How to Upgrade Sage 300 People Standalone

Here are the steps for upgrading Sage 300 People Standalone. Sage 300 People is an industry leading human resource management solution, you can get an overview here. Please make sure you have the necessary backups in place before you undertake any of the following steps.

In the Installation Instructions below we are assuming that the Sage 300 People is installed in the C:\Sage\People folder. Sage 300 People Standalone is normally installed on the Standalone Workstations or Remote Desktop Services.

Step 1:

Make a SQL backup of the Live database.

Step 2:

Run the PeopleAppSetup.exe application file on the Sage 300 Remote Desktop Services server. 

Step 3:

The Installation Wizard will open. Select ‘Next’.








Step 4:

The installation will take some time to run. Select ‘Next’ to start the installation of the Sage 300 People Standalone application.







Step 5:

“Completing the Installation Wizard” screen will open. Select ‘Finish’.   If the ‘Run People’ option is ticked the Sage 300 Standalone application will open automatically when ‘Finish’ is selected.







Step 6:

Login with a Sage 300 People Administrator account.







Step 7:

Select ‘Yes’ to upgrade the People SQL database, this will take some time to complete.




Step 8:

The SQL Scripts will be executed for the People database upgrade.







Step 9:

When done, the ‘Update Complete’ screen will display. Select ‘OK’.





Step 10:

Login with a Sage 300 People Administrator account.







Step 11:

The Report layouts will now update and you are done.


How to create a workflow that will email an invoice to a customer?

Sage X3 Business Cloud has a number of add-ons that you can take advantage of to streamline emailing your documents to your customers, such as EDD, EDM, PIA, but in standard X3, a workflow can be setup to email a single document like a Sales order invoice to a customer in an automatic way, by following the steps below.

Now before you go about any of these steps, make sure you have proper backups in place that you can roll back to

Email settings in place?

Without proper workflow email validation links in place this post will not work. So first let’s go about making sure you are the right links in place before moving further.

When setting the worklfows for Sales Order and Purchase orders, the system generates two links sent on an e-mail so the Signing User can Approve or Reject the Sales order and/or Purchase Order. If this is not working its an indicator that proper links are not in place.

  1. Make sure that the X3 Web Services are installed on the SAFE X3 management Console.
  1. Log on your Sage X3 Server.
  2. Open the SAFE X3 System Management Console.
  3. Select the WEB Servers option
  4. Check if there is a Web Server configured.
  5. Take note of the Port used to connect to the Web Server. This will be used in the configuration steps below.

2 Enter the proper parameters on your Production and/or Test Folder

  1. Go to Setup, General parameters, Parameter values.
  2. Double-click SUP Supervisor to expand it.
  4. Select the Group WRK, the right click and select DETAIL.
  5. On the parameter values window, enter the following information ( remember that the names has to coincide with the server settings on the X3 Console)
    1. Parameter SERMES : enter your e-mail server name or IP address
      • If you don’t user an e-mail server, enter RELAY.MAILINTERNAL.COM   
    2. Parameter WRKRMTDIR: [install drive]:\Sage\[SolutionName]\FOLDER\[foldername]
      • Example: E:\SAGE\SAGEX3V7\FOLDERS\SEED   
    3. Parameter WRKRMTHTTP: <<SERVERNAME>>:<<PORT CONFIGURATION>>/sdata/x3/erp/<<FOLDER>>/$service
      • For example: localhost:8124/sdata/x3/erp/<<FOLDER>>/$service
      • Legacy parameter. Leave blank in v7 and above
      • For example: Same server name as above (not including http://) and the port shown in X3 Solution’s Main Processor section.
      • For example: Same server name and port as above (not including http://). Note: This IP address must be able to be “seen” externally from your domain.
      • For example: Same server name and port as above (not including http://).
  6. Click OK to close the page.
  7. Click SAVE to save the changes.

Workflow setup

Now that you have the appropriate email settings in place. Setup a workflow based on the APRINT workflow, but to print a specific report.

  1. Open Setup, General parameters, Parameter values.
  2. Expand SUP chapter and click on Action button for the WRK Group.
  3. Verify that you have an email server entered for parameter SERMES.
  4. Click OK.
  5. Click on Action button for RPT Group.
  6. Verify that ASAIDEST parameter is set to No.
  7. Open Setup, Workflow, Workflow rules.
  8. Select APRINT workflow.
  9. Create a new workflow by changing APRINT name to a new name.
  10. Set the condition on the header to only run when using your report, for example, 


  • Note: You may also want to either deactivate APRINT or add [F:ARP]RPTCOD<>”SBONFAC” so that only one workflow is triggered. Also, double check that you did not make a typo. Typos will result in no error messages being displayed to warn you. Emails will simply not generate.
  1. On the Recipients tab, select [F:SIH]BPR as the recipient and the appropriate function.
    • Note: Again, double check that you did not make a typo.


  1. On the Message tab, verify that GFILPATH is set under attached documents.
  2. Click Save and Validate.
  3. Open Common Data, Customers, Customers.
  4. Select the customer you like to email.
  5. Click on Contacts tab and select the contact you like the email to go to and set them to the same function as the workflow function( in this example, Buyer).
  6. Open Sales, Invoices, Invoices.
  7. Create a new invoice for the customer above.
  8. Click Print to print the invoice.
  9. Select SBONFAC report( this is the report we set as part of the workflow)
  10. Choose output of Message.
            Note: You may also create destination that defaults to Message.
  11. Click Print. If everything was set up properly, you should receive a popup box showing you which email will be sent the attachment. Click OK.
    • Note: If you do not receive this popup box, you either made a typo in one of the above sections, or you did not set up your email settings correctly. See linked article 56835, titled,”HTG – How to properly setup workflow email validation links to work.”
  12. Your customer will receive an email with the attached invoice.

Important Points


  • The link which is generated is based upon the link used by the user signing into X3. For example: If the user logs in via http://localhost:8124, this will be part of the signature link. Localhost is not resolvable outside the domain.
  • You must print from the actual invoice (Print>Record) to pull the email from the recipient.
  • The workflow will only generate one file and one email. It will choose the last email it finds if it finds multiple.
  • To know if the email is successful either add yourself as a Copy recipient or mark the Debug mode check box on the General tab of the workflow rule to receive a trace file.
  • You cannot customize the name of the attached .pdf file without modification to the code.
  • If you’ve set an SSL / HTTPS external website as the entry point to X3, the parameters need to have its address as the server.

    (This solution is for v7+)


    Description Value
    AWRKSYRA Syracuse server[foldername]
    WRKRMTDIR Workflow links directory <same as above>
    WRKRMTHTTP Workflow links HTTP address[foldername]/$service
    WRKRMTMAC Serverworkstaton workflow II <not used in v7+>
    WRKSINTER Internet workflow feedback
    WRKSINTRA Intranet workflow feedback

2021 PU2 onward change of web screen report printing process in Sage 300 Cloud

2021 PU2 onward change of web screen report printing process in Sage 300 Cloud

In previous versions of Sage 300 Cloud web Screens reports were generated in preview automatically in the same browser tab. However, after installing 2021 PU2, the default Export Report screen will be loaded into a new tab in your browser. You will now have to select the export format for the report and the export file will be downloaded to your downloads folder. To print a hard copy of the report, export your report to PDF first, then print it to a printer from the PDF.

How to work with the new changes

A note of caution, follow proper backup process and have a roll back point ready before you make any of the following steps.

Now, if you do not like to choose a different format to export to each time, you can configure the Export Report function to just export the report using the default format selected, perform these steps:

  1. Find the web.config file from the \Online\Web folder.
  2. Open the web.config file with a text editor.
  3. Search for the key: ReportPromptForExportFormat
  4. Change the value to: False
  5. Save the change.
  6. Restart IIS.

If you want to change the report format to a specific format, perform the following steps:

  1. Find the web.config file from the \Online\Web folder.
  2. Open the web.config file with a text editor.
  3. Search for the key: ReportDefaultExportFormat
  4. Change the default format value 5 to the one of the format values from the list above.
  5. Save the change.
  6. Restart IIS.

Format values available:

  • 3 = Word
  • 4 = Excel format
  • 5 = PDF format (Default)
  • 8 = Excel record
  • 10 = CSV format
  • 13 = XML

Please note this feature will be added to 2020.6 (PU6) also and it is expected to be released in August 2021.

If you’d like more assistance in sorting this out, please contact us on

Inventory/Stock Account Balance not matching the Stock Valuation report?

The Inventory/Stock Account Balance is not matching the Stock Valuation report

Undertake the following steps to reproduce the issue:

  1. Go to Financials, Inquiries, Account balances.
  2. Enter the company/site, Date range and click Search.
  3. Locate the Inventory account number for FG or Raw Materials.
  4. Right click and select Account. Note the value in the Accounting Balance field.
  5. Go to Stock, Periodic processing, Stock Valuation Report.
  6. Enter Today’s date, company, and site. Make sure to tick Site and Category under Subtotals.
  7. Select the Costing mode (same as Valuation method) used for all FG (or Raw Materials) and run it.
  8. The totals for the FG category (or Raw Materials) does not match the Accounting Balance value


  • This is because the Stock valuation report only presents the value of inventory based on the Valuation method selected, Costing mode.
  • However, there might be stock transactions movements valuated at a different valuation method according to the Stock Valuation method setup under Setup, Stock, Valuation methods.

For example, if the option Order price is selected for the Receipt Valuation method, all Purchase receipts will increase the Stock/Inventory account at the price entered in the Purchase Order. However, if the Valuation method is Standard, when this same item is entered in a Sales delivery, the Stock/Inventory account will be decreased at the value entered in the Standard cost record of this product.

Verify this by following the steps below:

  1. Go to Stock, Inquiries, Movements, Stock transactions.
  2. Enter a site and a product.
  3. Click on Criteria and tick Stock adjustment movement and Value change.
  4. Click Search and locate the Cost Source column.
  5. The Cost Source for some transactions may be different.


Other reasons could be that there might be stock transactions that are not posted yet (meaning the GL entry has not been created) at the time the Stock Valuation report is run.

For example: if a Product receipt or a Work Order tracking have been created but the functions FUNWIPACC and FUNSTKACC are not run yet, the GLs are not created. If you run the Stock Valuation report, the system will show a value for the received product. Therefore, we suggest you run FUNWIPACC and FUNSTKACC right before pulling out the Account balances and running the Stock Valuation report.

How to resolve the “Calculation Capacity Exceeded” error?

Sometimes while rendering reports, eg Trial Balance you may come across “Calculation Capacity Exceeded” error. This error may only affect some accounts over a specific error.


This error is almost always thrown when a value / transaction that overflows the maximum values supported by the Crystal Reports Print Engine.

For example, a journal entry posted for 59 trillion dollars (21 digits long) to fields AMT1, AMT2, and AMT3 on the TMPBLA will throw this particular error as the table are set up to  not allow any value greater than 9,999,999.99.


Before you move ahead with this or for that matter any other fix, make sure you are adequately backed up.

Please note that this fix requires knowledge and experience in changing tables and should only be carried out by someone who is certified to work on Sage systems or is a Sage X3 Developer.

Change the length values on the AMT1, AMT2, and AMT3 from 9.2 to 12.2 (This will allow values up to 9,999,999,999.99)

What to do when a prospect Ghosts You…

It happens to the best of us! Everything is going well, the prospect really loves the product and raved about the presentation you gave, and then they start “ghosting” you. So what gives? Why would they suddenly stop answering? Did you say something wrong? Did another salesperson have a lower price?

Chances are, if you’ve been following my advice, the answer to that is, no. You did nothing wrong, and although others are calling the prospect every day, they are not talking to another salesperson.

They may not be talking to another salesperson about the project you’re working on, but they are most likely working on another project entirely.

With more and more companies adopting a “lean” way of running their operation, that means each employee has a few different hats they wear to work. Thanks to COVID, this is more true today than it was two years ago. And it was rampant, even back then.

With your prospects having more and more responsibilities given to them, they are going to have less time to work on your project. It’s not that they don’t want to, they just simply don’t have the time!


When they ignore your calls or emails, it’s not a personal thing. They just don’t have time to work on that project, and some people feel guilty about that. Since you two do have a better relationship than most, they may feel badly that they are ignoring you. 

Well, think about it. When you feel guilty about something, don’t you tend to avoid the source of the guilt? And then it snowballs out of control and it would have been better to just face the issue in the first place?

What I’m saying is, if they feel guilty about not being able to take your calls, then it makes it increasingly less likely that they will answer future calls. So, yes, you should give them a little space. That’s not to say that you don’t call them for four weeks and then just try again.

It means you give them a week, or two, and you send them a “breakup email”, of sorts. Think about when you were young and were mad at your friend for some silly reason. I’m sure you’ve said, or have heard, “then, you’re not invited to my birthday!” a few times in your life! If you haven’t in real life, then I’m sure you’ve seen it in movies, but either way you’re familiar with the childish threat!

Well, in this situation we aren’t going to be childish or negative at all! In fact, we are going to make it short, positive, and empowering for the prospect.

Yes. A breakup email empowers the prospect. This is how.

In your breakup email, you’re going to assume that they are too busy on another project, and put the ball in their court for any further discussions.

You should send them something similar to:

Hey Prospect,

You’re probably busy with all the other projects they have you doing these days!

Hope they go smoothly and don’t add to the already stressful situation.

You won’t be hearing from me until next quarter, but if you need anything in the meantime, please don’t hesitate to reach out at any time!

Take care, and I wish you the best of luck on your projects! 

This type of email does a few different things that will at least get you a response, and possibly even a timeline for when you should be following up with them. 

Funny enough, people typically don’t like when others assume things about them. Think of how people generally react when someone assumes their favorite genre of music, or assumes they’re doing something they aren’t! 

In this particular case, we aren’t being negative about anything, so assuming something about their situation isn’t going to elicit a negative response.

Rather, what you are saying to the prospect is that you understand they’re busy, you’re not taking it personally, and you want to respect their time, but also let them know that you aren’t just walking away from the project. 

A lot of salespeople, a majority of them, get very deterred when a prospect stops responding for no reason, or right before they were going to seemingly purchase something.

It’s quite natural to feel that way, but it’s much better to not let it bother you at all.

You have to remember, we are all humans, and humans aren’t perfect. Sometimes we ignore our duties and responsibilities, and sometimes we’re bad at texting someone back regularly.

You are a human, and you are selling to a human. Communicating to prospects with humility will yield you the best results and earn you their utmost respect. 

By using humility in your “breakup email”, the prospect will most likely respond to your email. I have used this technique more times than I can count, and it works an overwhelmingly large portion of the time.

Not only do I usually get a response, it’s usually within an hour or two after I send it. Going from getting NOTHING out of them, to an answer in the same day is a great thing. That’s a wonderful feeling as well. At least it is for me!

When they respond, they will usually tell you what their timeline is for when they can be back on your project, and it may even be sooner than you had thought!

Don’t kid yourself, a lot of times it’s a lot longer than you’d like, but either way, you have a timeline. And guess what? The timeline came from them, so they are more likely to honor it, unless something comes up. And guess what? Yeah, something may come up again.


There are situations where the prospect is not actually too busy to talk to you, but they just don’t want to deal with a purchase request, or maybe they haven’t asked for approval yet and they are procrastinating. Or they just forgot about you and you just keep missing them. If you are following up as well as you should, they shouldn’t have forgotten you, but it happens.

The purchasing process is different for each company, and some are more daunting than others. Think about some of the pain in the ass procedures and policies at your job. Now think about how thrilled you would be to go through with one of those procedures. The prospect’s situation could involve a very daunting purchase request process. Especially if they work for a multinational company. 

In these cases, you want to get a little more aggressive with your breakup. No, we aren’t going to slash their tires or write “loser” on their office window, but we will get a response out of them. 

You can try something like this: 

Hi Prospect, 

Clearly I haven’t built a strong enough case to show you the value in this PRODUCT, and I wish you the best of luck with your current solution (or product search)

If anything changes in the future, I’d be happy to help you with the PRODUCT SPECIFICS. 

Take care, and have a wonderful day (evening, weekend, week, etc.)!

Self depreciation is in and of itself a great way to get a response out of someone. Again, if you follow my advice, you have certainly built a strong enough case to show them the value, they are just not taking action for one reason or another.

The point is, by putting it on yourself while wishing them all the best, you are now putting the ball in their court, so to speak. 

This will make them feel guilty about stringing you along for a while and then suddenly ignoring you. Like I said, it’s a little more aggressive than the previous example, but it’s much more effective at getting a response from someone. These emails typically get a reply within thirty minutes. 

Another reason you typically get a faster response is because you aren’t asking them to do anything. You aren’t asking them to give you a purchase order, or to look at product specifications, or anything. You are simply telling them that you are going to leave them alone, but the door is always open.

You are not applying any high-pressure sales tactics, and you are respecting their space. Even though they don’t consciously realize you are respecting their space, they will react as if they do. 

They will typically come back with some reason why they haven’t responded to you. Those reasons will range from being too busy, not having the money this quarter, not wanting to spend that kind of money this year, or a million others.

Notice how I don’t refer to them as “excuses”.

I feel as though “excuse”, in this context, is a negative or deceitful word. Calling it an excuse is telling yourself that you don’t trust your prospect to tell you the truth. If you don’t trust them to tell you the truth, why would they trust you to do the same?

Regardless of their reasons, they may also come back with an answer that hints toward when you should follow up with them. If they say they don’t have the money for the quarter, then you know you should follow up at the start of the next quarter.

Yes, you can do it on the first day of the next quarter. I have. It shows determination, and it shows that you want to earn their business. 


Getting ignored by a prospect happens to all of us! It happens a lot more than salespeople like to admit, but we all know the truth. Regardless of industry, product, sales channel, all salespeople have been ghosted by promising leads, or even current prospects. 

By following the advice I give during Sales Therapy meetings, and in my articles, this will happen a lot less often to you.

You should know by now that the more often you engage with a prospect, and the longer you stay engaged with them, the stronger the relationship.

The stronger the relationship, the better the prospect.

It all comes from treating people like people, and always communicating with positivity, and humility. My number one rule in life is the simplest rule in the book, and it’s probably the first one we learn as children. 

Treat others the way you want to be treated! 

It’s that simple! Seriously! If you treat your prospects the way you would like a salesperson to treat you, then you will become a very successful salesperson. You will have the biggest accounts on your team, receive the largest purchase orders, and will be very happy with your sales career. 

Though these tips wont ensure that ghosting wont happen again, but it will be much less frequent than it is for you right now. 

Treating other people the way you want to be treated is never going out of style. That’s just being human.  So, be human, and sell to humans the way you want someone to sell to you. 

This article was originally posted by u/SalesTherapy on

How to Engage Multiple Decision Makers

In sales, we get so focused on “the decision maker” that we often forget the fact that multiple people could be “the decision maker”. But don’t worry too much about that! You don’t have to start from scratch to find the other decision makers! 

In fact, we can use empathy to get the main contact to introduce you to the other decision maker, or makers.

Depending on the size of the organization, there could be a handful of folks who would weigh in on any large purchases. 

If you are selling a product or a service which requires a significant investment from the company, they may all weigh in pretty heavily, in which case there is potentially a difference in opinion. 

Here are some ways you can get in front of the other decision makers within your customer’s company. 

Schedule a “Meet and Greet” Video Call

Assuming you have finished your prospecting work, and you have piqued the customer’s interest, it’s time to get in front of the other folks who will have to work with your main contact. 

Think of it this way, when a customer is interested in something, and there are other decision makers, they usually say something like, “yeah, I really like it, I just need to get everyone else on board.” 

Well, guess what?

When someone says that, what they are actually saying is, “I need to sell this idea to people who are higher up than me.” Well, isn’t that a salesperson job in the first place?

Rather than sending your customer in there alone, you can offer to go in together as a united front! And that is exactly how you should pitch this idea! It should be all about helping the customer. 

You can say something like, “How would you feel about all of us getting on a Zoom call just to at least open a dialogue? If the other folks have any objections, I can handle them and be there to help support you with building a case. I’ll take the brunt of it.” 

Now, they may not say “yes” every single time, or at least not at first. But you can push back a little bit, and really make the case that it’s to help them as much as it is to help you. And it’s not a lie! You’re helping them pitch an idea to their bosses. Since you offered to take the fall if it goes poorly, they have nothing to lose.

Use that logic in your counter argument when the customer hesitates on the idea. 

Would it Help to Identify the Other Decision Makers?

Yes, it would, and it probably should be the first thing you do. There are times when you are dealing with a single decision maker within a company, and there’s no reason to schedule a conference call. 

I still strongly suggest scheduling a “Meet and Greet” with just them, but that’s a different topic. 

That said, before you schedule anything, it’s usually a good idea to ask something like, “who else needs to weigh in on this? Is there anyone else we have to get approval from?”

That question does a few things.

Firstly, it asks an open-ended question, so they have to answer with names, and they usually do.

You also said, “we” and again reiterated the team mentality with the customer. 

Either way, it’s always a good idea to identify the other folks within the company who make decisions.

If for no other reason, it gives you more people to contact in the future the next time you may pitch them on something. In my experience, when I ask about the other decision makers, the person will actually tell me their names and job titles. That is extremely valuable to me, because I can go on LinkedIn, confirm I have the correct spelling (without having to ask the customer to spell the names) and I can “guess” their emails. 

Well, not really guessing their emails. I use a very interesting tool to get their company’s email format! 

If they have an automated phone directory on their main line, you can easily get their extension, so just by asking that question (“who are the other decision makers?”), you can really build up a contact page in your CRM for those folks. 

Do You Have to Keep in Touch With All of Them?

This may very well depend on your particular product and industry, but in my experience that is not really the case. I am regularly involved with business deals which require several decision makers. I typically have one main point of contact, and include the others in important conversations. 

So, yes, you have to keep in touch with all of them, but you should have a single main point of contact, in my personal opinion. If you think I am wrong, or if that won’t work for you, that is perfectly fine. 

However, in my personal experience, having a main point of contact within an organization is the best way to operate. If you start calling the other folks, especially when your main contact isn’t answering, that could seem like you’re going around them or over their head. 

You certainly do NOT want to do that! 

When it comes time to have important discussions, it’s always best to schedule conference Zoom calls with everyone, and ideally you want everyone to show up.

If you at least copy them on relevant emails, and make them part of the discussions, they’ll be more likely to show up to Zoom calls. 

Why Do You Want to Include Multiple People Anyway?

It may seem like the more people you involve in something, the harder it will be to gain momentum, right?

That is actually true, but only to an extent. 

In my experience, there is usually a “lead” decision maker who really calls the shots. The others sort of go with the flow unless they see or hear something they really don’t like. In which case, they will usually question the leader. 

Either way, there are a ton of reasons why you should have multiple points of contact at a company. 

The most obvious one is, you want to meet everyone you possibly can who weighs in on decisions that require your product or service. That’s just a given, yeah?

The other reason, that may not be so obvious, is that your main point of contact there isn’t obligated to work there until the end of time. They may leave one day, and it may come so suddenly, you have no time to find someone else within the organization. 

Believe me, I have had this happen to me multiple times in the past, and I finally learned from my mistakes, and I now have many contacts at each of my accounts. I try to stay in contact with them as much as possible, just to have an open conversation about something. 

However, when you have one contact at a company, and they are one day gone, you have to pretty much start all the way from ZERO. It sucks. 

So, be sure to include multiple decision makers in all your sales processes, when applicable. 


I’ll be honest with you, I actually Googled, “most common sales challenges 2021” and one of the results was about how to reach multiple decision makers within a company. Well, since that is something that I do for a living, I figured I’d address the issue, and share what I do with everyone. 

If you’re having trouble with navigating multiple decision maker decisions in general, that’s a completely different topic, and it’s something we could always discuss during a Sales Therapy meeting if you’d like! 

But, if you’re having trouble with just getting started, then this article should set you up rather nicely. If you try these tactics, and they don’t work for you, please do let me know!

These techniques work for me, but that doesn’t mean they have to work for you! 

Good luck, and Happy Selling!

This post was originally posted on r/salestechniques by u/SalesTherapy

How to modify an existing Crystal report in SageX3?

The steps below are for modifying an already existing report in Sage X3 Cloud. Please adhere to your organization’s backup policy before you proceed with any step mentioned here. If you are just starting out developing a backup strategy for your organization, you might like this article where we cover the basics of a robust backup protocol.

Sage X3 Cloud is premium business management software from Sage. The de facto choice for organizations across the world who are seeking to bring down their costs and boot their efficiency. You can read our in-depth review of Sage X3 here.

This is a brief and users are strongly advised not to use this information as a replacement of the detailed steps and screenshots in the PDF attachment below:

  1. At the time of the last date updated of this article, only Firefox is supported for the Sage X3 Crystal Report Connector. Other Web browsers may result in unexpected behavior.
  2. You must already have Crystal Reports 2013 installed on the computer you are using the Sage X3 Crystal Report Connector (used for making a copy of an existing report already inside of Sage X3 Cloud).
  3. The Sage X3 Crystal Report Connector has to be installed on the local computer in order to download and upload the reports in question. To install the connector, launch X3, and go to Administration, Utilities, Installation, Crystal Report Connector.
  4. Click the Transfer button (see attached PDF for detailed instructions and screenshots) and the report will be downloaded to:
    1. C:\Users\<user profile>\AppData\Local\Sage Crystal Report Connector\
    2. If need to replace a report with something you’ve already modified, change the newest modified report filename to match the filename that gets downloaded to this location. Once you click Commit (see attached PDF for detailed instructions), it’ll grab this report, upload it to the X3 server (cloud) and delete the copy on the local computer.

      The attached PDF document references the X3 cloud version, but the logic and steps remain the same for on-premise version of X3 for users who do not have access directly to the X3 server to obtain the actual Crystal Report file.

Detailed Steps PDF

Information credit, Sage PLC