SageERPX3 Whats New IntroNav v7 NFR

Sage University
Sage ERP X3
Whats New: Navigation & UI Changes
Sage North America certified course curriculum
Sage ERP X3
CERTIFIED STUDENT CURRICULUM
SAGE UNIVERSITY
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Curriculum Version 1.0
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NOTICE
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the property of their respective owners.
07/2014
Contents
Welcome and Introduction .................................................................... 1
Benefits ................................................................................................. 3
Supported Browsers .............................................................................. 4
Logging Onto the Program .................................................................... 5
Common Navigating Features ............................................................... 6
Landing Pages ....................................................................................... 7
Upper Bar.............................................................................................. 9
User Profile ......................................................................................... 11
Search ................................................................................................. 12
Shortcut Changes................................................................................. 14
Online Help Center.............................................................................. 15
Functional Path.................................................................................... 16
Bookmarks .......................................................................................... 17
Messages & Errors .............................................................................. 18
Lesson Activities ................................................................................. 19
Navigating ............................................................................................. 22
Classic Pages ....................................................................................... 23
Filter in the Left List............................................................................ 24
Right Panel .......................................................................................... 25
Selection, Jump to & Actions icons ..................................................... 28
Google Maps ....................................................................................... 29
Grids ................................................................................................... 30
Breadcrumbs ....................................................................................... 32
Timeout ............................................................................................... 33
List, View, and Edit Pages.................................................................... 37
New List, View, and Edit Pages........................................................... 38
List Page ............................................................................................. 40
View Page ........................................................................................... 42
Edit Page ............................................................................................. 43
Personalizing Landing Pages ............................................................... 48
Sage North America Certified Student Course Curriculum - Version 1.0
Copyright 2014 Sage, Inc. All Rights Reserved.
Page i
Creating a Landing Page ..................................................................... 49

Modifying a Landing Page .................................................................. 53
Summary............................................................................................. 57
Page ii

Lesson 1
Welcome and Introduction
Welcome to the Whats New in Sage ERP X3 Version 7.1 course. 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 7.1 and the supported Browsers.
Understand how to log onto the program and use the default landing page.
Understand the common navigational features such as the Upper bar, User Profile,
and the new Search feature.
Understand how to navigate in the Classic pages including new filter changes, Right
panel, grid changes, and breadcrumbs.
Understand how to use the new List page, View page, and Edit page.
Understand how to create your own landing page.

Page 1
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).

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 todays 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.

Page 3
Supported Browsers
The program uses a web browser for the user interface. There is no longer an
application that is installed on the users workstation.
The use of the web browser helps users to navigate in the solution, offering them an
intuitive user interface that takes advantage of their natural tendencies 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

Microsoft Internet
Explorer
Version 9 or higher only on Windows
Opera

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

Logging Onto the Program

To access Sage ERP X3, you are now required to enter a URL with the host name and
the port number. For example, http://HOSTNAME:PORT#.
Once connected, you are prompted to log on using the appropriate user ID and
password.
A single login allows users to connect to several folders (called Endpoints). The
user authentication is global, using single sign on, and secured through
certificates.
The login window displayed may look slightly different based on the browser
used.
Once logged into the program, the users default landing page displays.
-
This is based on the users identity and role.

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

Page 5
Lesson 2
Common Navigating Features
In the following lesson, you will learn common navigational features that are common
throughout the program such as the Upper Bar, User Profile, and the new 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

Landing Pages
A landing page is a collection of gadgets. A gadget is a component of a landing page
that can contain:
A list of links that point to other pages (Normal pages, Classic pages, List pages,
View pages, Edit pages, and other URLs.)
- Normal pages are those that are built to fit with the size of the gadget in the
portal.
Visual processes with or without a menu process.
Reports or statistical inquiries.
In the example below, two different default pages are shown each containing different
types of gadgets.

Page 7
Landing Pages (continued)

Available Landing Pages
The Available Landing Pages section lists both shared landing pages and personal
landing pages.
Shared landing pages are landing pages you have been assigned but did not create or
have ownership to modify or delete.
Landing pages listed under My Landing pages are personal landing pages and are
created by the current user.
The current user is identified as the owner of the landing page.
Only the owner can make changes to a landing page.
Use the Home pages function under Administration > Authoring to assign landing
pages to users based on their role.
-
Page 8

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

Page 9
Upper Bar (continued)

Additional Icons
There are additional icons that display in the Upper Bar as you navigate through the
program. The table below explains the purpose of these icons.
Icon
Description
Personalize page
Click to switch to authoring mode which allows you to change

the layout of a page. For example, you can change the order of
fields displayed on a page.
Go to function
Click to go to a specific function and view the history of the last

15 functions accessed. The Go to function can also be accessed
by pressing Esc+F7.
This icon displays to show the progress of processes that have
been executed such as printing a report or running an archive
process. You can view the progress, details, and even stop the
process.
New tab home
Page 10
Click to open a new tab using the same user login information.
Displays the default landing page in a new tab where you can
navigate to a different function, change your endpoint, and even
the user login. This is beneficial when needing to access another
function while keeping your current function open.

User Profile
Click the User Profile icon to display a panel containing such information as the
connected users name, the location, current role, and the endpoint. You can also access
links to specific pages. This icon is available regardless of the page displayed.
Through the User Profile you can switch the language and switch endpoints without
logging out of the program.
Click the User Profile icon to close the panel displayed.

Page 11
Search
The program includes a new search engine based on Lucene and ElasticSearch,
providing you with a Google-like search experience.
You can search for specific data or functions by entering a value at the Search field
in the Upper bar.
The search is done on full text. When a partial word is given, the search results
return all the hits where this partial word is included.
Results automatically start to display in a pop-up window as you enter data.
Two categories of results display: Functions and Data (e.g. specific customer,
supplier, or invoice record).
- Only the top 5 search results for Functions and Data display in the pop-up
window.
- A link displays for each result and additional detail displays for anything listed
under Data.
- Click the link to view the data or function. For example, clicking Access code
under Functions accesses the Access code function.
- 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.
Page 12

Search (continued)
Additional Results
Click the See more results link at the bottom of the pop-up window to open a separate
page displaying the full results for the Data and Functions in two different lists.
The total number of records display for each listing and you can modify the number
of records displayed on each page, use the page numbers to scroll through the list or
you can use the navigation icons.
Every search result includes details of the indexed words for the item found.
The total number of hits and the hits by category display in the Right panel and are
only applicable to the Data list.
You can limit the results displayed on the Data list by selecting a specific category.
Keep in mind
The search results can return links to data not authorized for the user. However,
security is enforced and the page refused if the user clicks on a link they are not
authorized to view or access.
Text case is not considered.
Search also considers words that are similar in phonetic/spelling. For example,
Henri and Henry.
When search is done on several words, an AND operator is performed by default.
This means that if two words are entered, the search results will only return the lines
where the two words are present.
You can use the operator OR (in upper case only) between two words. For
example, Martin OR Michael will find all occurrences where Martin or
Michael is present.
The search does not include the content of documents that are stored in the storage
area or attached to a record.
-

Page 13
Shortcut Changes
The most useful function keys used in previous versions are still available by using the
ESC key.
A full list of shortcut keys is now available by clicking the Help icon in the Upper
bar and selecting Shortcuts.
Page 14

Online Help Center

Clicking the Help icon and selecting Online help center accesses the new Online help
center on a new tab in the Browser window. Using the Online help center ensures that
the information available including any documentation is up-to-date.
The Online help center provides access to documentation, tutorials, and videos.
Smart system detects the user profile and automatically logs them into the Online
help center without having them re-enter their ID and password.
There is no installation or maintenance required.
My documentation provides a history of recent searches and pages accessed within

the help center. You can also create favorites and access them from the Favorites
list.

Page 15
Functional Path
The path to access a Classic function such as Suppliers is similar to how it was in
previous versions; however, instead of a menu structure, you now access using the
options displayed in the Menu gadget under Navigation and links displayed within
blocks on a page.
For example, in prior versions, the Suppliers function was accessed by selecting it
from the Common data > BPs menu. Now it is accessed by selecting the Common
data browser menu option and Suppliers from the BPs block.
Use the scroll bar to easily scroll up and down through the page.
Use the Expand all or Collapse all arrows to expand or collapse any sub-menus
within a block.
- You can also click the arrow next to a sub-menu to expand or collapse only that
sub-menu.
Page 16

Bookmarks
Similar to adding bookmarks to your browser you can add pages and functions as a
bookmark in the program.
This allows you to easily access a page and function you use regularly.
To add a page, simply click the Add to bookmarks icon in the Upper Bar.
To add a function to your bookmark list, simply place your mouse pointer over the
function name and click the Bookmark icon displayed.
Once a bookmark is added, it appears in the Upper Bar as shown below.
- The Bookmark icon for the page and/or function displays in the color orange if it
has been added as a bookmark.
- Click the Manage bookmarks icon to view all bookmarks created, remove
bookmarks added, and even add a separator between bookmarks.
A maximum of 8 bookmarks can display in the Upper Bar. If the number of
bookmarks exceeds 8, a more option displays.
- Click the more option to view the remaining bookmarks or use the Manage
bookmarks icon.

Page 17
Messages & Errors

Specific messages and errors will display at the top of the page. The information and
options available with the message or error changes based on the function you are in
and the reason for the message or error.
Note: Not all messages and errors display at the top of a page. In some cases, a message
or error may display as a pop-up window.
Click Detail to display any additional information regarding the message or error
displayed.
Click the Close icon or OK button (when available) to close the message or error.
Page 18

Lesson Activities
Complete the following lesson activities in the order shown.
Logging onto the program

In this Practice, log onto the program.
1. Open Internet Explorer and enter the URL provided by the instructor.
2. Click Click here to start your experience.
3. When prompted, enter admin as the user name and password.
4. Click OK.
Viewing different landing pages

In this Practice, access various views to see how the page changes and the different
gadgets displayed.
1.
2.
3.
4.
5.
Switch to the AP Accounting Manager landing page.

What gadgets are now displayed? _______________________________________
Did the menu gadget change? __________________________________________
Switch to the Material buyer landing page.
Under the page title, click Show advanced fields.
Clicking Show advanced fields displays additional information for gadgets

containing query information.
This includes information such as the query name, calculation date, and number
of records.
The icon changes to Hide advanced fields allowing you to hide the information.
6. Switch back to the System Administrator page.

Page 19
Lesson Activities (continued)

Using Icons in the Upper Bar
In this Practice, access different pages, help, and the user preferences panel.
1. Click the Help icon and select Online help center.
Notice the online help displays on a new tab allowing you to navigate through
help easily leaving it open for quicker access.
2. Click Whats new.
This displays information specific to whats new in the program including

release notes, release guide, and how to information.
3. Spend a few moments using the new Online help center. When completed, close the
online help tab opened.
4. Click the Navigation icon. Remember, you can click the Home or the Sage ERP X3
product title to return to the default landing page.
5. Click the User Profile icon.
Accessing and Using the User Profile Panel

In this Practice, change the current endpoint and use the links displayed in the Link
panel.
1.
2.
1.
2.
3.
4.
If you are not in the User Profile panel, click the appropriate icon now.
Click the Selection icon for the endpoint.
In the List of endpoints list displayed, click X3 Folder.
What is the current endpoint now? _______________________________________
Switch back to the SEED endpoint.
Click the User Profile icon to close the panel.
Using Search
In this Practice, access various data and functions from the search results.
1. At the Search box in the Upper Bar, enter Acc.
A pop-up window should have displayed when entering Acc at the Search field
in the previous activity.
If that pop-up window is not displayed, click the Search button to redisplay the
results.
2. Click See more results.

3. From the Type list in the Right panel, click the Users check box.
Page 20


4. Notice the results displayed on the Data tab change to match the category selected.
Click the Users check box to clear the selection and redisplay all of the types
available.
5. From the Type list, clear the Users check box and click the Accounts check box.
6. Select the ENG-18210 account listed under Data. You are automatically taken to the
View page for the account.
7. Before clicking anything, STOP and review the below information.
What would happen if you clicked the Welcome icon or the Sage ERP X3 title?
(DO NOT CLICK ANYTHING) ____________________________________
Keeping in mind that you are using a Browser program, what could you use to
return to the previous page? ________________________________________
The Browsers Back and Forward buttons can be used. In this case, to return to
the results page, you must click the Browsers Back button.
8. Click the Browsers Back button to return to the Search results page.
9. Click the Navigation icon.
Accessing a Classic Function

In this Practice, access the Suppliers function.
1.
2.
3.
4.
From the Menu, click Common data.

Scroll through the page and locate the BPs block.
Click the Bookmark icon next to Suppliers to add it as a bookmark.
Verify the bookmark was created. Practice adding other bookmarks and using the
Manage bookmarks option.
5. Click the Suppliers bookmark.

Page 21
Lesson 3
Navigating
In the following lesson, you will learn how to navigate on in the program including how
to use new filter options, the Right panel, and breadcrumbs.
Classic Pages
Filter in the Left List
Selection, Jump to & Actions icons
Google Maps
Right panel
Grids
Breadcrumbs
Timeout
Lesson Activities
Page 22

Classic Pages
Classic pages are those familiar to you from previous versions such as the Suppliers
page. It includes such items as the Left list and the same organization of data on the
page. Although these pages are similar, some very significant changes were made to
how you navigate and use what was previously in a menu or a button.
Use the Back and Next buttons in the Left list to scroll through the list of records
without changing the record displayed in the Central page.
Use the First, Previous, Next, and Last navigation buttons under the page title to
scroll through the records displaying the information for each record in the Central
page.
Mandatory fields are now identified with a red asterisk (*) in the field or column
name.
To add more work space, you can close and redisplay the Left list and Right panel
by moving the appropriate divider line or by pressing ESC+F11.

Page 23
Filter in the Left List

The Filter replaces the Quick select option available in the Left list providing you with
greater flexibility in searching for data. You can now search using Greater than, Less
than, Starts with, Contains, etc.
The icon displayed in the field indicates which filter is being used. For example, the
Funnel indicates that all records are being shown and no filter is defined.
You can define a separate filter for each column displayed in the Left list.
Page 24

Right Panel
The Right panel displays links associated with the page. Many of these options were
displayed as menus and buttons in previous versions.
The Right panel contains 5 different panels. Not all panels display for every function
and the links available for each panel can change based on the page.
Panel 1 provides access to what used to be the standard object buttons. In the
example above, that includes the New, Save, Create, Delete, and Cancel.
-
Click Close page to close the current function and return to the previous page.
Note: If Close page is not available in the Right panel, use the Navigation or
Home icons to exit the function.

Page 25
Panel 2 provides access to what used to display at the bottom of a page. This can
include Post, Validate, etc.
Page 26

Right panel (continued)

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

Page 27
Selection, Jump to & Actions icons

Options typically available by right-clicking on a field are replaced by the Selection,
Jump to, and Actions icons within a field or grid.
It is important to note not every field contains all icons. The icons available are
based on the field itself.
The Selection icon displays a list of values in a Lookup page. The values are
typically displayed in a grid allowing for additional search and sort capabilities.
The Actions icon is also accessible for an entire grid or a single line within the grid.
- When displayed for a grid, it can contain additional options allowing you to
customize the list and export the information to Microsoft Excel.
- For a line in a grid, the Actions icon is used to insert and delete lines as well as
display the Popup view.
Page 28

Google Maps
All addresses are associated to a link displaying the location in Google maps. Google
Maps opens on a separate tab in the Browser window.

Page 29
Grids
The following changes were made to grids used throughout the Classic pages.
When clicking on an existing line, the focus is no longer set to the entire line but the
individual cell.
A single click takes you directly into edit mode and double-clicking is no longer
necessary.
In some grids, 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.
Navigation buttons display for multiple pages and can be used to move through
the list.
A separate Actions icon displays for the overall grid and for each line in the grid.
Page 30
The Popup view option for a line displays all the fields in the line in an editable
pop-up window. This is similar to Form mode in previous versions.

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

Page 31
Breadcrumbs
When using the Go to function icon, Esc+F7 shortcut, Jump to icon, or by following a
link in the Right panel, a new Classic page is stacked over the previous one and this
process can be repeated as new selections are made. To help navigate back through the
pages that were opened, a breadcrumb appears above the page title.
Clicking the (x) on the last piece of the breadcrumb closes the page and returns to
the previous page.
- Click the Close icon for the entire page also has the same effect.
If multiple breadcrumbs are displayed as shown below, closing the first breadcrumb
of Business partner address will take you back to Supplier orders. The Supplier
orders breadcrumb will then have an (x) allowing you to close it to return to the
Suppliers function.
Page 32

Timeout
The Classic pages are still managed as they were in previous versions so a time-out is
possible when the page is left idle for a period of time. When this happens, the
following message displays.
Click Yes to return to the idle session and continue working.

If you click No, all open sessions or pages are closed and any work in progress is
lost.
If no response is made and the session is timed-out, all pages are closed and data not
save is lost. The message below also displays at the top of the window indicating the
time-out disconnection information to the user.
To continue working once you have timed out, you will be prompted for your login
information.

Page 33
Lesson Activities
Using the Filter

In this Practice, use the filter to locate supplier only suppliers that contain NA.
1. In the Left list, click the Funnel icon in the Supplier field.
2. Select Contains as the filter.
3. Enter NA at the Supplier field and press ENTER.
4. Select supplier NA053.
Navigating in the Classic page

In this Practice, use the various navigation information you have learned to complete the
steps.
1. You should have supplier NA053 selected. If not, select the supplier now.
2. Click the Addresses tab.
3. Enter Suite 220 to the end of the address at the Address 1 field. Remember to
tab off of the field.
4. Click Close page in the Right panel.
5. Because we made a change without saving, you are prompted with a question.
To cancel the changes and close the function click Continue.
To return to the function to save the changes click Stay on the page.
6. Click Stay on the page.
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7. Save the changes.
8. When you perform specific actions or if there is an error encountered it displays at
the top of the Center page. In this case the message is indicating that the record has
been modified successfully.
You can close the message by clicking the Close icon for the message.
9. You are not done working with this supplier; however, your boss has asked you to
verify that a new payment term was set up correctly. You have decided to open
another session. Click the New tab home icon.
A new session of Sage ERP X3 should have opened in a new tab.
You are logged into this session with the same user login information and notice
the default landing page automatically displays.
You can change the user login as well as the endpoint through User Profile.
10. Access the Navigation page, and select Payment terms from the Common Data > BP
tables block.
11. You have reviewed the information so close the new tab opened.
12. You are prompted with a message asking if you are sure you want to close the tab
and notice that an error message is displaying at the top of the Center page.
It is recommended that you close any functions before closing the tab.
13. Click Stay on Page and close the function.

14. Now close the tab.
15. You should now be back to the original session you started and the Suppliers
function. From the Right panel, click Create order under the Actions listing.
16. Select the STD Standard entry entry transaction.
17. You are automatically placed in the New mode. Select NA011 as the order site and
click the Lines tab.
Notice the supplier is the same as the supplier selected in the Suppliers function.
18. Select DIS003 as the product and click OK when the warning displays.
19. Enter 3 at the quantity ordered and accept all other defaults.

Page 35

Grids and Breadcrumbs
In this Practice, use the information you have learned to work with grids and
breadcrumbs.
1. Click the Actions icon for the first line in the grid and select Popup view.
2. Change the quantity ordered to 2 and click Yes when prompted to recalculate the
price and discounts.
3. Close the popup window.
4. Click Create.
5. Using the breadcrumbs, return to the Suppliers function.
6. We are done in the Suppliers function so return to the Navigation page.
Page 36

Lesson 4
List, View, and Edit Pages
In the following lesson, you will learn about the new List page and View page, as well
as the new Edit pages that are part of new functions added.
New List, View, and Edit Pages
List Page
View Page
Edit Page
Lesson Activities

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New List, View, and Edit Pages

New List, View, and Edit pages display for new functions added and the List and View
pages display for specific existing functions.
When accessing new functions such as the new Users function in the Administration
> Administration block, the new List, View, and Edit pages display.
Page 38

New List, View, and Edit Pages (continued)

When access functions from Read-only pages on the Navigation page, you can
access existing classic functions that were updated to include the new List and View
pages.
-
When you select to modify the record, the Classic page displays for the
Customers function.
Accessing the same functions listed under View Pages using such menus as
Common data does not display the List or View page. It functions the same as it
did in previous versions.

Page 39
List Page
The List page is used to list records associated with a function allowing you to access
the record you want prior to being placed into edit mode automatically.
In some List pages, the number of records, Display field, and navigation links (e.g.
Next and Last) displays in both the right upper and bottom side of the page.
Use the Display field to define the number of records to display per page. Click
the Navigation buttons to navigate through the pages.
Clicking the column name sorts the records in ascending or descending order. An up
or down arrow will display indicating the order.
-
The empty line under the column titles is used for selections and defining a filter.
You can define a filter for each column in the list.
- If you enter text in a character field, the system assumes a Contains value. To
change the condition, click the Filter icon in the field to display the pop-up
window of conditions available.
- The conditions change based on the type of field. For example, only the All,
Equals, Not equals, Empty, and Not empty conditions show for the Active
column because it is a checkbox.
Page 40

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.
- For example, in the Customer list, the Customer type column includes a dropdown arrow displaying all the customer types to choose from.
- The Payment terms column also includes an Actions icon that you can use to
switch to the Payment Terms list.
The Edit icon (pen) in front of each line takes you directly into edit mode for the
record bypassing the View page.
The Actions icon for each line provides access to operations specific to the record.
For example, you can select to view orders exceeding the credit limit for a specific
customer.
Links are available for specific data types within a single line. Click the link to
access the View page for the data type.
- For example, on the Customers List page, you can access the View page for a
specific customer or a payment term.
The Right panel typically includes the Create option which is used to create a new
record and standard global links.
- Global links include the ability to export information to Excel or Word or to
create a mail merge using the list.
- Depending on the entity, additional links may also display on the Right panel.
Important Note: When returning to the List page after creating a new record, you must
use the Browsers refresh page option to view the newly added record in the grid.

Page 41
View Page
The View page displays the details for the record selected. Information can be presented
in tabs or columns that include grids, pictures, and graphical widgets. You cannot
modify information while on the View page.
Although you cannot edit data on a View page any underlined field or data
represents a link that will take you to the View page for that entity.
The Right panel is similar to the same panel discussed for the List page.
- Use the Edit option to edit the data for the current record.
- The List option returns you to the original List page.
Important Note: When returning to the View page after editing or modifying a record,
you must use the Browsers refresh page option to ensure the changes are displayed.
Page 42

Edit Page
The Edit page is used to modify the details of a record. Similar to the View page it
displays the details tabs or columns that include grids, pictures, and graphical widgets.
Icons not discussed previously include:

- The Date icon displays in date fields and displays a calendar to select the correct
date.
- The Delete icon displays when selections are listed in a section and are used to
delete the selection. The Delete icon is only visible when you place the cursor
over the selection.
In the Right panel, click Detail to return to the View page or click the List option to
return to the List page.
- 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.

Page 43
Edit Page (continued)

Add and Append
Links such as Add and Append are used to add records to a grid or section.
Click Append to add a single record to a grid.
Click Add to select multiple records you want added to a grid or section. A List
page displays with a list of records from which to choose.
- A check box displays next to each record allowing you select which records to
add.
- After selecting the appropriate check boxes, click the Ok button (blue check
mark) to save the selections and add the records to the grid or section.
Adding Images or Documents

Depending on the function, some Edit pages allow you to add images and attach
documents. When adding an image or document, you can either click and drag from an
Explore window or click Select file to manually select the file from a directory.
Page 44

Edit Page (continued)

Graphical Widgets
Some Edit pages will include a graphical widget that graphical shows how a record is
associated with other records.
Click on the individual elements in the Legend to include or exclude the

information.
Click on the actual elements in the graphic shown to access the View page for the
record. For example, clicking on the Super administrators group shows the View
page for this record in the Groups function.
- Security is enforced when viewing a specific record. If you do not have the
rights to access or view information in the function, a message displays.

Page 45
Lesson Activities
Viewing & Navigating in the List and View pages

In this Practice, use the Customers function under View pages to view the new List
page.
1.
2.
3.
4.
5.
6.
If you are not on the Navigation page, click the Navigation icon in the Upper bar.
From the Read-only pages > Common data block, select Customers.
Click the Next button to view additional customers.
Click the link for customer NA004.
Scroll through the various tabs viewing the data.
You realize after viewing the data that the credit information is incorrect. Click Edit.
Notice you were taken to the Classic page for the function and you can now
modify the necessary information.
All options work the same as if you had selected the Customers function from
the Common data > BPs block.
7. On the Management tab, select Check under Credit Control and enter 300000.00
as the authorized credit.
8. Save the record and close the function. Notice you were taken back to the View
page for the customer.
9. Click the Navigation icon in the Upper bar.
Page 46


Editing a record
In this Practice, change the name of the admin user.
1. From the Administration > Administration block, select Users.
2.
3.
4.
5.
Click the Edit (Pen) icon for the admin user.

If you are not on the Edit page for the Users function, access it now.
Enter your name in the First name and Last name fields.
In the Explorer section, practice including and excluding elements of the graphic as
well as accessing the View page for specific records. Use the information you have
learned previously to ensure you return to the Edit page for the Users function.
6. Save the changes made in the Users function.
7. Click the Home icon in the Upper bar.

Page 47
Lesson 5
Personalizing Landing Pages
Landing pages are accessible from the Home page and are initially displayed when
logging onto the program. You can create your own landing pages displaying
information that has been previously defined as accessible by your system
administrator.
Creating a Landing Page
Modifying a Landing Page
Lesson Activities
Page 48

Creating a Landing Page

A landing page is a collection of gadgets. A gadget is a component of a landing page
that can contain:
A list of links that point to other pages (Normal pages, Classic pages, List pages,
View pages, Edit pages, and other URLs.)
- Normal pages are those that are built to fit with the size of the gadget in the
portal.
Visual processes with or without a menu process.
Reports or statistical inquiries.
To create a new landing page, from your Home page, click the New option in the Left
bar.
You cannot enter spaces in the page name; however, they can be entered in the title.
If the Use current endpoint checkbox is selected, any gadgets added to a landing
page must use the current endpoint for execution or displaying of data.
- If the checkbox is cleared, you can use the landing page to display information
from several endpoints.
- The endpoint is always defined when creating the gadget.
The landing pages you create are listed under My Landing pages in the Left bar.

Page 49
Creating a New Landing Page (continued)

Adding Gadgets
Gadgets are created using system administrative functions. Once created, they are
available to the user when creating their landing page. The Add new gadgets page
displays automatically when creating a new landing page.
The endpoint selected is the endpoint used for the gadgets selected.
Under Browse Category, select the type of gadget you want to add.
Click Queriesto add user-defined reports done by the Requester.
Click Statistics to add statistical aggregated data set up by the statistical tool.
Click Web to display a defined web page which includes a specific URL.
Click Processes to add visual process maps.
Click Representations to add any page defined by a menu item. This does not
include Classic pages displayed in a full page and not in a gadget.
Depending on the option selected under Browse Category, different pages display;
however, they all have the same behavior.
-
- A search field is avaiable to select the gadget by its name. You can add multiple
gadgets by simpley clicking on the ones to add before clicking the Finish icon.
- A selection can be done by selecting first a module, then a category, and finally
the gadget.
Page 50


Page 51
Creating a New Landing Page (continued)

Once the first gadget is selected, the landing page is created and displayed.
If you place your mouse pointer over the gadget added, you can personalize the
gadget, refresh the gadget, delete the gadget, and minimize the gadget.
- The Personalize icon is not available for all gadgets and is typically used to
change how the data is displayed. For example, you can personalize a gadget to
show data in a grid in a card format.
Assigning Landing Pages

By default, any landing pages you create are automatically available to you under My
Landing pages.
Using the Home pages function, a system administrator can assign landing pages to
other users based on their role.
Users with access to this function can also define the endpoint used for each gadget
and change the owner of the landing page.
- Only the owner can edit the landing page.
Page 52


Once a landing page is created, you can add new tabs and gadgets, change how the
gadgets display, and even share the landing page with other users.
Editing the Landing Page Title & Deleting

To edit the title of the landing page, click the Pen icon for the landing page name in
the Left bar.
To delete a landing page, click the Delete icon for the landing page name in the Left
bar.
- You can only delete landing pages you have created and are listed under My
Landing pages.
Adding a New Tab

You can create a landing page that includes information displayed on different tabs. The
first tab is created automatically after selecting the first gadget. To add a new tab,
simply click the + next to the existing tab.
Any new tabs added can be deleted by clicking the Delete icon displayed on the tab
page.
Adding a Gadget
To add a gadget to a page, click the Add gadget icon displayed in the upper right corner
of the page.
Note: The options available for adding a gadget are the same as when selecting one
after creating a new landing page.

Page 53
Modifying a Landing Page (continued)

Personalizing a Landing Page
When personalizing the landing page, you can change the tab names and delete a tab. If
the tab contains multiple gadgets, you can also select a template which organizes the
layout of the gadgets on the tab.
To add personalize the landing page, click the Personalize Landing Page icon
displayed in the upper right corner of the page.
The tab currently displayed on the landing page is the one affected when you click
the Personalize Landing Page icon.
Templates only display if more than one gadget is added to a tab.
Changing the Order of Landing Pages

You can modify the order in which landing pages display. This is done by pointing to
the landing page to move and clicking on the three dots displayed to the left of the
landing page name.
Once you click on these dots, you can drag the landing page to a new position in the
list.
Page 54

Lesson Activities
Creating a new landing page and adding Gadgets

In this Practice, create a new landing page.
1. Click the Home button in the Upper bar to return the last landing page displayed.
2. From the Left bar, click New to create a new landing page.
3. Enter TrainingPage as the page name and Training Page as the title.
4. Click the Ok icon.
5. At the Please Select Endpoint field, verify that SEED is selected. If not, select it
now.
6. Under Browse Category, click Processes to add a visual process map to the landing
page.
7. Under Modules, select A/P-A/R accounting.
8. Under Categories, select Payment Tracking.
9. Under Gadgets, select Process Cash Receipts.
10. Click Ok.
11. Once a gadget is selected, the landing page created displays. You should
automatically see the process flow you selected.

Page 55

In this Practice, modify the landing page you create.
1. The landing page you created should be automatically displayed.
2. Click the Add gadget icon to a new gadget.
3. You want to have the customer list displayed. In the Add new gadget window, click
Representations.
4. Under Modules, select No Module.
5. Under Categories, select No Category.
6. Under Gadgets, select Customers.
7. Click Ok.
8. The Customers gadget should now be displayed under the Process Cash Receipts
process flow.
9. Now using what you have learned, create new tabs, add new gadgets, and even
personalize the information.
Page 56

Summary
You have learned:
The benefits of Sage ERP X3 v7.1 and the supported Browsers.
How to log onto the program and use the default landing page.
The common navigational features such as the Upper bar, User Profile, and the new
Search feature.
How to navigate in the Classic pages including new filter changes, Right panel, grid
changes, and breadcrumbs.
How to use the new List page, View page, and Edit page.
How to create your own landing page.

Page 57
Visit Sage University for your training needs.

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

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Sage University

Sage North America certified course curriculum

Curriculum Version 1.0

Whats New: Navigation & UI Changes

Whats New: Navigation & UI Changes

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

Sage North America Certified Student Course Curriculum - Version 1.0

Whats New: Navigation & UI Changes

Sage North America Certified Student Course Curriculum - Version 1.0

Whats New: Navigation & UI Changes

Welcome and Introduction (continued)

Italic font in a Practice

Items that are part of a Practice and appear in

Items that are part of a Practice and appear in

Sage North America Certified Student Course Curriculum - Version 1.0

Whats New: Navigation & UI Changes

Sage North America Certified Student Course Curriculum - Version 1.0

Whats New: Navigation & UI Changes

Version and Operating System

Version 33 or higher on any operating system supported by

Version 27 or higher on any operating system supported by

Version 9 or higher only on Windows

Version 20 or higher on any operating system supported by

Version 6 or higher, only on MAC OS X

Sage North America Certified Student Course Curriculum - Version 1.0

Whats New: Navigation & UI Changes

Logging Onto the Program

This is based on the users identity and role.

Sage North America Certified Student Course Curriculum - Version 1.0

Whats New: Navigation & UI Changes

Sage North America Certified Student Course Curriculum - Version 1.0

Whats New: Navigation & UI Changes

Sage North America Certified Student Course Curriculum - Version 1.0

Whats New: Navigation & UI Changes

Landing Pages (continued)

Sage North America Certified Student Course Curriculum - Version 1.0

Whats New: Navigation & UI Changes

Sage North America Certified Student Course Curriculum - Version 1.0

Whats New: Navigation & UI Changes

Upper Bar (continued)

Click to switch to authoring mode which allows you to change

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

New tab home

Sage North America Certified Student Course Curriculum - Version 1.0

Whats New: Navigation & UI Changes

Sage North America Certified Student Course Curriculum - Version 1.0

Whats New: Navigation & UI Changes

Sage North America Certified Student Course Curriculum - Version 1.0

Whats New: Navigation & UI Changes

Sage North America Certified Student Course Curriculum - Version 1.0

Whats New: Navigation & UI Changes

Sage North America Certified Student Course Curriculum - Version 1.0

Whats New: Navigation & UI Changes

Online Help Center

My documentation provides a history of recent searches and pages accessed within

Sage North America Certified Student Course Curriculum - Version 1.0

Whats New: Navigation & UI Changes

Sage North America Certified Student Course Curriculum - Version 1.0

Whats New: Navigation & UI Changes

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

Sage North America Certified Student Course Curriculum - Version 1.0

Whats New: Navigation & UI Changes

Messages & Errors