1. TEC201: Common Tools Advanced
February 2011
V6.2
Training Course
TEC201: Common Tools Advanced

2. Course Map Sage ERP X3 Fundamentals Sage ERP X3 Advanced
Sage ERP X3 Expert
Distribution
Contracts (Purchasing and Sales)
Loan Orders
Packaging & Shipment Preparation
Purchasing Signature Management
Sales and Purchasing Prepayments
Sales Reps and Commissions
Sourcing: RFQs, Responses
Carrier Management
Inter-Site and Intercompany Transactions
Invoice Elements (Purchasing & Sales)
Kits, Options & Variants
Price List Management (Advanced)
CB 101 – 102
Introduction & Functional Overview (3 days)
Distribution and Inventory
Purchasing Subcontracts
Pre-Allocations (Pegging Function)
Radio Terminals
TEC102
Development
(4 days)
Manufacturing (5 days)
Configurator
Weighing
Optimisation ILOG
TEC103
Installation (4 days)
Manufacturing (4 days)
Advanced Global Manufacturing
Production Costing
Finance
Multi-Legislation Set Up
Operating Budgets
Analytical Allocations
Factoring
Finance
Bank Communication & Reconciliation
Budget Control/ Analytical Budget
Financial Data Extraction
Statements & Reminders
Automatic Journals & Dimension Defaults
Advanced Payment Transactions
Month and Year End Processes
Fixed Assets
FIN201 - Finance (4 days)
Tools & Development
Using BI in Sage ERP X3
Java Bridge Serveur Components
EDM – Version One
Web Services
Crystal Reports
OPE201 - Distribution (3 days)
TEC101 - Common Tools (3 days)
Inventory (3 days)
Allocation Rules (Advanced)
Stock Counts
Serial Number Management
Reodering Replenishment Storage Plan
Valuation Methods and Price Adjustments and cost calculations
Quality Control & Sampling
OPE202 - Inventory (2 days)
OPE203 - Manufacturing (3 days)
Tools & Development
Advanced Common Tools
Advanced Development
You Are Here
Course Map
TEC201: Common Tools Advanced

3. TEC201: Common Tools Advanced
Objectives
Presentation of Sage ERP X3 ‘Common Tools’ Advanced
To be able to create & set-up users and their access to the X3 system
To be able to define batch jobs and control the batch server.
To be able to define more complex workflows
To be able to link Crystal Reports to the X3 system
To be able to install & create patches
To be able to archive and purge data from the X3 system
To able to update the on-line documentation
Three-day session
TEC201: Common Tools Advanced

4. TEC201: Common Tools Advanced
Prerequisites
Sage ERP X3 Introduction (CB101)
Sage ERP X3 Overview (CB102)
Sage ERP X3 Common Tools Fundamentals (TEC101)
TEC201: Common Tools Advanced

5. TEC201: Common Tools Advanced
INTRODUCTION
Part 1
USERS, SECURITY & AUTHORISATIONS
BATCH SERVER
WORKFLOW
Part 2
REPORT MANAGEMENT
PATCH MANAGEMENT
PURGING & ARCHIVING
Part 3
TOOLS
DOCUMENT MANAGEMENT
Contents
TEC201: Common Tools Advanced

6. TEC201: Common Tools Advanced
Introduction
Part 1
Users, Security & Authorisations
Overview
The User record
Access Right management (Concepts)
Security Parameter values
Menu Profiles
Functional Profiles
Access Codes
Roles
Usage / Users menu
Password deletion (by Administrator)
Batch Server
The batch server
Operating principles
Defining a task
Defining a group of tasks
Submitting a request
Monitoring the tasks
Hourly constraints & Batch server diary
Batch server parameters
Submitting a job by file
The accounting batch task
Workflow
Workflow engine : basic principles
Parameters
Rule Definition
Workbench (Workflow Monitor)
Workbench parameterisation
Schedule
TEC201: Common Tools Advanced

7. TEC201: Common Tools Advanced
Part 2
Report Management
Printer Destinations
Destinations by User
Reports (Dictionary)
Reports (Printing)
Allocation of Internal Codes
Default Parameters
Patch Management
Patches
Standard Patches
Patch integration
The Patch Tester
Patch Enquiry
Patch Creation
Archiving & Purging
Overview
The Archive folder
Purge / Archive Rules
Purge / Archive Parameters
Running Purge / Archive
Viewing archived information
Schedule
TEC201: Common Tools Advanced

8. TEC201: Common Tools Advanced
Introduction
Part 3
Tools
Toolkit (Searches, dictionary etc.)
Database mass updates
Maintenance
Document Management
Parameters
Document Organisation
Field Help
HTML Editor
Documentation Links
Generation
Publication
Schedule
TEC201: Common Tools Advanced

9. TEC201: Common Tools Advanced
Part 1
TEC201: Common Tools Advanced

10. Users, Security & Authorisations
User Login (unique)
, Phone etc.
Hierarchy
User Code
Parameter Values
BP Information
Account
Menu Profile
Function Profile
Access Codes (Dictionary and Data)
Bank
Addresses
Roles (Data filters)
Functional Profile (Options Function/Site/Access rights)
Authorised Destinations
Default Sites per Module
Authorised Report Groups
Default Access Codes
TEC201: Common Tools Advanced

11. User & Security Parameters
User Login (unique)
, Phone etc.
Hierarchy
User Code
Parameter Values
BP Information
Account
Menu Profile
Function Profile
Access Codes (Dictionary and Data)
Bank
Addresses
Roles (Data filters)
Functional Profile (Options Function/Site/Access rights)
Authorised Destinations
Default Sites per Module
Authorised Report Groups
Default Access Codes
TEC201: Common Tools Advanced

12. Menu Profile User Login (unique) E-mail, Phone etc. Hierarchy
User Code
Parameter Values
BP Information
Account
Menu Profile
Function Profile
Access Codes (Dictionary and Data)
Bank
Addresses
Roles (Data filters)
Functional Profile (Options Function/Site/Access rights)
Authorised Destinations
Default Sites per Module
Authorised Report Groups
Default Access Codes
TEC201: Common Tools Advanced

13. Functional Profile User Login (unique) E-mail, Phone etc. Hierarchy
User Code
Parameter Values
BP Information
Account
Menu Profile
Function Profile
Access Codes (Dictionary and Data)
Bank
Addresses
Roles (Data filters)
Functional Profile (Options Function/Site/Access rights)
Authorised Destinations
Default Sites per Module
Authorised Report Groups
Default Access Codes
TEC201: Common Tools Advanced

14. TEC201: Common Tools Advanced
Functional Profile
Sales Order
Site: GEN
Function Access Rights
Sales Order
Site: ASN
Function Profile
SALPAR
Function
GESSOH
Create
Allocate
Delete
Create
Allocate
Delete
Sales Order
Site: PAR
Create
Allocate
Delete
TEC201: Common Tools Advanced

15. Access Codes User Login (unique) E-mail, Phone etc. Hierarchy
User Code
Parameter Values
BP Information
Account
Menu Profile
Function Profile
Access Codes (Dictionary and Data)
Bank
Addresses
Roles (Data filters)
Functional Profile (Options Function/Site/Access rights)
Authorised Destinations
Default Sites per Module
Authorised Report Groups
Default Access Codes
TEC201: Common Tools Advanced

16. TEC201: Common Tools Advanced
Access Codes 1
Parameters > Users > Access Codes (GESACS)
Authorized Credit
890.00
Total Credit
53.48 2
Screen Code
BPC2 3
Parameters / Users / Users
Code
SAD
Parameters > General Parameters > Personalisation > Screens > Access Code Assignment (CODACC)
TEC201: Common Tools Advanced

17. Roles User Login (unique) E-mail, Phone etc. Hierarchy User Code
Parameter Values
BP Information
Account
Menu Profile
Function Profile
Access Codes (Dictionary and Data)
Bank
Addresses
Roles (Data filters)
Functional Profile (Options Function/Site/Access rights)
Authorised Destinations
Default Sites per Module
Authorised Report Groups
Default Access Codes
TEC201: Common Tools Advanced

18. Batch Server Principles
Log File
(Batch Server)
Working Folder
SERVX3Folder
Launch
Batch Process
Batch Server
(process SERVX3)
Interruption
(time-out, kill)
Log File
(Process)
Periodic
Polling
Recurring
Tasks
Request Table
(ABATRQT)
User Session
Submission
Submission by Text File
Dropped in Folder
TEC201: Common Tools Advanced

19. TEC201: Common Tools Advanced
Batch Server
A request may be submitted to the batch server:
Through the Request Submission function
Directly in the Request Management function
A request may be submitted by entering:
the folder where it is to be executed
the user code
the task or the group
the requested execution time
the parameters of the validation window
Via a text file that acts as a task submission when it is dropped to the adequate directory in the SERVX3 Folder.
Through a Recurring Task definition, i.e. a task to be launched periodically:
Monthly (1 to 5 possible days + End of Month flag)
Weekly (Any combination of weekdays)
Launching time (Up to 3 choices)
Periodically (Time intervals between two times).
Time constraints may be defined in order to specify unavailability periods during which no batch job may be launched.
The management of the requests is used to monitor or modify the pending requests, the tasks being executed or the completed tasks.
It is possible to view the different trace files, to submit a new request, to delete a pending request or to modify the parameters.
TEC201: Common Tools Advanced

20. Batch Server -Text File Submission
Request.mod
Request Management
Request.job
Request Submission
Request.req
Batch Server Processes Request
Request.old
Request.run
Request Running
Request.sta
Request Terminated
Request.kil
Request Interruption Demand
TEC201: Common Tools Advanced

21. Workflow Engine Sage X3 Process Users Email Sage X3 Context Log Table1
Sage X3 Process
Triggering Conditions
Users
Action Parameters
Event Type (Object, Batch Job…)
Return Values
GBIDC1/2/3 GBIDI1/2/3 GBIDA1/2/3 GBIDD1/2/3
Event Code 2
Triggering Action (Button, Operation…)
Message Text
Additional Conditions
Attachments
Send Options
Recipients
Return Shortcut
Return Shortcut
Sage X3 Context
Log Structure and Data Definition 3
Log Table
TEC201: Common Tools Advanced

22. TEC201: Common Tools Advanced
Principles
Sage X3 Server(s)
MAPI 
 SMTP
MAPI Client
Server
Web Server(s)
TEC201: Common Tools Advanced

23. TEC201: Common Tools Advanced
Signature Principles
Sage X3 Server(s)
MAPI 
 SMTP
MAPI Client
SIG
Server
Web Server(s)
TEC201: Common Tools Advanced

24. TEC201: Common Tools Advanced
Workflow Parameters
SERMES
TYPMES
WRKDAY
WRKRMTDIR
WRKRMTHTTP
WRKRMTMAC
WRKSINTER
WRKSINTRA
SMTP Server Identity
Type of Server
Number of Days prior to today for Workbench dates
Web Server Directory to place workflow Files
Web Server location to process Workflow Files
X3 solution connection information
Internet Workflow Feedback
Intranet Workflow Feedback
TEC201: Common Tools Advanced

25. TEC201: Common Tools Advanced
Workflow Rules
Parameters > Workflow > Workflow Rules
This allows more complex Workflow Scenarios to be defined
Additional types of triggering events
More than two recipients (and these can be variable)
Signature processes can be defined (and records updated)
Delegation can be used
Parameterization screen of the Workflow rules is comprised of 5 tabs, with the first three concerning the basic parameterization and the other two enabling an advanced parameterization .
Notifications can be sent by or logged as an entry in the Workflow Monitor or both
TEC201: Common Tools Advanced

26. TEC201: Common Tools Advanced
Workflow monitor
The workflow monitors are used to display the flows to be monitored
Usage > Workflow monitor
Event tracking
Event update
Creation of a planning workbench
Parameters > Workflow > Planning workbench setup
An enquiry is used to filter and present the flows to be tracked
TEC201: Common Tools Advanced

27. TEC201: Common Tools Advanced
Part 2
TEC201: Common Tools Advanced

28. TEC201: Common Tools Advanced
Report Principles
Sage X3 Server(s)
Request
CrystalReport.rpt
Print Server(s)
Web Server(s)
Request
TEC201: Common Tools Advanced

29. Patch Management (Sage X3)
Integration
X3 (Reference Folder)
TEST Test Folder
PILOT Pilot Folder
LIVE Live Folder
Sage ERP X3 Solution
IP Port
Inheritance
Runtime
Creation
TEC201: Common Tools Advanced

30. Patch Management (Development)
Integration
X3 (Reference Folder)
TEST Test Folder
PILOT Pilot Folder
LIVE Live Folder
Sage ERP X3 Solution
IP Port
Inheritance
Runtime
Creation
TEC201: Common Tools Advanced

31. Patch Creation (Development)
X3 (Reference Folder)
TEST Test Folder
PILOT Pilot Folder
LIVE Live Folder
Sage ERP X3 Solution
IP Port
Inheritance
Runtime
Creation
Creation
TEC201: Common Tools Advanced

32. Archive & Purging Principles
Working Folder
Archive Folder
Group of
Tables to be
Archived
Archiving
Group of
Tables not
to be
Archived
Purging
Purging
TEC201: Common Tools Advanced

33. TEC201: Common Tools Advanced
Part 3
TEC201: Common Tools Advanced

34. TEC201: Common Tools Advanced
Toolkit (Searches, dictionary etc.)
Database mass updates
Maintenance
TEC201: Common Tools Advanced

35. TEC201: Common Tools Advanced
Documentation
This function is used to personalize the standard delivered documentation or to develop the documentation on specific developments.
This function is integrated into the software package and is based on the organization of the X3 entities.
The start entity of a documentation is the X3 (AFC) function to which the documentation is linked. The main components of a function may concern specific documentation (Action, Screen, Table etc.)
Documentation organization is based on that of the X3 dictionary. Documentation may be based on a link table used to associate additional documentation.
The structuring elements of a document are as follows:
The language code
The type of X3 entity documented
The associated components.
TEC201: Common Tools Advanced

36. TEC201: Common Tools Advanced
Documentation
X3 documentation is organized in paragraphs. One paragraph is made up of a workframe which describes the hierarchal organization of the basic text it is made up of.
The description of the paragraph’s structure is saved in the ADOCUMENT table.
Paragraphs may be accessed directly via online help.
Compiling this hierarchal structure with the associated texts enables the documentation generator to produce XHTML text.
These paragraphs may be generated automatically according to the type associated (function / activity code etc.)
TEC201: Common Tools Advanced

37. Thank you for your attention
TEC201: Common Tools Advanced