Adding a Sage Enterprise Intelligence (SEI) worksheet to X3

Less than one minute read time.

Did you know you can add an SEI worksheet to open from within X3?

There are two ways to accommodate this functionality, either by embedding it into a landing/home page or adding it within the menu modules as a menu item.

These two knowledge base articles contain all the necessary steps:

KB 79475 SEI Can I get SEI to open from within X3?

This article contains steps for how to determine the URL to copy from SEI, create a Menu Item within Sage X3 which points to a URL, and how to insert the Menu Item (Gadget) into a landing page.

KB 87887 How do I add my own module block to an existing menu group?

This article contains steps for adding a Menu Item (Gadget) to a sub-module and associating that sub-module to the Purchasing module. Also, in the "Additional Information" section, steps detail how to create a new custom Module to which you may associate your custom sub-module and custom Menu items.