Import/Export utility Sage X3

Sage X3 Import/Export utility function is used to define the file formats used by the import and export functions for an object in order to integrate or extract data from the software database.

A file that can be used by the import module and generated by the export module is based on a file with one of the following structures :

  • flat file with fixed length fields.
  • flat file with separator between the fields (and records).
  • XML file.


Manipulate time and date: Sage X3

I will be discussing how to manipulate time and date in Sage X3.

To get the current date in a Date variable , use the date function $ .
In the same way, to have the current date and time in a Datetime variable , use the datetime function $ (only from U9).
The canonical form to represent date and time with a string is:

YYYY-MM-DDThh: mm: ssZ #attention to the "extra" letters T and Z

Generally, date and time have “YYYY-MM-DDThh: mm: ss” format

num $ (date $) #To get today's date string
num $ (time $) #To get the current time as a string
num $ (datetime $) #To get today's date and time as a canonical string
gdat $ (DAY, MONTH, YEAR) #To get a date, day, month and year data
gdatetime $ (str) #To get a Datetime variable from a canonical string
year (date) #To get the year of a date
month (data) #To get the month number of a date
month $ (date) #To get the month name of a date in the current language
day (data) #To get the day number of the month (1-31)
day $ (date) #To get the name of the day of the week
dayn (data) #To get the day of the week number (1 = Monday, 7 = Sunday)
week (date) #To get the week number (1-53)
nday ​​(data) #To get the number of days passed since January 1, 1600
nday ​​$ (NUM) #To get a later date of NUM days from January 1, 1600
eomonth (data) #To get the last day of a given month

 

You can also perform simple operations:

Local Date DATA
DATE = [1/2/2015] +5 #DATA will contain [06/02/2015]
DATA = [1/2/2015] -1 #DATA will contain [31/01/2015]

For example:

Local date LASTDATE
LASTDATE = eomonth ([1/2/2015])
Infbox num $ (LASTDATE) # will display the date [28/02/2015]

To obtain a date as a string with the desired format:

format $ ( "D: YYYYMMDD [_] hhmmss", $ date)   

December 31, 2018 at 12.30 and 56 seconds will correspond to “20181231_123056”.

Note that square brackets are used to insert a space or other constant elements:
FORMATO = "DD[ ]MM[ ]YY"

To get the date and time as a formatted string, you can also use AFNC.FDH.
With this call, use the formatting contained in the global variable GFMDAT.
Suppose today is January 19, 2018, and GFMDAT contains “DD [/] MM [/] YY”:

func AFNC.FDH (dates $, "121531") # returns "01/19/18 12:15:31"
func AFNC.FDH (dates $, "") # returns "19/01/18 17:08:27"
func AFNC.FDH (dates $, "15:32") # returns "19/01/18 15:32:00"
func AFNC.FDH (dates $, "15") # returns "19/01/18 15:00:00"
func AFNC.FDH (dates $, "15:") # returns "19/01/18 15:00:00"
func AFNC.FDH (date $, "string-errata") # returns "19/01/18"
func AFNC.FDH (dates $ + 1, "x") # returns "01/20/18"

It must be remembered that there are several global variables containing formatting strings,
all preset according to the various predefined parameters.
They are useful for maintaining a standard that is adapted to different users, sites, etc.

The order day-month-year of these formats depends precisely on the location and user settings.

The variables are these:

GFMDAT = standard date, with 2 characters per day, 2 for the month, 2 for the year
GFMDAT4 = date with the 4-digit year
GFMDAT3 = date with the month expressed in three letters
GFMDAT9 = date with the month written in letters
GFMMOI = month-year
GFMMOI4 = month-year with 4-digit year
GFMJOU = day-month

 


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.


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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