What’s New in Sage X3 2024 R2 (12.0.36)?

Sage X3 is one of the most popular ERP Software used across the world. It offers an intuitive design, visual navigation, a customized dashboard, and ease of implementation that makes it a good fit for companies experiencing rapid growth. 

What’s New in Sage X3 November 2024 R2 (12.0.36)

Let’s deep dive into the new features and improvements in the Sage X3 November 2024 R2 (12.0.36) update.

I. APIs

   1.GraphQL API Customer Portal: Sales

• Sage X3 allows the creation of new sales orders or updating the existing ones through both the portal as well as e-commerce

   2.GraphQL APIs for Sage X3 Warehousing

• For warehousing operational purposes (based on packages & nodes you have opted for)

   3.Automated Test Platform

     a. Upgrade to Java 17

• Compatible with both Java Runtime Environment (JRE) Version 11 and 17
• To ensure smooth compatibility with Jenkins, it is recommended to upgrade to the JRE Version 17 instead of continuing with the older JRE Version 11.
• For more information, please refer to the prerequisites.

     b. XML: Automate the Testing

• Sage X3 Automated Test Platform 3.3.0 makes it easier to control the XML file content.
• Supports test e-invoice and e-credit note conformance.
• For more information about the same, please refer to the Automated Test Platform documentation.

     c. Framework Evolution

• Added compatibility for Node.js. Version 18. For more information, please visit the prerequisites.
• Supports XML file content controlling and test e-invoice and e-credit note conformance with step definitions.
• Shows user-stored values as Allure Report attachments.
• Shows static parameter values as Allure Report attachments
• Introduction of a new parameter called logTechnicalDetails that depicts non-technical information while performing test execution
• Shows the progress of step definitions during test execution for enhanced usability

 

II. Compliance

   1. 2025 DAS2 Changes (Applicable in France)

• Generation of UTF-8 files for the purpose of TDS-bilateral fee declaration in accordance with the 2025 requirements for the supplier fees paid in 2024.

   2. Requirement for Additional Legal Information for AR Invoice Printouts

       (Applicable in France)

• Customers who are based in France get additional legal notices during the invoice printouts in accordance with Decree No. 2022-1299 dated Oct 7, 2022
• If the “Option for the payment of tax according to debits” is applicable, an explicit notification can be entered within the company record and will appear on the printout.
• A provision to specify the Operation Type, Goods, Services, or Mixed at the invoice level, with a default value from miscellaneous table 207.
• Invoice records store your Tax ID (SIREN/ SIRET)

   3. Requirement for Additional Legal Information for Sales Invoice Printouts

(Applicable in France)

• Customers who are based in France get additional legal notices during the invoice printouts in accordance with Decree No. 2022-1299 dated Oct 7, 2022
• The “Payment of tax according to debits” option can be set at the company level and will appear on printouts.
• It is mandatory to specify the Operation Type, Goods Delivery, Provision of Services, or Mixed Operation at the invoice level and include the same on the printout. Miscellaneous Table 207 sets the default value.

   4. Miscellaneous Changes for SII (Applicable in Spain)

• Updation of Forms # 303, 347, 349, 193, and 296 to comply with the recent government publication
• Sites and companies can be managed using the SII tool.
• Sending and receiving invoices in the Canary region is supported.

   5. SAF-T Autoinvoice Generation (Applicable in Portugal)

• Supports the extraction of SAF-T for auto invoices for multiple suppliers
• Generation of a unique file for each supplier if documents are available during the extraction phase

   6. Anti-fraud law: Non-Verifactu (Applicable in Spain)

• Added compatibility with the Anti-fraud Law.
• Ensuring the integrity and inalterability of non-Verifactu invoices
• On-demand generation and controlling events for communications that are non-Verifactu in nature
• Exporting invoices and events records
• Please keep in mind that this feature is not ready to be used in a productive environment yet. It is still under development.

   7. Anti-fraud law: Verifactu (Applicable in Spain)

• Added compatibility with the Anti-fraud Law post Sales and BP customer invoice generation.
• The new measures include the generation of a QR Code and a unique hash code for each invoice. The hash code is verified at a later stage.
• Other measures include demonstrating the VERIFACTU message in accordance with the last requirements, and bundle updation for message communication to the tax authorities.
• Please keep in mind that this feature is not ready to be used in a productive environment yet. It is still under development.

   8. Declaration of the Purchase of Cork & Other Forestry Products

(Applicable in Portugal)

• To specifically manage cork and other forestry product purchases within the Tax codes function (GESDVPT), define 107 in the Declaration field.
• This change in the ERP Application is in accordance with the Portuguese VAT declaration.

   9. Communication of Auto Invoices through Web Services (Applicable in Portugal)

• The newly launched EFAT web service communicates the auto invoices to the Portuguese fiscal authorities and clients.

   10. Financial Reporting (Applicable in France)

• French law mandated a restructuring of the chart of accounts for France starting in 2025.
• This modernization implements best practices and a new financial reporting aggregation method.
• Refer to the How to Guides for more information for the existing customers.
• New customers will have the new structure applied to their pre-settings.

   11. Manage Structured Addresses for ISO compliance – Bank files

• The ISO 20022 bank standard will prohibit unstructured addresses in bank files starting November 2026. These include ISO, ISO 3QRC, ISO 5, ISO 6 for Swiss legislation. PTSCT03, SCT02, and VIRINT03
• To fulfill this requirement, structured addresses can be managed.
• For current releases: Download and install the patch; do not modify the default formats.
• For older versions, releases, or specific configurations: Consult the how-to guide on managing structured addresses.

 

III. Distribution

   1. Mobile Automation: Stock Site Displays on All Page

• The stock site is visible in the header on every page in the ERP Solution.
• Mobile Automation: You can now set a default location for Purchase, Miscellaneous, and Inter-site receipt transactions.
• In purchase receipts, miscellaneous receipts, and inter-site receipt transactions, you have the option to automatically fill in the default location when receiving products in stock.
• Stock valuation records can be initialized in a batch process using the Init. Stock valuation records function (FUNCREPIT). This function was previously named “Initialize PIT record.”

   2. Mobile Automation: Distribution

• Purchase Receipt: Search for suppliers by company name.
• Stock Count: Find stock count lines using the product UPC.
• Miscellaneous Issue: Select by identifying the Miscellaneous Issue, and Intersite Transfer: Specify the issue unit, even if it differs from the stock line unit.
• Mobile Automation: Select stock lines within globally allocated Pick Tickets.
• Filter using identifiers like the License Plate Number.

   3. Mobile Automation: Select by an Identifier in the Intersite Transfer

• Access the new Intersite transfer transaction via the “By identifier” menu. This allows you to filter stock lines for the transfer movement using stock identifiers.

   4. Mobile Automation: Select by an Identifier in Misc. Issue

• Access the new Miscellaneous transfer transaction via the “By identifier” menu.
• This transaction allows you to filter stock lines for miscellaneous issues using stock identifiers.

   5. Inter-site Receipt Quantity Does Not Refresh After Changing the Receipt

• Quantity increases on existing inter-site receipts are allowed only if the full delivered quantity was received.

 

IV. Finance

   1. VAT Date Adjustment When Reversing Journal Entries

• Reversing a journal entry now updates the following functions to align the VAT date with either the reversal accounting date or the document date, based on the DCLVATDAT parameter setting: Invoices to be issued (FUNAUTFAE), Invoice receivables (FUNPTH), and Credits to receive (FUNPNH)

   2. Delete Simulated VAT Returns

• You can delete an unsubmitted VAT return within the VAT framework.
• This requires that no actual mode extraction is linked to the return.

   3. Bank Statement Import (POR) in a Single-legislation Folder

• The Bank file (Portugal) field is applicable to both Portuguese and Spanish legislations.

 

V. Manufacturing

   1. Shop Floor Control

• The cloud-native Shop Floor Control application is now available.
• Shop Floor in the Manufacturing ERP enables operators to review, start, pause, and stop setup and run times for work order operations.
• The application includes default data mapping.

   2. Web Scheduling GraphQL API and New Release

• The GraphQL API interface includes components, purchase orders, and Bills of Materials (BOMs).
• The Web Scheduling installation wizard now features fewer screens and actions for easier setup.

   3. Weighing Scales

• The general usability of weighing scales and weighing booths has been improved. Enhancements include updates to the Lot selection and Weighing by WO screens, messages, and actions.

   4. Weighing Module: Full Touch Mode and Selecting Rows in a Table

• In the Weighing module’s full touch mode, you can scroll and select rows using touch gestures.

   5. If the Remaining Quantity to Allocate is Less than 1, It Is Not Displayed

on the Lot Selection

• Weighing scale: The Lot selection screen shows the remaining allocatable quantity.

   6. The Weighing Scale Protocol Does Not Manage the Old MTSICS Protocol

• You can enable “full control” of interface-managed scales using a new parameter in the ini file.
• To activate this mode, edit the x3 Scales.ini file in your Weighing connector installation directory and add Full Control Mode=1 to the communication section.

   7. MRP and MPS Results Display Product Lead Times

• The MRP (CONSSCBCB) and MPS (CONSSCBPD) inquiry functions show production, purchase, and QC lead times if defined on the product site record.
• If the product-site record contains lead times, the MRP (CONSSCBCB) and MPS (CONSSCBPD) inquiries will display production, purchase, and quality control lead times.

 

VI. Platform

   1. Get Access to Sage Network

• To access Sage Network services, including Data Clean and Control, e-invoicing, future data intelligence and AI features, and online activation/licensing, administrators must register their organizations and companies with a valid Sage account.
• For more information, visit the Organizations documentation.

   2. 4GL API to Zip Files

• The ORDSYS.COMPRESSFILES() 4GL function compresses files to ZIP format on the application server.

   3. Apache Commons Daemon upgrade and Apache Agent removal

• The Syracuse agent service is no longer used.
• The Sage X3 web server is now managed directly by the Sage X3 Syracuse Server service.

   4. Support for Secure SQL Server Connections for Print Server

• For details on securely connecting the print server to SQL Server, consult the secure SQL Server connections documentation.

   5. Support for Microsoft SQL Server for Linux

• For details on setting up Microsoft SQL Server on Enterprise Linux, consult the Console documentation.

   6. Authentication Using Sage Account

• You can enable Sage account authentication for your solution. If enabled, users will require a valid Sage account to log in.

   7. Tree View Display

• The tree view automatically resizes to show all details in complex grid records.

   8. Log Reading Function

• The Log reading function (AREADLOG) now offers an improved user experience.
• Logs are displayed with detailed information including users, functions, and context.
• Users can sort and filter logs by any column, as well as refresh and purge the list.
• Refer to the documentation for more information.

   9. Vertical Sizing for Classic Grids

• Classic grids allow vertical content resizing using the bottom horizontal bar, eliminating the need for pagination.

   10. Tree View Enhancements

• The tree view component now features a frozen and auto-adjusted first column, and line backgrounds that vary by level.

   11. Managing APLLCK Records During Session Timeouts

• Enhanced management of symbolic locks during user session timeouts improves user experience and significantly reduces orphaned record locks.

   12. Remove Log File-related Logical Locks.

• Enhanced log file locking improves performance and robustness, eliminating interlocks and deadlocks while reducing locking issues with large volumes.
• This significantly boosts overall performance, especially under high load and concurrency.

   13. Java 11 Compatibility

• Java 11 or higher is required for all Sage component installers (excluding Runtime and AxdAdmin) on Linux and Windows.

   14. Syracuse Security Update

• Syracuse received miscellaneous security updates, including library and component updates.

   15. Print Server x64

• The print server utilizes a 64-bit framework, and its embedded components have been upgraded to their 64-bit versions.

   16. Notification Server by the Company

• Set the SYRMAILSRV parameter (SUP chapter, WRK group) at the company or legislation level to allow different notification servers and themes for each.

   17. Increased Line Width in Log File Windows

• Increased line length in log file readers minimizes word wrapping.

   18. Java Web Server: Security Updates and Apache Update

• Updated Java Web Server prerequisites: Apache HTTPD from version 2.4.56 to 2.4.59, Apache Tomcat from version 7 to 9.0.88, and OpenSSL from version 3.1.3 to 3.1.5

   19. MongoDB Upgrade

• This release mandates MongoDB version 7. Earlier versions are not supported. The MongoDB upgrade occurs automatically after the setup.
• Caution: The automatic upgrade does not cover MongoDB clusters and replica sets.
• Refer to the how-to guides for the manual update procedure in these cases.

 

VII. Sage X3 Builder

   1. Manage CLOBS and BLOBS in GraphQL Mutations

• GraphQL queries and operations support CLOB and BLOB management.

   2. Mobile Automation Extensibility: Standard Page Information And Documentation

• Sage X3 Builder Developer Studio provides Core Mobile Automation pages for easier extensions.
• Each @sage standard package includes a ..\lib\pages repository containing its specific Mobile Automation TypeScript code.

   3. Sage X3 Builder Development Functions Attached to the ERPDEV Badge

• These Sage X3 Builder functions, located in the Development > API menu, require the ERPDEV developer badge. Packages (GESAPACK), Node bindings (GESANODEB), Operations (GESAPIOPE), Enum exceptions (GESAENUMB), and Binding dictionary (GESAPINOD)

   4. Performance Management in Mutations

• New parameters in the Global settings function enhance GraphQL API operation performance. You can configure the maximum number of parallel operations.

5. GraphQL Operations: Objects

• For create, update, and delete mutations, the GESAPIOPE Operations function provides a “Window” method in the Operation method field.

   6. Cache Management for Functional Access Rights, Activity Codes, and Packages

• GraphQL queries in the ERP implementation manage cache system information, such as access rights structure, activity codes, and other contextual elements, to improve performance

 

Wrap Up

The Sage X3 November 2024 R2 (12.0.36) update comes with a comprehensive set of features, from UI/ UX enhancements, streamlined Web scheduling, and enhanced mobile automation, to expanded connectivity to the Sage Network.