Find out what's new in Sage X3 R2 Patch 36

Earlier this month,  Sage released Sage X3 R2 2024. In this blog post we'll highlight all of the updates that help you to streamline your processes and increase efficiency.

APIs

• Used in the Customer Portal to create and update sales orders for e-commerce.

• For warehousing (based on packages in your solution)
  
  
  

Automated Test Platform

• The Sage X3 Automated Test Platform 3.3.0 is compatible with Java Runtime Environment (JRE) versions 11 and 17. To maintain compatibility with future releases of Jenkins, it is advisable to transition from JRE version 11 to version 17. For detailed information on JRE compatibility, please consult the prerequisite documentation.

• Sage has added the ability to control XML File content as well as the capability to test E-Invoice and E-Credit note conformance. For more information on how to set up the automated test platform, click here.
• Framework evolution:

  Sage X3 Automated Test Platform 3.3.0:

  • Supports Node.js 18 and Java Runtime Environment version 17. (Refer to prerequisites documentation for compatibility details.)
  • Introduces step definitions for XML file handling and testing E-Invoice/E-Credit-note.
  • Adds step definitions for using quick filters in Sage X3 header dropdowns.
  • Enhances reporting with attachments for user-stored values and static parameters in Allure Report.
  • Includes a new logTechnicalDetails parameter for test execution details.
  • Enhances test execution with progress display of step definitions.
    
    

Compliance

• Starting in November 2026, the ISO 20022 standard will no longer accept unstructured addresses in bank files. This affects formats such as ISO, ISO3QRC, ISO5, ISO6 (specific to Swiss law), PTSCT03, SCT02, and VIRINT03. To comply with this standard, structured addresses must be managed.
  • For the latest software versions, users should download and apply the provided patch without altering the default formats. Those using older software versions or with unique configurations should consult the provided guide on how to manage structured addresses effectively.
    
    
    

distribution

Mobile Automation:

• Stock Site Visibility: The stock site is now visible on all pages at the header level.
• Default Location Selection: For transactions involving Purchase receipts, Misc. receipts, and Intersite receipts, there is now an option to automatically set the default location when items are received into stock.

• Distribution Enhancements

  • During Purchase receipt transactions, suppliers can be searched for by company name.
  • Stock counts can be searched by the product's UPC code.
  • For Miscellaneous Issue, Select by identifier Miscellaneous issue, and Intersite transfer transactions, the unit for issuance can be specified, even if it differs from the stock line.
• Pick Ticket Selection in Global Allocation: In global allocation, Pick ticket stock lines can be selected using identifiers such as the License Plate Number.
• Intersite Transfer Selection: The new Intersite transfer transaction can be accessed via the By identifier menu, allowing for selection of stock identifiers to filter stock lines for intersite transfers.
• Miscellaneous Issue Selection: Similarly, the Miscellaneous transfer transaction is accessible via the By identifier menu, enabling the filtering of stock lines using stock identifiers for miscellaneous issues.

Batch Initialization of Stock Valuation Records 

• Stock valuation records can now be initialized in batches through the function FUNCREPIT, previously known as Initialize PIT record.

Improvements: Inter-site Receipt Quantities

• The quantity for inter-site receipts can only be increased if the entire quantity has been received, and the receipt does not refresh after changes are made.
  
  
  

finance

VAT Date Alignment in Journal Entry Reversals 

• The process for reversing journal entries has been improved to ensure that the VAT date matches either the accounting date or the document date of the reversal. This adjustment is based on the 'Date for tax declaration' parameter (found in the CPT chapter, VAT group) settings. The updated functions include:
  • Invoices to be issued (FUNAUTFAE)
  • Invoice receivables (FUNPTH)
  • Credits to receive (FUNPNH)

Deletion of Simulated VAT Returns

• It is now possible to delete VAT returns that are in progress within the VAT system, as long as they are not associated with an 'Actual mode' extraction.

Bank Statement Import for Single Legislation

• The bank statement import functionality has been expanded. The 'Bank file (Portugal)' field can now be utilized for both Portuguese and Spanish legislations.

manufacturing

Shop Floor Control Availability 

• The Shop Floor Control application is now accessible in the cloud. This application allows operators to oversee and manage the setup time and running time of work order operations. A default data mapping comes with the application.

Web Scheduling GraphQL API Enhancement

• The GraphQL API for Web Scheduling now includes components, purchase orders, and Bills of Materials (BOMs). Additionally, the installation process has been simplified with fewer screens and actions required.

Weighing Scales Usability Enhancements

• The user experience with weighing scales and booths has seen improvements, particularly in the areas of Lot selection and Weighing by Work Order (WO), with enhanced screens, messages, and actions.

Weighing Module Improvements

• In full touch mode within the Weighing module, users can now scroll and select rows on a touchscreen. The Lot selection screen will display the remaining quantity to allocate if it is 1 or more. A new parameter in the ini file allows for "full control" mode when interfacing with the scale; to enable it, the x3Scales.ini file in the Weighing connector install directory must be edited by adding FullControlMode=1 under the communication section.

MRP and MPS Lead Time Display

• The MRP (CONSSCBCB) and MPS (CONSSCBPD) inquiry functions now show lead times for production, purchase, and quality control when those lead times are specified in the product-site record.

platform

Access to Sage Network 

• Administrators must register their organizations with Sage using a valid account to use Sage Network services, which include Data Clean and Control, e-invoicing, data intelligence, AI services, and tools for online activation and licensing. Detailed guidance is available in the online help for Organizations.

4GL API for File Compression

• The ORDSYS.COMPRESSFILES() 4GL function is now available for compressing files into ZIP format on the application server.

Web Server Management Changes

• The Syracuse agent service is obsolete, and the Sage X3 web server is now managed via the Sage X3 Syracuse Server service due to an Apache Commons Daemon upgrade.

Print Server Secure SQL Connection

• The Print Server now supports secure SQL Server connections; documentation provides configuration instructions.

Support for Microsoft SQL Server on Linux

• Instructions for setting up Microsoft SQL Server on Enterprise Linux platforms are available in the Console documentation.

User Authentication via Sage Account

• User authentication can now be configured to require a valid Sage account, enabling Sage account-based login.

Improvements: User Interface and System Performance

• The tree view display now auto-adjusts to fully display record details.
• Log reading has been enhanced for a better experience, with detailed sorting and filtering capabilities.
• Classic grids offer vertical resizing for content viewing convenience.
• Tree view components now have a frozen first column and color-coded line backgrounds based on level.
• Management of symbolic locks (APLLCK records) has improved during session timeouts, reducing orphaned locks.
• Log file-related locking mechanisms have been improved for performance and robustness, reducing interlocks and deadlocks.
• Sage components installers now require Java 11, with the exception of Runtime and AxdAdmin.
• Syracuse has received miscellaneous security updates.
• The print server now operates on a 64-bit framework with updated components.

Notification and Log File Management

• Notification server settings can be configured at the company or legislation level.
• Increased line width in log file windows minimizes word wrapping.

JavaWeb Server and Database Upgrades

• Security updates have been implemented, and Apache HTTPD, Apache Tomcat, and OpenSSL have all been updated to newer versions.
• MongoDB is now required to be at version 7 for this release, with an automatic upgrade process at the end of setup. However, clusters and replica sets require a manual update procedure detailed in the how-to guides.
  
  
  

sage x3 builder

Managing CLOBS and BLOBS in GraphQL

• CLOBS (Character Large Objects) and BLOBS (Binary Large Objects) can now be managed through GraphQL queries and mutations.

Mobile Automation Extensibility

• Sage X3 Builder Developer Studio now includes Core Mobile Automation pages to support extensions. TypeScript code for Mobile Automation, specific to each standard package, is located in the ..\lib\pages repository of @sage.

Sage X3 Builder Development Functions

• Certain functions within Sage X3 Builder, found under the Development > API menu, are linked to the ERPDEV developer badge. These functions include:
• Packages (GESAPACK)
• Node bindings (GESANODEB)
• Operations (GESAPIOPE)
• Enum exceptions (GESAENUMB)
• Binding dictionary (GESAPINOD)

Enhanced Performance in Mutations

• The Global settings function now includes parameters that allow users to optimize GraphQL API operations by setting a limit on the number of simultaneous operations.

GraphQL Operations for Objects 

• The Operations function (GESAPIOPE) now features a Window method within the Operation method field, which is applicable for create, update, and delete mutations.

Improvements in Cache Management 

• The caching system within GraphQL queries has been improved for managing functional access rights, activity codes, and package information, enhancing overall performance.