Sage x3, X3 People – Crystal Reports error – NGPAY.rpt : Table does not exist

Sage X3

Application:

Sage X3 , Sage X3 People, Crystal report

Scenario:

When running a crystal report either from Sage X3 ERP or Sage X3 People and you encounter an error like “XXXX.rpt: Table does not exist”

Possible cause:

  1. Physical report does not exist in the folder
  2. Missing default values

Resolution:

  1. A copy of the report not only needs to be in the report dictionary but also needs to exist in the folder on the server.
  2. Create/copy default values  for your crystal report

How to setup a workflow to email payslip to employees: Sage X3 People

Application: Sage X3 People

Version: U9 patch 5

 

  1. Open Setup, General parameters, Parameter values.
  2. Expand SUP chapter and click on Action button for the WRK Group.Following are some of the important parameters and their descriptions:SERMES – We can specify the SMTP server Hostname or IP address here. This server will then be used to send workflow email notifications. This field can be left blank if local email client is to be used to send workflow emails.

    TRAMEL – This parameter determines whether workflow logs are to be enabled or disabled.

    TYPMES – This parameter determines the default email sending mechanism. The possible options are:

    Server: Choose this option if SMTP Server is to be used to send workflow mails. SMTP server Hostname or the IP address must be specified the in the SERMES parameter.

    Client: Choose this option if the local email client (e.g. Outlook mail client) credentials is to be used to send the workflow emails.

    WRKRMTDIR – We need to specify the WORKFLOW directory path that on the webserver. This is the path where workflow replies will be stored for batch execution.

    WRKRMTHTTP – This is the X3 webserver machine name or IP address, with the relevant port number (e.g. 28880) and the X3 workflow process name AdxWfC (this name is case sensitive).

    WRKRMTMAC – This is the X3 webserver Hostname or the IP address along with the X3 Runtime service port number (e.g. 1802).

    WRKSINTER – This is the X3 webserver URL which can be accessed over the internet

    WRKSINTRA – This is the X3 webserver URL that can be accessed within the LAN (intranet)

    Hope this blog on Workflow parameters would help you in tuning your workflows as desired.

  3. Verify that you have an email server entered for parameter SERMES.
  4. Click OK.
  5. Click on Action button for RPT Group.
  6. Verify that ASAIDEST parameter is set to No.
  7. Open Setup, Workflow, Workflow rules.
  8. Select EMLPAY workflow and create a new workflow called EMLPAY2 , by coping EMLPAY.
  9. Set the condition on the workflow to only run when your Employee Payslip report is printing(in this example it’s ALLPAYSLIP)
  10. Click on Recipients tab and add Employee to the recipients, similar to below,( note this will email to the employee).
  11. On the Message tab, verify that GFILPATH is set under attached documents.
  12. Save and Validate.
  13. Open Personnel Management, Employee, Address Tab, Detail Section and Email ensure the employee has a valid email address
  14. Go to Report, Payroll Management
  15. Select ALLPAYSLIP report( this is the report we set as part of the workflow)
  16. Choose output of Message.
  17. Click Print.
  18. Your Employee would receive an email with the attached payslip

 


Sage X3 People:Training Management

Training management

Sage X3 People training management module is a most have module for any organization that is interested in building her human capital to meet the evolving business environment.

Training budgets:

  • Budget wizard to define training plans and budget
  • Training needs, requests, and auto detection
  • Gross training costs calculation and budget control

 

 

Training programs:

  • Training path, organisation, and tracking of training actions
  • Training catalogue accessible within the self-service portal

Let’s take a look at some features of the training management modules

Budget Guideline

The Human Resources manager uses this function to enter an authorized amount that will be used as a reference when creating the training plan.

The Human Resources manager is not required to enter the authorized budget and can directly work using plan simulations.

 

 

Standard Program

Use this function to create training program models and identify in advance a series of training periods to implement.

A standard program can be delivered to one or several employee IDs and contracts.
It is possible to create an individual program from an existing standard program.

By selecting some criteria, the “Training generation” function can also be used to generate several individual programs from a standard program.

The elements of the standard program are initialized in the individual programs (position, standard job, training periods, and so on).

 

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Sage X3 People: Payslip by Email

This function in Sage X3 People allows to send to the employee the monthly payslips by email. This function can be used to send by email This function allows to send to the employee the monthly payslips by email. This function can be used to send by email payslips corresponding to several criteria.payslips corresponding to several criteria.

 

This screen allows you to:

  • Select the payslips to sent by email by entering criteria for the company, the site, the department, the profile, the employees and the population.
  • Specify the dates of the payslips. It is possible to send more than one payslip by pay date for the same payment month.

To send the Pay slip by email, the follow criteria must be fulfilled:

  • The pay slip status must be calculated or printed;
  • The Setup must be completed.

At the end of the process, a log file displays the report of the generation.

 

 


Sage X3: Disciplinary

Sage X3 people has a function called “Disciplinary(Sanctions) which enables HR personnel report misconduct incidents that happened during the year and to record potential employee’s appeal.

 

You can use the data to provide statistical reports to management and to identify specific trends of concern around misconduct or mismanagement issues that may need attention or further action.

 

 

Every company have employee handbook that contains code of conducts, disciplinary actions, duration of such actions and level/degree of offenses.

The following can be setup in the Sage X3 people disciplinary(Sanctions) functions:

  • Offenses
  • Level
  • Sanction type
  • Sanction period start and end date
  • Attachment of documents
  • Witness
  • Committee members
  • Outcome of Panel

Appeal tab can be used to record the arbitration taken by the employee after the sanction has been awarded.

  • In the Appeal grid, enter data such as the Appeal type, Action type, Appeal date, Outcome of the appeal, Award type and Award value.
  • In the Comments area, enter comments if you need.

If the outcome of the process includes a financial award in favor of the employee and if the effective date is in the current pay month or a future pay month, the amount displays on the employee’s payslip.

For more details

Call: +234-8168383690

Skype:mogbojuri.babatunde

 

 

 


Automating Sage X3 People Backup

The following are the steps for automating Sage X3 People backups:

  • Login to the X3 Folder with Administrator account.
    Open the Recurring Task Management Screen. (Usage-> Batch Server->Recurring Task Management).
  • Create a new Recurring Task from the screen. Please refer the below screenshot for creating the Recurring Task.

  • If you are creating a Task Code from the X3 Folder do enter X3 as the Folder in the Field ’FOLDER’. Enter an Admin User in the User Code field.
  • Make sure you enter the TASK CODE as “DOSEXTRACT”.
  • Setup the Periodicity as per your requirement and Click on Active.
  • Then Click on Create.
  • Click on Parameter Definition. This will open the below window(Data Extract):

 

  • Enter the name of the Folder whose data you need to extract. Keep rest of the field’s value as default and click on OK.
  • Click on Save and your recurring task setup is complete.

 

The recurring task will automatically execute the data backup for the folders that you have setup. You will have to setup a Recurring Task for each folder to take their respective backup.

Note :

Warning, this type of function is a maintenance function reserved for developers, it is linked to the Adonix engine and not to the standard databases. As a consequence, it should not be used as a habitual backup procedure, since it does not have the guarantees of security or performance. A backup with the standard database tools is strongly recommended before every use of this type of function.

Amongst the limitations of this type of function, it should be noted that, if it is launched for several database tables, it can lead to a database image that is not globally coherent if updates take place during the export (unlike the standard tools associated with the databases). If the function is to be used to extract a coherent image, it is necessary to ensure that nobody else is connected to the folder during the extraction.


How to manually unlock a code file

When you open a code file in the Sage X3 People internal editor (function ADOTRT), Sage X3 people locks the file to prevent simultaneous modification. When you close the file, the lock is released. But if you experience an unexpected exit from the system while you have a file opened in the editor (for example, due to power failure), the file lock might not be released. In this case, when you open the file again, you will see a warning message and the file will be in read-only mode.

In such situations, to release the lock manually you have to delete a temporary file that X3 People creates to mark the code file as locked. This temporary file has the same name as your code file and an extension of ‘LCKsrc’. For example, if you open the SPEPOH code file, X3People will create a temporary file called ‘SPEPOH.LCKsrc’.

The temporary file is created in the same directory as its corresponding code file. This is usually the TRT subdirectory of your X3 People folder. To release the lock, all you have to do is delete the temporary file (be careful not to delete the .src and .adx files of the same name!)


Sage X3 People

Simple, flexible, yet powerful Resource Management software

  • The software can be accessed online as well as from mobile devices
  • Can be fully integrated with the Sage X3 software
  • Providing access at all times and from all places, the software is perfectly suited for a mobile workforce
  • The software provides self-service HR services that ensure higher employee retention

Sage X3 People was earlier known as the Sage HR Management (HRM). This system is a simple and flexible HR management solution that is ideal for mid and enterprise-sized companies. The system can assist the companies in achieving more control over the workforce costs, helping increase the overall efficiency. Integrated with Sage X3, the software solution can provide more exhaustive and accurate data for multiple business units and locations. Users can access Sage X3 People both online as well as through their mobile devices.

Sage X3 People is the perfect cost-effective integrated payroll solution for Sage X3 customers. This software can also be used as a standalone HR management system that also offers self-service capabilities to businesses in the healthcare, servicing, distribution, and manufacturing industries.

Forward-looking solutions with the latest in technology

The Sage X3 People software includes new technological components that are widely recognized as the most forward-looking advancements in the industry. These advancements cover multi-bowser and mobile usage, cloud database integration, document management, web service development, and speed search.

User-centred design

Our futuristic technology designs help in increasing the collaboration and overall visibility in your company. The self-service capabilities and user-centered design provides the managers and the employees with an easy access to required information at all times and on all devices.

Multi- browser, multi-OS and multi-database

Sage X3 People is compliant with HTML5, because of which, you can access any popular web browser like Opera, Safari Google Chrome, and Microsoft Internet Explorer.

The system is also compatible with a number of operating systems like Windows, Linux (Red Hat), or Unix (AIX) as well as either Microsoft SQL Server or Oracle databases.

Multi-user performance

The system has a robust N-tier architecture that consistently delivers high performance, even with hundreds of concurrent users.

Functionality

Personnel Administration:
A functional structure adapted to multiple entities and decentralised organisations;
Fully detailed employee records with complete history;
Pre-on boarding file and data review;
Generates contract and legal documents;
Manages concurrent contracts and multiple occupations – part time, seasonal activity, entertainment;
Monitors and provides alerts for health check-ups, work permits, and regulatory authorisations.

Payroll:
Payroll preparation, statutory declarations, and annual reports;
Accounting and payment management;
Back-pay and regularisations;
Adherence with training, expenses tracking, and time and activity management.

Total payroll and budget forecasting:
Budget planning, portfolios definition, and segmentation through companies, subsidiaries and branches;
Scenario definition, comparison, revision and reforecast;
Definition of detailed assumptions and global assumptions;
Variance analysis, operational indicators and KPI analysis, drill down from figures to detailed commitments.

Time and activity management:
Forecasting and tracking of work-hours and costs;
Attendance monitoring – such as leave, illness, and accidents;
Management of work-hours, shifts and cycles, bonuses, absenteeism totals, and leave entitlement calculation and valuation;
Generates predictive calendars or attendance-history reports.

Skills and competencies management:
Skills and competencies tracking and mapping among employees;
Strengths and improvements analysis by company, subsidiary and branch;
Job, role and mission definitions, with skills requirements and compensation package;
Performance management: skills assessment, training programs, and skills transfers planning.

Training Management

Training budgets:
Budget wizard to define training plans and budget;
Training needs, requests, and auto detection;
Gross training costs calculation and budget control.

Training programs:
Training path, organisation, and tracking of training actions;
Training catalogue accessible within the self-service portal.

Appraisals and interviews:
Appraisal of goals and achievements;
Performance assessment tools;
Skills review and training requests collection;
Provides a framework through the self-service portal for an interactive dialogue.

Profit sharing:
Involve and reward employees for the company’s successes and performance;
Calculate the distribute incentives and profit-sharing between employees;
Publish automated letters to rewarded employees.

Expenses management:
Expenses life-cycle management;
Online forms and refund procedure;
Promote, check, and control travel expenses policy;
Full process of approval workflow, payment, and accounting.

Analytics, reporting, dashboards:
Built-in decision making tools with ability to query from any level: company, subsidiary, branch, and any module;
User dashboards and intelligence with standard KPIs covering workforce, contracts, attendance, leave, and compensations;
Library of pre-defined reports that centralise data and delivers on demand;
Expand the core analytics capabilities with business intelligence options like SAP BusinessObjects;
Extensive library of business-oriented statistical reports, SQL query builder. and Sage graphical query builder.

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