What’s new in Sage X3

APIs

FEATURES

Product return: Mutation

Used to create product returns from material issues to work orders.

Automated Test Platform

IMPROVEMENTS

Framework evolution

Sage X3 Automated Test Platform 3.1.0:

Ensures compatibility with latest version of node.js 18 delivered to date. Refer to the prerequisites_atp online documentation for more information about node.js compatibility with Sage X3 Automated Test Platform 3.1.0

Updates the third-party components to benefit from the latest capabilities and fixes. Consult Sage X3 Automated Test Platform – Third-party components for more information.

Bug fixes for the following components: header dropdown, data table row action toolbox.

Improvements  to ensure that the Sage X3 Automated Test session management is activated before entering a Sage X3 function or entity.

Security vulnerability fix.

Compliance

FEATURES

Improved support for One Stop Shop

Portugal (POR)

You can define the rules needed to comply with One Stop Shop (OSS) requirements. This includes managing tax classifications, VAT declarations, SAF-T, and QR codes.

TicketBAI: Autoinvoice management

Spain (SPA)

When you create a purchase invoice for a supplier, you have the option to generate a sales invoice that cannot be posted and cannot be sent to the TBAI tax authority. Instead, it is submitted by the customer.

This is managed by the ISSBYREC–Autoinvoicing parameter (LOC chapter, SPA group).

Validate SIREN/SIRET IDs

France (FRA)

In the SIREN/SIRET validation function (FUNSIRVAL), you can quickly validate SIREN/SIRET IDs against the French government’s SIRENE database. You can validate one or a range of business partners at once, saving time.

The validation process compares information in business partner, company, and site records, such as address, name, and so on, to ensure that they are correct. It also identifies duplicates.

A log file details the results so that you can update records as needed.

This is managed by the EINSI–SIREN/SIRET validation and KFR–French localization activity codes.

Distribution

FEATURES

Mobile Automation

Stock lines in the Miscellaneous issue, Subcontract transfer, and Intersite transfer transactions

  • You can select the stock line to issue or to transfer. All the required information from the stock line is automatically retrieved and populated at once.

Scan composite codes to enter product data in the Stock change transaction

  • When you scan a GS1 composite barcode, a QR code, or a Data Matrix code, the following product data is automatically read and entered: 01-Global Trade Item Number, 10-Batch or Lot number, 21-Serial number.

New Stock change transaction in the By identifier menu

  • This transaction is designed to select stock identifiers used to quickly filter the stock lines for the stock change movement.

Shipment number and packing slip in the Purchase receipt transaction

  • You can specify the shipment number when the purchase order line is shipped with several purchase shipments. You can also enter or scan the supplier packing slip. It is automatically populated on the purchase receipt document, which helps you perform any research or tracking.

Intersite receipt transaction from the Receipt menu

  • You can use this transaction to receive intersite purchase orders quickly and easily.

View stock by product-site, View stock by location, and View stock by LPN transactions

  • You can display these transactions with improved response times. The product image displays correctly.

Filter the product in the Putaway transaction

  • You can filter the product from the selected storage list.

Dropdown lists for entry transactions

  • In all transactions, all authorized values are displayed in the dropdown lists.

IMPROVEMENTS

In invoice reports, the PTMENTIONS06 field allows another selection option

Portugal (POR)
When you set the PORMENT06-Value change parameter (LOC chapter, POR group) to Yes, the PTMENTION06 field in the TMPSRPT Table maintenance table is filled with “———” for invoices.

SAF-T extraction when the SAFTPRDKIT parameter is No

Portugal (POR)
The SAFTPRDKIT–Communication of the kit parameter (LOC chapter, POR group) settings affect flexible or fixed kits differently.
– For flexible kits:
In SAF-T, all lines for a kit are included in the SAF-T communication regardless of the parameter setting.
– For fixed kits:
Yes: All lines for a kit are included in the SAFT communication.
No: Only lines different from LINTYP 3 to 9 are included.
For the credit memos for this type of kit, you cannot select only one component.

Finance

FEATURES

E-invoicing framework

The following is an overview of features being developed to manage electronic invoices through the e-invoicing framework. The framework includes new functions and updates to current functions as needed but does not change existing processes.

These features are in development should not be used in a production environment.

All features are managed by the EINV – E-invoicing activity code, which is not active by default.

Manage inbound e-invoices

When development is complete, you will be able to:

  • Receive and manage inbound e-invoices with dedicated tools.
  • Map Sage X3 data to inbound supplier e-invoices.
  • Define mapping rules and criteria.
  • Review results in a log file that details success, errors, and warnings.
  • Set up as a recurring task.

Manage outbound e-invoices

When development is complete, you will be able to:

  • Create, submit, and manage e-invoices with dedicated tools.
  • Process transactions for sales or AR invoices, posted invoices, credit memos, and debit notes, (excluding direct GL entries and proforma invoices).
  • Define criteria such as date, module, customer, and so on.
  • Set up as a recurring task.

Important considerations

  • Customers need to be able to accept e-invoices.
  • Not all legislations support the cancellation of e-invoices.

Manufacturing

FEATURES

New properties for finite scheduler integration

Additional properties are available for reading data through GraphQL APIs for Finite scheduler integration.

Increased Employee ID field length

The Employee ID is increased to 6 digits from 4 digits. All transactions, screens, and tables that use the Employee ID are updated.
Use the new datatype EPN to set the length of the Employee ID code to fit with your human resources software.

Work order production tracking default location

To assist the shop floor operator, Work order production tracking displays the default location for the product-site, based on the rules for the product category.

Mobile Automation: Filter for the components to be tracked

To filter the list of components to be tracked for a work order, set the Stock withdrawal mode in the Material tracking plan entry transaction.

The change manager for a change request can only be modified by an admin user

Use the CCMUPDCHGM-Allow change manager update parameter (TC chapter, CCM group) to control modification of an assigned change manager by any user approved as a change manger.

Mobile Automation: View product image in Production tracking and Material consumption

The Mobile Automation Manufacturing transactions Work order production tracking and Material consumption display the product image.

IMPROVEMENTS

Error when replacing a component

To replace a component in the Replacement Components function (REMPLCOMP), a conversion needs to exist in the UOM conversion function (GESTCO) between the original and the replacement component units. If the unit conversion does not exist, the component is not replaced and a warning message displays.

Assigning an unplanned material to a released product line for a work order for multiple released products

Unplanned components added to a work order for multiple released products in the Work order (GESMFG), Production tracking (GESMTK), or Material tracking plan (FUNBENCHM) functions have the default link type “Released product.” This ensures easy selection of the work order line number for the updated released product. Alternatively, you can set the link type as “Complete order,” enter the component details and select the order line.

In the Material tracking plan entry transaction (GESMML), to display the Link type and Order line no. fields you need to add a number to the Input column. Sage recommends the fields are adjacent each other.

Manufacturing enhancements for user experience

  • You can view work center data in a graphical format from the Where-used work centers function (GESMWW).
  • You can open a sales order from a transfer request line (TPF) in the Enterprise planning function (FUNGBENCH / FUNGBENCHA).
  • The Loc. field (Location) in the Production tracking function (FUNBENCHM) defaults to the default location defined in the issue rule or to a location where there is stock available.

Platform

FEATURES

Sage Provisioning Portal: AWS enhancements

Improved documentation: The portal’s documentation provides more comprehensive help related to AWS. You can find answers to questions quickly and efficiently.

Enhanced error handling: During unexpected situations, you receive more informative responses and messages to better understand what happened.

Microsoft SQL Server secure connection with the console

You can create a Microsoft SQL Server secure connection and benefit from the latest Microsoft SQL Server security settings.

Microsoft SQL Server secure connections require the PowerShell SQL Server module release 22 or later.

See the prerequisites and installation documentation for all components concerning PowerShell and the Microsoft SQL Server module for PowerShell.

Reset password link

The login screen includes a link to reset your password when basic authentication (user/password) is used to allow users to reset their passwords easily without having to ask the Administrator when passwords are forgotten or compromised.

Basic authentication is not recommended on production systems.

You receive an email with temporary links to reset your password, which you can do autonomously and securely.

The Notification Server needs to be active for the Sage X3 solution.

Runtime: Native JSON parser

Native Sage X3 language instructions were developed for JSON parsing and constructing JSON streams. You can use these instructions in your scripts when handling JSON payloads for faster and more robust processing.

For more details, refer to the JSON instructions documentation (openJson, closeJson, getJsonStr, getJson, setjsonInt, setjsonStr, and so on).

Register your organization and companies

As an administrator, you can register your organizations and companies with Sage in the Organizations menu to access Sage online services such as e-invoicing, tax number validation, artificial intelligence, and other services that elevate and streamline your business workflow through your Sage account.

Registering your organization and companies provides secure authentication when using Sage services outside of Sage X3 with no additional effort.

Enhanced Runtime cache management for scripts and table definitions

The Sage X3 Runtime contains an enhanced cache for scripts and tables that introduces faster and more streamlined processing when reading and parsing scripts and table definitions.

Memory requirements are refined.

Check the updated Runtime server requirements in the Prerequisites help pages.

System variables maxmem (Memory management) and adxmpr (Cache management) default values are updated:

  • Maxmem=128
  • Adxmpr = 500

Using runtime tags on batch jobs

You can use runtime tags to direct individual batch jobs to a specific runtime service or a specific group of runtime services. This can be done with tags assigned to the batch jobs.

Runtime tags provide unlimited flexibility in batch jobs workload distribution.

Add-on packages for Sage X3 API dictionary

You can create new add-on packages in the dictionary for customizing and extending the Sage X3 GraphQL API.

Packages help you manage your extensions securely and can be associated with activity codes. Packages can be extensions of other packages.

Sage Provisioning Portal: Azure enhancements

Improved documentation: The portal’s documentation provides more comprehensive help related to Azure. You can find answers to questions quickly and efficiently.

Simplified Bastion instance management: You can use SPP to stop and start Bastion instances on your Azure cloud network. This enhancement helps to streamline operations and improve efficiency.

Effortless site deletion: To ensure a clean subscription, you can easily delete a site and all elements including site the site resource group. You need to confirm the action to avoid accidental deletions. If delete protection is enabled, you receive a message on why you can’t delete.

The existing infrastructure was updated to remove the link between Frontdoor and Private Link to ensure smooth site deletions.

Declare scripts through the Sage X3 API dictionary

To run a wide range of operations, you can declare Sage X3 scripts, or subprograms, as GraphQL operations attached to a GraphQL entity through the Sage X3 API dictionary.

See the online help and training resources for more details on the Sage X3 GraphQL API.

Automatic generation of GraphQL node definitions

GraphQL API schemas are described in the Sage X3 metadata dictionary. You can easily extend standard APIs, including customizations, and create new queries and operations.

The API menu contains all the links needed to view or extend the Sage X3 GraphQL APIs: packages, data models, node bindings, binding dictionary, and operations.

The tables and data models contain property names in friendly GraphQL notation and package information.

Custom GraphQL query schemas are generated when node bindings are validated after data models or operations are saved.

See developer.sage.com for more information to extend and use the Sage X3 GraphQL APIs.


IMPROVEMENTS

Runtime: Managing prerequisite packages

The runtime prerequisite packages are described in a package.json file and centralized in the Dependencies repository.

Successful print jobs saved for traceability

Successful print jobs can be viewed in the Print supervision function (PSIMP). This allows monitoring mechanisms to retrieve all jobs, successful or not, through the Print Server APIs for better and more robust traceability.

The default retention period for failed print jobs is 20 minutes.

The default retention period for successful print jobs is 0 minutes (No retention). This can be changed in the Sage X3 Management Console, in the Print Server expert parameters.

See the Print server online help for details.

Simplified Excel add-in layout

The improved ribbon for the Microsoft Excel add-in is more consistent and provides easier authentication and setup flows.

Remove license restriction message

A message no longer displays when you access a function that is not authorized based on your badge. This provides quicker access to functions you need.

The Read-only indicator in the Action panel details why access is restricted.

Syracuse technical compliance and security

The SOAP Web Service pool will not start if the maximum size or the initialization size is 0. Default values are set as follows:

  • Maximum size: 4
  • Initialization size: 2

Runtime: Updated Microsoft Visual C++ Redistributables

The runtime supports and uses the latest Microsoft Visual C++ Redistributables.

Runtime: Updated PowerShell prerequisites

The runtime and console support PowerShell 7.3.

The minimum requirement for PowerShell in the latest release is version 7.2.

Runtime and print servers: Updated database clients

The server support and use the latest ODBC clients for Oracle and Microsoft Server and Azure elastic pools.

User interface enhancements for readability and accessibility

The following features have been improved:

  • Readability of left lists with:
    • Alternating lines
    • Colors for hover and selected lines
    • Header enhancements
  • Readability of grid sections with:
    • Alternating lines
    • Colors for hover and selected lines
    • Field highlights for editable fields
    • Uniform background (textured backgrounds have been removed)
  • Performance of complex screen rendering. Refer to the dedicated note in this document.

PowerShell scripts: Oracle database

The Oracle database is now configured through PowerShell when installing or updating. This provides for more security and simplifies deployment.

See the installation online help for more detail.

Improved performance of classic screen rendering

The Auto-collapse feature available from your user profile settings makes loading complex large windows with many tabs faster.

The option displays the header and first tab of a function and then shows the rest of the tabs as collapsed sections.

The settings are automatically saved when you expand or collapse sections and exit the function. The tabs will be as you left them when you reopen the function.

The Reset auto-collapse settings option resets all tabs to the default settings with two sections expanded and the others collapsed by default.

Support and security for Elasticsearch 8

Sage X3 supports Elasticsearch 8 and Elastic Cloud. This includes the Search server settings function to set up database and connection security. This makes it faster and easier to deploy Elasticsearch more securely.

SEI Security update

Sage and its partners take the security of its customer solutions extremely seriously, and regularly undertake proactive testing across products to identify potential vulnerabilities and provide fixes.

We have recently become aware of a security vulnerability in Sage Enterprise Intelligence.

The necessary measures to address this vulnerability including configuration changes and patch updates have been taken. As all versions of SEI may be vulnerable, we ask you to take the following action to protect yourself:

For customers hosted in the SEI Cloud, the latest version of software has been deployed and no further action is required. For all other customers:

The latest version of SEI was launched on 26 July 2022. This version is not impacted by the vulnerability. For customers running a version of SEI that is in the support maintenance window or on a subscription, upgrading to the latest version of the SEI software is the best route to fixing the vulnerability.

Alternatively, if you are running a version of SEI which is within the maintenance window but you would prefer not to upgrade to the latest version, please use the patch provided for your version of the software.

All upgrades and patch fixes can be found at: https://sageenterpriseintelligence.sharefile.com/.

Customers running a version of SEI that is outside the support maintenance window are advised to upgrade their software to a version that is supported to ensure they are protected.

CONTACT US TODAY AND FIND OUT HOW WE CAN HELP.

 

 

Sage X3 Version 12 2022 R3 quarterly update

Here’s an overview of new and enhanced capabilities delivered with Sage X3 Version 12 2022 R3quarterly update release.

Finance

General

SEPA updated to v3.5

Bank file definitions for SEPA files for credit transfers and direct debit have been upgraded to version 3.5 in compliance with Deutsche Kreditwirtschaft requirements and the Electronic Banking Internet Communication Standard.

VAT Framework –Improvements

For a simplified experience, you can select the Enable VAT on payments checkbox to display the related fields in the VAT returns function. If this checkbox is not selected, the fields are hidden.

Distribution

Sage X3 Mobile Automation

Purchase receipt transaction

In the Purchase receipt transaction, you can search a product using the product supplier code or the supplier UPC code.

Unlink an LPN

You can now use the LPN unlinking transaction to unlink stock lines froma License plate number.

Manufacturing

Sage X3 Mobile Automation

Time tracking

For an improved user experience, anew Mobile Automation Time tracking transaction has been enhanced totrack time for an unplanned operation. A Standard operation can also be selected as an unplanned operation.

Material consumption enhancements

The Mobile Automation material consumption functionality has been enhanced to only display lots and sublots available in stock when selecting lots and sublots for a component.

Sage X3 Web Scheduling

New sedApta version: 2022

This release introduces a new brand interface with a simpler installation package. For preinstallation recommendations please visit the Sage X3 Online help center.

Platform

To enhance your user experience, a number of add-ins have been delivered with the Sage X3 platform, including:

Notification server

Notification server screen enhancements have been made, thereare also new transport types for the notification server and workflow emails.

File Uploads-Invalid Characters

To improve accuracy and save time,an errordisplays when you upload files with invalid characters.

API’s

GraphQL API

Enhancements have been made to the Sage X3 GraphQL schema to add various nodes and properties, find below. For more information and supporting materials, please click here.

  • Attribute values for Finite scheduler
  • Finite scheduler custom values
  • Managing deletions for Finite scheduler
  • Optimisation matrices for Finitescheduler
  • Setup matrix for Finite scheduler
  • Setup time exception lines for Finite scheduler
  • Work order link for Finite scheduler
  • TimeEntry Line (mutation)

Sage X3 Automated Test Platform

Enhancements have been made to the Sage X3 Automated Test Platform version 2.8.0 for your user experience, this contains:

  • Screenshots on demand
  • Platform installation and update using a new setup wizard to install and update the Sage X3 Automated Test Platform library

 

Want to learn more?

The Sage X3 Central Centre of Excellence team are running a series of New Feature Highlights sessions where you can learn the value of the newest features  of Sage X3 2022 R3. Please visit Sage University and New Features Highlights 2022 R3 to register for the briefings.

CONTACT US TODAY AND FIND OUT HOW WE CAN HELP.

Sage X3 Version 12 2022 R2 quarterly update release

Finance

Currency rates on-demand

For increased ease of use, a change has been made so that you can now use the ‘Update currency rates’ function to update the rates for either all or a specific currency based on a selected date.

VAT Framework –Controls

For a simplified experience, controls are now in place to esure consistency between settings in the VAT boxes and the VAT form functions.

The below inconsistencies will now be detected:

  • A box is defined in the VAT form but not in the VAT box setup.
  • The VAT box type, Detail, Total, or Off declaration, does not match in the two settings.
  • The formula for a VAT box is different in the two settings.

Distribution

Sage X3 Mobile Automation

Pick ticket transaction improved

For enhanced user experience, theEnter line details pagein the Pick ticket transactionhas been improved.

LPN linking

You can now use the LPN linking transaction to link stock lines into a License plate number.

Label printing

Label printing For increased simplicity, you can now print stock labels on the fly using the new Stock label printing transaction.

Credit memo management on scheduled invoice

For better credit memo management, new scheduled invoices are generated to reinvoice the sales order line and integrated into the project billing flow.

You can see these changes related to the credit memos in the Scheduled invoices inquiryand in the project management functions.

Project Management

Import a project

For an elevated experience, new project import template is now available from the Import/export templates function. Use theProject import template to create or update one or more projects from a single import file. All elements of the project can be imported including budgets, budget lines, tasks, task products, task operations, and operation assignments.

Project billing with Credit memos

A new functionality has been introduced for a simplified user experience whereby credit memos are displayed in billing plans and can be re-invoiced on demand in full or in part if the Re-invoicing field on the credit memo line is set to yes.This completes the fully integrated features of time billing and progress billing.

Planned load initialisation on Employee assignments

To save you time, the employee planned load is now synchornised automatically when the planned load is updated on the task operation. This behaviour only occurs if a unique employee is assigned to the operation from the Task operation list and not from the operational detail screen.

Manufacturing

Sage X3 Mobile Automation

Time tracking For an improved user experience, a new Mobile Automation Time tracking transaction replaces the current ADC time tracking transaction. You can use this function to record operator time and progress against work order operations and you can also use the ‘Add quantity’ button to track multiple time records against a single work order and operation. To move between operations for a work order, or between work orders use the next button.

Production label printing

For ease of use, anew Mobile Automation Production label printing transaction prints production labels from content determined by the user using selection fields provided.

Material consumption -unplanned materials management

A new Mobile Automation Material consumption transaction has been introduced which replaces the current ADCs Material output transaction. You can usethis function to record planned and unplanned material issues and consumption progress against work orders. You can also use the Add quantity button to track multiple material issue records against a single work order. Use the Next button to move between components for a work order, or between work orders.

Sage X3 Web Scheduling

New Sage X3 Web Scheduling version: 11.9.8.3 is now available.

Want to learn more?The Sage X3 Central Centre of Excellence team are running a series of New Feature Highlights sessions where you can learn the value of the newest features of Sage X3 2022 R2.

Please visit Sage University.

Sage X3 Update: JavaBridge Component End of Maintenance 31st July 2022

Sage X3 JavaBridge will no longer be delivered or supported by Sage from July 31st 2022.

This means existing installations of the JavaBridge will keep working, but no new releases will be delivered, and no issues will be fixed. Existing releases of the JavaBridge will still be available for download in the foreseeable future. However, Sage does not guarantee the compatibility of the JavaBridge component with future Sage X3 releases or with oncoming modifications to existing releases such as security hotfixes.

 

What do I need to do?

If you are a  Sage X3 customers that use the JavaBridge to interface to external services you need to contact your Sage support partner for more information. The Java bundles developed specifically for Sage will stop delivering new releases or bugfixes for this component from July 31st 2022.

Sage advised in the Planned Conformance Changes document, that customers should plan a transition to other technologies currently using the JavaBridge. Those include using the REST capability in Sage X3 to connect to external services or to custom services developed as needed.