Product: Sage X3

Article Link: http://help.truecommerce.com/en/articles/8005986-sage-x3-configuring-transaction-manager-with-x3

Transaction Manager and Sage X3 communicate through a web-based communication system by Transaction Manager sending requests and Sage X3 returning responses.

In order for Transaction Manager to know where to send those requests to, you'll need to configure your Business System settings to point to the correct server as well as provide credentials to use for authorization.

Transaction Manager's connection to Sage X3 is done through a Web-URL that receives communication requests from Transaction Manager and directs it to a Sage X3 Pool to be processed.

You'll need to set your Sage X3 Server's request URL and the listening port.

The easiest way to gather your Sage X3's Server and Port is to pull it from your web-browser as Transaction Manager will use the same path that your browser does to access Sage X3

You'll need to enter the Sage X3 Server and Port separated by a colon just like it appears in your browser.

Navigate: Business System → (Company) → Company Configuration → Integration Options

Set: X3 Server:Port

The Sage X3 Pool is a SOAP Pool that receives the requests and processes them using Classic SOAP Protocols. You'll need to provide this so that the requests can be properly routed.

You'll need to find your Sage X3 Pool under the Web Services module where an Alias will be set to be used for web-requests from Transaction Manager.

Navigate: Administration → Web Services → Classic SOAP Pools Configuration

From the SOAP Pools listings you'll need to copy the Alias name for the specific Endpoint you'd like to use

You'll need to enter the Pool Alias into Transaction Manager so that the system may properly route requests through the Endpoint Pool.

Navigate: Business System → (Company) → Company Configuration → Integration Options

Set: X3 Pool Alias

Transaction Manager will need a user in order to gain permissions to perform various activities such as creating or updating Sales Orders, and pulling Invoices and Deliveries.

You'll want to provide a user that has proper permissions to the Sales Modules, Purchase Modules, and Inventory.

You'll need to setup a User within Sage X3 that can be used with the TrueCommerce application

Navigate: Administration → (Users) → Users

Copy: Login for desired user

You'll need to enter the User's Login into Transaction Manager so that it is able to use this user to pass requests to your Sage X3 system.

Navigate: Business System → (Company) → Company Configuration → Integration Options

Set: X3 User Logon

You'll also need to provide the password for this user so that the credentials may properly log into Sage X3 securely.

Navigate: Business System → (Company) → Company Configuration → Integration Options

Set: X3 Password

If you're on Patch v11 or higher of Sage X3 - you'll need to ensure you've enabled both the PU12 and the XX4S options

Navigate: Business System → (Company) → Company Configuration → Integration Options

Check: X3IsPU12 and UseXX4S

You can test your connection to Sage X3 from within the Integration Options window to confirm everything is working.

Navigate: Business System → (Company) → Company Configuration → Integration Options → Test Connection

Select: Execute

rev 6/13/2023