February

2017

V9.x

Notes
Setup & Tools

Hervé ANTONIO-MOTA
 Google chrome user

Google chrome user

2
Hervé ANTONIO-MOTA
 V9
Google chrome user Px

Open Google chrome

Parameters > Settings

Click « Add person »

Type « Name », select « picture » and click add

Hervé ANTONIO-MOTA
 Mobility

Mobility

4
Hervé ANTONIO-MOTA
 V11
Mobility : Standard page P3

Hervé ANTONIO-MOTA
 V11
Mobility : Tablet home page V7 P3

Hervé ANTONIO-MOTA
 V11
Mobility : Mobile home page V7 P3

Hervé ANTONIO-MOTA
 V11
Mobility : Mobile home page P3

Hervé ANTONIO-MOTA
 V11
Mobility : Mobile home page P3

admin

User
(users)

1 super administrators

Group 1 n Endpoints
(groups) (endPoints)
n

1 Admin

Rôle
1
Administration > Authoring > Mobile > …

Mobile Mobile welcome

applications (Mobile home page) dasboard
0→14
(mobileApplication 1
(welcomeDashboar
My Sales documents s) ds)
(STD_X3_ERP_SALES_DOCUMENTS)

Mobile dashboards
(mobileDashboard
My Sales documents s)
n
(STD_X3_ERP_SALES_DOCUMENTS)

Migrate mobile
Mobile gadgets dashboard
My Quotes n (mobileGadgets) (mobileMigrateDas
(STD_X3_ERP_SALES_QUOTES) hboards)

Hervé ANTONIO-MOTA
 X3 Users

X3 users

10
Hervé ANTONIO-MOTA
 V11
User rights : Key data before setting up X3 user P5

4-Function 1-Site

2-
3-Access
Parameter
code
value

Hervé ANTONIO-MOTA
 V11
Process to create a user P5


SWS (Administration module)

Users

1 Endpoints  X3 Users import

(Roles and trade
profile mapping)

Afterwards
Groups 
n
Roles 

 Security profiles Navigation pages Landing pages

Start of the project

Users
 (GESAUS)

User templates (Because of parameter values

X3 (Setup module)

(GESAUS)  And row-level permissions)

Trade profile
 (GESAME)

Menu profile Function profile Functional authorization

 (GESAPN)  (GESAFT) (GESAFP) 

Sites (GESFCY) ; Access codes (GESACS)

Hervé ANTONIO-MOTA
 V11
User rights sum up Good reason to create a user template
P5
User (GESAUS) User function profile (GESAFT)

Process
Generic filter on rules on
data functions
Function
Functions


-
Row-level permissions Functional
- authorization
User (GESAUS) (GESAFP)
( All authorized functions)

Filter on records
And fields

 Access codes Inherits

 Default site
-
-
Function profile
User (GESAUS)
(GESAFT)
Inquiry
Modification
Execution

Reports
Parameter values
-
-
Function profile
User (GESAUS)
(GESAFT)

X3 behavior
 
Hervé ANTONIO-MOTA
 V11
User rights sum up P5

by ADPVAL
Defaulted
User (GESAUS)

Parameter Row level

Access codes
values permissions
Inherits

User function profile (GESAFT)

Function Functional
authorizations Reports
Access codes Default site
restrictions
(GESAFP)

Hervé ANTONIO-MOTA
 V11
Creating SWS users from X3 P5

SWS

X3 : Create • Mandatory : Code : ROBER

Login : ROBERTO n

Indicate Email : roberto@gmail.com

users Profession X3

(GESAUS) codes

SWS : X3 user
import • …
(x3UserImports)

Hervé ANTONIO-MOTA
 … Creation order V11
Users – X3 Trade profiles P5


Users


(GESAUS)

n
1 Trade profile
(GESAME)

Menu profile
(GESAPN)


Function profile
(GESAFT)

BI user profile
(GESAIU)

Safe X3 WAS
profile
(GESAYH)

Hervé ANTONIO-MOTA
 V11
Users – Access codes P5

Example:
Sales order transaction (GESSLC) and Sales entry (GESSOH)

No execution means it will

not be displayed in the
GESSLC transaction selection.

Inquiry Modification Execution

No / Yes No / Yes No / Yes

No inquiry means it will

not be displayed in the GESSOH
transactions list.

Hervé ANTONIO-MOTA
 V11
Users – Access codes P5

Example:
Sales order transaction (GESSLC) and Sales entry (GESSOH)

GESSLC

Inquiry Modification Execution Remarks

No / Yes No / Yes No / Yes GESSLC : I cannot see and therefore

modify
GESSOH : Cannot see transaction
Yes Yes Yes GESSLC : I cannot see and therefore
modify
GESSOH : Cannot see transaction
Yes No No GESSLC : I cannot see and therefore
modify
GESSOH : Cannot see transaction
Yes No No Clear…

No Yes GESSLC
Yes

Hervé ANTONIO-MOTA
 V11
Users – Menu Profiles to function authorizations P3

button

+
Function profile Functional
Menu profile Function profile
authorizations
(GESAPN) (GESAFT)
(GESAFP)
Start menu

Functions
(GESAFC)

Hervé ANTONIO-MOTA
 V9
User rights sum up : User affected to a specific site Px

 Entry
transaction 
(…) Default sites
• Ex: Function (GESAFT)
GESSLC > f.
Group

FR011

Functional Row level

authorizations permissions
 (GESAFP) (GESARL)


Hervé ANTONIO-MOTA
Function profile

Users >1
(GESAUS) Permission code

1-1

Button Authorizations Object Row level

Function profile
permissions
(GESAFT) 1-n
(GESARL)

Default
Functional Permission code
access codes Basic objects
authorization (Miscellaneous table Field
(GESAOB)
(GESAFP) 60)
Sites

Reports

Hervé ANTONIO-MOTA
 V9
Row level permissions (GESARL) Px

(5 % task) Create the permission

codes

Miscellaneous
tables (miscellaneous table 60
(GESADI) → GESADI)
Ex: FCY (or TITI …)

Ex:

(80 % task) Object Permission code Field


Row level PSH Purchase FCY (or TITI …) PSHFCY
permissions Create the request
(GESARL) row level permissions POH Purchase FCY (or TITI …) POHFCY
order
Ex: FCY
SOH Sales quote FCY (or TITI …) SALFCY

SDH Sales FCY (or TITI …) STOFCY

delivery

… … …
Ex:

(15 % task) Role Title Key

FCY (or TITI …) Site FR011

 Users
(GESAUS) Associate the user to
the permission codes
FCY (or TITI …)

…
Site

…
FR012

Ex: and the keys

Permission code = FCY
Key = FR011

Hervé ANTONIO-MOTA
 V9
Functional authorizations (GESAFP) Px

Users
(GESAUS)
PIERRE

1-1

Function profile
(GESAFT)
SALESREP

1-n Default
access codes

1-n
Sites

1-n
Reports

1-n Button
Authorizations SALESREP
Type Grouping by Access Options
site
1-n Functional
 All authorized functions BPR No
authorization
(GESAFP)
SOH FR011 Yes ACDMRS

SOH FR012 Yes ACDFLMPRS

Hervé ANTONIO-MOTA
 X3 Users

SWS users

24
Hervé ANTONIO-MOTA
 V9
Sage web server users Vs X3 users Px

X3V7 X3V7

Sage Web server

SALES  X3
X3 SALES

User User

n
Exceptional logins

X3V7
n
Group SALESREP 
n
Allowed endpoints
X3V7

1
Rôle SALESREP 
X3V7
1
Security profile
SALESREP 
1→n
Badges

1 Navigation
pages

n
Landing
pages
Hervé ANTONIO-MOTA
Navigation page Vs Functional authorization V9
Px
Example : Function GESSMR
Is the

✓
function Do I
manage Yes Yes have an Yes
Navigation Functional
d (in a access
page authorization
sub- to the
module) function
? Displayed

No

Hidden
No
(Direct access to the function ?)

Sage Web Server X3

Sales
group
Function
al
authoriza
tion
Sales +
Purchasi Purhasin
ng g
group

Sage Web Server Sage X3

Hervé ANTONIO-MOTA
Navigation page Vs Functional authorization V9
Px
Example : Function GESSMR

A finir en remplacement/complément du schéma

précédent

Hervé ANTONIO-MOTA
 V9
Creating a X3 user from SWS Px

X3 : Create Profession code : ADMI

Menu profile : ADMIN SWS
profession codes Function profile : ADMIN
(Trade profile :
1
GESAME)

X3

SWS : Create Role : Admin (Super administrator)

• Roles Group : Super administrators
Roles and • Groups
groups

Profession code ADMI = Super administrator

• Block Roles to
profession codes
SWS : Endpoints mapping : Update
profession codes
mapping

• Endpoints login : Add user /

Endpoint
• Associate a group (at least one)
SWS : Create • Right-click > Create X3 user
• Constraint : 5 lcharacters maxi
user • Even if several groups/roles,
only one profession code can
be selected

Hervé ANTONIO-MOTA
 V9
Security profiles : Security level Px

PAUL

Sage Web Server

User
Security profile

Group Modification
n
<= 50 (0 to 50) → Hidden


(Except is own profile : Displayed)

Rôle
1
> 50 (51 to 99)→ Entered


Description C R U D E
Security profile
CollaborationArea ✓ ✓ ✓  
1

Security level = 50

Description C R U D E O (Owner factory)

CollaborationArea ✓ ✓ ✓ 1

Higher

Lower security level

99
Hervé ANTONIO-MOTA
 V9
Roles : Different trading codes sharing the same role
SWS (Administration module)
Px

Users

MARIE PIERRE PAUL

Groups
ACCOUNTANT

Roles
ACCOUNTANT
X3 (Setup module)

User (GESAUS) User (GESAUS) User (GESAUS)

MARIE PIERRE PAUL

Trade profile (GESAME) Trade profile (GESAME) Trade profile (GESAME)

ACCOUNTANT1 ACCOUNTANT2 ACCOUNTANT3

Hervé ANTONIO-MOTA
 Users : Case studies

Users : Case studies

31
Hervé ANTONIO-MOTA
 V11
User rights exercise : Case study 1 P3

I have two new users (ALAIN and ALINE).

Both :
Can use only purchasing and sales orders (GESPOH & GESSOH)
Have two access codes : BUYER and SELLER
Belong to the site FR011 (default site)
Cannot modify default sales price (parameter value SPRIMOD)

Can share documents (Collaboration area) and create personalized

screens (Authoring) only on SWS …

Enjoy !!!

32
 V11
User rights exercise : Case study 2 (FR) P3

Je souhaite ajouter à partir de SWS deux nouveaux utilisateurs

(MARC et HELENE).

Tous les deux ont les mêmes droits d’accès sur SWS : Accès à
l’espace collaboratif et à la personnalisation uniquement.

Dans X3:
Ils traiteront les achats et ventes uniquement (inclure toutes les fonctions).
Etant affectés à leur site respectif par défaut (MARC → FR011 et HELENE →
FR012), il faudra penser à :
Leur associer un site par défaut,
Mettre en place une restriction d’accès sur les enregistrements,
Mettre en place une restriction sur les habilitations fonctionnelles.

Question : Vu qu’ils ont le même profil de sécurité dans SWS, faut-il

dupliquer les rôles ? …

33
 V9
User rights exercise : Case study 3 (FR) P2

Créer un nouvel utilisateur ROBERT qui aura deux rôles :

ACHETEUR et VENDEUR …

Lorsqu’il sera ACHETEUR, il aura accès à toutes les fonctions d’un

acheteur. Même principe pour le rôle VENDEUR

Sales
group
Function
al
authoriza
tion
Sales +
Purchasi Purhasin
ng g
group

34
 Navigation pages

Navigation pages

35
Hervé ANTONIO-MOTA
 V11
Landing pages (vs Home page) P3

admin

User

super administrators

Group
n

Admin

Rôle
1
Home page
Buyer

n Home
pages (Accueil)
n (landingPages)

(pages d’accueil) STD_X3_ERP_ACHETEUR

Menu item
n (menuItems)

Entrée de menu (vignette/gadget)

Hervé ANTONIO-MOTA
 V9
Navigation pages (V9.02) Px

admin

User

n
super administrators
Group

1
Admin
Rôle

Home
Navigation STD_X3_ERP_MPUR
page Purchasing
1

(pages de
navigation) X3_ERP_MPORD
Menu module
n Orders
n

(Module) n
Sub-modules

(Sous-module) n Groups
STD_GESPOH
(optional) (Blocs)
Orders

Menu item
n

(Entrée de menu (vignette/gadget))

Hervé ANTONIO-MOTA
 Folders

Folders

38
Hervé ANTONIO-MOTA
 V9
Folders : Case study : Folder creation (GESADS) Px

Tab Option CASE 1 CASE 2 CASE 3

« French folder » « Spanish folder » « American
folder »
General File group Yes No Yes
General Copy folder SEED SEED X3

General Module ‘MANUFACTURING’ No Yes Yes

General Start date (first of current year) (first of current year) (first of current
year - 1)
General Folder currency EUR EUR USD
Options Activity code ‘SER’ No Yes Yes
Options > b. Activity code ‘KFR’ Yes No Yes
Localization
Options > b. Activity code ‘KSP’ No Yes Yes
Localization
Options > b. Activity code ‘KUS’ No No Yes
Localization
Initialize Copy data > Imports/Exports No Yes Yes

Initialize Languages FRA, ENG, FRA, ENG, SPA FRA, ENG, SPA,
POR
Initialize Legislation FRA SPA FRA, USA, SPA,

Initialize Default language FRA SPA ENG

Initialize Default country FR SP US

Hervé ANTONIO-MOTA
 Endpoints

Endpoints

40
Hervé ANTONIO-MOTA
 V9
Endpoints (V7.xx) Px

Sage Web Server Sage ERP X3

  X3

X3 erp
SEED2 hrm
Entity: groups
 n n
Entity: endPoints
Entity :
Applications
Entity: x3solutions SEED
n 1
1 n
n

x3pu9trainvm
n SEED2
n 1
Entity: users

Hervé ANTONIO-MOTA
Sage web server (V7.xx) : 2 ways to access
Standard

Endpoint A

HERVE HERVE

Sage Web server X3

X3
User User

n
Exceptional logins

n
Group

n
Allowed endpoints

1
Rôle

Hervé ANTONIO-MOTA
Sage web server (V7.xx) : 2 ways to access
Endpoints login

Endpoint A

PAUL BUYER

Sage Web server X3

X3
User User

n Enpoint A
Exceptional logins → BUYER

n
Group

n
Allowed endpoints

1
Rôle

Hervé ANTONIO-MOTA
 Elastic search

Elastic search

44
Hervé ANTONIO-MOTA
 V11
Search box / Elastic search P3

X3 classic mode representation

Menu Items
(entity : menuItems) STD_X3_ERP_GESBPC

functions, GESBPC

Object, BPC
Representations BPCUSTOMER
OBPC (GESASW)
Window,  Used for
search results
Screen, … (REPRESENTATIONS)
BPC1

BPCUSTOMER
Classes
(GESACLA)
 Searchable
and
 Searchable fields
(RECORDS)

Table dictionary
(GESATB)

BPCUSTOMER

Hervé ANTONIO-MOTA
 V9
Search box / Elastic search : Schedule Px

Entity • Create a
Automates schedule +
events
(Scheduler)

• Set the
Entity search index
searchAdmins management
+ schedule it

Entity • Note a
Automates task is
(Scheduler) created …

Hervé ANTONIO-MOTA
 Technical settings

Technical settings

47
Hervé ANTONIO-MOTA
Key data parameters in X3

 Activity codes

« Functional profile »
(GESACV)

 Parameter values
(ADPVAL)
Complexity

 Entry points

« Developer profile »
(GESAPE)

 Development
…

Hervé ANTONIO-MOTA
 Activity codes

Activity codes

49
Hervé ANTONIO-MOTA
Activity codes

Activity codes
(GESACV)
POH
SER Purchase
Serial KFR Order
Number French Lines
management localization maximum

Type Type Type

Functional Localization Sizing

Boolean Boolean

Folders
(GESADS)

t. Options t. Options t. Screens t. Specific

b. Localizations

X...
Y..
Z...

Hervé ANTONIO-MOTA
Activity codes type “Localization” Vs “Legislations”

GESADS > t. Options > b. Localizations GESADS > t. Initialize > b. Legislation

VS
Activity code
Legislation
type Localization

Example Example

KFR FRA

Boolean Boolean

This value can be considered in the

Validating a folder with or processes (development) such as
without this value can parameter value FRADGI
activate or not « French (definition level = Company) as a
condition (LEG<>"FRA")
tax declaration »’s function
… Used in records (GESCPY,
GESTVB)

Hervé ANTONIO-MOTA
 Parameter values

Parameter values

52
Hervé ANTONIO-MOTA
 V9
Parameter values Chapter Group Parameter value P2

ACH APP APPPSH


Module : ACH Parameter values
Company : <x> (ADPVAL) Folder
Group : APP
P.V. : APPPSH

Legislation

Company


Site

Admin

Users
(GESAUS > t. Parameters) Parameter
definition
(GESADP)

User
APPPSH
Purchasse request
signatures

Personalization User / Modify by user

(CHXPERSO)

User

Same data

Hervé ANTONIO-MOTA
 V9
Parameter values : Inheritage P2

FFF Folder Level

LLL Legislation Level

CCC Company Level

SSS Site Level

UUU UUU UUU User Level

UUU UUU LLL CCC SSS FFF UUU

Hervé ANTONIO-MOTA
 Sequence counters

Sequence counters

55
Hervé ANTONIO-MOTA
Sequence counters Assignment

Customer categories
(GESBCG)

Supplier categories
(GESBSG)

Product categories
(GESITG)

Sequence number
Structures Assignment
values
(GESANM) (GESTCA)
(MODCPT)

Sales order types

(GESTSO)

Delivery types
(GESTSD)

Hervé ANTONIO-MOTA
 Formulaes

Formulaes

57
Hervé ANTONIO-MOTA
Formulaes

Formula wizard
Global variables
setup
(GESAGB)
(GESAVR)

Hervé ANTONIO-MOTA
Formula wizard setup (GESAVR) A FINIR

GESAVR > Global

variables

Hervé ANTONIO-MOTA
 X3 Classic Objects

X3 Classic Objects

60
Hervé ANTONIO-MOTA
X3 classic objects

Window

Left-list Screen 1 Buttons

Screen 2 Screen 3 Screen 4 Screen 5 Screen 6

Block1
Field 1

Options
(Objet)

Block2

Field 1

Field 2

Hervé ANTONIO-MOTA
X3 classic objects

 Menu validation
(VALMENU)
 Access codes
(GESACS)
Tab Screens
ADMIN
Menu profile
only
Customers
(OBPC) Activity codes
(GESACV)

Action dictionary  Windows

(GESAWI)
Tab Screen, Brower

(GESACT) Action dictionary

Tab Action (GESACT)

t. Browser
Tab Buttons, Predifined
t. Actions

1
…

Customers Customers
(GESBPC) (BPC)

Functions
(GESAFC)
t.
Actions
t. General
→ Menu
1
 Objects
(GESAOB)
1

Write
1


Commercial
Access codes (BPC0, BPRBPC, BPC1) … Activity codes
(GESACS) (GESACV)


n
Tab Fields Tab Fields
Screens
(GESAMK)
Control tables Presentation styles

t. Environment
(GESACL) (GESASY)
Referencing

Tab Fields Tab Fields

n

Data types
(GESATY)
t. Fields  Tables
(GESATB)
n

Customers
(BPCUSTOMER
BPADDRESS)
Hervé ANTONIO-MOTA
 Tables …

Tables …

63
Hervé ANTONIO-MOTA
 V9
Tables … : Type of tables P2

ATABLE Tables dictionary

ATABZON (GESATB)

[F:BPC]BPCUSTOMER

Translations are in table ATEXTE

Product statistical group Customer statistical group

20 → 24 (5 tables) 30 → 34 (5 tables)

Advantages : . .
Depedency, multi-columns, Miscellaneous tables - Miscellaneous tables -
Legislation and company filters, Definition Data . .
protect by access code and activity code (GESADV) (GESADI)
. .

ATABDIV

Translations are in table ATEXTRA

1
Local menu
AMENLOC No
(TXT)
APLSTD
Yes

1 : No / Yes ; 212 : A, B, C, D
Translations included

Hervé ANTONIO-MOTA
Tables … : Local menu (M) → Function TXT
V9
P2

Table : APLSTD APLSTD

LANCHP LANNUM LAN LANMESS

(chapter) (number) (language) (value)
1 1 ENG No
1 2 ENG Yes
1 1 FRA Non
1 2 FRA Oui
9833 1 ENG Monday
9833 1 FRA Lundi
….

Hervé ANTONIO-MOTA
Tables … : Miscellaneous tables (ADI) V9
P2
Exercise

  
Personalize misc.
Definition Miscellaneous tables
tables
(GESADV) (GESADI)
(ADILNG)

ATABDIV (Miscellaneous tables)

Product statistical group
20 → 24 (5 tables)
ATABTAB
(Miscellaneous table set-up)
ATEXTRA (texts to translate)

Hervé ANTONIO-MOTA
Tables … : Miscellaneous tables (ADI) V9
P2
Records translation : Example

ATABDIV (Miscellaneous tables) ATEXTRA (texts to translate)

NUMTABL 20 CODEFIC (table) ATABDIV

CODE 10 ZONE (field) LNGDES

A1 LANG (language) ENG

N1 IDENT1 (identifier 1) 20

A2 IDENT2 (identifier 2) 10

N2 TEXTE Information Technology

Hervé ANTONIO-MOTA
 V9
X3 classic objects : Miscellaneous tables P2

AC STI
Product statistical groups
 : Without dependance
ATEXTRA
 : With dependance

ATABTAB ATABDIV
Add the field
   
Personalize misc. Validation
Miscellaneous tables Tables Screen
tables
(GESADI) (GESATB) (GESAMK)
(ADILNG)

AC ADI
No. Lines
miscellaneous tables

Column Normal title Type Linked table Link expression

… … … …

 RREASON Return reason ADI ATABDIV 7;RREASON

 SGROUP Statistical group ADI ATABDIV indice+20;SGROUP(indice)

… … … …

 
Description Description Value

ADI Miscellaneous table no. 7 21

TABDIV Depedency « » 20

Hervé ANTONIO-MOTA
 V9
X3 classic objects : Tables P2

Tables
(GESATB)

In lines
(GMAINT)

In columns
(GSTDCOL)

Hervé ANTONIO-MOTA
 Screens …

Screens …

70
Hervé ANTONIO-MOTA
 2022
Fields styles R1

Static style Conditional style

Screen
Conditional styles Presentation styles
(GESAMK) > Field >
(GESASL) (GESASY)
Style

(tunnel in the field) Then run the function

Screen personalization
Presentation styles (APRSMSK) > Select
(GESASY) your screen

Screen personalization
(APRSMSK)

Hervé ANTONIO-MOTA
 Inquiries

Inquiries

72
Hervé ANTONIO-MOTA
Inquiries

Functions List of orders MRP results

(GESAFC) (CONSCSO) (CONSSCBCB1)

t. Action > Action code

Actions Order inquiry MRP - MPS results

(GESACT) (CONSCSO) (CONSSCB)

t. Screens t. General > Inquiry code

Windows
(GESAWI)
Inquiries
(GESACN)  Orders
(SCO)
MRP - MPS results
(SCB)

t. Screens > Default screen code

Inquiry screens Sales orders Standard MRP/MPS results Standard

(GESGTC) (STD) (STD)

Hervé ANTONIO-MOTA
 Styles

Styles

74
Hervé ANTONIO-MOTA
Styles

Presentation styles

+
(GESASY)

Users (parameter value STYLE)

Same list Personalized styles
(GESAYP)

+
Conditional styles
(GESASL)

Screen
Conditional style assignment
(APRSMSK)

Hervé ANTONIO-MOTA
 Collaboration space

Collaboration space

76
Hervé ANTONIO-MOTA
 V9
Collaboration space Settings
Px


Entity: roles Entity: groups Entity: users

Super administrator
 Super administrators admin

Entity: SecurityProfiles

Administrator security profile

Entity: storageVolumes

STD – Volume standard Ex:

/ X3, XRT, SAGE 100 /
Ex:
Entity: documentTags Entity:
X3 COMMERCIAL, X3 PRESALES, …
(key words) documentTagCategories
1-n
Orders, Receipts, Invoices, … Purchasing


Entity: teams


Entity: documents

Usage

Hervé ANTONIO-MOTA
Collaboration space V9
Px
Exercise

Make sure SALESREP security profile is fully able to process

collaboration space.

Create a storage volume TRAINING

Create the following key words :Quotes, Orders, Shipments,

Invoices

Create the following categories : Accounting, Purchasing, Sales

(link the four former key words)

Create the team SALES

Administrator = admin,
Author = admin, SALESREP
Member = admin

Hervé ANTONIO-MOTA
Collaboration space V9
Px
Exercise

Admin shares a document (TRAINING volume, tag Quotes and

orders); team is Sales).

Can the user SALESREP read this document?

Hervé ANTONIO-MOTA
 Classes and representations

Classes and
representations

80
Hervé ANTONIO-MOTA
 V7
Classes and Representations Px

Table dictionary
(GESATB) BPCUSTOMER

1-n

Classes
(GESACLA)
C_BPCUSTOMER (for instance)

1-n

Representations
(GESASW) R_BPCUSTOMER (for instance)

1-n

SYBCUSTOMER Customers
Entity: MenuItem Representation : R_BPCUSTOMER
Entity : C_BPCUSTOMER

Hervé ANTONIO-MOTA
 Batch tasks

Batch tasks

82
Hervé ANTONIO-MOTA
Batch tasks (schedule automated tasks)
Example : Invoicing deliveries …
Daily invoicing of 1000 deliveries


Manual invoicing of deliveries
(GESSDH, GESSIH, …)
  Mass process
Delivery auto invoicing
Use of batch server

(FUNAUTINVD) → 100% automated

→ 1000 tasks per day
→ 1 task per day

Hervé ANTONIO-MOTA
Batch tasks (schedule automated tasks) Setup (3)

Setup Usage (8)

 Batch server
parameters
(ABATPAR)

 Server activation
(BATCHRUN)

Accounting tasks
(VALPCE) 
Usage


Manual scheduled task

 Groups of tasks  Query submission

1
(GESABG) (EXERQT)
 Administration


Query management
Recurring scheduled tasks
(AREQUETE)
 Task management
 Recurring task n

management
(GESABT)
Delivery auto invoicing
(GESABA) 
(FUNAUTINVD)

 Hourly constraints
(GESABH)

Batch server  Server deactivation

 calendar
(GESABC)
(BATCHSTOP)

Hervé ANTONIO-MOTA
Batchable tasks

Action dictionary
Functions
(GESACT)  Batch
(GESAFC)
Tab Action

Hervé ANTONIO-MOTA
 Imports and exports

Imports and exports

Hervé ANTONIO-MOTA
 V9
Import / Export Setup
P2

(1 % task)

 Import/export
parameters
(GIMPEXPPAR)

 
Import/export Transcribe
Sequences Table Table setup/import
templates parameters
(GESAEN) number (GESAEV)
(GESAOE) (GESAOR)
(60 % task) Customers
(BPC)

Usage

(10 % task) 
Table
Export sequence Exports
structuring/import
(GEXPENCH) (GEXPOBJ)
(IMPORTV3)

(10 % task)

Linked imports Imports
(GIMPENCH) (GIMPOBJ)


Import/export temporary
storage space
(GESAOW)

(19 % task)

Hervé ANTONIO-MOTA
 V9
Import / Export : Parameters (GIMPEXPPAR) P2









Hervé ANTONIO-MOTA
 V9
Import / Export : Export (GEXPOBJ) P2

Hervé ANTONIO-MOTA
 V9
Import / Export : Import (GIMPOBJ) P2

Hervé ANTONIO-MOTA
Import / Export : temporary storage space (GEAOW) V9
P2
Vocabulary

B;FR;FR001;Urban Cycle 2;UrbanCycle;SA;001;001;001;001;EUR; <…>

Line/Sequence A;001;Urban Cycle;35, Chaussée de la Madeleine;;; <…>
Record A;002;U.C. Dépot;2 Boulevard Arcole;;;31000;TOULOUSE;FR;066581312;
Lot D;001;Urban Cycle;FR251;3;FR201;EXW;2;;;;
R;FR;30004480581456789012313;BNP Paribas
B;FR;FR002;Vélo Attitudes;Velo Atti.;SA;001;001;001;001; <…>
Record
A;001;Vélo Attitudes; <…>
D;001;Vélo Attitudes;<…>

Hervé ANTONIO-MOTA
 V9
Import / Export : temporary storage space (GEAOW) P2

File moved to Final

directory

 Import/export temporary

No
storage space

Imports
Errors ?
Txt file (GIMPOBJ)

Yes
Lot file moved to
Error directory
+
File moved to final
directory

Import/export temporary
Fixed
Button Export txt file storage space Button Addition
(GESAOW)
Used to
add
additional
line …
Button Import

Txt file
with error

Hervé ANTONIO-MOTA
 V9
Import / Export : Chrono management P2

Customers
(BPC)

Import/export Export sequence no. = 18

templates
(GESAOE)

Customers
 Chrono management (BPC)

Import/export Import/export
Customer Export
parameters templates
(GESBPC) (GEXPOBJ)
(GIMPEXPPAR) (GESAOE)

Sequence number = 18+1 = 19 Modification of the record AO0023 (The system exports records which Export sequence no. = 19
EXPNUM = Sequence number = 19 EXPNUM > Export sequence no.)
19 > 18

Customers
 Chrono management (BPC)

Import/export Import/export
Customer Export
parameters templates
(GESBPC) (GEXPOBJ)
(GIMPEXPPAR) (GESAOE)

Sequence number = 19+1 = 20 Modification of the record AO0023 (The system exports records which Export sequence no. = 20
EXPNUM = Sequence number = 20 EXPNUM > Export sequence no.)
20 > 19

Import/export
parameters
(GIMPEXPPAR)

Sequence number = 20+1 = 21

Hervé ANTONIO-MOTA
 Notifications

Notifications

Hervé ANTONIO-MOTA
Notifications (Workflows wizard) V9
P2
Parameterization steps

Workbench
Notifications Workflow monitor
parameters
(GESAWX) (SAIWRKPLN)
(GESAWW)
(Automatic
triggering)

automatically
Creates
Workflow
(GESAWA)

(Automatic
triggering)

Manual workflow
(SAIWRKMAN)

Aprovals

User rules of
User assignment User delegates
assignment
(GESAWV) (GESAWU)
(GESAWR)

Hervé ANTONIO-MOTA
Notifications V9
P2
Workflows (event triggers action(s))

EX02

[M:BPC1]ABCCLS = B [M:BPC1]ABCCLS = B
[F:BPC]ABCCLS = AC [F:BPC]ABCCLS = B

Notification Is the value Yes Record is

Save / Update Notification is sent
triggered changed?* saved/updated

EX03

Syntax : mess(EXP_NUMBER,EXP_CHAP,EXP_TABLE)
→ |mess([F]ABCCLS,212,1)|

Syntax : format$(STRING_EXPR,EXPR)
→ format$("LA212:20X",[M]ABCCLS))

* Because the value can be changed 2 times :

Ex: From 1 to 2 and from 2 to 1

Hervé ANTONIO-MOTA
 Workflows

Workflows

Hervé ANTONIO-MOTA
 V9
Workflows: BLKUSR (Verrou utilisateurs inactifs) P2

Re

98
 V9
Workflows: BLKPSW P2

Rendez inactifs tous les clients non français

99
 V9
Workflows: Cas pratique P2

Rendez inactifs tous les clients non français

100
 Statistics

Statistics

Hervé ANTONIO-MOTA
 V11
Statistics : Statistical triggers (GESPS1) P5

Why using statistics instead of queries (GESALH, GESALT,

GESALQ)?
Data stored by dates and values
Aggregation levels (zoom in / zoom out)
2 Periods comparison
Forecasts comparison (optional)

CAUTION : Sometimes your customer is asking you a statistic whereas is

talking about a standard request ! ….

Hervé ANTONIO-MOTA
 V11
Statistics : Concept P5

Statistic

Setup
STT
SOD (Sales Orders (detail)) VEN04 AC No of statistical criteria (8 max)
Data SID (Sales invoices (detail)) VEN06 (tab Fields > First grid)
model
n Statistical
Statistical triggers 1 f. Trigger
 (GESPS1)  parameters
(GESPS2)

(If Type = Batch)

Data structure Statistical parameters
STA
AC No of statistical amounts (10 max)
(tab Advanced > Third grid)

(If t.Fields > b. Values > Forecast = Yes)

Usage

Statistical code
VEN04 VEN04
VEN06 VEN06
Statistical forecasts updates
Inquiries Batch validation
(SAISTA)  (CONSSTA)  (VALSTA)
 (optional)
Table STAT

Quite similar display

updates
Table STATPRV

updates

Hervé ANTONIO-MOTA
Statistics : Statistical triggers (GESPS1) V11
P5
Ex: SOD

Order date (D)

Sales site

Sales orders - quantities

Hervé ANTONIO-MOTA
Statistics : Statistical triggers (GESPS1) Linked tables :
V11
P5
Identify those you
Ex: SOD want to pick the
fields

SOH Sales orders - header

SOP Sales orders - price
ITM Products
ITS Products - sales
REP Sales rep
ITF Products-sites
BPC Customers
BPR Partners
BPD Ship-to customer
CAL Analytical accounting lines

Data extraction
Order category <> « Contract »
filter

Available
values/amounts
to be select in
GESPS2

Length=10
It is a an
alphanumerical
field

STA
AC No of statistical amounts (10 max)
(tab Advanced > Third grid)

Hervé ANTONIO-MOTA
Statistics : Statistical parameters (GESPS2) : Amounts V11
P5
Ex: VEN04

SOD (Sales Orders (detail)) VEN04

Statistical
 Statistical triggers
(GESPS1)  parameters
(GESPS2)
Available
values/amounts Value/amounts
we want to use

tab Advanced > Grid 3 Tab Fields > block Values

STA
AC No of statistical amounts (10 max)
(tab Advanced > Third grid)

Visualisation
Tab Advanced > 3rd table (function
CONSTTA)

Hervé ANTONIO-MOTA
 Statistics : Statistical parameters (GESPS2) V11
P5
Ex: VEN04

Hervé ANTONIO-MOTA
Statistics : Statistical parameters (GESPS2) V11
P5
Ex: VEN04

STT
AC No of statistical criteria (8 max)
(tab Fields > First grid) Level -

Level +
Data aggregation
Selected values

Formula coming from GESPS1 > fields. To use for amounts.

Not modifiable

Fields from Combination of

GESPS1 statistical criteria
and
(multiplicated)
values

Hervé ANTONIO-MOTA Table STAT

Statistics : Statistical parameters (GESPS2) : Levels V11
P5
Ex: VEN04

Level - Level 1 •First

line

•Second
Level 2 line

•Third
Level 3 line

Level •Next
… line…

Last • Statistical
trigger
Data aggregation level (GESPS1)
Level +
Hervé ANTONIO-MOTA
Statistics : Statistical parameters (GESPS2) V11
P5
Ex: VEN04

See notes

Screen display
Function CONSSTA

Length=30
It is a an
alphanumerical
field

Table STAT

Hervé ANTONIO-MOTA
Statistics : Statistical parameters (GESPS2) V11
P5
Ex: VEN04

func TRTX2FNC_SYRA.GET_PARAM_CHAR(GACTX, CST_ALEVFOLD, GACTX.AFOLDER, "SYSCUR")

Hervé ANTONIO-MOTA
Statistics : Table STAT Data criteria (max $$$=Null value
V11
P5
Ex: VEN04 8 : see activity
code STT)
= Level- / Level+

Statistical Default elements :

parameter Company, Site
and date

DESx
Criteria description (max 8 : see
activity code STT)

Number of
amounts and
quantities (max
10 : see activity
code STA)
Hervé ANTONIO-MOTA
 V11
Statistics : Forecasts : Table STATPRV P5

Hervé ANTONIO-MOTA
 V11
Statistics : Data model reminder : SORDERQ P5

Hervé ANTONIO-MOTA
 V11
Statistics : Data model reminder : SINVOICED P0

Hervé ANTONIO-MOTA
Statistics : Statistical parameters V11
P5
Ex: VEN04

Hervé ANTONIO-MOTA
 V11
Statistics : Case study 1 P5

Duplicate product BMS001 (BMS102), Enable it on SITE FR011.

Perform an entry : 1000UN at 10€

On GESPS2
Duplicate VEN05 to create VEN50
Add an additional filter : [F:ITM]ITMREF=« BMS102 »

Perform sales orders as in next slide

Forecasts : Initialize current year with actual from previous

one…
 V11
Statistics : Case study 1 P5

Actual N-1 (Ex:2017) Actual N (Ex:2018)

Sales order Sales order

FR001 ; December ; FR251 FR001 ; January; FR252
10 UN * 50€ = 500€ 15 UN * 40€ = 600€

Sales order
FR002 ; February ; FR251
10 UN * 40€ = 400€

Forecast N-1 (Ex:2018) Forecast N (Ex:2018)

Forecast (Ex:2018)
FR251 : 550€

118
 Requests

requests

Hervé ANTONIO-MOTA
Requests : Exercise

Hervé ANTONIO-MOTA
Requests : Exercise
BPCUSTOMER BPADDRESS

BPCNUM BPATYP BPANUM BPAADD

ADRIEN 1 ADRIEN 001

MARIE 1 ADRIEN 002

… 1 MARIE 001

2 MARIE 001

 …


→ [F:BPA]BPA0(2) = 1 ; [F:BPC]BPCNUM

Hervé ANTONIO-MOTA
 Database mass updates

Database mass
updates

Hervé ANTONIO-MOTA
Database mass updates

Database mass
Update transactions
update
(GESAMI)
(AMIEXE)

Hervé ANTONIO-MOTA
Database mass updates

Hervé ANTONIO-MOTA
Database mass updates

Hervé ANTONIO-MOTA
 Patches

Patches

Hervé ANTONIO-MOTA
X3 Patches

SEED SEED2
Patch creation Patch import
 Direct generation

Automatic patch
creation   Patch inquiry
(GESAPT)
(APATCHA)
 Direct generation

 Patch test
(PATCHT)

(Manual) Patch

Button
creation
(APATCH)
  Patch integration
(PATCH)
Recall

Hervé ANTONIO-MOTA
X3 Patches : APATCHA

Hervé ANTONIO-MOTA
X3 Patches : APATCHA

Hervé ANTONIO-MOTA
X3 Patches : APATCHA

Because :  Direct generation

Hervé ANTONIO-MOTA
X3 Patches : APATCH → Recall

Hervé ANTONIO-MOTA
X3 Patches : APATCH → Recall

Hervé ANTONIO-MOTA
X3 Patches : Case study

SEED : Create:
Activity code ZTE (TEST)
Table TEST → Associated to ZTE
Duplicate import/export template BPC to create BPC2 → → Associated to
ZTE

Create a patch and import it into SEED2

Hervé ANTONIO-MOTA
 Description translation

Description translation
Functions :
FUNTRAAXP
& FUNTRAAXS

Hervé ANTONIO-MOTA
Description translation
Functions FUNTRAAXP and FUNTRAAXS
Case study with product (GESITM).
GESADS > Default language = FRA <???? : Je pense que c’est là où il va stocker l’enregistrement par défaut>

 ITMMASTER (Products)

 Product
(GESITM)

CODEFIC (table) ITMMASTER ITMMASTER ITMMASTER

ZONE (field) DES1AXX DES1AXX DES1AXX

LANG (language) ENG POR FRA

IDENT1 (identifier 1) DIS020 DIS020 DIS020

IDENT2 (identifier 2)

AUUID <…> <…> <…>

CREDAT <Current date> <Current date> <Current date>

 ATEXTRA (texts to translate) CREDATTIM

CREUSR
<Current date/Time>

<Current user>
<Current date/Time>

<Current user>
<Current date/Time>

<Current user>

LANORI

TEXTE Cycle helmet Capacete de bicicleta Casque de vélo

UPDDAT

UPDDATTIM

UPDUSR
Hervé ANTONIO-MOTA
Description translation
Functions FUNTRAAXP and FUNTRAAXS
Case study with product.

Hervé ANTONIO-MOTA
 Tables audit

Tables audit

Hervé ANTONIO-MOTA
 V11
Tables audit P5

Hervé ANTONIO-MOTA
 V11
Tables audit P5

Hervé ANTONIO-MOTA
 V11
Tables audit Selection:
[F]TBL="BPCUSTOMER" & [F]DAT=[15/2/2018]
P5

Up to 16 fields
are auditable
(NUMx and
CARx).

Hervé ANTONIO-MOTA
 V11
Tables audit P5

Hervé ANTONIO-MOTA
 Visual processes

Visual processes

Hervé ANTONIO-MOTA
 V9
Visual process editor (Interactive dashboard) P4

Setup > Interactive dashboard Administration

Since V7.xx
 
Interactive
Gadgets Process menu Menu items
components
(GESAVP) (GESAPO) (Entity menuItems)
(GESAIT)
ACHETEUR Code
STD_X3_ERP_ACHETEUR
Dashboard pages Process name : ACH05_002
(GESAPS) Process menu : ACHETEUR


Multilists Processes
(GESAP2) (GESAPR) Default process

ACH05_002

Portview :

Dashboard views
(GESAPV)

Hervé ANTONIO-MOTA
 Reports in documents

Reports in documents

Hervé ANTONIO-MOTA
 V9
Reports in documents P2

GESPOH

Function dictionary
Action > Print codes
(GESAFC) Action > Selection reports

List Printing List Printing

PORDERE BONCDE (BONCDE2 / BONTTC2) BONTTC2

Print code Report dictionary

(GESARX) (GESARP)

Default values
(GESARV)

Hervé ANTONIO-MOTA
 Destinations

Destinations

Hervé ANTONIO-MOTA
 V11
Destinations P5

Destinations
(GESAIM)

Destinations by user
(GESAIA)

Archiving rules
(GESARC)

Default values
Archiving
(GESARV)
parameters
(GESARE)

Hervé ANTONIO-MOTA
 History / Purge

History / Purge

Hervé ANTONIO-MOTA
 V11
History / Purge P5

History/Purge
Usage (AHISTO)

Purge parameters
Setup (APARHIS)

History / Purge
Development (GESAHI)

Hervé ANTONIO-MOTA
 Workflows

Workflows

Hervé ANTONIO-MOTA
 2021
Workflows main tables (Notifications explanation) R1

Notification (GESAWX) (Wizard)

NOT1
X
NOT1

Workflow rule (GESAWA)

NOT1 NOT1
modify

Hervé ANTONIO-MOTA
 2021
Workflows main tables (Notifications explanation) R1

Right-click >  Warning /  Email

Acknowledgment:
 Warning /  Email
FLGSIG_0 = 2 (To be read) →
FLGSIG_0 = 4 (Read)  Warning /  Email
Used by X3 workflow monitor

AWRKHISSUI 0 n AWRKHISDES
(Workflow events tracking) (recipients if you send an email)

n ADMIN
0
MARC
….

1 AWRKHISMES
(Message detail: Object and text
details)

 Warning  Email

Hervé ANTONIO-MOTA
Workflows main tables (Notifications explanation) 2021
R1
What is possible to do …

Email Warning
User  
User  
User  
Business partner  

Hervé ANTONIO-MOTA
 Workflows

Display calendar in
landing page

Hervé ANTONIO-MOTA
 FCCTYPE
&
FCSELC

FCCOLOR

FCCATEG

FCTITRE

155
 FCCOLEGEND

FCTITRE
FCCALEGEND

To be tested FCDATEDB

FCDATEFIN

FCTEXTE

FCHEURDEB

FCHEURFIN

Not included
In my data model

156
 How to query my X3?

How to query my X3?

Hervé ANTONIO-MOTA
How to query my X3?

Queries (requêtes)

Reports
Statistics (AIMP)
(CONSSTA) (Crystal reports)

Inquiries (consultations)

CONSSDE, CONSSMV, …
Graphical query Regular query SQL query tool
(GESALT) (GESALH) (GESALQ)

Lilke a table

Views
(GESAVW)

SQL script

SQL server SQL script

(Management
studio)