer relation.

SAGE 2014 - Internal & Confidential.


TRAINING Common Tools – The Novelties v7 – 11/22

My Landing page

1. Create a new landing page.


a. Page name: P01
b. Title: Techno page.
c. Use the current endpoint

d.

2. Add the gadgets to this new landing page.

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.

3. Personalize your template.

SAGE 2014 - Internal & Confidential.


TRAINING Common Tools – The Novelties v7 – 12/22

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 :

4. Add some more pages to your bookmark.


5. Put Techno page at the end of the list.

SAGE 2014 - Internal & Confidential.


TRAINING Common Tools – The Novelties v7 – 13/22

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.

SAGE 2014 - Internal & Confidential.


TRAINING Common Tools – The Novelties v7 – 14/22

4. OFFICE INTEGRATION

Click on the icon of your User Preference panel. Get quickAdmin.


On the Syracuse Tools, launch Install Addins for office. Follow the
installation instruction.
Open your Microsoft Excel. Can you see a difference? What function can
you see on the top of the page?

Answer :

Go to your Home Page.


Call your landing page. (Techno Page) or click it on your favorites.
Let’s create our Office documents.
1. Excel
a. Click on YORDER details request
b. Launch the Excel report. Open the report.
c. Key in your user/password.
d. Do some verification: Tunnel to the product or to the
client.
e. Apply styles to your document.
f. Click on Save as. Valid the server.
g. Keyin user/password. You can see the Datasource
already created.
h. Publish. Description: Order details. Storage volume:
The storage volume you have created previously (if you
don’t have storage volume, you can put it on the “Temporary volume”).
i. Save.
j. Go to the List of documents. Can you see your created
document?
Answer :

SAGE 2014 - Internal & Confidential.


TRAINING Common Tools – The Novelties v7 – 15/22

To go further: Add the list of users.


k. Open your document.
l. Click on Sage ERP X3
m.Make sure that you won’t be inserting on the existing
lines. (shifting policy= do nothing)

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).

SAGE 2014 - Internal & Confidential.


TRAINING Common Tools – The Novelties v7 – 16/22

For the daring: Create a word report from YORDER management.


k. Create a word report.
l. Preview. Save as document.
m.See the result on the List of documents.

3. The quotes: Navigation page > Viewpage


a. Call the Sales quotes.
b. Display one of the quotes on the list.
c. Print this quote in one of the languages proposed.
d. If you don’t agree with content, you can modify the
layout of the template.

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.

6. How can we know that it is possible to create office


document from a representation?

SAGE 2014 - Internal & Confidential.


TRAINING Common Tools – The Novelties v7 – 17/22

Answer:

Look at the representation of AUTILIS.

SAGE 2014 - Internal & Confidential.


TRAINING Common Tools – The Novelties v7 – 18/22

5. THE SEARCH BOX


1. To be able to feed the indexing crawler, what should be set-
up?

Answer :

Look up the class dictionary and the representation dictionary. (properties)

2. How is the search set-up? (quickAdmin/ Search index


management)
3. What are the two types of information displayed?
Answer:
4. What are the two technologies used in the construction of the
search.
Answer:
5. Launch the indexation of Customer.
6. Search “Product”. How many results have you got?
Answer:
7.

SAGE 2014 - Internal & Confidential.


TRAINING Common Tools – The Novelties v7 – 19/22

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.

SAGE 2014 - Internal & Confidential.


TRAINING Common Tools – The Novelties v7 – 20/22

7. THE DIFFERENT PAGES


1. How do you know that the function is a classic page?
Answer:
2. The “List of Users” is what type of page?
Answer:
3. Now, click on one of the users, what type of page is now
displayed?
Answer:
4.

SAGE 2014 - Internal & Confidential.


TRAINING Common Tools – The Novelties v7 – 21/22

8. REQUEST
Setup>Usage>Reports

Creating a request is still done through GESALH function.


A. Create a request (EUCLIENT). A list of all customers that belong to
the category “EU” with the following information:
a. Name
b. Company
c. Country code
d. Country name
B. Create a menu item with the following parameters:
a. Link type: representation
b. Associated class: QUERY(‘EUCLIENT’)
c. Representation: QUERY~EUCLIENT~1.
d. Facet: Query
C. Add this menu item to your landing page: Customer
relation.

SAGE 2014 - Internal & Confidential.


TRAINING Common Tools – The Novelties v7 – 22/22

Thank you

marie.ducerveau@sage.com
SAGE 2014 - Internal & Confidential.