Client’s who is using SEI view frequently may want to open the view within a X3 function rather than login and opening the SEI view externally.
For instance, I often need to open SEI view “Invoice by Customer” and wish to view the information when in function Customer (GESBPC), I could achieve this through these following steps:
Note: These options are relevant starting from X3 2021 R2 onwards
Step 1: External URL policies.
Including SEI URL to enables me to define allowed external URLs for SAFE X3 Web Server
Step 2: Identify the Environment
This information is necessary for the SEI parameters setup in Sage X3
Login to SEI and open the view
I am going to use SEI default X3 view “Invoice by customer” for our test
From right panel select “Sharing” and “View External link” option
Note down the environment (envID) , envID=e2d8dcf6-ad78-4d9d-b996-163fe39b018b
Step 3: In X3 open function Parameter Values (ADPVAL)
Select Chapter “SUP” Group “DEF”
Setup value for the parameters below
- ZBIURLEID: e2d8dcf6-ad78-4d9d-b996-163fe39b018b (envID identified in previous step)
- ZBIURLSRV: https://w25-sql22-x3v12:8181 (SEI BI server URL)
Step 4: Object Identifier of the view
We need to get the Data model and View ID of our View, popup window shows them if you place the mouse over the view
- Name: Invoice by Customer
- View ID: 490000141
- Data Model ID: 490000032
Additionally, we will need linking field of our data model
- Right Click on Data model
- Select Design data model
Fact Table
ZINVOICE.BPCORD_0 is the linking field for our requirement
Step 5: In function Screen (GESAMK)
Create a new screen by copying default Screen “ZBITGEXTCUAR”
Highlighting only the changes to include leaving other values same
- Linking Field: ZINVOICE.BPCORD_0
- View ID: 490000141
- Data Model ID: 490000032
Step 6: Function Window (GESAWI)
Selecting Window “OBPC”
Including my new screen created in previous step to have “Invoice by Customer” SEI view in new TAB in function GESBPC
Step 7: Verification in function Customer (GESBPC)
- Open function Customer (GESBPC)
- New Tab “Invoice by Customer” – Expand to Run your SEI parameter as required
- SEI View should be linked to Current customer
