SageERPX3 Whats New IntroNav v7 NFR

7/24/2019 SageERPX3 Whats New IntroNav v7 NFR

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Sage University

Sage ERP X3Whats New: Navigation & UI Changes

Sage North America certified course curriculum


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Sage ERP X3

Whats New: Navigation & UI Changes

CERTIFIED STUDENT CURRICULUM

SAGE UNIVERSITY

Curriculum Version 1.0


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NOTICE

This document and the Sage ERP X3 software may be used only in accordance with the accompanying Sage ERP X3End User License Agreement. You may not use, copy, modify, or transfer the Sage ERP X3 software or this

documentation except as expressly provided in the license agreement.

Visit our website at www.SageU.com, or call 1-800-944-4299 to learn about training classes that are added throughoutthe year.

Information in this document is intended solely as general information with respect to common business issues and is

not to be construed as professional advice. It is always best to consult a tax or accounting professional for all tax andaccount related questions. THE INFORMATION HEREIN IS PROVIDED AS IS AND ALL WARRANTIES ARE

EXPRESSLY DISCLAIMED, INCLUDING BUT NOT LIMITED TO ANY WARRANTY: OF

MERCHANTABILITY; OF FITNESS FOR ANY PARTICULAR PURPOSE; OF NON-INFRINGEMENT OF ANY

PROPRIETARY RIGHT OF ANY THIRD PARTY IN ANY COUNTRY; OTHERWISE ARISING OUT OF ANYPRODUCT, PROPOSAL, SPECIFICATION OR SAMPLE; AND ANY WARRANTY THAT THE DOCUMENT IS

ERROR FREE. No license, express, implied, by estoppel or otherwise, to any intellectual property right is granted bythis document. Sage Software may make changes to the information in this document at any time, without notice.

Recipient is solely responsible for assessing the suitability of the information and assumes all risk of use.

2014 Sage Software, Inc. All rights reserved. Sage, the Sage logos, and the Sage product and service names mentionedherein are registered trademarks or trademarks of Sage Software, Inc., or its affiliated entities. All other trademarks are

the property of their respective owners.

07/2014


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Sage North America Certified Student Course Curriculum - Version 1.0 Page iCopyright 2014 Sage, Inc. All Rights Reserved.

Contents

Welcome and Introduction .................................................................... 1

Benefits ................................................................................................. 3

Supported Browsers .............................................................................. 4

Logging Onto the Program .................................................................... 5

Common Navigating Features ............................................................... 6

Landing Pages ....................................................................................... 7

Upper Bar .............................................................................................. 9

User Profile ......................................................................................... 11

Search ................................................................................................. 12

Shortcut Changes................................................................................. 14

Online Help Center .............................................................................. 15

Functional Path.................................................................................... 16

Bookmarks .......................................................................................... 17

Messages & Errors .............................................................................. 18

Lesson Activities ................................................................................. 19

Navigating ............................................................................................. 22

Classic Pages ....................................................................................... 23

Filter in the Left List............................................................................ 24

Right Panel .......................................................................................... 25

Selection, Jump to & Actions icons ..................................................... 28

Google Maps ....................................................................................... 29

Grids ................................................................................................... 30

Breadcrumbs ....................................................................................... 32

Timeout ............................................................................................... 33


List, View, and Edit Pages.................................................................... 37

New List, View, and Edit Pages........................................................... 38

List Page ............................................................................................. 40

View Page ........................................................................................... 42

Edit Page ............................................................................................. 43


Personalizing Landing Pages ............................................................... 48


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Page ii Sage North America Certified Student Course Curriculum - Version 1.0Copyright 2014 Sage, Inc. All Rights Reserved.

Creating a Landing Page ..................................................................... 49

Modifying a Landing Page .................................................................. 53


Summary ............................................................................................. 57


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Sage North America Certified Student Course Curriculum - Version 1.0 Page 1Copyright 2014 Sage, Inc. All Rights Reserved.

Lesson 1Welcome and Introduction

Welcome to the Whats New in Sage ERP X3 Version 7.1 course. This course isintended to provide you with the knowledge necessary to take advantage of the new

features and enhancements available in this new version.

This course will help you meet the following objectives:

Understand the benefits of Sage ERP X3 Version 7.1 and the supported Browsers.

Understand how to log onto the program and use the default landing page.

Understand the common navigational features such as the Upper bar, User Profile,and the new Search feature.

Understand how to navigate in the Classic pages including new filter changes, Rightpanel, grid changes, and breadcrumbs.

Understand how to use the new List page, View page, and Edit page.

Understand how to create your own landing page.


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Page 2 Sage North America Certified Student Course Curriculum - Version 1.0Copyright 2014 Sage, Inc. All Rights Reserved.

Welcome and Introduction (continued)

How to Use This Curriculum

The following table describes the conventions used in this curriculum

Convention ExplanationStep numbers versusPractice numbers

Step numbers are not part of a Practice andare intended to provide you with the steps

typically used to complete a task. Practicenumbers appear in bold and are completed inclass.

Italicfont in a Practice Items that are part of a Practice and appear in

an italic font indicate you need to select a taskor perform a specific action to complete the

step (for example, click OK).

Courierfont in a

PracticeItems that are part of a Practice and appear incourier font indicate information you shouldenter (for example, at the Customer No. field,

enter 01-ABS).


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Benefits

Sage ERP X3 Version 7.1 introduces an entirely redesigned user experience that

increases user productivity and adoption of best practices across an organization. Builtfor the Web, Sage ERP X3 enables employees, partners, suppliers and customers toaccess information conveniently wherever they are over a web browser. It includes:

Multi Browser access with different web browsers like Firefox, Microsoft InternetExplorer (IE), Google Chrome, Safari on MAC and Opera.

The user interface is based on modern web design and is user oriented. It is designedto take advantage of todays larger monitors to improve the readability.

Mobility technology native to the solution, enabling business anywhere in a safe andseamless manner.

Mobile technology native to the solution enables sharing relevant business data onvarious devices (e.g. customer inquiry, sales and purchasing workflow).

Improved sales, inventory, purchasing and financial management processing helpfurther eliminate inefficiencies, improve quality, and streamline global operations.


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Supported Browsers

The program uses a web browser for the user interface. There is no longer an

application that is installed on the users workstation.

The use of the web browser helps users to navigate in the solution, offering them an

intuitive user interface that takes advantage of their natural tendencies whilebrowsing the Internet.

The program is HTML5 compliant and allows customers access with different webbrowsers.

Browser Version and Operating System

Chrome Version 33 or higher on any operating system supported by

Chrome (Windows, Linux, Mac OS X, and Android)

Firefox Version 27 or higher on any operating system supported by

Chrome (Windows, Linux, Mac OS X, and Android)

Microsoft Internet

Explorer

Version 9 or higher only on Windows

Opera Version 20 or higher on any operating system supported byChrome (Windows, Linux, Mac OS X, and Android)

Safari Version 6 or higher, only on MAC OS X

Browser Functionality

Because you are running the program through a browser, you can take advantage ofbrowser functionality such as bookmarks and favorites.

For example, you can create a bookmark to display any page within the programsuch as a specific customer page or the Orders function.


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Logging Onto the Program

To access Sage ERP X3, you are now required to enter a URL with the host name and

the port number. For example, http://HOSTNAME:PORT#.

Once connected, you are prompted to log on using the appropriate user ID and

password.

- A single login allows users to connect to several folders (called Endpoints). The

user authentication is global, using single sign on, and secured throughcertificates.

-

The login window displayed may look slightly different based on the browser

used.

Once logged into the program, the users default landing page displays.

- This is based on the users identity and role.

- The landing page is also referred to as the Welcome or Home page.


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Lesson 2

Common Navigating Features

In the following lesson, you will learn common navigational features that are common

throughout the program such as the Upper Bar, User Profile, and the new Searchfeature.

The topics in this lesson include:

Landing Pages

Upper Bar

User Profile

Search

Online Help Center

Functional Path

Bookmarks

Lesson Activities


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Landing Pages

A landing page is a collection of gadgets. A gadget is a component of a landing page

that can contain:

A list of links that point to other pages (Normal pages, Classic pages, List pages,

View pages, Edit pages, and other URLs.)

- Normal pages are those that are built to fit with the size of the gadget in the

portal.

Visual processes with or without a menu process.

Reports or statistical inquiries.

In the example below, two different default pages are shown each containing differenttypes of gadgets.


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Landing Pages (continued)

Available Landing Pages

The Available Landing Pages section lists both shared landing pages and personal

landing pages.

Shared landing pages are landing pages you have been assigned but did not create or

have ownership to modify or delete.

Landing pages listed under My Landing pages are personal landing pages and are

created by the current user.

- The current user is identified as the owner of the landing page.

- Only the owner can make changes to a landing page.

Use the Home pages function under Administration > Authoring to assign landingpages to users based on their role.


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Upper Bar

The Upper bar contains various icons used to log out of the program, view your user

preferences information, access help, and search for a function.

The Home icon and the Sage ERP X3 product title take you back to the last landing

page displayed.

The Navigation icon displays the Navigation page including the normal menus for

accessing functions in the program.

- Administrators can define the navigation menu for users by role.

-

This gives the ability to remove specific menus, blocks, and functions fromdisplaying in the Navigation page.

The Log out icon logs you out of the program and displays the initial page seen after

entering the URL. This icon is available regardless of the page displayed.

The Help index icon provides access to three options: Online help center, shortcuts,

and Legal mentions.

-

Selecting Online help center opens a new tab in the browser and displays the

online help.

- Selecting Shortcuts opens a new tab displaying the shortcut keys available andtheir purpose in the program.

- Selecting Legal mentions display the version of Sage ERP X3, serial number,

and name of licensee.

- The Help index icon is available regardless of the page displayed.


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Upper Bar (continued)

Additional Icons

There are additional icons that display in the Upper Bar as you navigate through the

program. The table below explains the purpose of these icons.

Icon Description

Personalize page

Click to switch to authoring mode which allows you to change

the layout of a page. For example, you can change the order offields displayed on a page.

Go to function

Click to go to a specific function and view the history of the last

15 functions accessed. The Go to function can also be accessedby pressing Esc+F7.

This icon displays to show the progress of processes that have

been executed such as printing a report or running an archive

process. You can view the progress, details, and even stop theprocess.

New tab home

Click to open a new tab using the same user login information.

Displays the default landing page in a new tab where you can

navigate to a different function, change your endpoint, and eventhe user login. This is beneficial when needing to access another

function while keeping your current function open.


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User Profile

Click the User Profile icon to display a panel containing such information as the

connected users name, the location, current role, and the endpoint. You can also access

links to specific pages. This icon is available regardless of the page displayed.

Through the User Profile you can switch the language and switch endpoints without

logging out of the program.

Click the User Profile icon to close the panel displayed.


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Search

The program includes a new search engine based on Lucene and ElasticSearch,

providing you with a Google-like search experience.

You can search for specific data or functions by entering a value at the Search field

in the Upper bar.

The search is done on full text. When a partial word is given, the search results

return all the hits where this partial word is included.

Results automatically start to display in a pop-up window as you enter data.

Two categories of results display: Functions and Data (e.g. specific customer,supplier, or invoice record).

-

Only the top 5 search results for Functions and Data display in the pop-upwindow.

- A link displays for each result and additional detail displays for anything listed

under Data.

- Click the link to view the data or function. For example, clicking Access codeunder Functions accesses the Access code function.

-

Click the Search icon in the field to redisplay the results or you can delete theentry made by clicking x in the Search field.


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Search (continued)

Additional Results

Click the See more results link at the bottom of the pop-up window to open a separate

page displaying the full results for the Data and Functions in two different lists.

The total number of records display for each listing and you can modify the number

of records displayed on each page, use the page numbers to scroll through the list oryou can use the navigation icons.

Every search result includes details of the indexed words for the item found.

The total number of hits and the hits by category display in the Right panel and are

only applicable to the Data list.

You can limit the results displayed on the Data list by selecting a specific category.

Keep in mind

The search results can return links to data not authorized for the user. However,

security is enforced and the page refused if the user clicks on a link they are notauthorized to view or access.

Text case is not considered.

Search also considers words that are similar in phonetic/spelling. For example,

Henri and Henry.

When search is done on several words, an AND operator is performed by default.This means that if two words are entered, the search results will only return the lineswhere the two words are present.

- You can use the operator OR (in upper case only) between two words. Forexample, Martin OR Michael will find all occurrences where Martin or

Michael is present.

The search does not include the content of documents that are stored in the storagearea or attached to a record.


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Shortcut Changes

The most useful function keys used in previous versions are still available by using the

ESC key.

A full list of shortcut keys is now available by clicking the Help icon in the Upper

bar and selecting Shortcuts.


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Online Help Center

Clicking the Help icon and selecting Online help center accesses the new Online help

center on a new tab in the Browser window. Using the Online help center ensures that

the information available including any documentation is up-to-date.

The Online help center provides access to documentation, tutorials, and videos.

Smart system detects the user profile and automatically logs them into the Online

help center without having them re-enter their ID and password.

There is no installation or maintenance required.

My documentation provides a history of recent searches and pages accessed withinthe help center. You can also create favorites and access them from the Favorites

list.


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Functional Path

The path to access a Classic function such as Suppliers is similar to how it was in

previous versions; however, instead of a menu structure, you now access using the

options displayed in the Menu gadget under Navigation and links displayed withinblocks on a page.

For example, in prior versions, the Suppliers function was accessed by selecting it

from the Common data > BPs menu. Now it is accessed by selecting the Commondata browser menu option and Suppliers from the BPs block.

Use the scroll bar to easily scroll up and down through the page.

Use the Expand all or Collapse all arrows to expand or collapse any sub-menus

within a block.

- You can also click the arrow next to a sub-menu to expand or collapse only that

sub-menu.


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Bookmarks

Similar to adding bookmarks to your browser you can add pages and functions as a

bookmark in the program.

This allows you to easily access a page and function you use regularly.

To add a page, simply click the Add to bookmarks icon in the Upper Bar.

To add a function to your bookmark list, simply place your mouse pointer over the

function name and click the Bookmark icon displayed.

Once a bookmark is added, it appears in the Upper Bar as shown below.

- The Bookmark icon for the page and/or function displays in the color orange if ithas been added as a bookmark.

- Click the Manage bookmarks icon to view all bookmarks created, removebookmarks added, and even add a separator between bookmarks.

A maximum of 8 bookmarks can display in the Upper Bar. If the number of

bookmarks exceeds 8, a more option displays.

- Click the more option to view the remaining bookmarks or use the Manage

bookmarks icon.


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Messages & Errors

Specific messages and errors will display at the top of the page. The information and

options available with the message or error changes based on the function you are in

and the reason for the message or error.

Note:Not all messages and errors display at the top of a page. In some cases, a messageor error may display as a pop-up window.

Click Detail to display any additional information regarding the message or error

displayed.

Click the Close icon or OK button (when available) to close the message or error.


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Lesson Activities

Complete the following lesson activities in the order shown.

Logging onto the program

In this Practice, log onto the program.

1. Open Internet Explorer and enter the URL provided by the instructor.

2. Click Click here to start your experience.

3. When prompted, enter adminas the user name and password.

4. Click OK.

Viewing different landing pages

In this Practice, access various views to see how the page changes and the different

gadgets displayed.

1. Switch to theAP Accounting Manager landing page.

2. What gadgets are now displayed? _______________________________________

3. Did the menu gadget change? __________________________________________

4. Switch to theMaterial buyerlanding page.

5. Under the page title, click Show advanced fields.

Clicking Show advanced fields displays additional information for gadgetscontaining query information.

This includes information such as the query name, calculation date, and numberof records.

The icon changes to Hide advanced fields allowing you to hide the information.

6. Switch back to the System Administratorpage.


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Lesson Activities (continued)

Using Icons in the Upper Bar

In this Practice, access different pages, help, and the user preferences panel.

1.

Click theHelpicon and select Online help center.

Notice the online help displays on a new tab allowing you to navigate throughhelp easily leaving it open for quicker access.

2. Click Whats new.

This displays information specific to whats new in the program includingrelease notes, release guide, and how to information.

3. Spend a few moments using the new Online help center. When completed, close theonline help tab opened.

4. Click theNavigationicon. Remember, you can click the Home or the Sage ERP X3

product title to return to the default landing page.

5. Click the User Profileicon.

Accessing and Using the User Profile Panel

In this Practice, change the current endpoint and use the links displayed in the Linkpanel.

1. If you are not in the User Profile panel, click the appropriate icon now.

2. Click the Selectionicon for the endpoint.

1.

In the List of endpoints list displayed, clickX3 Folder.

2. What is the current endpoint now? _______________________________________

3. Switch back to the SEEDendpoint.

4. Click the User Profile icon to close the panel.

Using Search

In this Practice, access various data and functions from the search results.

1. At the Search box in the Upper Bar, enter Acc.

A pop-up window should have displayed when entering Acc at the Search fieldin the previous activity.

If that pop-up window is not displayed, click the Searchbutton to redisplay theresults.

2. Click See more results.

3. From the Type list in the Right panel, click the Userscheck box.


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4. Notice the results displayed on the Data tab change to match the category selected.Click the Users check box to clear the selection and redisplay all of the types

available.

5. From the Type list, clear the Userscheck box and click theAccounts check box.

6.

Select theENG-18210account listed under Data. You are automatically taken to theView page for the account.

7. Before clicking anything, STOPand review the below information.

What would happen if you clicked the Welcome icon or the Sage ERP X3 title?(DO NOT CLICK ANYTHING) ____________________________________

Keeping in mind that you are using a Browser program, what could you use toreturn to the previous page? ________________________________________

The Browsers Back and Forward buttons can be used. In this case, to return tothe results page, you must click the Browsers Back button.

8.

Click the BrowsersBackbutton to return to the Search results page.

9. Click theNavigationicon.

Accessing a Classic Function

In this Practice, access the Suppliers function.

1. From the Menu, click Common data.

2. Scroll through the page and locate theBPsblock.

3. Click theBookmarkicon next to Suppliers to add it as a bookmark.

4.

Verify the bookmark was created. Practice adding other bookmarks and using the

Manage bookmarks option.

5. Click the Suppliersbookmark.


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Lesson 3

Navigating

In the following lesson, you will learn how to navigate on in the program including how

to use new filter options, the Right panel, and breadcrumbs.The topics in this lesson include:

Classic Pages

Filter in the Left List

Selection, Jump to & Actions icons

Google Maps

Right panel

Grids

Breadcrumbs

Timeout

Lesson Activities


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Classic Pages

Classic pages are those familiar to you from previous versions such as the Suppliers

page. It includes such items as the Left list and the same organization of data on the

page. Although these pages are similar, some very significant changes were made tohow you navigate and use what was previously in a menu or a button.

Use the Back and Next buttons in the Left list to scroll through the list of recordswithout changing the record displayed in the Central page.

Use the First, Previous, Next, and Last navigation buttons under the page title to

scroll through the records displaying the information for each record in the Centralpage.

Mandatory fields are now identified with a red asterisk (*) in the field or column

name.

To add more work space, you can close and redisplay the Left list and Right panel

by moving the appropriate divider line or by pressing ESC+F11.


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Filter in the Left List

The Filter replaces the Quick select option available in the Left list providing you with

greater flexibility in searching for data. You can now search using Greater than, Less

than, Starts with, Contains, etc.

The icon displayed in the field indicates which filter is being used. For example, the

Funnel indicates that all records are being shown and no filter is defined.

You can define a separate filter for each column displayed in the Left list.


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Right Panel

The Right panel displays links associated with the page. Many of these options were

displayed as menus and buttons in previous versions.

The Right panel contains 5 different panels. Not all panels display for every functionand the links available for each panel can change based on the page.

Panel 1 provides access to what used to be the standard object buttons. In the

example above, that includes the New, Save, Create, Delete, and Cancel.

-

Click Close page to close the current function and return to the previous page.

-

Note: If Close page is not available in the Right panel, use the Navigation or

Home icons to exit the function.


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Panel 2 provides access to what used to display at the bottom of a page. This caninclude Post, Validate, etc.


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Right panel (continued)

Panel 3 provides access to the Update, Print, Attachments, and Comments icons. Ifthe record is locked, a Lock icon also displays in this panel. Click the Lock to view

who is currently accessing the record.

- Click the Update icon to refresh the page with any new information added or

modified since you first accessed the function. You can also refresh a page usingthe browsers refresh option (for example, F5).

- Click the Print icon to print two types of reports: Record and List. Record is

used to print information only for the current record and List allows you to printa list of all records.

- Click the Attachment icon (paperclip) to view or add attachments for the record

selected. The color of the icon changes when linked attachments exist. The plussign (+) indicates there are no attachments.

- Click the Comments icon to view or enter a comment associated with the record.The plus sign (+) indicates there are no comments.

Panels 4 and 5 provide access to functions defined as menus in previous versions.

Functions are grouped and display under different sub-menus that can be expanded(+) or collapsed (-).

-

The Help > Diagnosis sub-menu provides access to the Calculator. This is nolonger accessible through a hot-key.


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Selection, Jump to & Actions icons

Options typically available by right-clicking on a field are replaced by the Selection,

Jump to, and Actions icons within a field or grid.

It is important to note not every field contains all icons. The icons available are

based on the field itself.

The Selection icon displays a list of values in a Lookup page. The values are

typically displayed in a grid allowing for additional search and sort capabilities.

The Actions icon is also accessible for an entire grid or a single line within the grid.

-

When displayed for a grid, it can contain additional options allowing you tocustomize the list and export the information to Microsoft Excel.

- For a line in a grid, the Actions icon is used to insert and delete lines as well as

display the Popup view.


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Google Maps

All addresses are associated to a link displaying the location in Google maps. Google

Maps opens on a separate tab in the Browser window.


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Grids

The following changes were made to grids used throughout the Classic pages.

When clicking on an existing line, the focus is no longer set to the entire line but theindividual cell.

A single click takes you directly into edit mode and double-clicking is no longernecessary.

In some grids, the number of lines is displayed in the right upper side as shownbelow.

-

Use the Display field to define the number of records to display per page.

-

Navigation buttons display for multiple pages and can be used to move throughthe list.

A separate Actions icon displays for the overall grid and for each line in the grid.

- The Popup view option for a line displays all the fields in the line in an editablepop-up window. This is similar to Form mode in previous versions.


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- The Customize list option for the overall grid allows you to customize howinformation displays in the grid.


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Breadcrumbs

When using the Go to function icon, Esc+F7 shortcut, Jump to icon, or by following a

link in the Right panel, a new Classic page is stacked over the previous one and this

process can be repeated as new selections are made. To help navigate back through thepages that were opened, a breadcrumb appears above the page title.

Clicking the (x) on the last piece of the breadcrumb closes the page and returns to

the previous page.

- Click the Close icon for the entire page also has the same effect.

If multiple breadcrumbs are displayed as shown below, closing the first breadcrumbof Business partner address will take you back to Supplier orders. The Supplier

orders breadcrumb will then have an (x) allowing you to close it to return to theSuppliers function.


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Timeout

The Classic pages are still managed as they were in previous versions so a time-out is

possible when the page is left idle for a period of time. When this happens, the

following message displays.

Click Yes to return to the idle session and continue working.

If you click No, all open sessions or pages are closed and any work in progress is

lost.

If no response is made and the session is timed-out, all pages are closed and data notsave is lost. The message below also displays at the top of the window indicating the

time-out disconnection information to the user.

To continue working once you have timed out, you will be prompted for your logininformation.


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Lesson Activities


Using the Filter

In this Practice, use the filter to locate supplier only suppliers that contain NA.

1. In the Left list, click the Funnel icon in the Supplier field.

2. Select Containsas the filter.

3. Enter NAat the Supplier field and press ENTER.

4. Select supplierNA053.

Navigating in the Classic page

In this Practice, use the various navigation information you have learned to complete the

steps.

1. You should have supplier NA053 selected. If not, select the supplier now.

2. Click theAddresses tab.

3. Enter Suite 220to the end of the address at the Address 1 field. Remember to

tab off of the field.

4. Click Close pagein the Right panel.

5. Because we made a change without saving, you are prompted with a question.

To cancel the changes and close the function click Continue.

To return to the function to save the changes click Stay on the page.

6.

Click Stay on the page.


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7. Save the changes.

8. When you perform specific actions or if there is an error encountered it displays atthe top of the Center page. In this case the message is indicating that the record has

been modified successfully.

You can close the message by clicking the Close icon for the message.

9. You are not done working with this supplier; however, your boss has asked you toverify that a new payment term was set up correctly. You have decided to openanother session. Click theNew tab homeicon.

A new session of Sage ERP X3 should have opened in a new tab.

You are logged into this session with the same user login information and noticethe default landing page automatically displays.

You can change the user login as well as the endpoint through User Profile.

10.Access the Navigation page, and select Payment termsfrom the Common Data > BPtables block.

11.You have reviewed the information so close the new tab opened.12.You are prompted with a message asking if you are sure you want to close the tab

and notice that an error message is displaying at the top of the Center page.

It is recommended that you close any functions before closing the tab.

13.Click Stay on Pageand close the function.

14.Now close the tab.

15.You should now be back to the original session you started and the Suppliersfunction. From the Right panel, click Create orderunder the Actions listing.

16.Select the STD Standard entryentry transaction.

17.You are automatically placed in the New mode. SelectNA011as the order site andclick theLinestab.

Notice the supplier is the same as the supplier selected in the Suppliers function.

18.SelectDIS003as the product and click OKwhen the warning displays.

19.Enter 3at the quantity ordered and accept all other defaults.


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Grids and Breadcrumbs

In this Practice, use the information you have learned to work with grids and

breadcrumbs.

1. Click theActions iconfor the first line in the grid and select Popup view.

2. Change the quantity ordered to 2and click Yes when prompted to recalculate the

price and discounts.

3. Close the popup window.

4. Click Create.

5. Using the breadcrumbs, return to the Suppliers function.

6. We are done in the Suppliers function so return to the Navigation page.


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Lesson 4

List, View, and Edit Pages

In the following lesson, you will learn about the new List page and View page, as wellas the new Edit pages that are part of new functions added.


New List, View, and Edit Pages

List Page

View Page

Edit Page

Lesson Activities


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New List, View, and Edit Pages

New List, View, and Edit pages display for new functions added and the List and View

pages display for specific existing functions.

When accessing new functions such as the new Users function in the Administration

> Administration block, the new List, View, and Edit pages display.


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New List, View, and Edit Pages (continued)

When access functions from Read-only pages on the Navigation page, you canaccess existing classic functions that were updated to include the new List and View

pages.

- When you select to modify the record, the Classic page displays for the

Customers function.

-

Accessing the same functions listed under View Pages using such menus asCommon data does not display the List or View page. It functions the same as it

did in previous versions.


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List Page

The List page is used to list records associated with a function allowing you to access

the record you want prior to being placed into edit mode automatically.

In some List pages, the number of records, Display field, and navigation links (e.g.

Next and Last) displays in both the right upper and bottom side of the page.

- Use the Display field to define the number of records to display per page. Click

the Navigation buttons to navigate through the pages.

Clicking the column name sorts the records in ascending or descending order. An upor down arrow will display indicating the order.

The empty line under the column titles is used for selections and defining a filter.

- You can define a filter for each column in the list.

- If you enter text in a character field, the system assumes a Contains value. To

change the condition, click the Filter icon in the field to display the pop-upwindow of conditions available.

- The conditions change based on the type of field. For example, only the All,Equals, Not equals, Empty, and Not empty conditions show for the Active

column because it is a checkbox.


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List Page (continued)

The fields in the empty line may also include icons such as the Selection andActions icons as well as a drop down list.

- For example, in the Customer list, the Customer type column includes a drop-down arrow displaying all the customer types to choose from.

- The Payment terms column also includes an Actions icon that you can use to

switch to the Payment Terms list.

The Edit icon (pen) in front of each line takes you directly into edit mode for therecord bypassing the View page.

The Actions icon for each line provides access to operations specific to the record.For example, you can select to view orders exceeding the credit limit for a specific

customer.

Links are available for specific data types within a single line. Click the link to

access the View page for the data type.

-

For example, on the Customers List page, you can access the View page for aspecific customer or a payment term.

The Right panel typically includes the Create option which is used to create a new

record and standard global links.

- Global links include the ability to export information to Excel or Word or to

create a mail merge using the list.

-

Depending on the entity, additional links may also display on the Right panel.

Important Note:When returning to the List page after creating a new record, you mustuse the Browsers refresh page option to view the newly added record in the grid.


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View Page

The View page displays the details for the record selected. Information can be presented

in tabs or columns that include grids, pictures, and graphical widgets. You cannot

modify information while on the View page.

Although you cannot edit data on a View page any underlined field or datarepresents a link that will take you to the View page for that entity.

The Right panel is similar to the same panel discussed for the List page.

- Use the Edit option to edit the data for the current record.

- The List option returns you to the original List page.

Important Note:When returning to the View page after editing or modifying a record,

you must use the Browsers refresh page option to ensure the changes are displayed.


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Edit Page

The Edit page is used to modify the details of a record. Similar to the View page it

displays the details tabs or columns that include grids, pictures, and graphical widgets.

Icons not discussed previously include:

- The Date icon displays in date fields and displays a calendar to select the correct

date.

- The Delete icon displays when selections are listed in a section and are used todelete the selection. The Delete icon is only visible when you place the cursor

over the selection.

In the Right panel, click Detail to return to the View page or click the List option toreturn to the List page.

-

It is important to note that if you click the Detail or List option before saving anychanges, the changes are lost and you are not prompted to save the information

prior to leaving the Edit page.


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Edit Page (continued)

Add and Append

Links such as Add and Append are used to add records to a grid or section.

Click Append to add a single record to a grid.

Click Add to select multiple records you want added to a grid or section. A List

page displays with a list of records from which to choose.

- A check box displays next to each record allowing you select which records to

add.

- After selecting the appropriate check boxes, click the Ok button (blue checkmark) to save the selections and add the records to the grid or section.

Adding Images or Documents

Depending on the function, some Edit pages allow you to add images and attach

documents. When adding an image or document, you can either click and drag from anExplore window or click Select file to manually select the file from a directory.


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Edit Page (continued)

Graphical Widgets

Some Edit pages will include a graphical widget that graphical shows how a record is

associated with other records.

Click on the individual elements in the Legend to include or exclude theinformation.

Click on the actual elements in the graphic shown to access the View page for the

record. For example, clicking on the Super administrators group shows the Viewpage for this record in the Groups function.

- Security is enforced when viewing a specific record. If you do not have therights to access or view information in the function, a message displays.


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Lesson Activities


Viewing & Navigating in the List and View pages

In this Practice, use the Customers function under View pages to view the new Listpage.

1. If you are not on the Navigation page, click theNavigationicon in the Upper bar.

2. From the Read-only pages > Common data block, select Customers.

3. Click theNext button to view additional customers.

4. Click the link for customerNA004.

5. Scroll through the various tabs viewing the data.

6. You realize after viewing the data that the credit information is incorrect. ClickEdit.

Notice you were taken to the Classic page for the function and you can nowmodify the necessary information.

All options work the same as if you had selected the Customers function from

the Common data > BPs block.

7. On the Management tab, select Checkunder Credit Control and enter 300000.00

as the authorized credit.

8. Save the record and close the function. Notice you were taken back to the Viewpage for the customer.

9.

Click theNavigationicon in the Upper bar.


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Editing a record

In this Practice, change the name of the admin user.

1.

From the Administration > Administration block, select Users.

2. Click theEdit (Pen) icon for the admin user.

3. If you are not on the Edit page for the Users function, access it now.

4. Enter your name in the First name and Last name fields.

5. In the Explorer section, practice including and excluding elements of the graphic aswell as accessing the View page for specific records. Use the information you have

learned previously to ensure you return to the Edit page for the Users function.

6. Save the changes made in the Users function.

7. Click the Home icon in the Upper bar.


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Lesson 5

Personalizing Landing Pages

Landing pages are accessible from the Home page and are initially displayed when

logging onto the program. You can create your own landing pages displayinginformation that has been previously defined as accessible by your system

administrator.


Creating a Landing Page

Modifying a Landing Page

Lesson Activities


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Creating a Landing Page

A landing page is a collection of gadgets. A gadget is a component of a landing page

that can contain:

A list of links that point to other pages (Normal pages, Classic pages, List pages,

View pages, Edit pages, and other URLs.)

- Normal pages are those that are built to fit with the size of the gadget in the

portal.

Visual processes with or without a menu process.

Reports or statistical inquiries.

To create a new landing page, from your Home page, click the New option in the Leftbar.

You cannot enter spaces in the page name; however, they can be entered in the title.

If the Use current endpoint checkbox is selected, any gadgets added to a landingpage must use the current endpoint for execution or displaying of data.

- If the checkbox is cleared, you can use the landing page to display informationfrom several endpoints.

- The endpoint is always defined when creating the gadget.

The landing pages you create are listed under My Landing pages in the Left bar.


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Creating a New Landing Page (continued)

Adding Gadgets

Gadgets are created using system administrative functions. Once created, they are

available to the user when creating their landing page. The Add new gadgets page

displays automatically when creating a new landing page.

The endpoint selected is the endpoint used for the gadgets selected.

Under Browse Category, select the type of gadget you want to add.

- Click Queriesto add user-defined reports done by the Requester.

- Click Statistics to add statistical aggregated data set up by the statistical tool.

- Click Web to display a defined web page which includes a specific URL.

- Click Processes to add visual process maps.

- Click Representations to add any page defined by a menu item. This does not

include Classic pages displayed in a full page and not in a gadget.Depending on the option selected under Browse Category, different pages display;however, they all have the same behavior.

- A search field is avaiable to select the gadget by its name. You can add multiplegadgets by simpley clicking on the ones to add before clicking the Finish icon.

- A selection can be done by selecting first a module, then a category, and finallythe gadget.


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Creating a New Landing Page (continued)

Once the first gadget is selected, the landing page is created and displayed.

If you place your mouse pointer over the gadget added, you can personalize the

gadget, refresh the gadget, delete the gadget, and minimize the gadget.

-

The Personalize icon is not available for all gadgets and is typically used to

change how the data is displayed. For example, you can personalize a gadget toshow data in a grid in a card format.

Assigning Landing Pages

By default, any landing pages you create are automatically available to you under My

Landing pages.

Using the Home pages function, a system administrator can assign landing pages to

other users based on their role.

Users with access to this function can also define the endpoint used for each gadget

and change the owner of the landing page.

-

Only the owner can edit the landing page.


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Once a landing page is created, you can add new tabs and gadgets, change how the

gadgets display, and even share the landing page with other users.

Editing the Landing Page Title & Deleting

To edit the title of the landing page, click the Pen icon for the landing page name inthe Left bar.

To delete a landing page, click the Delete icon for the landing page name in the Leftbar.

-

You can only delete landing pages you have created and are listed under MyLanding pages.

Adding a New Tab

You can create a landing page that includes information displayed on different tabs. Thefirst tab is created automatically after selecting the first gadget. To add a new tab,

simply click the + next to the existing tab.

Any new tabs added can be deleted by clicking the Delete icon displayed on the tab

page.

Adding a Gadget

To add a gadget to a page, click the Add gadget icon displayed in the upper right cornerof the page.

Note:The options available for adding a gadget are the same as when selecting oneafter creating a new landing page.


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Modifying a Landing Page (continued)

Personalizing a Landing Page

When personalizing the landing page, you can change the tab names and delete a tab. If

the tab contains multiple gadgets, you can also select a template which organizes the

layout of the gadgets on the tab.To add personalize the landing page, click the Personalize Landing Page icondisplayed in the upper right corner of the page.

The tab currently displayed on the landing page is the one affected when you click

the Personalize Landing Page icon.

Templates only display if more than one gadget is added to a tab.

Changing the Order of Landing Pages

You can modify the order in which landing pages display. This is done by pointing tothe landing page to move and clicking on the three dots displayed to the left of the

landing page name.

Once you click on these dots, you can drag the landing page to a new position in the

list.


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Lesson Activities


Creating a new landing page and adding Gadgets

In this Practice, create a new landing page.

1. Click theHomebutton in the Upper bar to return the last landing page displayed.

2. From the Left bar, clickNewto create a new landing page.

3. Enter TrainingPageas the page name and Training Pageas the title.

4. Click the Okicon.

5. At the Please Select Endpoint field, verify that SEED is selected. If not, select it

now.

6. Under Browse Category, click Processesto add a visual process map to the landingpage.

7. Under Modules, selectA/P-A/R accounting.

8. Under Categories, select Payment Tracking.

9. Under Gadgets, select Process Cash Receipts.

10.Click Ok.

11.Once a gadget is selected, the landing page created displays. You should

automatically see the process flow you selected.


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In this Practice, modify the landing page you create.

1.

The landing page you created should be automatically displayed.

2. Click theAdd gadget icon to a new gadget.

3. You want to have the customer list displayed. In the Add new gadget window, clickRepresentations.

4. Under Modules, selectNo Module.

5. Under Categories, selectNo Category.

6. Under Gadgets, select Customers.

7. Click Ok.

8. The Customers gadget should now be displayed under the Process Cash Receiptsprocess flow.

9. Now using what you have learned, create new tabs, add new gadgets, and evenpersonalize the information.


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Summary

You have learned:

The benefits of Sage ERP X3 v7.1 and the supported Browsers.

How to log onto the program and use the default landing page.

The common navigational features such as the Upper bar, User Profile, and the newSearch feature.

How to navigate in the Classic pages including new filter changes, Right panel, gridchanges, and breadcrumbs.

How to use the new List page, View page, and Edit page.

How to create your own landing page.


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