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Sage University

Sage ERP X3
What’s New: Navigation & UI Changes

Sage North America certified course curriculum

Sage ERP X3
What’s New: Navigation & UI Changes
CERTIFIED STUDENT CURRICULUM
SAGE UNIVERSITY

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Curriculum Version 1.0

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THE INFORMATION HEREIN IS PROVIDED “AS IS” AND ALL WARRANTIES ARE EXPRESSLY DISCLAIMED. INCLUDING BUT NOT LIMITED TO ANY WARRANTY: OF MERCHANTABILITY. or call 1-800-944-4299 to learn about training classes that are added throughout the year. implied. No license. or its affiliated entities. Inc. 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. the Sage logos. PROPOSAL. Recipient is solely responsible for assessing the suitability of the information and assumes all risk of use. modify. Inc. to any intellectual property right is granted by this document. OTHERWISE ARISING OUT OF ANY PRODUCT. It is always best to consult a tax or accounting professional for all tax and account related questions.com. and the Sage product and service names mentioned herein are registered trademarks or trademarks of Sage Software. Sage Software may make changes to the information in this document at any time. OF FITNESS FOR ANY PARTICULAR PURPOSE. or transfer the Sage ERP X3 software or this documentation except as expressly provided in the license agreement. Visit our website at www. SPECIFICATION OR SAMPLE. by estoppel or otherwise. copy. All rights reserved. All other trademarks are the property of their respective owners. You may not use. © 2014 Sage Software.. Sage. express. 07/2014 . without notice.NOTICE This document and the Sage ERP X3 software may be used only in accordance with the accompanying Sage ERP X3 End User License Agreement. AND ANY WARRANTY THAT THE DOCUMENT IS ERROR FREE. OF NON-INFRINGEMENT OF ANY PROPRIETARY RIGHT OF ANY THIRD PARTY IN ANY COUNTRY.SageU.

............................... 16 Bookmarks .......................................................................... 37 New List... 15 Functional Path...................................................................................... 24 Right Panel ........................................ 11 Search ......................................................... 7 Upper Bar.......................................................................................................... 4 Logging Onto the Program ......................... 43 Lesson Activities ............................... 17 Messages & Errors ................................................................................... 32 Timeout ....... and Edit Pages....................................... 28 Google Maps ............................................................................. View.............. 1 Benefits .... 33 Lesson Activities ..................... 3 Supported Browsers .................................................................................................................................................................................................................................... 34 List.................................................. 19 Navigating ....... and Edit Pages......................0 Copyright © 2014 Sage....................................................................................................................................................................................................................................................................................................... Inc........................................................ 5 Common Navigating Features ..................................................................... 18 Lesson Activities ...................................... 25 Selection................. All Rights Reserved............................................................ 6 Landing Pages ................................................Version 1.........What’s New: Navigation & UI Changes Contents Welcome and Introduction ....................... 22 Classic Pages ............................................................................. 48 Sage North America Certified Student Course Curriculum ...................................................... 29 Grids ................................... 14 Online Help Center.................................................................................... 38 List Page .................................. Page i ................... 9 User Profile ..................................................................................................................................................................... 42 Edit Page ...................................................... View........... 30 Breadcrumbs ................................................................................................... 23 Filter in the Left List............................................................................................................................................................................................... Jump to & Actions icons ................................................................. 40 View Page ..................................................... 12 Shortcut Changes............................................................................ 46 Personalizing Landing Pages ...

.........................................................Version 1........................ 55 Summary..........................What’s New: Navigation & UI Changes Creating a Landing Page ................ 57 Page ii Sage North America Certified Student Course Curriculum .............. 53 Lesson Activities ................ 49 Modifying a Landing Page ...........0 Copyright © 2014 Sage........... All Rights Reserved........................................ Inc............................................................................. .......................

grid changes.What’s New: Navigation & UI Changes Lesson 1 Welcome and Introduction Welcome to the What’s New in Sage ERP X3 Version 7.  Understand the common navigational features such as the Upper bar. and the new Search feature.0 Copyright © 2014 Sage.  Understand how to create your own landing page. Page 1 . View page. and Edit page. This course is intended 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. All Rights Reserved.  Understand how to log onto the program and use the default landing page. and breadcrumbs. Right panel. User Profile.Version 1.1 and the supported Browsers. Sage North America Certified Student Course Curriculum .1 course.  Understand how to navigate in the Classic pages including new filter changes. Inc.  Understand how to use the new List page.

What’s New: Navigation & UI Changes

Welcome and Introduction (continued)
How to Use This Curriculum
The following table describes the conventions used in this curriculum

Page 2

Convention
Step numbers versus
Practice numbers

Explanation
Step numbers are not part of a Practice and
are intended to provide you with the steps
typically used to complete a task. Practice
numbers appear in bold and are completed in
class.

Italic font in a Practice

Items that are part of a Practice and appear in
an italic font indicate you need to select a task
or perform a specific action to complete the
step (for example, click OK).

Courier font in a
Practice

Items that are part of a Practice and appear in
courier font indicate information you should
enter (for example, at the Customer No. field,
enter 01-ABS).

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

What’s New: Navigation & UI Changes

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. Built
for the Web, Sage ERP X3 enables employees, partners, suppliers and customers to
access information conveniently wherever they are over a web browser. It includes:
Multi Browser access with different web browsers like Firefox, Microsoft Internet
Explorer (IE), Google Chrome, Safari on MAC and Opera.
The user interface is based on modern web design and is user oriented. It is designed
to take advantage of today’s larger monitors to improve the readability.
Mobility technology native to the solution, enabling business anywhere in a safe and
seamless manner.
Mobile technology native to the solution enables sharing relevant business data on
various devices (e.g. customer inquiry, sales and purchasing workflow).
Improved sales, inventory, purchasing and financial management processing help
further eliminate inefficiencies, improve quality, and streamline global operations.

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

Page 3

What’s New: Navigation & UI Changes

Supported Browsers
The program uses a web browser for the user interface. There is no longer an
application that is installed on the user’s 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 while
browsing the Internet.
The program is HTML5 compliant and allows customers access with different web
browsers.
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 by
Chrome (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 of
browser functionality such as bookmarks and favorites.
For example, you can create a bookmark to display any page within the program
such as a specific customer page or the Orders function.

Page 4

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

For example. you are now required to enter a URL with the host name and the port number.What’s New: Navigation & UI Changes Logging Onto the Program To access Sage ERP X3. The user authentication is global.Version 1. you are prompted to log on using the appropriate user ID and password. The login window displayed may look slightly different based on the browser used. A single login allows users to connect to several folders (called Endpoints). using single sign on. Once connected. Once logged into the program.0 Copyright © 2014 Sage. Inc. Sage North America Certified Student Course Curriculum . - - This is based on the user’s identity and role. and secured through certificates. The landing page is also referred to as the Welcome or Home page. All Rights Reserved. the user’s default landing page displays. http://HOSTNAME:PORT#. Page 5 .

Version 1. you will learn common navigational features that are common throughout the program such as the Upper Bar. Inc. All Rights Reserved.What’s New: Navigation & UI Changes Lesson 2 Common Navigating Features In the following lesson. User Profile.0 Copyright © 2014 Sage. and the new Search feature. The topics in this lesson include:  Landing Pages  Upper Bar  User Profile  Search  Online Help Center  Functional Path  Bookmarks  Lesson Activities Page 6 Sage North America Certified Student Course Curriculum . .

Page 7 . Classic pages.) .Normal pages are those that are built to fit with the size of the gadget in the portal. View pages. List pages. Sage North America Certified Student Course Curriculum . Inc. two different default pages are shown each containing different types of gadgets.What’s New: Navigation & UI Changes Landing Pages A landing page is a collection of gadgets. and other URLs. In the example below. Reports or statistical inquiries. A gadget is a component of a landing page that can contain: A list of links that point to other pages (Normal pages. Edit pages.Version 1.0 Copyright © 2014 Sage. Visual processes with or without a menu process. All Rights Reserved.

Only the owner can make changes to a landing page. Landing pages listed under My Landing pages are personal landing pages and are created by the current user. - Page 8 Sage North America Certified Student Course Curriculum . The current user is identified as the owner of the landing page. Shared landing pages are landing pages you have been assigned but did not create or have ownership to modify or delete.What’s New: Navigation & UI Changes Landing Pages (continued) Available Landing Pages The Available Landing Pages section lists both shared landing pages and personal landing pages. Use the Home pages function under Administration > Authoring to assign landing pages to users based on their role. Inc.Version 1. All Rights Reserved.0 Copyright © 2014 Sage. .

and Legal mentions. blocks. serial number. Sage North America Certified Student Course Curriculum . Inc. The Help index icon is available regardless of the page displayed. view your user preferences information. and functions from displaying in the Navigation page. .Administrators can define the navigation menu for users by role. - - - - Selecting Online help center opens a new tab in the browser and displays the online help. access help. Page 9 . The Log out icon logs you out of the program and displays the initial page seen after entering the URL. The Home icon and the Sage ERP X3 product title take you back to the last landing page displayed. and name of licensee.Version 1. The Navigation icon displays the Navigation page including the normal menus for accessing functions in the program. and search for a function.This gives the ability to remove specific menus. Selecting Legal mentions display the version of Sage ERP X3. .What’s New: Navigation & UI Changes Upper Bar The Upper bar contains various icons used to log out of the program. The Help index icon provides access to three options: Online help center. Selecting Shortcuts opens a new tab displaying the shortcut keys available and their purpose in the program. All Rights Reserved. shortcuts. This icon is available regardless of the page displayed.0 Copyright © 2014 Sage.

details. change your endpoint. All Rights Reserved. you can change the order of fields displayed on a page. Displays the default landing page in a new tab where you can navigate to a different function. New tab home Page 10 Click to open a new tab using the same user login information.Version 1. 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. The Go to function can also be accessed by pressing Esc+F7. This is beneficial when needing to access another function while keeping your current function open. Go to function Click to go to a specific function and view the history of the last 15 functions accessed. This icon displays to show the progress of processes that have been executed such as printing a report or running an archive process. and even stop the process. Inc.0 Copyright © 2014 Sage.What’s New: Navigation & UI Changes Upper Bar (continued) Additional Icons There are additional icons that display in the Upper Bar as you navigate through the program. Sage North America Certified Student Course Curriculum . For example. and even the user login. You can view the progress.

Sage North America Certified Student Course Curriculum . current role. This icon is available regardless of the page displayed. Page 11 . You can also access links to specific pages. All Rights Reserved. Click the User Profile icon to close the panel displayed. the location. and the endpoint.0 Copyright © 2014 Sage. Through the User Profile you can switch the language and switch endpoints without logging out of the program.Version 1. Inc.What’s New: Navigation & UI Changes User Profile Click the User Profile icon to display a panel containing such information as the connected users name.

the search results return all the hits where this partial word is included.Version 1. supplier. Page 12 Sage North America Certified Student Course Curriculum . The search is done on full text. or invoice record). Inc.A link displays for each result and additional detail displays for anything listed under Data.g. clicking Access code under Functions accesses the Access code function. specific customer. . You can search for specific data or functions by entering a value at the Search field in the Upper bar.Only the top 5 search results for Functions and Data display in the pop-up window.Click the Search icon in the field to redisplay the results or you can delete the entry made by clicking “x” in the Search field. Two categories of results display: Functions and Data (e. Results automatically start to display in a pop-up window as you enter data. All Rights Reserved.What’s New: Navigation & UI Changes Search The program includes a new search engine based on Lucene and ElasticSearch. For example. . providing you with a Google-like search experience. .0 Copyright © 2014 Sage. . .Click the link to view the data or function. When a partial word is given.

an AND operator is performed by default. The total number of hits and the hits by category display in the Right panel and are only applicable to the Data list. - Sage North America Certified Student Course Curriculum . Text case is not considered. This means that if two words are entered. The search does not include the content of documents that are stored in the storage area or attached to a record. All Rights Reserved. Every search result includes details of the indexed words for the item found. “Martin OR Michael” will find all occurrences where Martin or Michael is present. You can limit the results displayed on the Data list by selecting a specific category. Page 13 .Version 1. “Henri” and “Henry”. For example. Search also considers words that are similar in phonetic/spelling. Inc. the search results will only return the lines where the two words are present. security is enforced and the page refused if the user clicks on a link they are not authorized to view or access. Keep in mind The search results can return links to data not authorized for the user. However.0 Copyright © 2014 Sage. You can use the operator OR (in upper case only) between two words. The total number of records display for each listing and you can modify the number of records displayed on each page. For example. When search is done on several words. use the page numbers to scroll through the list or you can use the navigation icons.What’s New: Navigation & UI Changes 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.

Inc.0 Copyright © 2014 Sage. . All Rights Reserved. A full list of shortcut keys is now available by clicking the Help icon in the Upper bar and selecting Shortcuts.What’s New: Navigation & UI Changes Shortcut Changes The most useful function keys used in previous versions are still available by using the ESC key.Version 1. Page 14 Sage North America Certified Student Course Curriculum .

Version 1. Inc. Sage North America Certified Student Course Curriculum . My documentation provides a history of recent searches and pages accessed within the help center. Using the Online help center ensures that the information available including any documentation is up-to-date. There is no installation or maintenance required. Page 15 . All Rights Reserved.0 Copyright © 2014 Sage. tutorials. You can also create favorites and access them from the Favorites list. Smart system detects the user profile and automatically logs them into the Online help center without having them re-enter their ID and password. and videos. The Online help center provides access to documentation.What’s New: Navigation & UI Changes 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.

.What’s New: Navigation & UI Changes Functional Path The path to access a Classic function such as Suppliers is similar to how it was in previous versions. you now access using the options displayed in the Menu gadget under Navigation and links displayed within blocks on a page. instead of a menu structure.You can also click the arrow next to a sub-menu to expand or collapse only that sub-menu.Version 1. For example. however. All Rights Reserved. Now it is accessed by selecting the Common data browser menu option and Suppliers from the BPs block.0 Copyright © 2014 Sage. . Inc. Page 16 Sage North America Certified Student Course Curriculum . the Suppliers function was accessed by selecting it from the Common data > BPs menu. Use the Expand all or Collapse all arrows to expand or collapse any sub-menus within a block. in prior versions. Use the scroll bar to easily scroll up and down through the page.

A maximum of 8 bookmarks can display in the Upper Bar. and even add a separator between bookmarks. Inc.0 Copyright © 2014 Sage.Version 1. Sage North America Certified Student Course Curriculum . Once a bookmark is added.Click the “more…” option to view the remaining bookmarks or use the Manage bookmarks icon.Click the Manage bookmarks icon to view all bookmarks created. If the number of bookmarks exceeds 8. it appears in the Upper Bar as shown below. This allows you to easily access a page and function you use regularly.What’s New: Navigation & UI Changes Bookmarks Similar to adding bookmarks to your browser you can add pages and functions as a bookmark in the program. Page 17 . All Rights Reserved. remove bookmarks added. To add a function to your bookmark list. simply place your mouse pointer over the function name and click the Bookmark icon displayed. simply click the Add to bookmarks icon in the Upper Bar.The Bookmark icon for the page and/or function displays in the color orange if it has been added as a bookmark. To add a page. a “more…” option displays. . . .

Click the Close icon or OK button (when available) to close the message or error. In some cases. Inc. 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. Page 18 Sage North America Certified Student Course Curriculum . All Rights Reserved. a message or error may display as a pop-up window.0 Copyright © 2014 Sage.Version 1. . Click Detail to display any additional information regarding the message or error displayed.What’s New: Navigation & UI Changes Messages & Errors Specific messages and errors will display at the top of the page.

2. All Rights Reserved. What gadgets are now displayed? _______________________________________ Did the menu gadget change? __________________________________________ Switch to the Material buyer landing page. 3. Logging onto the program In this Practice. Viewing different landing pages In this Practice. Sage North America Certified Student Course Curriculum . Page 19 . access various views to see how the page changes and the different gadgets displayed. 2. • The icon changes to Hide advanced fields allowing you to hide the information. When prompted. 4. Click OK. 3. log onto the program.0 Copyright © 2014 Sage. 1. Switch back to the System Administrator page. enter admin as the user name and password. Inc. and number of records.What’s New: Navigation & UI Changes Lesson Activities Complete the following lesson activities in the order shown. Switch to the AP Accounting Manager landing page. 4. click Show advanced fields. 5. calculation date.Version 1. Click Click here to start your experience. • This includes information such as the query name. • Clicking Show advanced fields displays additional information for gadgets containing query information. Open Internet Explorer and enter the URL provided by the instructor. Under the page title. 6. 1.

Page 20 Sage North America Certified Student Course Curriculum . Click the Navigation icon. 2.0 Copyright © 2014 Sage. What is the current endpoint now? _______________________________________ Switch back to the SEED endpoint. . Click See more results. change the current endpoint and use the links displayed in the Link panel. Using Search In this Practice. 3. and the user preferences panel. If you are not in the User Profile panel. 5. At the Search box in the Upper Bar. • A pop-up window should have displayed when entering Acc at the Search field in the previous activity. 1. close the online help tab opened. When completed. • This displays information specific to what’s new in the program including release notes. 2. you can click the Home or the Sage ERP X3 product title to return to the default landing page.What’s New: Navigation & UI Changes Lesson Activities (continued) Using Icons in the Upper Bar In this Practice. and how to information. click X3 Folder. enter Acc. help.Version 1. From the Type list in the Right panel. 4. 2. release guide. 3. access various data and functions from the search results. 4. In the List of endpoints list displayed. 1. Remember. 1. click the appropriate icon now. click the Search button to redisplay the results. access different pages. Click the User Profile icon. Accessing and Using the User Profile Panel In this Practice. Spend a few moments using the new Online help center. Click the Help icon and select Online help center. • If that pop-up window is not displayed. Click What’s new. • Notice the online help displays on a new tab allowing you to navigate through help easily leaving it open for quicker access. Click the User Profile icon to close the panel. 2. Inc. 3. All Rights Reserved. click the Users check box. Click the Selection icon for the endpoint. 1.

All Rights Reserved. Notice the results displayed on the Data tab change to match the category selected. 1.0 Copyright © 2014 Sage. Before clicking anything. 2. Accessing a Classic Function In this Practice. Click the Suppliers bookmark. Practice adding other bookmarks and using the Manage bookmarks option. to return to the results page. In this case. what could you use to return to the previous page? ________________________________________ • The Browser’s Back and Forward buttons can be used. 3. clear the Users check box and click the Accounts check box. Scroll through the page and locate the BPs block.Version 1. you must click the Browsers Back button. Page 21 . 8. Select the ENG-18210 account listed under Data. 4. 7. You are automatically taken to the View page for the account. Sage North America Certified Student Course Curriculum . Verify the bookmark was created. 5. From the Type list. Inc. Click the Users check box to clear the selection and redisplay all of the types available. From the Menu. 5. Click the Bookmark icon next to Suppliers to add it as a bookmark. • 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. Click the Browser’s Back button to return to the Search results page. click Common data. 9.What’s New: Navigation & UI Changes Lesson Activities (continued) 4. 6. Click the Navigation icon. access the Suppliers function. STOP and review the below information.

you will learn how to navigate on in the program including how to use new filter options.0 Copyright © 2014 Sage. the Right panel. Inc. All Rights Reserved.Version 1. . Jump to & Actions icons  Google Maps  Right panel  Grids  Breadcrumbs  Timeout  Lesson Activities Page 22 Sage North America Certified Student Course Curriculum . and breadcrumbs.What’s New: Navigation & UI Changes Lesson 3 Navigating In the following lesson. The topics in this lesson include:  Classic Pages  Filter in the Left List  Selection.

To add more work space. Mandatory fields are now identified with a red asterisk (*) in the field or column name.What’s New: Navigation & UI Changes Classic Pages Classic pages are those familiar to you from previous versions such as the Suppliers page. Although these pages are similar. Page 23 . It includes such items as the Left list and the same organization of data on the page. All Rights Reserved. some very significant changes were made to how you navigate and use what was previously in a menu or a button. Previous. Inc. you can close and redisplay the Left list and Right panel by moving the appropriate divider line or by pressing ESC+F11.0 Copyright © 2014 Sage. Sage North America Certified Student Course Curriculum . Next. Use the Back and Next buttons in the Left list to scroll through the list of records without changing the record displayed in the Central page.Version 1. and Last navigation buttons under the page title to scroll through the records displaying the information for each record in the Central page. Use the First.

Page 24 Sage North America Certified Student Course Curriculum . the Funnel indicates that all records are being shown and no filter is defined. The icon displayed in the field indicates which filter is being used. For example.What’s New: Navigation & UI Changes 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. . Contains. All Rights Reserved. Inc. You can define a separate filter for each column displayed in the Left list.0 Copyright © 2014 Sage. Starts with. etc.Version 1. Less than. You can now search using Greater than.

and Cancel. Not all panels display for every function and the links available for each panel can change based on the page. All Rights Reserved. Panel 1 provides access to what used to be the standard object buttons. that includes the New.0 Copyright © 2014 Sage. use the Navigation or Home icons to exit the function. Save. Note: If Close page is not available in the Right panel.What’s New: Navigation & UI Changes Right Panel The Right panel displays links associated with the page. Sage North America Certified Student Course Curriculum . Delete. Inc. Page 25 . In the example above. The Right panel contains 5 different panels. Many of these options were displayed as menus and buttons in previous versions.Version 1. Create. - Click Close page to close the current function and return to the previous page.

Inc. . All Rights Reserved.What’s New: Navigation & UI Changes Panel 2 provides access to what used to display at the bottom of a page. Page 26 Sage North America Certified Student Course Curriculum .Version 1. Validate.0 Copyright © 2014 Sage. This can include Post. etc.

Click the Print icon to print two types of reports: Record and List.Click the Comments icon to view or enter a comment associated with the record. and Comments icons. Panels 4 and 5 provide access to functions defined as menus in previous versions.Click the Attachment icon (paperclip) to view or add attachments for the record selected. Inc. a Lock icon also displays in this panel. Sage North America Certified Student Course Curriculum . All Rights Reserved. Functions are grouped and display under different sub-menus that can be expanded (+) or collapsed (-).Version 1. The color of the icon changes when linked attachments exist. This is no longer accessible through a hot-key. Attachments.0 Copyright © 2014 Sage. You can also refresh a page using the browsers refresh option (for example.What’s New: Navigation & UI Changes Right panel (continued) Panel 3 provides access to the Update. Page 27 . If the record is locked. . The plus sign (+) indicates there are no comments. Click the Lock to view who is currently accessing the record.The Help > Diagnosis sub-menu provides access to the Calculator.Click the Update icon to refresh the page with any new information added or modified since you first accessed the function. . The plus sign (+) indicates there are no attachments. Record is used to print information only for the current record and List allows you to print a list of all records. . . Print. . F5).

The Selection icon displays a list of values in a Lookup page.Version 1. . Jump to. The Actions icon is also accessible for an entire grid or a single line within the grid. It is important to note not every field contains all icons.When displayed for a grid.0 Copyright © 2014 Sage. and Actions icons within a field or grid. Page 28 Sage North America Certified Student Course Curriculum .What’s New: Navigation & UI Changes Selection. The icons available are based on the field itself. Jump to & Actions icons Options typically available by right-clicking on a field are replaced by the Selection. the Actions icon is used to insert and delete lines as well as display the Popup view. The values are typically displayed in a grid allowing for additional search and sort capabilities. . All Rights Reserved. . Inc. it can contain additional options allowing you to customize the list and export the information to Microsoft Excel.For a line in a grid.

Inc.Version 1.0 Copyright © 2014 Sage.What’s New: Navigation & UI Changes Google Maps All addresses are associated to a link displaying the location in Google maps. Page 29 . All Rights Reserved. Sage North America Certified Student Course Curriculum . Google Maps opens on a separate tab in the Browser window.

the focus is no longer set to the entire line but the individual cell.Version 1. When clicking on an existing line.What’s New: Navigation & UI Changes Grids The following changes were made to grids used throughout the Classic pages. A separate Actions icon displays for the overall grid and for each line in the grid. All Rights Reserved. Sage North America Certified Student Course Curriculum . Navigation buttons display for multiple pages and can be used to move through the list. This is similar to Form mode in previous versions. the number of lines is displayed in the right upper side as shown below. - Use the Display field to define the number of records to display per page. - Page 30 The Popup view option for a line displays all the fields in the line in an editable pop-up window. A single click takes you directly into edit mode and double-clicking is no longer necessary. In some grids. . Inc.0 Copyright © 2014 Sage.

Version 1.What’s New: Navigation & UI Changes . Page 31 . Sage North America Certified Student Course Curriculum .0 Copyright © 2014 Sage. Inc. All Rights Reserved.The Customize list option for the overall grid allows you to customize how information displays in the grid.

What’s New: Navigation & UI Changes Breadcrumbs When using the Go to function icon. a breadcrumb appears above the page title. The Supplier orders breadcrumb will then have an (x) allowing you to close it to return to the Suppliers function. Esc+F7 shortcut.Version 1. or by following a link in the Right panel. All Rights Reserved.0 Copyright © 2014 Sage. Inc. . If multiple breadcrumbs are displayed as shown below. To help navigate back through the pages that were opened. Page 32 Sage North America Certified Student Course Curriculum . Jump to icon. .Click the Close icon for the entire page also has the same effect. Clicking the (x) on the last piece of the breadcrumb closes the page and returns to the previous page. closing the first breadcrumb of Business partner address will take you back to Supplier orders. a new Classic page is stacked over the previous one and this process can be repeated as new selections are made.

All Rights Reserved.What’s New: Navigation & UI Changes 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. Click Yes to return to the idle session and continue working. To continue working once you have timed out. If no response is made and the session is timed-out. Sage North America Certified Student Course Curriculum . Inc.Version 1. you will be prompted for your login information. all open sessions or pages are closed and any work in progress is lost. The message below also displays at the top of the window indicating the time-out disconnection information to the user. all pages are closed and data not save is lost. If you click No. Page 33 .0 Copyright © 2014 Sage. When this happens. the following message displays.

You should have supplier NA053 selected. 5. 1. Click Close page in the Right panel.0 Copyright © 2014 Sage. select the supplier now. use the filter to locate supplier only suppliers that contain NA. 6. 2. 1. Navigating in the Classic page In this Practice. 3. 3. • To return to the function to save the changes click Stay on the page. 2. click the Funnel icon in the Supplier field. Enter Suite 220 to the end of the address at the Address 1 field. Select supplier NA053. Enter NA at the Supplier field and press ENTER. Click the Addresses tab. If not. In the Left list. Page 34 Sage North America Certified Student Course Curriculum . Using the Filter In this Practice. • To cancel the changes and close the function click Continue.What’s New: Navigation & UI Changes Lesson Activities Complete the following lesson activities in the order shown. 4. . 4. Select Contains as the filter. Because we made a change without saving. Click Stay on the page. Remember to tab off of the field. All Rights Reserved. Inc.Version 1. you are prompted with a question. use the various navigation information you have learned to complete the steps.

Access the Navigation page. 12. Select NA011 as the order site and click the Lines tab. Select the STD Standard entry entry transaction. You have reviewed the information so close the new tab opened. 19. 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. In this case the message is indicating that the record has been modified successfully.Version 1. Select DIS003 as the product and click OK when the warning displays. You have decided to open another session. You should now be back to the original session you started and the Suppliers function. and select Payment terms from the Common Data > BP tables block. Now close the tab. • You can close the message by clicking the Close icon for the message. 8. All Rights Reserved. 11. • A new session of Sage ERP X3 should have opened in a new tab. Save the changes. You are automatically placed in the New mode. You are not done working with this supplier. 14. 17. your boss has asked you to verify that a new payment term was set up correctly. Inc. Sage North America Certified Student Course Curriculum . Click the New tab home icon. • You can change the user login as well as the endpoint through User Profile. 13. Page 35 . • You are logged into this session with the same user login information and notice the default landing page automatically displays. • Notice the supplier is the same as the supplier selected in the Suppliers function. 15. When you perform specific actions or if there is an error encountered it displays at the top of the Center page. 18. Click Stay on Page and close the function. click Create order under the Actions listing. 10. however.What’s New: Navigation & UI Changes Lesson Activities (continued) 7.0 Copyright © 2014 Sage. 16. 9. Enter 3 at the quantity ordered and accept all other defaults. From the Right panel.

2. return to the Suppliers function. We are done in the Suppliers function so return to the Navigation page. 6.Version 1.What’s New: Navigation & UI Changes Lesson Activities (continued) Grids and Breadcrumbs In this Practice. Close the popup window.0 Copyright © 2014 Sage. 5. Change the quantity ordered to 2 and click Yes when prompted to recalculate the price and discounts. All Rights Reserved. 4. 1. Using the breadcrumbs. 3. Inc. Click the Actions icon for the first line in the grid and select Popup view. . Click Create. use the information you have learned to work with grids and breadcrumbs. Page 36 Sage North America Certified Student Course Curriculum .

The topics in this lesson include:  New List.0 Copyright © 2014 Sage. View. and Edit Pages  List Page  View Page  Edit Page  Lesson Activities Sage North America Certified Student Course Curriculum . and Edit Pages In the following lesson. Inc. as well as the new Edit pages that are part of new functions added.Version 1.What’s New: Navigation & UI Changes Lesson 4 List. View. All Rights Reserved. you will learn about the new List page and View page. Page 37 .

0 Copyright © 2014 Sage. the new List. When accessing new functions such as the new Users function in the Administration > Administration block. Page 38 Sage North America Certified Student Course Curriculum .What’s New: Navigation & UI Changes New List. All Rights Reserved.Version 1. and Edit Pages New List. and Edit pages display. and Edit pages display for new functions added and the List and View pages display for specific existing functions. View. Inc. View. . View.

Page 39 . It functions the same as it did in previous versions. you can access existing classic functions that were updated to include the new List and View pages. View. Sage North America Certified Student Course Curriculum . - - When you select to modify the record. the Classic page displays for the Customers function. All Rights Reserved.0 Copyright © 2014 Sage.What’s New: Navigation & UI Changes New List. Accessing the same functions listed under View Pages using such menus as Common data does not display the List or View page. and Edit Pages (continued) When access functions from Read-only pages on the Navigation page.Version 1. Inc.

If you enter text in a character field. . Use the Display field to define the number of records to display per page. the system assumes a Contains value. In some List pages.What’s New: Navigation & UI Changes 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. . - Page 40 Sage North America Certified Student Course Curriculum . - The empty line under the column titles is used for selections and defining a filter.g. the number of records. Empty. Not equals. You can define a filter for each column in the list. To change the condition.The conditions change based on the type of field. An up or down arrow will display indicating the order. click the Filter icon in the field to display the pop-up window of conditions available. Inc. All Rights Reserved. . For example. Equals.Version 1. only the All. and Not empty conditions show for the Active column because it is a checkbox. Next and Last) displays in both the right upper and bottom side of the page. Display field.0 Copyright © 2014 Sage. Clicking the column name sorts the records in ascending or descending order. and navigation links (e. Click the Navigation buttons to navigate through the pages.

Depending on the entity. The Actions icon for each line provides access to operations specific to the record. .The Payment terms column also includes an Actions icon that you can use to switch to the Payment Terms list. you must use the Browsers refresh page option to view the newly added record in the grid. . All Rights Reserved. on the Customers List page. the Customer type column includes a dropdown arrow displaying all the customer types to choose from.0 Copyright © 2014 Sage. Click the link to access the View page for the data type. Links are available for specific data types within a single line.For example. . Page 41 .For example. Important Note: When returning to the List page after creating a new record. Inc. . additional links may also display on the Right panel.What’s New: Navigation & UI Changes List Page (continued) The fields in the empty line may also include icons such as the Selection and Actions icons as well as a drop down list. The Edit icon (pen) in front of each line takes you directly into edit mode for the record bypassing the View page. For example. Sage North America Certified Student Course Curriculum . . you can select to view orders exceeding the credit limit for a specific customer. you can access the View page for a specific customer or a payment term.Version 1.Global links include the ability to export information to Excel or Word or to create a mail merge using the list. The Right panel typically includes the Create option which is used to create a new record and standard global links. in the Customer list.

. Page 42 Sage North America Certified Student Course Curriculum .Use the Edit option to edit the data for the current record. .The List option returns you to the original List page. and graphical widgets.0 Copyright © 2014 Sage.Version 1. You cannot modify information while on the View page. you must use the Browsers refresh page option to ensure the changes are displayed. Information can be presented in tabs or columns that include grids. Inc. pictures. . The Right panel is similar to the same panel discussed for the List page. Although you cannot edit data on a View page any underlined field or data represents a link that will take you to the View page for that entity. All Rights Reserved.What’s New: Navigation & UI Changes View Page The View page displays the details for the record selected. Important Note: When returning to the View page after editing or modifying a record.

The Date icon displays in date fields and displays a calendar to select the correct date. Sage North America Certified Student Course Curriculum . The Delete icon is only visible when you place the cursor over the selection.The Delete icon displays when selections are listed in a section and are used to delete the selection. . Inc. Similar to the View page it displays the details tabs or columns that include grids. All Rights Reserved. click Detail to return to the View page or click the List option to return to the List page. pictures.It is important to note that if you click the Detail or List option before saving any changes. the changes are lost and you are not prompted to save the information prior to leaving the Edit page.0 Copyright © 2014 Sage. Icons not discussed previously include: . In the Right panel. .Version 1. and graphical widgets.What’s New: Navigation & UI Changes Edit Page The Edit page is used to modify the details of a record. Page 43 .

A List page displays with a list of records from which to choose. .What’s New: Navigation & UI Changes Edit Page (continued) Add and Append Links such as Add and Append are used to add records to a grid or section. Inc. . .0 Copyright © 2014 Sage. All Rights Reserved. some Edit pages allow you to add images and attach documents. Adding Images or Documents Depending on the function. Click Append to add a single record to a grid. click the Ok button (blue check mark) to save the selections and add the records to the grid or section. Page 44 Sage North America Certified Student Course Curriculum . When adding an image or document.A check box displays next to each record allowing you select which records to add. Click Add to select multiple records you want added to a grid or section.Version 1. you can either click and drag from an Explore window or click Select file to manually select the file from a directory.After selecting the appropriate check boxes.

Version 1. a message displays.What’s New: Navigation & UI Changes Edit Page (continued) Graphical Widgets Some Edit pages will include a graphical widget that graphical shows how a record is associated with other records.0 Copyright © 2014 Sage. Sage North America Certified Student Course Curriculum . Page 45 . Inc. Click on the individual elements in the Legend to include or exclude the information. For example. Click on the actual elements in the graphic shown to access the View page for the record.Security is enforced when viewing a specific record. If you do not have the rights to access or view information in the function. . clicking on the Super administrators group shows the View page for this record in the Groups function. All Rights Reserved.

2. Click the Navigation icon in the Upper bar. click the Navigation icon in the Upper bar. Viewing & Navigating in the List and View pages In this Practice. 3. From the Read-only pages > Common data block. All Rights Reserved.00 as the authorized credit. Inc. Scroll through the various tabs viewing the data. use the Customers function under View pages to view the new List page. select Check under Credit Control and enter 300000. select Customers. 4. • All options work the same as if you had selected the Customers function from the Common data > BPs block. If you are not on the Navigation page. Notice you were taken back to the View page for the customer. You realize after viewing the data that the credit information is incorrect. 7.0 Copyright © 2014 Sage. Click the link for customer NA004. 5.Version 1. 6. Page 46 Sage North America Certified Student Course Curriculum . 1. . Click the Next button to view additional customers. Save the record and close the function.What’s New: Navigation & UI Changes Lesson Activities Complete the following lesson activities in the order shown. 9. Click Edit. On the Management tab. 8. • Notice you were taken to the Classic page for the function and you can now modify the necessary information.

Click the Home icon in the Upper bar. 1.Version 1. Sage North America Certified Student Course Curriculum . Inc. Use the information you have learned previously to ensure you return to the Edit page for the Users function. access it now. 3. 6. select Users. Enter your name in the First name and Last name fields. 2. change the name of the admin user. All Rights Reserved. From the Administration > Administration block. Click the Edit (Pen) icon for the admin user. Save the changes made in the Users function.0 Copyright © 2014 Sage. In the Explorer section. practice including and excluding elements of the graphic as well as accessing the View page for specific records. If you are not on the Edit page for the Users function. 4. Page 47 .What’s New: Navigation & UI Changes Lesson Activities (continued) Editing a record In this Practice. 7. 5.

What’s New: Navigation & UI Changes Lesson 5 Personalizing Landing Pages Landing pages are accessible from the Home page and are initially displayed when logging onto the program.Version 1. The topics in this lesson include:  Creating a Landing Page  Modifying a Landing Page  Lesson Activities Page 48 Sage North America Certified Student Course Curriculum . . All Rights Reserved. You can create your own landing pages displaying information that has been previously defined as accessible by your system administrator. Inc.0 Copyright © 2014 Sage.

they can be entered in the title. If the Use current endpoint checkbox is selected. A gadget is a component of a landing page that can contain: A list of links that point to other pages (Normal pages. and other URLs. List pages. click the New option in the Left bar. you can use the landing page to display information from several endpoints. from your Home page. Visual processes with or without a menu process. Classic pages. Page 49 . To create a new landing page. however. any gadgets added to a landing page must use the current endpoint for execution or displaying of data.What’s New: Navigation & UI Changes Creating a Landing Page A landing page is a collection of gadgets. Sage North America Certified Student Course Curriculum . Reports or statistical inquiries. .The endpoint is always defined when creating the gadget. View pages.Version 1.0 Copyright © 2014 Sage. Inc. . Edit pages.) . All Rights Reserved. The landing pages you create are listed under My Landing pages in the Left bar. You cannot enter spaces in the page name.Normal pages are those that are built to fit with the size of the gadget in the portal.If the checkbox is cleared.

Click Queriesto add user-defined reports done by the Requester. The endpoint selected is the endpoint used for the gadgets selected. Click Processes to add visual process maps. they are available to the user when creating their landing page.What’s New: Navigation & UI Changes Creating a New Landing Page (continued) Adding Gadgets Gadgets are created using system administrative functions. select the type of gadget you want to add. - . Click Statistics to add statistical aggregated data set up by the statistical tool. Depending on the option selected under Browse Category. however. You can add multiple gadgets by simpley clicking on the ones to add before clicking the Finish icon. Inc. then a category. The Add new gadgets page displays automatically when creating a new landing page. 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. different pages display. and finally the gadget.Version 1. Click Web to display a defined web page which includes a specific URL. . All Rights Reserved. Under Browse Category.A search field is avaiable to select the gadget by its name. . Once created. Page 50 Sage North America Certified Student Course Curriculum . they all have the same behavior.A selection can be done by selecting first a module.0 Copyright © 2014 Sage.

Page 51 . All Rights Reserved.0 Copyright © 2014 Sage. Inc.Version 1.What’s New: Navigation & UI Changes Sage North America Certified Student Course Curriculum .

. Using the Home pages function.The Personalize icon is not available for all gadgets and is typically used to change how the data is displayed.Only the owner can edit the landing page. a system administrator can assign landing pages to other users based on their role. delete the gadget. the landing page is created and displayed. Assigning Landing Pages By default. Inc. .What’s New: Navigation & UI Changes Creating a New Landing Page (continued) Once the first gadget is selected. For example. If you place your mouse pointer over the gadget added.Version 1. and minimize the gadget. you can personalize the gadget. Users with access to this function can also define the endpoint used for each gadget and change the owner of the landing page.0 Copyright © 2014 Sage. Page 52 Sage North America Certified Student Course Curriculum . refresh the gadget. you can personalize a gadget to show data in a grid in a card format. All Rights Reserved. any landing pages you create are automatically available to you under My Landing pages. .

To delete a landing page. you can add new tabs and gadgets. click the Add gadget icon displayed in the upper right corner of the page. Page 53 . simply click the “+” next to the existing tab. Sage North America Certified Student Course Curriculum .0 Copyright © 2014 Sage. Any new tabs added can be deleted by clicking the Delete icon displayed on the tab page. click the Delete icon for the landing page name in the Left bar. Adding a Gadget To add a gadget to a page.What’s New: Navigation & UI Changes Modifying a Landing Page Once a landing page is created. Note: The options available for adding a gadget are the same as when selecting one after creating a new landing page. click the Pen icon for the landing page name in the Left bar. To add a new tab. Inc. Adding a New Tab You can create a landing page that includes information displayed on different tabs. change how the gadgets display.You can only delete landing pages you have created and are listed under My Landing pages. and even share the landing page with other users. The first tab is created automatically after selecting the first gadget. . All Rights Reserved. Editing the Landing Page Title & Deleting To edit the title of the landing page.Version 1.

What’s New: Navigation & UI Changes Modifying a Landing Page (continued) Personalizing a Landing Page When personalizing the landing page. To add personalize the landing page. If the tab contains multiple gadgets. All Rights Reserved. you can change the tab names and delete a tab. Changing the Order of Landing Pages You can modify the order in which landing pages display. . you can drag the landing page to a new position in the list.Version 1. click the Personalize Landing Page icon displayed in the upper right corner of the page. Page 54 Sage North America Certified Student Course Curriculum . Templates only display if more than one gadget is added to a tab. This is done by pointing to the landing page to move and clicking on the three dots displayed to the left of the landing page name. The tab currently displayed on the landing page is the one affected when you click the Personalize Landing Page icon. Inc.0 Copyright © 2014 Sage. you can also select a template which organizes the layout of the gadgets on the tab. Once you click on these dots.

4. 5. the landing page created displays. Once a gadget is selected. 2. Under Gadgets. Creating a new landing page and adding Gadgets In this Practice. If not. Inc. Click the Ok icon. select it now. 6. At the Please Select Endpoint field. create a new landing page.Version 1. 1. Enter TrainingPage as the page name and Training Page as the title. select Process Cash Receipts. 9. 7.0 Copyright © 2014 Sage. Click the Home button in the Upper bar to return the last landing page displayed. 3. Under Browse Category. select Payment Tracking. Click Ok.What’s New: Navigation & UI Changes Lesson Activities Complete the following lesson activities in the order shown. Page 55 . Under Modules. click Processes to add a visual process map to the landing page. Sage North America Certified Student Course Curriculum . From the Left bar. click New to create a new landing page. verify that SEED is selected. You should automatically see the process flow you selected. 11. All Rights Reserved. 10. Under Categories. select A/P-A/R accounting. 8.

In the Add new gadget window. All Rights Reserved. 4. select No Module.What’s New: Navigation & UI Changes Lesson Activities (continued) Modifying a Landing Page In this Practice. The landing page you created should be automatically displayed. click Representations. 3. 2. 5. 7. 8. and even personalize the information. Inc. select Customers. Page 56 Sage North America Certified Student Course Curriculum .Version 1. modify the landing page you create. 6. add new gadgets. .0 Copyright © 2014 Sage. 1. Click Ok. Now using what you have learned. You want to have the customer list displayed. 9. create new tabs. Under Categories. Click the Add gadget icon to a new gadget. Under Gadgets. select No Category. The Customers gadget should now be displayed under the Process Cash Receipts process flow. Under Modules.

and Edit page. View page. and the new Search feature. Inc. and breadcrumbs.  The common navigational features such as the Upper bar. Sage North America Certified Student Course Curriculum . Page 57 .Version 1.1 and the supported Browsers.  How to create your own landing page.  How to log onto the program and use the default landing page. Right panel.What’s New: Navigation & UI Changes Summary You have learned:  The benefits of Sage ERP X3 v7.  How to navigate in the Classic pages including new filter changes. All Rights Reserved. User Profile. grid changes.0 Copyright © 2014 Sage.  How to use the new List page.

Visit Sage University for your training needs. www. the Sage logos. Sage. All other trademarks are the property of their respective owners. Inc. .SageU. All rights reserved. and the Sage product and service names mentioned herein are registered trademarks or trademarks of Sage Software. Inc.com © 2014 Sage Software.. or its affiliated entities.