Customization management

Creating specific customizations

By default, the Sage X3 standard page layout displays all new sections, fields and grids that have been added in any adapted standard function. Based on the Sage X3 default page layout, pages can be adapted for the add-on if the standard graphical result is not the one expected. We recommend that you use the same code and title for all variants created specifically for the add-on to simplify the management and the extraction of adaptations added by using the Customizations management function.

Standard

Sage X3 internal add-ons must be set to SAGE or Model for all transactions in the Factory owner field.

Other

Specific customizations should be saved as Global.

Limitations

The default Sage X3 Customizations management function is available and accessible to all users. Customization can be hidden by using a role limitation that has to be set on the Variants section of the Customized pages function.