Find out how to validate menu merchandise

Typically we come throughout conditions in Sage X3, the place after making a customized display screen, you resolve to create a separate menu merchandise for that display screen (as per consumer requirement or every other wants) and fasten that specific menu merchandise to the menu tree as per the respective & required module.

However more often than not once we attempt to connect the menu merchandise to the menu tree, although after enhancing the house web page, it tends to stay invisible within the menu tree the place it was presupposed to be current / seen. Then folks are inclined to comply with conventional technique, or we are able to say {that a} fast repair which entails the consumer and forces them to sign off – login from Sage X3 a number of instances in order that adjustments can happen. After such inefficient & variety of instances repeating the method, it really works i.e. menu merchandise begins to get displayed within the menu tree.

However this strategy is inefficient and never really helpful for attaching / including menu gadgets as it might trigger issues within the close to future.

As we all know, Sage X3 gives with various kinds of validation and processing akin to validations of display screen, home windows, desk, object, native menu, and so on. in order that utilized settings/adjustments can happen/mirrored into the system. In the identical method, X3 gives an possibility for the validation of menu gadgets as per the consumer position.

With a view to validate menu merchandise, comply with the given steps under:

Go to : Growth > Utilities > Dictionary > Validations > Menus (Refer the given pictures for further readability).

Or its operate may be known as straight from the search / residence navigation.

Fig 1 : Menus

(For older model of Sage X3, you will discover it in the identical module)

Fig 2 : Replace Menu

After clicking on Menus, a pop-up/choose listing will seem by which consumer kind/position kind must be chosen after which hit the OK button. Sage X3 validates the menu merchandise for us into the respective module. After the profitable validation, the menu begins to look within the menu tree and is able to serve the requirement.

By following the above steps we are able to simply validate menu gadgets for any kind of consumer as per the necessity together with saving further time.

About Us

Greytrix – a globally acknowledged and one of many oldest Sage Growth Associate is a one-stop answer supplier for Sage ERP and Sage CRM organizational wants. Being acknowledged and rewarded for multi-man years of expertise, we convey full end-to-end help in your technical consultations, product customizations, knowledge migration, system integrations, third-party add-on improvement and implementation competence. 

Greytrix caters to a variety of Sage X3, a Sage Enterprise Cloud Answer, choices. Our distinctive GUMU™ integrations embody Sage X3 for Sage CRMSalesforce.com, Dynamics 365 CRM and Magento eCommerce together with Implementation and Technical Assist worldwide for Sage X3. At the moment we’re Sage X3 Implementation Associate in East Africa, Center East, Australia, Asia, US, UK. We additionally provide best-in-class Sage X3 customization and improvement companies, built-in functions akin to POS | WMS | Cost Gateway | Transport System | Enterprise Intelligence | eCommerce and have developed add-ons akin to Catch – Weight  and Letter of Credit score and India Laws for Sage X3 to Sage enterprise companions, finish customers and Sage PSG worldwide. Greytrix Gross sales Fee App for Sage X3 simplifies fee calculations and postings on gross sales transactions.

The GUMU™ Cloud framework by Greytrix types the spine of cloud integrations which might be managed in real-time for processing and execution of utility packages on the click on of a button.

Greytrix is a acknowledged Sage champion ISV Associate for GUMU™ Sage X3 – Sage CRM integration additionally listed on Sage Market; GUMU™ integration for Sage X3 – Salesforce is a 5-star rated app listed on Salesforce AppExchange and GUMU™ integration for Dynamics 365 CRM – Sage ERP listed on Microsoft AppSource.

For extra data on Sage X3 Integration and Companies, please contact us at [email protected], We wish to hear from you.

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