Restricting a Company from Search Results with GetX

Any number of reasons may lead you to wish for the search results of GetX Search for Sage 100 ERP to no longer appear in your browser. Perhaps the company is no longer active, or has been sold. Or maybe it’s an archive company and you only want results from your new live company to appear.

No problem. To disable search results for a single company, access that company code within Sage 100 ERP, choose GetX for Sage 100 ERP / Setup / GetX Setup Wizard and de-select the box labeled “Enable Search Results for Company.” That’s it.

Disable GetX for a single company

Summer: Sage Partner Webinars by xkzero

Have you set the bar to give your Sage clients mobile and search functionality?

Set the bar for your clients with xkzero summer Webinars for Sage partners.

Summer Sage Business Partner Webinars by xkzero

Now is the time for you to set the bar for new and exciting sales opportunities. We invite Sage partners to join our summer Webinars to consider how xkzero’s innovative mobile sales and search applications will stretch the ways you influence your clients and contribute to their success.

Here is a list of upcoming summer Webinars designed to make you the go-to resource for all of your client’s mobile and innovation needs. These are all Sage business partner-only events.

Register now for these free Webinars!

Are you aware of our summer promotions?  Contact your xkzero Account Representative or email us at info@xkzero.com for more information.

Join the fun this summer with xkzero! 

 

FAQs: GetX Search for Sage 100 ERP

GetX Search for Sage 100 ERP
Frequently Asked Questions

  • Who should use GetX? Every Sage 100 ERP user benefits from GetX.
  • What sort of things can GetX make faster?  We’ve found at least 32 things in the Sage 100 Idea Site alone that GetX can make faster.  Read more here.
  • What is searchable by GetX? GetX indexes dozens of tables using the Sage 100 ERP business object framework, plus the Payroll Employee Masterfile. This excludes Payroll, Job Cost, Work Order, Time Card and MRP.
  • If I have 3rd party add-ons, can they be searched?  Any data field added, whether a User Defined Field or a field added by a 3rd party developer, that appends the data dictionary of a searchable table can be enabled for search.
  • What are the search methods available?   http://erpappsblog.com/methods-for-searching-sage-100-erp-with-getx/ this post describes and illustrates all of the search methods available using GetX in Sage 100.
  • Where does the indexed data reside? The GetX indexed database is created in the ..\MAS90\xxx_GX\ folder where ‘xxx’ is the company code.
  • How large is the indexed database? The indexed database will be roughly one-quarter to one-half of the size of the data files being indexed.
  • How long does it take for GetX to index the data?  At the time of installation, initial indexing could take several hours. Note that users will need to be out of the system for an extended length of time during this process. xkzero recommends installing the software after business hours.
    Subsequent indexing, however, will happen unattended and will only take minutes or seconds.
  • How frequently is the data indexed? You can control the frequency of data indexing, ranging from once per minute to once per week.
  • Where to download? Visit www.xkzero.com/ERP_search to learn more about GetX and to download the free thirty day trial!
  • What are the system requirements for running GetX, including the free trial? —Sage 100 ERP version 4.5+
  • —Server: Microsoft .NET 2.0 or higher
    —No special hardware requirements in addition to the Sage published guidelines for Sage 100 ERP
  • How do I obtain GetX support? Clients with current maintenance subscriptions, and those installing the free trial can send requests any time via email: GetXsupport@xkzero.com.
    Or, call phone support at 847-416-2009 from 8:30 a.m. – 5:00 pm CST.

We believe that people perform best when they are confident, informed, and have a high level of trust in the tools they use. xkzero builds solutions designed for the best possible user experience, engineered in a flexible way to accommodate the needs of each individual and adaptable to the precise business rules that can vary industry by industry, company by company. If you find us failing to deliver on that, please let us know!

Contact us at info@xkzero.com or 847-416-2009 with any questions!

 

 

In Customer Service, Does Speed Matter?

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To your customer, speed just might matter. In our social media-driven world, customers expect you to be able to respond immediately to their requests.

So if you’re dinking around the menus and screens of your order entry system, hunting and pecking for the information your customer needs, don’t assume they’re happy to wait.

Fortunately for users of Sage 100 ERP, you’ll be able to respond to your customers in a snap with GetX. If you haven’t had the experience of a Google-like tool in your system, you’re making your customer wait unnecessarily. Contact xkzero at info@xkzero.com or call us at 847-416-2009 for your free trial.

If you would like to learn how xkzero can help bolster your customer service department, please call us at 847-416-2009 or email us at info@xkzero.com.

GetX Versus the Sage 100 ERP Idea Site

Sage 100 ERP (MAS 90/200) Idea Site:  https://www11.v1ideas.com/SageERP/MAS90and200

Maybe you’re not aware of the Idea Site run and monitored by Sage. It’s one of the resources they use to help determine which features to add to future releases.

As of this writing, the community has shared 1,740 ideas and cast 27,464 votes in hopes that Sage will give them ample consideration. (The #1 requested idea? Bring back PDF versions of user manuals: 271 votes. Seriously.)

Well, here’s some news worth noting – xkzero has a universal search app, called GetX, that can single handedly wipe out a good many of the requested features.  You might even find GetX to be the single most valuable feature you could possibly add to Sage 100 ERP.

Consider this:  Out of the 1,740 ideas on the site, 360 of them reference ideas related to “search,” “find,” “locate,” “look for,” “look up” and “access.”

In other words, 21% of the user ideas submitted to improve Sage 100 ERP can potentially be addressed by a universal search application.

Furthermore, those 360 search-related ideas generated 11,889 votes, representing 43% of all votes cast on Sage’s idea site.

I’m not suggesting that each and everyone of these ideas would be solved by universal search. We have not researched each request in that level of depth, but the point is, a great deal of user frustration could be resolved with one solution.

Did you know that universal search functionality is now standard in Sage ERP X3 Version 7? That’s right. Furthermore, Sage chose the same search technology (Lucene) xkzero selected for use with GetX back in 2011. We think that’s pretty cool.

Here is a quick list of 32 of those feature requests for which GetX would pretty much be a no-brainer solution:

  1. Enter customer PO# then directly access the sales order.
  2. Access contacts without first selecting the customer.
  3. Access ship-tos without first selecting the customer.
  4. Access Item Vendor Maintenance more quickly.
  5. Conduct an ad hoc search of UDF fields.
  6. Search by email address in customer masterfile.
  7. Speed up inquiries.
  8. Search within a search (multiple criteria at once).
  9. Access Google search engine.
  10. Search by serial number.
  11. Search vendors and customers with expanded criteria.
  12. Search invoice history by job number.
  13. Simultaneously search across all master records.
  14. When only alias item number is known, conduct an item code search.
  15. Search by check number in accounts payable (AP).
  16. Search by inventory item with enhanced description field.
  17. Search inventory item extended description fields.
  18. Find vendor alias item number.
  19. Search by vendor remit data.
  20. Use quick look ups (default to F2) for inventory, customers, etc.
  21. Look up customer check number.
  22. Quickly look up an item on a particular sale when you know the order number and item number.
  23. Find a part number based solely on the alias.
  24. Look up customer information by number or name.
  25. In accounts receivable (A/R), look up Invoices paid based on the customer check number.
  26. Search customer memos.
  27. Search customer by zip code.
  28. Search customer by phone number.
  29. Search inventory by other fields.
  30. Search for inventory by country (as user defined field).
  31. Search for comments in sales order.
  32. Identify duplicates (customer, vendor, or employee name).

What does this all mean?
One thing it means is there are hundreds of thousands of people that use Sage 100 ERP who spend way too much time looking for data. The good news is there is a solution that can be installed and set up in about 30 minutes that would save a lot of misery.

There is a lot of talk about the cloud and ERP, to the point that this is where most of the industry seems to be spending all of its energy and money. In our opinion, though, there are a great many areas where ERP can be improved to truly help small and mid-sized businesses grow. One of these ideas is universal search. We’re doing what we can to make that a standard feature for ERP. Mark my word, one day people will expect this from their system.

By the way, if you would like to know how many ideas meet the criteria of ‘cloud’ in the Sage site? Two. Cheers!

Would you like a free 30-day trial of GetX to see how many system headaches universal might solve for you? We’d love to hear from you! Contact us at @erp_apps, info@xkzero.com or at 847-416-2009.

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[This article has been updated from its original publication on April 4, 2013, and includes more current statistics.]

 

Expand Your Toolkit With GetX Search for Sage 100 ERP – Webinar

Sage 100 ERP business partners– here is a one-of-a-kind opportunity for you to win new

Unparalleled power with Sage 100 ERP

Unparalleled power with Sage 100 ERP

deals, increase the value proposition for upgrades, and improve the confidence and satisfaction your customers have with Sage 100 ERP.

Join us for a Webinar on June 25 (Sage 100 ERP business partners only)

Space is limited. Reserve your Webinar seat now. at: https://www3.gotomeeting.com/register/213763862

Looking for new ways to delight your prospects and customers with Sage 100 ERP? xkzero has developed a great new feature that makes Sage 100 ERP easier to use for everyone by helping to save time, reduce training and increasing confidence in their ERP. GetX provides universal (Google-like) search for Sage 100 ERP. It is so easy to install and configure, that even non-technical consultants can implement it in minutes!Whether you are trying to close new deals, or win upgrade projects, showing GetX is guaranteed to impress even the most experienced Sage 100 users. Join this webinar for a review of features plus a live installation of GetX for Sage 100 v2014.Do not miss this opportunity to expand your Sage 100 offering for your clients!

Attendees will receive:

• One year NFR (Not-for-Resale) license – plus, the installation/upgrade can be scheduled with xkzero as an additional training. [xkzero will shadow.]

• Recording of training

• Search term tables document

The following items are available at  www.xkzero.com/ERP_search. We encourage you to review them beforehand.

• GetX manual

• Brief overview video

• Free 30-day ddemo

Any questions, please contact Amanda Lubert, alubert@xkzero.com, 847-393-8486

 

All NEW! – 6 Top Reasons You’re Still Navigating Your ERP Menu System

Searching your ERP old school.

Searching your ERP old school.

It’s mid-2014, and you are still navigating your ERP menu system? (Yes, we expected this embarrassed silence and averted eyes.) It’s ok. You must have a good excuse, though, right? Perhaps these reasons strike a chord:

#1 – I am really, really good at navigating Windows Explorer, and my ERP is structured just like it!

#2 – Sage ERP X3 Version 7 now features native Universal Search.  And everyone knows how much ERP publishers love to add functionality just because they think it’s cool!

#3 – No one told me to stop.

#4 – “I know it will take me 11 clicks before I can key in the data I’m looking for, but hey– it’s the same 11 clicks every time. I’m used to it.”

#5 – I’m paid by the hour.

#6 – My customer service training manual says: When you are unable to find the data in the system, cheerfully tell the customer that you will investigate the matter and will contact them when more information becomes available. Customers won’t think about calling our competitors while they are waiting, right? I mean, we sent them chocolate once. Isn’t that enough?

Want to keep on navigating your ERP all the old fashioned way?  Have at it!

Or perhaps you’d like to learn how to replace that time-consuming clicking and clicking and clicking process with something that makes Sage 100 ERP simpler, faster and more rewarding for everyone. This time- and customer-saving solution is GetX by xkzero. Want to find out more? We’d love to hear from you. Email xkzero at info@xkzero.com or call 847-416-2009.

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