{ "id": "emYPD7NmvzLkfcDr", "name": "Query Sage X3 in natural language with an AI agent and an MCP server", "tags": [], "nodes": [ { "id": "12cacbe3-0c69-400a-93c0-d6a9e5db836b", "name": "Note - Overview", "type": "n8n-nodes-base.stickyNote", "position": [ -848, 1520 ], "parameters": { "color": 7, "width": 1300, "height": 992, "content": "## Query Sage X3 in natural language\n\nAn AI agent that answers sales and supply chain questions asked in plain English, by querying the Sage X3 database directly. The same tools are exposed as an **MCP server**, so they can also be used from Claude, Cursor or any other MCP client.\n\n### Who it is for\n\nADV, sales, supply chain and controlling teams who work on Sage X3 and lose time asking for extracts, and X3 integrators who want to add a conversational layer without building an API.\n\n### The problem it solves\n\nAnswering \"how many of this item are left\", \"what is my 2025 billed revenue by customer\" or \"what does this customer actually buy from me\" normally takes a SQL query, an extract or a ticket. Here the question is asked in plain English and the answer comes back in seconds.\n\n### What it does\n\n1. Receives the question through the n8n chat.\n2. The agent picks the right SQL tool, or tools, out of 14.\n3. Each tool runs a parameterised query on Sage X3, with the filters applied at call time.\n4. Internal X3 codes (local menus) and item descriptions are resolved to text directly in SQL, through APLSTD and ATEXTRA.\n5. The agent writes up the answer, stating currency and horizon.\n\n### The 14 tools\n\n**Reference data** - customer search, item search (short), full item record, customer item cross-reference.\n**Stock** - available by site, detail by lot and location, movements in detail and aggregated.\n**Sales orders** - line history, full read, creation.\n**Revenue** - one aggregate tool driven by a granularity parameter, and two detail tools (billed, ordered).\n\nThe split follows a single rule: **one aggregate to quantify, one detail to explain**. No tool overlaps another.\n\n### Watch out for\n\n- Order creation really writes into Sage X3. It is exposed on the MCP server: any client holding the token can call it without going through the confirmation rule of the system prompt. Remove that node from the MCP if you do not need it.\n- Revenue covers billed and ordered. Forecast is not exposed: the Sage X3 ORDERS table mixes replenishment suggestions with open sales order lines, with no reliable business partner and no usable valuation.\n- The queries are written in **T-SQL (Microsoft SQL Server)**. On Oracle, ISNULL, string concatenation and CAST have to be adapted." }, "typeVersion": 1 }, { "id": "f0fbbd3f-3b43-4fc8-83d2-612cafbb9bb9", "name": "Note - Setup required", "type": "n8n-nodes-base.stickyNote", "position": [ 544, 1520 ], "parameters": { "color": 3, "width": 1300, "height": 976, "content": "## Set this up before use\n\n### 1. Install the community node\n\nThis workflow depends on the **`n8n-nodes-nx3`** package, which provides the Sage X3 SOAP connector. Without it, the 14 tools will not appear.\n\nSettings > Community nodes > Install > `n8n-nodes-nx3`\n\n### 2. Create the credentials\n\n- **Nx3 SOAP API**: Sage X3 SOAP server URL, folder, user, password. To be selected on the 14 tool nodes.\n- **Bearer Auth**: on the MCP node, to protect the endpoint. Generate a token with `openssl rand -hex 32`.\n- **OpenRouter**: API key on the language model node. Any compatible provider will do.\n\n### 3. Replace the placeholder values\n\n| Where | Value | Replace with |\n|---|---|---|\n| `x3_sales_order_create` | `YOUR_X3_USER` | The X3 user code the orders are created under |\n| MCP node | path `sage-x3-mcp` | Any path you like |\n\n### 4. Test it\n\nActivate the workflow, open the chat and ask: *\"list my customers in category FR\"*, then *\"what is my billed revenue by month for 2025\"*. If the first question answers and the second returns amounts in euros, the whole chain works.\n\n### Language of the X3 labels\n\nLocal menus and item descriptions are read in English (`LAN_0='ENG'`, `LANGUE_0='ENG'`). If your folder does not hold the English translations, replace `'ENG'` with your own language code in the SQL of the tool nodes." }, "typeVersion": 1 }, { "id": "73c3c54a-28dd-4083-9b0b-05836276bd9c", "name": "Note - Section 1 conversation", "type": "n8n-nodes-base.stickyNote", "position": [ 0, 0 ], "parameters": { "color": 4, "width": 580, "height": 600, "content": "## 1. Conversation interface\n\nThe n8n chat receives the question, the agent picks the tools, and the memory keeps the thread so follow-up questions work (\"and for 2026?\").\n\nThe agent system prompt carries most of the logic: routing across the 14 tools." }, "typeVersion": 1 }, { "id": "2ffb7642-ec33-48b9-a37f-882c3b466a59", "name": "Note - Section 2 MCP", "type": "n8n-nodes-base.stickyNote", "position": [ 624, 0 ], "parameters": { "color": 4, "width": 360, "height": 600, "content": "## 2. MCP exposure\n\nThe same 14 tools are published on an MCP endpoint, usable from Claude, Cursor or any compatible client.\n\nProtected by Bearer Auth. Careful: order creation is exposed there with no confirmation guard." }, "typeVersion": 1 }, { "id": "fd35dac1-b17d-4a80-b359-a98329fac359", "name": "Note - Section 3 reference data", "type": "n8n-nodes-base.stickyNote", "position": [ -848, 672 ], "parameters": { "color": 5, "width": 640, "height": 800, "content": "## 3. Reference data - turn a name into a code\n\nEvery question that quotes a name comes through here first. The agent turns \"Urban Cycle\" into `FR001` and \"adult bike\" into `FIN008` before querying orders, stock or revenue.\n\n`x3_item_search` returns 10 columns and is there to **find** an item. `x3_item_detail` returns the full record, around sixty columns, and is there to **read** the setup of an item that is already identified. The fourth tool covers the case where the customer uses their own item reference.\n\nItem descriptions are resolved from **ATEXTRA** (`CODFIC_0='ITMMASTER'`, `ZONE_0='DES1AXX'`, `LANGUE_0='ENG'`), falling back to `ITMDES1_0` when no translation exists. Search by description queries both the base language and the translation." }, "typeVersion": 1 }, { "id": "c51d3237-5255-4ab3-a7c9-a3d843b53acd", "name": "Note - Section 4 stock", "type": "n8n-nodes-base.stickyNote", "position": [ -176, 672 ], "parameters": { "color": 5, "width": 640, "height": 800, "content": "## 4. Stock - levels and movements\n\n`x3_stock_available` answers \"how much is left\", by site. The figure to quote is `STOCK_AVAILABLE`, which removes allocations: it is not `STOCK_TOTAL`.\n\n`x3_stock_detail` answers \"where is the stock, which lots\". The two movement tools cover the journal detail and the aggregated volumes over a period." }, "typeVersion": 1 }, { "id": "e2e66427-d271-4cd6-8725-aae948b53e79", "name": "Note - Section 5 sales orders", "type": "n8n-nodes-base.stickyNote", "position": [ 512, 672 ], "parameters": { "color": 5, "width": 640, "height": 800, "content": "## 5. Sales orders\n\nHistory of ordered lines, full read of one order from its number, and creation.\n\nFor **what is left to deliver** rather than what was ordered, use `x3_revenue_ordered` in section 6.\n\n**Creation really writes into Sage X3.** The system prompt requires an explicit confirmation before the call, but that rule only applies to the conversational path, not to direct MCP calls." }, "typeVersion": 1 }, { "id": "66ddeeed-5d98-4d69-92cb-8adbaebc9099", "name": "Note - Section 6 revenue", "type": "n8n-nodes-base.stickyNote", "position": [ 1200, 672 ], "parameters": { "color": 5, "width": 640, "height": 800, "content": "## 6. Revenue - one aggregate, two details\n\n`x3_revenue_summary` is the entry point: it aggregates on the database side, converts to euros through `TABCHANGE` at the daily rate, and its **`level`** parameter picks the granularity - `Total`, `Month`, `Customer`, `Item` or `CustomerItem`. On its own it answers any total, ranking, trend or period comparison.\n\n`x3_revenue_billed` and `x3_revenue_ordered` are only there to explain a figure already obtained, each with the columns specific to its horizon: document type and shipment site for billed, net price and delivered, invoiced, allocated and short quantities for the order book.\n\nThe business sign follows `TABSIVTYP.INVTYP_0`: credit memos and credit notes negative, proformas at zero. The `LINES_WITHOUT_RATE` column flags the lines whose currency has no exchange rate: their amount is excluded from the total.\n\n**No forecast.** The `ORDERS` table mixes replenishment suggestions with no business partner and open lines coming from sales orders, which would double count against the order book. It is not exposed." }, "typeVersion": 1 }, { "id": "edf7cfb8-7e3a-4a5c-889f-7f550be8acce", "name": "Receive the user question", "type": "@n8n/n8n-nodes-langchain.chatTrigger", "position": [ 64, 240 ], "parameters": { "options": {} }, "typeVersion": 1.4 }, { "id": "5df79407-1f8a-434e-8978-47efe2914a2c", "name": "Analyse the question and query Sage X3", "type": "@n8n/n8n-nodes-langchain.agent", "position": [ 288, 240 ], "parameters": { "options": { "systemMessage": "You are a sales and supply chain analyst working on Sage X3. You answer only from the data returned by your tools.\n\n## Choosing the right tool\n\nReference data, to resolve a name into a code before any other query:\n- x3_customer_search: customers. Customer name to BPCNUM_0 code.\n- x3_item_search: items, short answer. Description to ITMREF_0 reference. This is the default item entry point.\n- x3_item_detail: full item record. Only for a setup question about an item that is already identified.\n- x3_customer_product: mapping between the X3 reference and the customer's own reference, when the customer quotes an unknown reference.\n\nStock:\n- x3_stock_available: how much is left, by site. The figure to quote is STOCK_AVAILABLE.\n- x3_stock_detail: where the stock is, which lots, what sits in quality control.\n- x3_stock_movements_summary: inbound and outbound volumes over a period.\n- x3_stock_movements: movement detail, only when the detail is asked for.\n\nSales orders:\n- x3_sales_order_lines: history of ordered lines, ordered quantities.\n- x3_sales_order_read: full read of one order from its exact number.\n- x3_sales_order_create: creation. Irreversible write.\n\nRevenue:\n- x3_revenue_summary: ALWAYS FIRST. Totals converted to euros, with a level parameter that picks the granularity: Total, Month, Customer, Item, CustomerItem. On its own it answers any total, ranking, trend or period comparison.\n- x3_revenue_billed: billed revenue detail, the actuals.\n- x3_revenue_ordered: order book detail, what is left to deliver.\n\nThere is no forecast revenue tool: do not invent one, and say the data is not available when the question is about sales forecasts.\n\nRouting rule: a total or a ranking goes through an aggregate tool (x3_revenue_summary, x3_stock_movements_summary, x3_stock_available). Detail tools only explain a figure that has already been obtained. Never sum detail lines yourself.\n\n## Tool response format\n\nSQL tools return an object { rowCount, columns, rows } where rows is an array of arrays. Map each value to its name through columns, in order. Never assume the column order without reading columns.\n\n## Call rules\n\n1. Never add single quotes or % characters around filter values. The tools add them themselves. Write FIN008 and not 'FIN008', write Bike and not %Bike%.\n2. Multi-value filters are separated by a comma with no space: FR001,FR002. Filters of the same tool combine with AND.\n3. Filter at call time and always bound the dates when the question covers a period.\n4. On x3_revenue_summary, always fill in level. Without it the five granularities come back mixed together and the result is unusable. Columns outside the requested level are NULL, that is expected.\n5. Resolve names into codes before querying orders, stock or revenue.\n6. Never add up amounts in different currencies. Use REVENUE_EUR or AMOUNT_EUR when the column exists. A EUR_RATE of zero flags a missing exchange rate: the euro amount is wrong in that case, say so.\n7. If rowCount reaches the cap announced by the tool, say the result is truncated and offer a narrower filter instead of concluding.\n8. An empty result (rowCount 0) means no data, not an error. Check that the code exists through the reference tools before stating there is nothing.\n\n## Coded status fields\n\nTools return statuses in two forms: a _CODE column (the X3 local menu value) and a _LABEL column resolved to text in the format Label (code). Always display the _LABEL column, never the code on its own. _CODE columns are only there to build the filters of a follow-up call.\n\nOne exception: ORDER_TYPE on x3_sales_order_lines stays a raw code (SON, WEB). Return it as is, without inventing a meaning for it.\n\n## Business precautions\n\n- STOCK_AVAILABLE is not STOCK_TOTAL. Available removes allocations.\n- Billed and ordered are two distinct horizons, never a cumulative figure: billed is realised, ordered is a commitment not yet invoiced. Do not add them up without saying so.\n- Credit memos count as negative in billed revenue, proformas as zero.\n- Never invent a field, table, code or tool name. If a piece of data is not in the result, say so.\n- Write access: never call x3_sales_order_create without explicit confirmation. Recap customer, site, items and quantities, then wait for a clear go-ahead.\n\n## Answer\n\nConcise and structured. Key figures first, detail afterwards, currency and horizon always stated. Flag any data anomaly you notice along the way." } }, "typeVersion": 3.1 }, { "id": "ade1dd3f-4c5d-4c95-8f20-18c0331bd821", "name": "Language model (OpenRouter)", "type": "@n8n/n8n-nodes-langchain.lmChatOpenRouter", "position": [ 224, 432 ], "parameters": { "model": "anthropic/claude-sonnet-5", "options": { "temperature": 0.9 } }, "credentials": { "openRouterApi": { "name": "" } }, "typeVersion": 1 }, { "id": "8472c724-98a0-42f1-a356-5a2572919987", "name": "Conversation memory", "type": "@n8n/n8n-nodes-langchain.memoryBufferWindow", "position": [ 432, 432 ], "parameters": {}, "typeVersion": 1.3 }, { "id": "7bfa6d03-7d21-4adf-b678-ccdfe02697d5", "name": "Expose the tools as an MCP server", "type": "@n8n/n8n-nodes-langchain.mcpTrigger", "position": [ 752, 304 ], "parameters": { "path": "sage-x3-mcp", "authentication": "bearerAuth" }, "credentials": { "httpBearerAuth": { "name": "" } }, "typeVersion": 1 }, { "id": "3c4d5af7-4cdc-4758-b158-b90085c96f8c", "name": "x3_customer_search", "type": "n8n-nodes-nx3.nx3SoapTool", "position": [ -736, 1120 ], "parameters": { "advanced": {}, "simplify": true, "sqlQuery": "SELECT\n BPC.BPCNUM_0 AS CUSTOMER_CODE,\n BPC.BPCNAM_0 AS CUSTOMER_NAME,\n BPC.BCGCOD_0 AS CATEGORY,\n BPC.CUR_0 AS CURRENCY,\n BPC.BPCSTA_0 AS STATUS_CODE,\n BPC.OSTAUZ_0 AS CREDIT_LIMIT\nFROM BPCUSTOMER BPC\nWHERE 1 = 1\n[[AND BPC.BPCNUM_0 IN ({{customer_code}})]]\n[[AND UPPER(BPC.BPCNAM_0) LIKE UPPER({{name_contains}})]]\n[[AND BPC.BCGCOD_0 IN ({{category}})]]\n[[AND BPC.BPCSTA_0 IN ({{status}})]]\nORDER BY BPC.BPCNUM_0", "operation": "sqlSelect", "rowFormat": "arrays", "sqlOptions": { "maxTime": 20, "maxLines": 200 }, "sqlParameters": { "parameter": [ { "name": "customer_code", "type": "list", "value": "={{ $fromAI('customer_code', `One or more Sage X3 customer codes (BPCNUM_0), comma separated, e.g. FR001 or FR001,FR002. No quotes. Leave empty not to filter on the customer.`, 'string', '') }}" }, { "name": "name_contains", "type": "contains", "value": "={{ $fromAI('name_contains', `Fragment of the customer name, case-insensitive partial search. Pass the raw fragment, e.g. smith. Do not add %, they are added automatically. Leave empty not to filter on the name.`, 'string', '') }}" }, { "name": "category", "type": "list", "value": "={{ $fromAI('category', `One or more Sage X3 customer category codes (BCGCOD_0), comma separated, e.g. FR or FR,PRO. No quotes. Leave empty for all categories.`, 'string', '') }}" }, { "name": "status", "type": "list", "value": "={{ $fromAI('status', `Customer status (BPCSTA_0), numeric code, e.g. 2. Leave empty for all statuses.`, 'string', '') }}" } ] }, "descriptionType": "manual", "toolDescription": "Sage X3 customer reference data (BPCUSTOMER table). Returns: CUSTOMER_CODE (BPCNUM_0), CUSTOMER_NAME, CATEGORY (BCGCOD_0), CURRENCY, STATUS_CODE (local menu 1: 2 for active, 1 for inactive), CREDIT_LIMIT (in the customer's currency). Use it to resolve a customer name into a customer code before any call to the sales order tools, or to list the customers of a category. It holds no sales data: for revenue, use x3_revenue_summary.\n\nDo not add quotes or % around values: the filters add them themselves. Multi-value filters are separated by a comma.\n\nMaximum 200 rows. If rowCount is 200 the result is truncated: narrow it down with name_contains or category and tell the user rather than drawing a conclusion." }, "credentials": { "nx3SoapApi": { "name": "" } }, "typeVersion": 1 }, { "id": "9b9d14f4-69ae-468c-aee8-79dd37be0f4c", "name": "x3_item_search", "type": "n8n-nodes-nx3.nx3SoapTool", "position": [ -432, 1120 ], "parameters": { "advanced": {}, "simplify": true, "sqlQuery": "SELECT\n ITM.ITMREF_0 AS ITEM,\n ISNULL(NULLIF(DES1.LABEL, ''), ITM.ITMDES1_0) AS DESCRIPTION,\n ITM.SEAKEY_0 AS SEARCH_KEY,\n ITM.TCLCOD_0 AS CATEGORY_CODE,\n ISNULL(CAT.LABEL, ITM.TCLCOD_0) AS CATEGORY_LABEL,\n ITM.ITMSTA_0 AS ITEM_STATUS_CODE,\n ISNULL(ML_STA.LANMES_0, 'Unknown')\n + ' (' + CAST(ISNULL(ITM.ITMSTA_0, 0) AS VARCHAR(10)) + ')' AS ITEM_STATUS_LABEL,\n ITM.STU_0 AS STOCK_UNIT,\n ISNULL(STK.STOCK_TOTAL_A, 0) AS STOCK_TOTAL_ALL_SITES,\n ISNULL(STK.STOCK_AVAILABLE, 0) AS STOCK_AVAILABLE_ALL_SITES\n\nFROM ITMMASTER ITM\n\nLEFT JOIN (\n SELECT ITMREF_0,\n SUM(ISNULL(PHYSTO_0, 0)) AS STOCK_TOTAL_A,\n SUM(ISNULL(PHYSTO_0, 0) - ISNULL(PHYALL_0, 0) - ISNULL(GLOALL_0, 0)) AS STOCK_AVAILABLE\n FROM ITMMVT\n GROUP BY ITMREF_0\n) STK ON STK.ITMREF_0 = ITM.ITMREF_0\n\nLEFT JOIN (\n SELECT RTRIM(IDENT1_0) + RTRIM(IDENT2_0) AS TCLCOD, MAX(TEXTE_0) AS LABEL\n FROM ATEXTRA\n WHERE CODFIC_0 = 'ITMCATEG' AND ZONE_0 = 'TCLAXX' AND LANGUE_0 = 'ENG'\n GROUP BY RTRIM(IDENT1_0) + RTRIM(IDENT2_0)\n) CAT ON CAT.TCLCOD = RTRIM(ITM.TCLCOD_0)\n\nLEFT JOIN (\n SELECT RTRIM(IDENT1_0) AS ITMREF, MAX(TEXTE_0) AS LABEL\n FROM ATEXTRA\n WHERE CODFIC_0 = 'ITMMASTER' AND ZONE_0 = 'DES1AXX' AND LANGUE_0 = 'ENG'\n GROUP BY RTRIM(IDENT1_0)\n) DES1 ON DES1.ITMREF = RTRIM(ITM.ITMREF_0)\n\nLEFT JOIN APLSTD ML_STA ON ML_STA.LAN_0='ENG' AND ML_STA.LANCHP_0=246 AND ML_STA.LANNUM_0=ITM.ITMSTA_0\n\nWHERE 1 = 1\n[[AND ITM.ITMREF_0 IN ({{item}})]]\n[[AND (UPPER(ITM.ITMDES1_0) LIKE UPPER({{description}}) OR UPPER(ISNULL(DES1.LABEL, '')) LIKE UPPER({{description}}))]]\n[[AND UPPER(ITM.SEAKEY_0) LIKE UPPER({{search_key}})]]\n[[AND ITM.TCLCOD_0 IN ({{category}})]]\n[[AND ITM.ITMSTA_0 IN ({{item_status}})]]\n[[AND ITM.TSICOD_0 IN ({{stat_group1}})]]\n[[AND ITM.TSICOD_1 IN ({{stat_group2}})]]\n[[AND ITM.SALFLG_0 = {{sold}}]]\n[[AND ITM.PURFLG_0 = {{purchased}}]]\n[[AND ITM.MFGFLG_0 = {{manufactured}}]]\n[[AND ITM.STU_0 IN ({{stock_unit}})]]\n[[AND ITM.BUY_0 IN ({{buyer}})]]\n[[AND ITM.PLANNER_0 IN ({{planner}})]]\n[[AND {{with_stock}} = 1 AND ISNULL(STK.STOCK_TOTAL_A, 0) <> 0]]\nORDER BY ITM.ITMREF_0", "operation": "sqlSelect", "rowFormat": "arrays", "sqlOptions": { "maxTime": 30, "maxLines": 500 }, "sqlParameters": { "parameter": [ { "name": "item", "type": "list", "value": "={{ $fromAI('item', `One or more exact item references (ITMREF_0), comma separated, e.g. FIN008 or FIN008,FIN006. No quotes. This is the most selective filter, prefer it. Leave empty not to filter on the reference.`, 'string', '') }}" }, { "name": "description", "type": "contains", "value": "={{ $fromAI('description', `Fragment of the main description (ITMDES1_0), case-insensitive partial search. Pass the raw fragment, e.g. mountain. Do not add %, they are added automatically. Leave empty not to filter on the description.`, 'string', '') }}" }, { "name": "search_key", "type": "contains", "value": "={{ $fromAI('search_key', `Fragment of the item search key (SEAKEY_0), case-insensitive partial search, e.g. STRE. Do not add %. Leave empty not to filter.`, 'string', '') }}" }, { "name": "category", "type": "list", "value": "={{ $fromAI('category', `One or more item categories (TCLCOD_0), comma separated, e.g. FINIS, SFINI, BMSOL, RAWMA. Leave empty for all categories.`, 'string', '') }}" }, { "name": "item_status", "type": "list", "value": "={{ $fromAI('item_status', `One or more item statuses (ITMSTA_0), numeric code of local menu 246, e.g. 1 for active. Leave empty for all statuses.`, 'string', '') }}" }, { "name": "stat_group1", "type": "list", "value": "={{ $fromAI('stat_group1', `One or more statistical group 1 codes (TSICOD_0), e.g. 20 for Cycle. Leave empty for all.`, 'string', '') }}" }, { "name": "stat_group2", "type": "list", "value": "={{ $fromAI('stat_group2', `One or more statistical group 2 codes (TSICOD_1), e.g. 21 for Bikes or 23 for Spare parts. Leave empty for all.`, 'string', '') }}" }, { "name": "sold", "type": "number", "value": "={{ $fromAI('sold', `Sold item flag (SALFLG_0): 2 for Yes, 1 for No. Leave empty not to filter.`, 'string', '') }}" }, { "name": "purchased", "type": "number", "value": "={{ $fromAI('purchased', `Purchased item flag (PURFLG_0): 2 for Yes, 1 for No. Leave empty not to filter.`, 'string', '') }}" }, { "name": "manufactured", "type": "number", "value": "={{ $fromAI('manufactured', `Manufactured item flag (MFGFLG_0): 2 for Yes, 1 for No. Leave empty not to filter.`, 'string', '') }}" }, { "name": "stock_unit", "type": "list", "value": "={{ $fromAI('stock_unit', `One or more stock units (STU_0), e.g. UN, KG, MT. Leave empty for all units.`, 'string', '') }}" }, { "name": "buyer", "type": "list", "value": "={{ $fromAI('buyer', `One or more buyer codes (BUY_0). Leave empty for all buyers.`, 'string', '') }}" }, { "name": "planner", "type": "list", "value": "={{ $fromAI('planner', `One or more planner codes (PLANNER_0). Leave empty for all planners.`, 'string', '') }}" }, { "name": "with_stock", "type": "number", "value": "={{ $fromAI('with_stock', `Set 1 to return only the items that hold stock across all sites. Leave empty not to filter on stock.`, 'string', '') }}" } ] }, "descriptionType": "manual", "toolDescription": "Item search in the Sage X3 reference data (ITMMASTER). This is the tool to use to resolve a description into a reference (ITMREF_0), or to list the items of a category, a statistical group, a buyer or a planner.\n\nDeliberately short answer, 10 columns: ITEM, DESCRIPTION (resolved through ATEXTRA, falling back to the language of the item record), SEARCH_KEY, CATEGORY_CODE and CATEGORY_LABEL, ITEM_STATUS_CODE and ITEM_STATUS_LABEL, STOCK_UNIT, STOCK_TOTAL_ALL_SITES, STOCK_AVAILABLE_ALL_SITES.\n\nThe stock shown is an all-site total, good for an order of magnitude only: for stock by site use x3_stock_available. For the full setup of an item, use x3_item_detail.\n\nDo not add quotes or % around values. Write FIN008 and not 'FIN008', write Adult and not %Adult%. Maximum 500 rows: always pass at least one filter." }, "credentials": { "nx3SoapApi": { "name": "" } }, "typeVersion": 1 }, { "id": "6319bdca-17d8-4bc9-993a-538fa66e300a", "name": "x3_customer_product", "type": "n8n-nodes-nx3.nx3SoapTool", "position": [ -736, 1296 ], "parameters": { "advanced": {}, "simplify": true, "sqlQuery": "SELECT\n ITU.BPCNUM_0 AS CUSTOMER_CODE,\n BPC.BPCNAM_0 AS CUSTOMER_NAME,\n BPC.BCGCOD_0 AS CUSTOMER_CATEGORY,\n\n /* --- Customer status: local menu 1 --- */\n BPC.BPCSTA_0 AS CUSTOMER_STATUS_CODE,\n ISNULL(ML_BPC.LANMES_0, 'Unknown')\n + ' (' + CAST(ISNULL(BPC.BPCSTA_0, 0) AS VARCHAR(10)) + ')'\n AS CUSTOMER_STATUS_LABEL,\n\n ITU.ITMREF_0 AS ITEM,\n ISNULL(NULLIF(DES1.LABEL, ''), ITM.ITMDES1_0) AS X3_DESCRIPTION,\n ITU.ITMREFBPC_0 AS CUSTOMER_REF,\n ITU.ITMDESBPC_0 AS CUSTOMER_DESCRIPTION,\n\n /* --- Cross-reference active: local menu 1 --- */\n ITU.ENAFLG_0 AS ACTIVE_CODE,\n ISNULL(ML_ENA.LANMES_0, 'Unknown')\n + ' (' + CAST(ISNULL(ITU.ENAFLG_0, 0) AS VARCHAR(10)) + ')'\n AS ACTIVE_LABEL,\n\n /* --- Item status: local menu 246 --- */\n ITM.ITMSTA_0 AS ITEM_STATUS_CODE,\n ISNULL(ML_ITM.LANMES_0, 'Unknown')\n + ' (' + CAST(ISNULL(ITM.ITMSTA_0, 0) AS VARCHAR(10)) + ')'\n AS ITEM_STATUS_LABEL,\n\n ITM.TCLCOD_0 AS ITEM_CATEGORY_CODE,\n ISNULL(CAT.LABEL, ITM.TCLCOD_0) AS ITEM_CATEGORY_LABEL,\n\n /* --- Units and packing specific to the item x customer pair --- */\n ITU.SAU_0 AS CUSTOMER_SALES_UNIT,\n ITU.SAUSTUCOE_0 AS SAL_STK_COEF,\n ITM.STU_0 AS STOCK_UNIT,\n ITU.PCK_0 AS PACKING,\n ITU.PCKCAP_0 AS PACKING_CAPACITY,\n ITU.PCU1_0 AS PACK_UNIT_1,\n ITU.PCUSAUCOE1_0 AS PACK_COEF_1,\n ITU.PCU2_0 AS PACK_UNIT_2,\n ITU.PCUSAUCOE2_0 AS PACK_COEF_2,\n ITU.DLUBPC_0 AS CUSTOMER_SHELF_LIFE_COEF,\n\n /* --- All-site available stock for the item, handy to answer \"can I ship it?\" straight away --- */\n ISNULL(STK.STOCK_AVAILABLE, 0) AS STOCK_AVAILABLE_ALL_SITES,\n\n NULLIF(ITU.CREDAT_0, '1753-01-01') AS CREATED_ON,\n NULLIF(ITU.UPDDAT_0, '1753-01-01') AS UPDATED_ON,\n ITU.UPDUSR_0 AS UPDATED_BY\n\nFROM ITMBPC ITU\n\nLEFT JOIN BPCUSTOMER BPC\n ON BPC.BPCNUM_0 = ITU.BPCNUM_0\n\nLEFT JOIN ITMMASTER ITM\n ON ITM.ITMREF_0 = ITU.ITMREF_0\nLEFT JOIN (\n SELECT RTRIM(IDENT1_0) AS ITMREF, MAX(TEXTE_0) AS LABEL\n FROM ATEXTRA\n WHERE CODFIC_0 = 'ITMMASTER' AND ZONE_0 = 'DES1AXX' AND LANGUE_0 = 'ENG'\n GROUP BY RTRIM(IDENT1_0)\n) DES1 ON DES1.ITMREF = RTRIM(ITM.ITMREF_0)\n\nLEFT JOIN (\n SELECT ITMREF_0,\n SUM(ISNULL(PHYSTO_0, 0) - ISNULL(PHYALL_0, 0) - ISNULL(GLOALL_0, 0))\n AS STOCK_AVAILABLE\n FROM ITMMVT\n GROUP BY ITMREF_0\n) STK ON STK.ITMREF_0 = ITU.ITMREF_0\n\n/* --- Item category label: ATEXTRA / ITMCATEG / TCLAXX / ENG --- */\nLEFT JOIN (\n SELECT RTRIM(IDENT1_0) + RTRIM(IDENT2_0) AS TCLCOD,\n MAX(TEXTE_0) AS LABEL\n FROM ATEXTRA\n WHERE CODFIC_0 = 'ITMCATEG'\n AND ZONE_0 = 'TCLAXX'\n AND LANGUE_0 = 'ENG'\n GROUP BY RTRIM(IDENT1_0) + RTRIM(IDENT2_0)\n) CAT ON CAT.TCLCOD = RTRIM(ITM.TCLCOD_0)\n\nLEFT JOIN APLSTD ML_ENA\n ON ML_ENA.LAN_0 = 'ENG'\n AND ML_ENA.LANCHP_0 = 1\n AND ML_ENA.LANNUM_0 = ITU.ENAFLG_0\n\nLEFT JOIN APLSTD ML_BPC\n ON ML_BPC.LAN_0 = 'ENG'\n AND ML_BPC.LANCHP_0 = 1\n AND ML_BPC.LANNUM_0 = BPC.BPCSTA_0\n\nLEFT JOIN APLSTD ML_ITM\n ON ML_ITM.LAN_0 = 'ENG'\n AND ML_ITM.LANCHP_0 = 246\n AND ML_ITM.LANNUM_0 = ITM.ITMSTA_0\n\nWHERE 1 = 1\n[[AND ITU.ITMREF_0 IN ({{item}})]]\n[[AND ITU.BPCNUM_0 IN ({{customer_code}})]]\n[[AND UPPER(BPC.BPCNAM_0) LIKE UPPER({{customer_name}})]]\n[[AND ITU.ITMREFBPC_0 IN ({{customer_ref}})]]\n[[AND UPPER(ITU.ITMREFBPC_0) LIKE UPPER({{customer_ref_contains}})]]\n[[AND UPPER(ITU.ITMDESBPC_0) LIKE UPPER({{customer_description}})]]\n[[AND (UPPER(ITM.ITMDES1_0) LIKE UPPER({{description}}) OR UPPER(ISNULL(DES1.LABEL, '')) LIKE UPPER({{description}}))]]\n[[AND ITM.TCLCOD_0 IN ({{category}})]]\n[[AND ITU.ENAFLG_0 = {{active}}]]\n[[AND ITM.ITMSTA_0 IN ({{item_status}})]]\n\nORDER BY ITU.BPCNUM_0, ITU.ITMREF_0", "operation": "sqlSelect", "rowFormat": "arrays", "sqlOptions": { "maxTime": 30, "maxLines": 300 }, "sqlParameters": { "parameter": [ { "name": "item", "type": "list", "value": "={{ $fromAI('item', `One or more Sage X3 item references (ITMREF_0), comma separated, e.g. FIN008 or FIN008,FIN006. No quotes. Leave empty for all items.`, 'string', '') }}" }, { "name": "customer_code", "type": "list", "value": "={{ $fromAI('customer_code', `One or more Sage X3 customer codes (BPCNUM_0), comma separated, e.g. FR001 or FR001,FR002. No quotes. Leave empty for all customers.`, 'string', '') }}" }, { "name": "customer_name", "type": "contains", "value": "={{ $fromAI('customer_name', `Fragment of the customer name, case-insensitive partial search. Pass the raw fragment, e.g. urban. Do not add %, they are added automatically. Leave empty not to filter on the name.`, 'string', '') }}" }, { "name": "customer_ref", "type": "list", "value": "={{ $fromAI('customer_ref', `One or more of the CUSTOMER's item references (ITMREFBPC_0), exact value, comma separated. Leave empty not to filter.`, 'string', '') }}" }, { "name": "customer_ref_contains", "type": "contains", "value": "={{ $fromAI('customer_ref_contains', `Fragment of the customer's item reference, partial search. Do not add %. Leave empty not to filter.`, 'string', '') }}" }, { "name": "customer_description", "type": "contains", "value": "={{ $fromAI('customer_description', `Fragment of the item description as used by the customer (ITMDESBPC_0). Do not add %. Leave empty not to filter.`, 'string', '') }}" }, { "name": "description", "type": "contains", "value": "={{ $fromAI('description', `Fragment of the item description, case-insensitive partial search. Pass the raw fragment, e.g. mountain. Do not add %, they are added automatically. Leave empty not to filter.`, 'string', '') }}" }, { "name": "category", "type": "list", "value": "={{ $fromAI('category', `One or more item categories (TCLCOD_0), comma separated, e.g. FINIS, SFINI, BMSOL, RAWMA. Pass the code, not the label. Leave empty for all categories.`, 'string', '') }}" }, { "name": "active", "type": "number", "value": "={{ $fromAI('active', `Cross-reference ENAFLG_0 flag: 2 for Yes, 1 for No. Careful, many folders leave this field at 0 (not filled in): filtering on 2 then returns nothing. Leave empty by default.`, 'string', '') }}" }, { "name": "item_status", "type": "list", "value": "={{ $fromAI('item_status', `One or more item statuses (ITMSTA_0), numeric code of local menu 246. Leave empty for all statuses.`, 'string', '') }}" } ] }, "descriptionType": "manual", "toolDescription": "Mapping between the Sage X3 item reference and the customer's own reference (ITMBPC table). Call it when a customer quotes a reference that does not exist in the item reference data, or to list what is referenced for a customer.\n\nReturns CUSTOMER_CODE, CUSTOMER_NAME, CUSTOMER_CATEGORY, CUSTOMER_STATUS_LABEL, ITEM, X3_DESCRIPTION, CUSTOMER_REF, CUSTOMER_DESCRIPTION, ACTIVE_LABEL (Yes / No, or empty when the field is not filled in on the folder), ITEM_STATUS_LABEL, ITEM_CATEGORY_LABEL, the units and packing specific to the item x customer pair (CUSTOMER_SALES_UNIT, SAL_STK_COEF, STOCK_UNIT, PACKING, PACKING_CAPACITY, PACK_UNIT_1 and 2, PACK_COEF_1 and 2, CUSTOMER_SHELF_LIFE_COEF), STOCK_AVAILABLE_ALL_SITES, CREATED_ON, UPDATED_ON, UPDATED_BY.\n\nAlways quote the _LABEL columns. Do not add quotes or % around values. Maximum 300 rows." }, "credentials": { "nx3SoapApi": { "name": "" } }, "typeVersion": 1 }, { "id": "e9dcac89-ef19-4f94-8df4-f1ec6d505f01", "name": "x3_item_detail", "type": "n8n-nodes-nx3.nx3SoapTool", "position": [ -432, 1296 ], "parameters": { "advanced": {}, "simplify": true, "sqlQuery": "SELECT\n ITM.ITMREF_0 AS ITEM,\n ISNULL(NULLIF(DES1.LABEL, ''), ITM.ITMDES1_0) AS DESCRIPTION,\n ISNULL(NULLIF(DES2.LABEL, ''), ITM.ITMDES2_0) AS DESCRIPTION_2,\n ISNULL(NULLIF(DES3.LABEL, ''), ITM.ITMDES3_0) AS DESCRIPTION_3,\n ITM.SEAKEY_0 AS SEARCH_KEY,\n ITM.TCLCOD_0 AS CATEGORY_CODE,\n ISNULL(CAT.LABEL, ITM.TCLCOD_0) AS CATEGORY_LABEL,\n\n /* --- Item status: local menu 246 --- */\n ITM.ITMSTA_0 AS ITEM_STATUS_CODE,\n ISNULL(ML_STA.LANMES_0, 'Unknown')\n + ' (' + CAST(ISNULL(ITM.ITMSTA_0, 0) AS VARCHAR(10)) + ')'\n AS ITEM_STATUS_LABEL,\n\n /* --- Management mode: local menu 297 --- */\n ITM.STDFLG_0 AS MANAGEMENT_MODE_CODE,\n ISNULL(ML_STD.LANMES_0, 'Unknown')\n + ' (' + CAST(ISNULL(ITM.STDFLG_0, 0) AS VARCHAR(10)) + ')'\n AS MANAGEMENT_MODE_LABEL,\n\n /* --- Stock management: local menu 215 --- */\n ITM.STOMGTCOD_0 AS STOCK_MANAGEMENT_CODE,\n ISNULL(ML_SMG.LANMES_0, 'Unknown')\n + ' (' + CAST(ISNULL(ITM.STOMGTCOD_0, 0) AS VARCHAR(10)) + ')'\n AS STOCK_MANAGEMENT_LABEL,\n\n /* --- Lot management: local menu 2711 --- */\n ITM.LOTMGTCOD_0 AS LOT_MANAGEMENT_CODE,\n ISNULL(ML_LOT.LANMES_0, 'Unknown')\n + ' (' + CAST(ISNULL(ITM.LOTMGTCOD_0, 0) AS VARCHAR(10)) + ')'\n AS LOT_MANAGEMENT_LABEL,\n\n /* --- Serial number management: local menu 210 --- */\n ITM.SERMGTCOD_0 AS SERIAL_MANAGEMENT_CODE,\n ISNULL(ML_SER.LANMES_0, 'Unknown')\n + ' (' + CAST(ISNULL(ITM.SERMGTCOD_0, 0) AS VARCHAR(10)) + ')'\n AS SERIAL_MANAGEMENT_LABEL,\n\n /* --- Traceability: local menu 754 --- */\n ITM.TRKCOD_0 AS TRACEABILITY_CODE,\n ISNULL(ML_TRK.LANMES_0, 'Unknown')\n + ' (' + CAST(ISNULL(ITM.TRKCOD_0, 0) AS VARCHAR(10)) + ')'\n AS TRACEABILITY_LABEL,\n\n /* --- Expiry management: local menu 211 --- */\n ITM.EXYMGTCOD_0 AS EXPIRY_MANAGEMENT_CODE,\n ISNULL(ML_EXY.LANMES_0, 'Unknown')\n + ' (' + CAST(ISNULL(ITM.EXYMGTCOD_0, 0) AS VARCHAR(10)) + ')'\n AS EXPIRY_MANAGEMENT_LABEL,\n ITM.SHL_0 AS SHELF_LIFE,\n\n /* --- Yes / No flags: local menu 1 --- */\n ITM.PURFLG_0 AS PURCHASED_CODE,\n ISNULL(ML_PUR.LANMES_0, 'Unknown')\n + ' (' + CAST(ISNULL(ITM.PURFLG_0, 0) AS VARCHAR(10)) + ')'\n AS PURCHASED_LABEL,\n ITM.SALFLG_0 AS SOLD_CODE,\n ISNULL(ML_SAL.LANMES_0, 'Unknown')\n + ' (' + CAST(ISNULL(ITM.SALFLG_0, 0) AS VARCHAR(10)) + ')'\n AS SOLD_LABEL,\n ITM.MFGFLG_0 AS MANUFACTURED_CODE,\n ISNULL(ML_MFG.LANMES_0, 'Unknown')\n + ' (' + CAST(ISNULL(ITM.MFGFLG_0, 0) AS VARCHAR(10)) + ')'\n AS MANUFACTURED_LABEL,\n ITM.DLVFLG_0 AS DELIVERABLE_CODE,\n ISNULL(ML_DLV.LANMES_0, 'Unknown')\n + ' (' + CAST(ISNULL(ITM.DLVFLG_0, 0) AS VARCHAR(10)) + ')'\n AS DELIVERABLE_LABEL,\n ITM.NEGSTO_0 AS NEGATIVE_STOCK_CODE,\n ISNULL(ML_NEG.LANMES_0, 'Unknown')\n + ' (' + CAST(ISNULL(ITM.NEGSTO_0, 0) AS VARCHAR(10)) + ')'\n AS NEGATIVE_STOCK_LABEL,\n\n /* --- Statistical groups: miscellaneous tables ATABDIV 20 / 21 / 22 --- */\n ITM.TSICOD_0 AS STAT_GROUP1_CODE,\n ISNULL(AD_TS0.TEXTE_0, 'Not set') AS STAT_GROUP1_LABEL,\n ITM.TSICOD_1 AS STAT_GROUP2_CODE,\n ISNULL(AD_TS1.TEXTE_0, 'Not set') AS STAT_GROUP2_LABEL,\n ITM.TSICOD_2 AS STAT_GROUP3_CODE,\n ISNULL(AD_TS2.TEXTE_0, 'Not set') AS STAT_GROUP3_LABEL,\n\n /* --- Units and conversions --- */\n ITM.STU_0 AS STOCK_UNIT,\n ITM.SAU_0 AS SALES_UNIT,\n ITM.SAUSTUCOE_0 AS SAL_STK_COEF,\n ITM.PUU_0 AS PURCHASE_UNIT,\n ITM.PUUSTUCOE_0 AS PUR_STK_COEF,\n ITM.WEU_0 AS WEIGHT_UNIT,\n ITM.ITMWEI_0 AS UNIT_WEIGHT,\n ITM.VOU_0 AS VOLUME_UNIT,\n ITM.ITMVOU_0 AS UNIT_VOLUME,\n\n /* --- External identifiers and logistics --- */\n ITM.EANCOD_0 AS BARCODE,\n ITM.GTIN_0 AS GTIN,\n ITM.CUSREF_0 AS CUSTOMS_CODE,\n ITM.ACCCOD_0 AS ACCOUNTING_CODE,\n ITM.PURBASPRI_0 AS PURCHASE_BASE_PRICE,\n ITM.BUY_0 AS BUYER,\n ITM.PLANNER_0 AS PLANNER,\n ITM.OFS_0 AS REPLENISHMENT_LEAD_TIME,\n\n /* --- All-site stock total (0 when the item is not stock managed) --- */\n ISNULL(STK.STOCK_TOTAL_A, 0) AS STOCK_TOTAL_A_ALL_SITES,\n ISNULL(STK.STOCK_AVAILABLE, 0) AS STOCK_AVAILABLE_ALL_SITES,\n ISNULL(STK.SITE_COUNT, 0) AS SITES_WITH_STOCK,\n\n NULLIF(ITM.CREDAT_0, '1753-01-01') AS CREATED_ON,\n NULLIF(ITM.UPDDAT_0, '1753-01-01') AS UPDATED_ON,\n ITM.UPDUSR_0 AS UPDATED_BY\n\nFROM ITMMASTER ITM\nLEFT JOIN (\n SELECT RTRIM(IDENT1_0) AS ITMREF, MAX(TEXTE_0) AS LABEL\n FROM ATEXTRA\n WHERE CODFIC_0 = 'ITMMASTER' AND ZONE_0 = 'DES1AXX' AND LANGUE_0 = 'ENG'\n GROUP BY RTRIM(IDENT1_0)\n) DES1 ON DES1.ITMREF = RTRIM(ITM.ITMREF_0)\nLEFT JOIN (\n SELECT RTRIM(IDENT1_0) AS ITMREF, MAX(TEXTE_0) AS LABEL\n FROM ATEXTRA\n WHERE CODFIC_0 = 'ITMMASTER' AND ZONE_0 = 'DES2AXX' AND LANGUE_0 = 'ENG'\n GROUP BY RTRIM(IDENT1_0)\n) DES2 ON DES2.ITMREF = RTRIM(ITM.ITMREF_0)\nLEFT JOIN (\n SELECT RTRIM(IDENT1_0) AS ITMREF, MAX(TEXTE_0) AS LABEL\n FROM ATEXTRA\n WHERE CODFIC_0 = 'ITMMASTER' AND ZONE_0 = 'DES3AXX' AND LANGUE_0 = 'ENG'\n GROUP BY RTRIM(IDENT1_0)\n) DES3 ON DES3.ITMREF = RTRIM(ITM.ITMREF_0)\n\nLEFT JOIN (\n SELECT ITMREF_0,\n SUM(ISNULL(PHYSTO_0, 0)) AS STOCK_TOTAL_A,\n SUM(ISNULL(PHYSTO_0, 0) - ISNULL(PHYALL_0, 0) - ISNULL(GLOALL_0, 0))\n AS STOCK_AVAILABLE,\n COUNT(*) AS SITE_COUNT\n FROM ITMMVT\n GROUP BY ITMREF_0\n) STK ON STK.ITMREF_0 = ITM.ITMREF_0\n\n/* --- Item category label: ATEXTRA / ITMCATEG / TCLAXX / ENG. Depending on the folder the code\n sits either in IDENT1_0 or in IDENT2_0 (key ITG0 = \"\"+TCLCOD), hence the concatenation. The\n derived table is tiny, the cost is negligible. --- */\nLEFT JOIN (\n SELECT RTRIM(IDENT1_0) + RTRIM(IDENT2_0) AS TCLCOD,\n MAX(TEXTE_0) AS LABEL\n FROM ATEXTRA\n WHERE CODFIC_0 = 'ITMCATEG'\n AND ZONE_0 = 'TCLAXX'\n AND LANGUE_0 = 'ENG'\n GROUP BY RTRIM(IDENT1_0) + RTRIM(IDENT2_0)\n) CAT ON CAT.TCLCOD = RTRIM(ITM.TCLCOD_0)\n\nLEFT JOIN APLSTD ML_STA ON ML_STA.LAN_0='ENG' AND ML_STA.LANCHP_0=246 AND ML_STA.LANNUM_0=ITM.ITMSTA_0\nLEFT JOIN APLSTD ML_STD ON ML_STD.LAN_0='ENG' AND ML_STD.LANCHP_0=297 AND ML_STD.LANNUM_0=ITM.STDFLG_0\nLEFT JOIN APLSTD ML_SMG ON ML_SMG.LAN_0='ENG' AND ML_SMG.LANCHP_0=215 AND ML_SMG.LANNUM_0=ITM.STOMGTCOD_0\nLEFT JOIN APLSTD ML_LOT ON ML_LOT.LAN_0='ENG' AND ML_LOT.LANCHP_0=2711 AND ML_LOT.LANNUM_0=ITM.LOTMGTCOD_0\nLEFT JOIN APLSTD ML_SER ON ML_SER.LAN_0='ENG' AND ML_SER.LANCHP_0=210 AND ML_SER.LANNUM_0=ITM.SERMGTCOD_0\nLEFT JOIN APLSTD ML_TRK ON ML_TRK.LAN_0='ENG' AND ML_TRK.LANCHP_0=754 AND ML_TRK.LANNUM_0=ITM.TRKCOD_0\nLEFT JOIN APLSTD ML_EXY ON ML_EXY.LAN_0='ENG' AND ML_EXY.LANCHP_0=211 AND ML_EXY.LANNUM_0=ITM.EXYMGTCOD_0\nLEFT JOIN APLSTD ML_PUR ON ML_PUR.LAN_0='ENG' AND ML_PUR.LANCHP_0=1 AND ML_PUR.LANNUM_0=ITM.PURFLG_0\nLEFT JOIN APLSTD ML_SAL ON ML_SAL.LAN_0='ENG' AND ML_SAL.LANCHP_0=1 AND ML_SAL.LANNUM_0=ITM.SALFLG_0\nLEFT JOIN APLSTD ML_MFG ON ML_MFG.LAN_0='ENG' AND ML_MFG.LANCHP_0=1 AND ML_MFG.LANNUM_0=ITM.MFGFLG_0\nLEFT JOIN APLSTD ML_DLV ON ML_DLV.LAN_0='ENG' AND ML_DLV.LANCHP_0=1 AND ML_DLV.LANNUM_0=ITM.DLVFLG_0\nLEFT JOIN APLSTD ML_NEG ON ML_NEG.LAN_0='ENG' AND ML_NEG.LANCHP_0=1 AND ML_NEG.LANNUM_0=ITM.NEGSTO_0\n\nLEFT JOIN ATEXTRA AD_TS0\n ON AD_TS0.CODFIC_0='ATABDIV' AND AD_TS0.ZONE_0='LNGDES'\n AND AD_TS0.LANGUE_0='ENG' AND AD_TS0.IDENT1_0='20'\n AND AD_TS0.IDENT2_0=ITM.TSICOD_0\nLEFT JOIN ATEXTRA AD_TS1\n ON AD_TS1.CODFIC_0='ATABDIV' AND AD_TS1.ZONE_0='LNGDES'\n AND AD_TS1.LANGUE_0='ENG' AND AD_TS1.IDENT1_0='21'\n AND AD_TS1.IDENT2_0=ITM.TSICOD_1\nLEFT JOIN ATEXTRA AD_TS2\n ON AD_TS2.CODFIC_0='ATABDIV' AND AD_TS2.ZONE_0='LNGDES'\n AND AD_TS2.LANGUE_0='ENG' AND AD_TS2.IDENT1_0='22'\n AND AD_TS2.IDENT2_0=ITM.TSICOD_2\n\nWHERE 1 = 1\n[[AND ITM.ITMREF_0 IN ({{item}})]]\n[[AND (UPPER(ITM.ITMDES1_0) LIKE UPPER({{description}}) OR UPPER(ISNULL(DES1.LABEL, '')) LIKE UPPER({{description}}))]]\nORDER BY ITM.ITMREF_0\n", "operation": "sqlSelect", "rowFormat": "arrays", "sqlOptions": { "maxTime": 30, "maxLines": 50 }, "sqlParameters": { "parameter": [ { "name": "item", "type": "list", "value": "={{ $fromAI('item', `One or more exact item references (ITMREF_0), comma separated, e.g. FIN008 or FIN008,FIN006. No quotes. This is the most selective filter, prefer it. Leave empty not to filter on the reference.`, 'string', '') }}" }, { "name": "description", "type": "contains", "value": "={{ $fromAI('description', `Fragment of the main description (ITMDES1_0), case-insensitive partial search. Pass the raw fragment, e.g. mountain. Do not add %, they are added automatically. Leave empty not to filter on the description.`, 'string', '') }}" } ] }, "descriptionType": "manual", "toolDescription": "Full Sage X3 item record (ITMMASTER): around sixty setup columns for one or a few specific items. Call it only when the question is about the setup of an identified item (stock management, lot, traceability, expiry, units and coefficients, barcode, GTIN, customs code, buyer, planner, replenishment lead time).\n\nTo simply find a reference from a description, use x3_item_search, which is far lighter. Never call this tool to browse a set of items.\n\nAlways display the _LABEL columns, never the codes on their own. Maximum 50 rows." }, "credentials": { "nx3SoapApi": { "name": "" } }, "typeVersion": 1 }, { "id": "cad885ed-70c4-4f7e-bc52-daec7b52cbb2", "name": "x3_stock_available", "type": "n8n-nodes-nx3.nx3SoapTool", "position": [ -48, 1120 ], "parameters": { "advanced": {}, "simplify": true, "sqlQuery": "SELECT\n ITV.STOFCY_0 AS SITE,\n ITV.ITMREF_0 AS ITEM,\n ISNULL(NULLIF(DES1.LABEL, ''), ITM.ITMDES1_0) AS DESCRIPTION,\n ITM.STU_0 AS STOCK_UNIT,\n ITM.TCLCOD_0 AS CATEGORY_CODE,\n ISNULL(CAT.LABEL, ITM.TCLCOD_0) AS CATEGORY_LABEL,\n\n /* --- Item status: local menu 246 --- */\n ITM.ITMSTA_0 AS ITEM_STATUS_CODE,\n ISNULL(ML_STA.LANMES_0, 'Unknown')\n + ' (' + CAST(ISNULL(ITM.ITMSTA_0, 0) AS VARCHAR(10)) + ')'\n AS ITEM_STATUS_LABEL,\n\n /* --- Stock management: local menu 215 --- */\n ITM.STOMGTCOD_0 AS STOCK_MANAGEMENT_CODE,\n ISNULL(ML_SMG.LANMES_0, 'Unknown')\n + ' (' + CAST(ISNULL(ITM.STOMGTCOD_0, 0) AS VARCHAR(10)) + ')'\n AS STOCK_MANAGEMENT_LABEL,\n\n /* --- Quantities by stock status --- */\n ISNULL(ITV.PHYSTO_0, 0) AS STOCK_ACCEPTED_A,\n ISNULL(ITV.CTLSTO_0, 0) AS STOCK_QUALITY_Q,\n ISNULL(ITV.REJSTO_0, 0) AS STOCK_REJECTED_R,\n ISNULL(ITV.PHYSTO_0, 0) + ISNULL(ITV.CTLSTO_0, 0) + ISNULL(ITV.REJSTO_0, 0)\n AS STOCK_TOTAL,\n\n /* --- Commitments --- */\n ISNULL(ITV.PHYALL_0, 0) AS ALLOCATED_DETAILED,\n ISNULL(ITV.GLOALL_0, 0) AS ALLOCATED_GLOBAL,\n ISNULL(ITV.GLOSHT_0, 0) AS SHORTAGE_GLOBAL,\n ISNULL(ITV.SALSTO_0, 0) AS EXPECTED_SALES_ORDERS,\n ISNULL(ITV.ORDSTO_0, 0) AS EXPECTED_REPLENISHMENT,\n ISNULL(ITV.TRFSTO_0, 0) AS IN_TRANSIT,\n ISNULL(ITV.WAISTO_0, 0) AS PENDING_ISSUES,\n\n /* --- The figure to quote to the user --- */\n ISNULL(ITV.PHYSTO_0, 0) - ISNULL(ITV.PHYALL_0, 0) - ISNULL(ITV.GLOALL_0, 0)\n AS STOCK_AVAILABLE,\n\n /* --- Replenishment parameters (item x site) --- */\n ISNULL(ITF.REOTSD_0, 0) AS REORDER_POINT,\n ISNULL(ITF.SAFSTO_0, 0) AS SAFETY_STOCK,\n ISNULL(ITF.MAXSTO_0, 0) AS STOCK_MAX,\n CASE\n WHEN ISNULL(ITF.REOTSD_0, 0) > 0\n AND (ISNULL(ITV.PHYSTO_0, 0) - ISNULL(ITV.PHYALL_0, 0)\n - ISNULL(ITV.GLOALL_0, 0)) < ITF.REOTSD_0\n THEN 'Yes'\n ELSE 'No'\n END AS BELOW_REORDER_POINT,\n\n ITV.AVC_0 AS AVERAGE_COST,\n ISNULL(ITV.PHYSTO_0, 0) * ISNULL(ITV.AVC_0, 0)\n AS STOCK_VALUE_A,\n NULLIF(ITV.LASRCPDAT_0, '1753-01-01') AS LAST_RECEIPT,\n NULLIF(ITV.LASISSDAT_0, '1753-01-01') AS LAST_ISSUE,\n NULLIF(ITV.LASCUNDAT_0, '1753-01-01') AS LAST_COUNT\n\nFROM ITMMVT ITV\n\nLEFT JOIN ITMMASTER ITM\n ON ITM.ITMREF_0 = ITV.ITMREF_0\nLEFT JOIN (\n SELECT RTRIM(IDENT1_0) AS ITMREF, MAX(TEXTE_0) AS LABEL\n FROM ATEXTRA\n WHERE CODFIC_0 = 'ITMMASTER' AND ZONE_0 = 'DES1AXX' AND LANGUE_0 = 'ENG'\n GROUP BY RTRIM(IDENT1_0)\n) DES1 ON DES1.ITMREF = RTRIM(ITM.ITMREF_0)\n\nLEFT JOIN ITMFACILIT ITF\n ON ITF.ITMREF_0 = ITV.ITMREF_0\n AND ITF.STOFCY_0 = ITV.STOFCY_0\n\n/* --- Item category label: ATEXTRA / ITMCATEG / TCLAXX / ENG --- */\nLEFT JOIN (\n SELECT RTRIM(IDENT1_0) + RTRIM(IDENT2_0) AS TCLCOD,\n MAX(TEXTE_0) AS LABEL\n FROM ATEXTRA\n WHERE CODFIC_0 = 'ITMCATEG'\n AND ZONE_0 = 'TCLAXX'\n AND LANGUE_0 = 'ENG'\n GROUP BY RTRIM(IDENT1_0) + RTRIM(IDENT2_0)\n) CAT ON CAT.TCLCOD = RTRIM(ITM.TCLCOD_0)\n\nLEFT JOIN APLSTD ML_STA\n ON ML_STA.LAN_0 = 'ENG'\n AND ML_STA.LANCHP_0 = 246\n AND ML_STA.LANNUM_0 = ITM.ITMSTA_0\n\nLEFT JOIN APLSTD ML_SMG\n ON ML_SMG.LAN_0 = 'ENG'\n AND ML_SMG.LANCHP_0 = 215\n AND ML_SMG.LANNUM_0 = ITM.STOMGTCOD_0\n\nWHERE 1 = 1\n[[AND ITV.ITMREF_0 IN ({{item}})]]\n[[AND (UPPER(ITM.ITMDES1_0) LIKE UPPER({{description}}) OR UPPER(ISNULL(DES1.LABEL, '')) LIKE UPPER({{description}}))]]\n[[AND ITV.STOFCY_0 IN ({{site}})]]\n[[AND ITM.TCLCOD_0 IN ({{category}})]]\n[[AND ITM.ITMSTA_0 IN ({{item_status}})]]\n[[AND {{only_in_stock}} = 1 AND ISNULL(ITV.PHYSTO_0, 0) <> 0]]\n[[AND {{below_reorder_point}} = 1\n AND ISNULL(ITF.REOTSD_0, 0) > 0\n AND (ISNULL(ITV.PHYSTO_0, 0) - ISNULL(ITV.PHYALL_0, 0)\n - ISNULL(ITV.GLOALL_0, 0)) < ITF.REOTSD_0]]\n\nORDER BY ITV.ITMREF_0, ITV.STOFCY_0", "operation": "sqlSelect", "rowFormat": "arrays", "sqlOptions": { "maxTime": 30, "maxLines": 400 }, "sqlParameters": { "parameter": [ { "name": "item", "type": "list", "value": "={{ $fromAI('item', `One or more Sage X3 item references (ITMREF_0), comma separated, e.g. FIN008 or FIN008,FIN006. No quotes. Leave empty for all items.`, 'string', '') }}" }, { "name": "description", "type": "contains", "value": "={{ $fromAI('description', `Fragment of the item description, case-insensitive partial search. Pass the raw fragment, e.g. mountain. Do not add %, they are added automatically. Leave empty not to filter.`, 'string', '') }}" }, { "name": "site", "type": "list", "value": "={{ $fromAI('site', `One or more site codes, comma separated, e.g. FR011. Leave empty for all sites.`, 'string', '') }}" }, { "name": "category", "type": "list", "value": "={{ $fromAI('category', `One or more item categories (TCLCOD_0), comma separated, e.g. FINIS, SFINI, BMSOL, RAWMA. Pass the code, not the label. Leave empty for all categories.`, 'string', '') }}" }, { "name": "item_status", "type": "list", "value": "={{ $fromAI('item_status', `One or more item statuses (ITMSTA_0), numeric code of local menu 246. Leave empty for all statuses.`, 'string', '') }}" }, { "name": "only_in_stock", "type": "number", "value": "={{ $fromAI('only_in_stock', `Set 1 to keep only the rows with non-zero physical stock. Leave empty to see everything.`, 'string', '') }}" }, { "name": "below_reorder_point", "type": "number", "value": "={{ $fromAI('below_reorder_point', `Set 1 to keep only the items whose available stock has dropped below the reorder point. Leave empty to see everything.`, 'string', '') }}" } ] }, "descriptionType": "manual", "toolDescription": "Available stock by item and by site, from the ITMMVT totals. This is the tool to call for the question how much is left of a given item. One row per item x site pair.\n\nReturns SITE, ITEM, DESCRIPTION, STOCK_UNIT, CATEGORY_LABEL, ITEM_STATUS_LABEL, STOCK_MANAGEMENT_LABEL, STOCK_ACCEPTED_A, STOCK_QUALITY_Q, STOCK_REJECTED_R, STOCK_TOTAL, ALLOCATED_DETAILED, ALLOCATED_GLOBAL, SHORTAGE_GLOBAL, EXPECTED_SALES_ORDERS, EXPECTED_REPLENISHMENT, IN_TRANSIT, PENDING_ISSUES, STOCK_AVAILABLE, REORDER_POINT, SAFETY_STOCK, STOCK_MAX, BELOW_REORDER_POINT (Yes / No), AVERAGE_COST, STOCK_VALUE_A, LAST_RECEIPT, LAST_ISSUE, LAST_COUNT.\n\nThe figure to quote to the user is STOCK_AVAILABLE, equal to accepted physical stock minus detailed allocations minus global allocations. Do not quote STOCK_TOTAL as available stock.\n\nFor the detail by lot and location, use x3_stock_detail. Do not add quotes or % around values. Maximum 400 rows." }, "credentials": { "nx3SoapApi": { "name": "" } }, "typeVersion": 1 }, { "id": "5fe9dab2-12cc-4220-9f4e-d0fb2c0c2b2b", "name": "x3_stock_detail", "type": "n8n-nodes-nx3.nx3SoapTool", "position": [ 256, 1120 ], "parameters": { "advanced": {}, "simplify": true, "sqlQuery": "SELECT\n STO.STOFCY_0 AS SITE,\n STO.ITMREF_0 AS ITEM,\n ISNULL(NULLIF(DES1.LABEL, ''), ITM.ITMDES1_0) AS DESCRIPTION,\n STO.LOT_0 AS LOT,\n STO.SLO_0 AS SUBLOT,\n STO.BPSLOT_0 AS SUPPLIER_LOT,\n STO.SERNUM_0 AS SERIAL_NUMBER,\n STO.LOC_0 AS LOCATION,\n STO.LOCTYP_0 AS LOCATION_TYPE,\n STO.WRH_0 AS WAREHOUSE,\n STO.PALNUM_0 AS CONTAINER,\n STO.OWNER_0 AS OWNER,\n\n /* --- Stock status: A / Q / R code, not a local menu --- */\n STO.STA_0 AS STOCK_STATUS_CODE,\n CASE STO.STA_0\n WHEN 'A' THEN 'Accepted (A)'\n WHEN 'Q' THEN 'Quality control (Q)'\n WHEN 'R' THEN 'Rejected (R)'\n ELSE ISNULL(NULLIF(STO.STA_0, ''), 'Not specified')\n END AS STOCK_STATUS_LABEL,\n\n STO.QTYSTU_0 AS STOCK_QTY,\n ITM.STU_0 AS STOCK_UNIT,\n STO.QTYSTUACT_0 AS ACTIVE_QTY,\n STO.QTYPCU_0 AS PACKING_QTY,\n STO.PCU_0 AS PACKING_UNIT,\n\n ISNULL(STO.CUMALLQTY_0, 0) AS ALLOCATED_QTY,\n ISNULL(STO.CUMWIPQTY_0, 0) AS WIP_QTY,\n STO.QTYSTU_0 - ISNULL(STO.CUMALLQTY_0, 0)\n AS AVAILABLE_QTY,\n\n NULLIF(STO.LASRCPDAT_0, '1753-01-01') AS LAST_RECEIPT,\n NULLIF(STO.LASISSDAT_0, '1753-01-01') AS LAST_ISSUE,\n NULLIF(STO.LASCUNDAT_0, '1753-01-01') AS LAST_COUNT,\n\n /* --- Count in progress: local menu 1 --- */\n STO.CUNLOKFLG_0 AS COUNT_IN_PROGRESS_CODE,\n ISNULL(ML_CUN.LANMES_0, 'Unknown')\n + ' (' + CAST(ISNULL(STO.CUNLOKFLG_0, 0) AS VARCHAR(10)) + ')'\n AS COUNT_IN_PROGRESS_LABEL\n\nFROM STOCK STO\n\nLEFT JOIN ITMMASTER ITM\n ON ITM.ITMREF_0 = STO.ITMREF_0\nLEFT JOIN (\n SELECT RTRIM(IDENT1_0) AS ITMREF, MAX(TEXTE_0) AS LABEL\n FROM ATEXTRA\n WHERE CODFIC_0 = 'ITMMASTER' AND ZONE_0 = 'DES1AXX' AND LANGUE_0 = 'ENG'\n GROUP BY RTRIM(IDENT1_0)\n) DES1 ON DES1.ITMREF = RTRIM(ITM.ITMREF_0)\n\nLEFT JOIN APLSTD ML_CUN\n ON ML_CUN.LAN_0 = 'ENG'\n AND ML_CUN.LANCHP_0 = 1\n AND ML_CUN.LANNUM_0 = STO.CUNLOKFLG_0\n\nWHERE 1 = 1\n[[AND STO.ITMREF_0 IN ({{item}})]]\n[[AND (UPPER(ITM.ITMDES1_0) LIKE UPPER({{description}}) OR UPPER(ISNULL(DES1.LABEL, '')) LIKE UPPER({{description}}))]]\n[[AND STO.STOFCY_0 IN ({{site}})]]\n[[AND STO.LOC_0 IN ({{location}})]]\n[[AND STO.LOT_0 IN ({{lot}})]]\n[[AND STO.SLO_0 IN ({{sublot}})]]\n[[AND STO.SERNUM_0 IN ({{serial_number}})]]\n[[AND STO.STA_0 IN ({{stock_status}})]]\n[[AND STO.OWNER_0 IN ({{owner}})]]\n[[AND {{only_available}} = 1\n AND (STO.QTYSTU_0 - ISNULL(STO.CUMALLQTY_0, 0)) > 0]]\n\nORDER BY STO.ITMREF_0, STO.STOFCY_0, STO.STA_0, STO.LOT_0, STO.LOC_0", "operation": "sqlSelect", "rowFormat": "arrays", "sqlOptions": { "maxTime": 30, "maxLines": 400 }, "sqlParameters": { "parameter": [ { "name": "item", "type": "list", "value": "={{ $fromAI('item', `One or more Sage X3 item references (ITMREF_0), comma separated, e.g. FIN008 or FIN008,FIN006. No quotes. Leave empty for all items.`, 'string', '') }}" }, { "name": "description", "type": "contains", "value": "={{ $fromAI('description', `Fragment of the item description, case-insensitive partial search. Pass the raw fragment, e.g. mountain. Do not add %, they are added automatically. Leave empty not to filter.`, 'string', '') }}" }, { "name": "site", "type": "list", "value": "={{ $fromAI('site', `One or more site codes, comma separated, e.g. FR011. Leave empty for all sites.`, 'string', '') }}" }, { "name": "location", "type": "list", "value": "={{ $fromAI('location', `One or more location codes (LOC_0), comma separated. Leave empty for all locations.`, 'string', '') }}" }, { "name": "lot", "type": "list", "value": "={{ $fromAI('lot', `One or more lot numbers (LOT_0), comma separated. Leave empty for all lots.`, 'string', '') }}" }, { "name": "sublot", "type": "list", "value": "={{ $fromAI('sublot', `One or more sublot numbers (SLO_0). Leave empty for all.`, 'string', '') }}" }, { "name": "serial_number", "type": "list", "value": "={{ $fromAI('serial_number', `One or more serial numbers (SERNUM_0). Leave empty for all.`, 'string', '') }}" }, { "name": "stock_status", "type": "list", "value": "={{ $fromAI('stock_status', `Stock status: A for accepted, Q for quality control, R for rejected. Several values comma separated. Leave empty for all statuses.`, 'string', '') }}" }, { "name": "owner", "type": "list", "value": "={{ $fromAI('owner', `One or more stock owner codes (OWNER_0). Leave empty for all.`, 'string', '') }}" }, { "name": "only_available", "type": "number", "value": "={{ $fromAI('only_available', `Set 1 to keep only the rows with a strictly positive available quantity. Leave empty to see everything.`, 'string', '') }}" } ] }, "descriptionType": "manual", "toolDescription": "Stock detail by lot, sublot, location and status (STOCK table). Use it for where the stock is, which lots, what is under quality control.\n\nReturns SITE, ITEM, DESCRIPTION, LOT, SUBLOT, SUPPLIER_LOT, SERIAL_NUMBER, LOCATION, LOCATION_TYPE, WAREHOUSE, CONTAINER, OWNER, STOCK_STATUS_LABEL (Accepted A / Quality control Q / Rejected R), STOCK_QTY, STOCK_UNIT, ACTIVE_QTY, ALLOCATED_QTY, WIP_QTY, AVAILABLE_QTY, LAST_RECEIPT, LAST_ISSUE, LAST_COUNT, COUNT_IN_PROGRESS_LABEL.\n\nFor a simple total by site, prefer x3_stock_available, which is far faster. Do not add quotes or % around values. Maximum 400 rows." }, "credentials": { "nx3SoapApi": { "name": "" } }, "typeVersion": 1 }, { "id": "dcf8a3f5-2ca9-486a-93c9-c0c63d206942", "name": "x3_stock_movements", "type": "n8n-nodes-nx3.nx3SoapTool", "position": [ -48, 1296 ], "parameters": { "advanced": {}, "simplify": true, "sqlQuery": "SELECT\n STJ.STOFCY_0 AS SITE,\n STJ.VCRNUM_0 AS DOCUMENT_NUMBER,\n STJ.VCRLIN_0 AS LINE_NUMBER,\n STJ.ITMREF_0 AS ITEM,\n ISNULL(NULLIF(DES1.LABEL, ''), ITM.ITMDES1_0) AS DESCRIPTION,\n\n NULLIF(STJ.IPTDAT_0, '1753-01-01') AS MOVEMENT_DATE,\n NULLIF(STJ.ACCDAT_0, '1753-01-01') AS ACCOUNTING_DATE,\n NULLIF(STJ.CREDAT_0, '1753-01-01') AS CREATED_ON,\n\n /* --- Movement type: local menu 704 --- */\n STJ.TRSTYP_0 AS MOVEMENT_TYPE_CODE,\n ISNULL(ML_TRS.LANMES_0, 'Unknown')\n + ' (' + CAST(ISNULL(STJ.TRSTYP_0, 0) AS VARCHAR(10)) + ')'\n AS MOVEMENT_TYPE_LABEL,\n\n /* --- Document type: local menu 701 --- */\n STJ.VCRTYP_0 AS DOCUMENT_TYPE_CODE,\n ISNULL(ML_VCR.LANMES_0, 'Unknown')\n + ' (' + CAST(ISNULL(STJ.VCRTYP_0, 0) AS VARCHAR(10)) + ')'\n AS DOCUMENT_TYPE_LABEL,\n\n /* --- Source document: local menu 701 --- */\n STJ.VCRTYPORI_0 AS SOURCE_DOCUMENT_TYPE_CODE,\n ISNULL(ML_ORI.LANMES_0, 'Unknown')\n + ' (' + CAST(ISNULL(STJ.VCRTYPORI_0, 0) AS VARCHAR(10)) + ')'\n AS SOURCE_DOCUMENT_TYPE_LABEL,\n ISNULL(STJ.VCRNUMORI_0, '') AS SOURCE_DOCUMENT_NUMBER,\n\n /* --- Transaction family: miscellaneous table ATABDIV 9 --- */\n STJ.TRSFAM_0 AS MOVEMENT_FAMILY_CODE,\n ISNULL(AD_FAM.TEXTE_0, 'Not specified')\n AS MOVEMENT_FAMILY_LABEL,\n\n /* --- Movement direction, derived from the sign of the quantity --- */\n CASE\n WHEN STJ.QTYSTU_0 > 0 THEN 'Inbound'\n WHEN STJ.QTYSTU_0 < 0 THEN 'Outbound'\n ELSE 'Neutral'\n END AS DIRECTION,\n\n STJ.QTYSTU_0 AS STOCK_QTY,\n STJ.STU_0 AS STOCK_UNIT,\n STJ.QTYPCU_0 AS PACKING_QTY,\n STJ.PCU_0 AS PACKING_UNIT,\n STJ.ACTQTY_0 AS ACTIVE_QTY,\n STJ.POT_0 AS POTENCY,\n\n STJ.LOT_0 AS LOT,\n STJ.SLO_0 AS SUBLOT,\n STJ.LOC_0 AS LOCATION,\n STJ.WRH_0 AS WAREHOUSE,\n STJ.SERNUM_0 AS SERIAL_NUMBER,\n\n /* --- Stock status: A / Q / R code, not a local menu --- */\n STJ.STA_0 AS STOCK_STATUS_CODE,\n CASE STJ.STA_0\n WHEN 'A' THEN 'Accepted (A)'\n WHEN 'Q' THEN 'Quality control (Q)'\n WHEN 'R' THEN 'Rejected (R)'\n ELSE ISNULL(NULLIF(STJ.STA_0, ''), 'Not specified')\n END AS STOCK_STATUS_LABEL,\n\n STJ.PRIVAL_0 AS VALUATION_PRICE,\n STJ.AMTVAL_0 AS MOVEMENT_VALUE,\n\n /* --- Cost origin: local menu 705 --- */\n STJ.PRINAT_0 AS COST_ORIGIN_CODE,\n ISNULL(ML_PRI.LANMES_0, 'Unknown')\n + ' (' + CAST(ISNULL(STJ.PRINAT_0, 0) AS VARCHAR(10)) + ')'\n AS COST_ORIGIN_LABEL,\n\n /* --- Adjusted movement: local menu 1 --- */\n STJ.REGFLG_0 AS ADJUSTED_CODE,\n ISNULL(ML_REG.LANMES_0, 'Unknown')\n + ' (' + CAST(ISNULL(STJ.REGFLG_0, 0) AS VARCHAR(10)) + ')'\n AS ADJUSTED_LABEL,\n\n STJ.BPRNUM_0 AS BP_CODE,\n BPR.BPRNAM_0 AS BP_NAME,\n STJ.CREUSR_0 AS USER_CODE,\n STJ.MVTDES_0 AS MOVEMENT_DESCRIPTION\n\nFROM STOJOU STJ\n\nLEFT JOIN ITMMASTER ITM\n ON ITM.ITMREF_0 = STJ.ITMREF_0\nLEFT JOIN (\n SELECT RTRIM(IDENT1_0) AS ITMREF, MAX(TEXTE_0) AS LABEL\n FROM ATEXTRA\n WHERE CODFIC_0 = 'ITMMASTER' AND ZONE_0 = 'DES1AXX' AND LANGUE_0 = 'ENG'\n GROUP BY RTRIM(IDENT1_0)\n) DES1 ON DES1.ITMREF = RTRIM(ITM.ITMREF_0)\n\nLEFT JOIN BPARTNER BPR\n ON BPR.BPRNUM_0 = STJ.BPRNUM_0\n\nLEFT JOIN APLSTD ML_TRS\n ON ML_TRS.LAN_0 = 'ENG'\n AND ML_TRS.LANCHP_0 = 704\n AND ML_TRS.LANNUM_0 = STJ.TRSTYP_0\n\nLEFT JOIN APLSTD ML_VCR\n ON ML_VCR.LAN_0 = 'ENG'\n AND ML_VCR.LANCHP_0 = 701\n AND ML_VCR.LANNUM_0 = STJ.VCRTYP_0\n\nLEFT JOIN APLSTD ML_ORI\n ON ML_ORI.LAN_0 = 'ENG'\n AND ML_ORI.LANCHP_0 = 701\n AND ML_ORI.LANNUM_0 = STJ.VCRTYPORI_0\n\nLEFT JOIN APLSTD ML_PRI\n ON ML_PRI.LAN_0 = 'ENG'\n AND ML_PRI.LANCHP_0 = 705\n AND ML_PRI.LANNUM_0 = STJ.PRINAT_0\n\nLEFT JOIN APLSTD ML_REG\n ON ML_REG.LAN_0 = 'ENG'\n AND ML_REG.LANCHP_0 = 1\n AND ML_REG.LANNUM_0 = STJ.REGFLG_0\n\nLEFT JOIN ATEXTRA AD_FAM\n ON AD_FAM.CODFIC_0 = 'ATABDIV'\n AND AD_FAM.ZONE_0 = 'LNGDES'\n AND AD_FAM.LANGUE_0 = 'ENG'\n AND AD_FAM.IDENT1_0 = '9'\n AND AD_FAM.IDENT2_0 = STJ.TRSFAM_0\n\nWHERE 1 = 1\n[[AND STJ.ITMREF_0 IN ({{item}})]]\n[[AND (UPPER(ITM.ITMDES1_0) LIKE UPPER({{description}}) OR UPPER(ISNULL(DES1.LABEL, '')) LIKE UPPER({{description}}))]]\n[[AND STJ.STOFCY_0 IN ({{site}})]]\n[[AND STJ.LOC_0 IN ({{location}})]]\n[[AND STJ.LOT_0 IN ({{lot}})]]\n[[AND STJ.VCRNUM_0 IN ({{document_number}})]]\n[[AND STJ.TRSTYP_0 IN ({{movement_type}})]]\n[[AND STJ.VCRTYP_0 IN ({{document_type}})]]\n[[AND STJ.TRSFAM_0 IN ({{movement_family}})]]\n[[AND STJ.BPRNUM_0 IN ({{business_partner}})]]\n[[AND STJ.CREUSR_0 IN ({{user_code}})]]\n[[AND STJ.STA_0 IN ({{stock_status}})]]\n[[AND SIGN(STJ.QTYSTU_0) = {{direction}}]]\n[[AND STJ.IPTDAT_0 >= {{date_from}}]]\n[[AND STJ.IPTDAT_0 <= {{date_to}}]]\n\nORDER BY STJ.IPTDAT_0 DESC, STJ.VCRNUM_0, STJ.VCRLIN_0", "operation": "sqlSelect", "rowFormat": "arrays", "sqlOptions": { "maxTime": 30, "maxLines": 400 }, "sqlParameters": { "parameter": [ { "name": "item", "type": "list", "value": "={{ $fromAI('item', `One or more Sage X3 item references (ITMREF_0), comma separated, e.g. FIN008 or FIN008,FIN006. No quotes. Leave empty for all items.`, 'string', '') }}" }, { "name": "description", "type": "contains", "value": "={{ $fromAI('description', `Fragment of the item description, case-insensitive partial search. Pass the raw fragment, e.g. mountain. Do not add %, they are added automatically. Leave empty not to filter.`, 'string', '') }}" }, { "name": "site", "type": "list", "value": "={{ $fromAI('site', `One or more site codes, comma separated, e.g. FR011. Leave empty for all sites.`, 'string', '') }}" }, { "name": "location", "type": "list", "value": "={{ $fromAI('location', `One or more location codes (LOC_0), comma separated. Leave empty for all locations.`, 'string', '') }}" }, { "name": "lot", "type": "list", "value": "={{ $fromAI('lot', `One or more lot numbers (LOT_0), comma separated. Leave empty for all lots.`, 'string', '') }}" }, { "name": "document_number", "type": "list", "value": "={{ $fromAI('document_number', `One or more movement document numbers (VCRNUM_0). Leave empty for all.`, 'string', '') }}" }, { "name": "movement_type", "type": "list", "value": "={{ $fromAI('movement_type', `One or more numeric movement type codes (TRSTYP_0, local menu 704). Leave empty for all types.`, 'string', '') }}" }, { "name": "document_type", "type": "list", "value": "={{ $fromAI('document_type', `One or more numeric document type codes (VCRTYP_0, local menu 701). Leave empty for all types.`, 'string', '') }}" }, { "name": "movement_family", "type": "list", "value": "={{ $fromAI('movement_family', `One or more transaction family codes (TRSFAM_0, miscellaneous table 9). Leave empty for all families.`, 'string', '') }}" }, { "name": "business_partner", "type": "list", "value": "={{ $fromAI('business_partner', `One or more business partner codes (BPRNUM_0). Leave empty for all business partners.`, 'string', '') }}" }, { "name": "user_code", "type": "list", "value": "={{ $fromAI('user_code', `One or more user codes of the movement creator (CREUSR_0). Leave empty for all.`, 'string', '') }}" }, { "name": "stock_status", "type": "list", "value": "={{ $fromAI('stock_status', `Stock status: A for accepted, Q for quality control, R for rejected. Several values comma separated. Leave empty for all statuses.`, 'string', '') }}" }, { "name": "direction", "type": "number", "value": "={{ $fromAI('direction', `Movement direction: 1 for receipts, -1 for issues. Leave empty for both.`, 'string', '') }}" }, { "name": "date_from", "type": "date", "value": "={{ $fromAI('date_from', `Minimum date, included, format YYYY-MM-DD. Leave empty not to bound the start of the period.`, 'string', '') }}" }, { "name": "date_to", "type": "date", "value": "={{ $fromAI('date_to', `Maximum date, included, format YYYY-MM-DD. Leave empty not to bound the end of the period.`, 'string', '') }}" } ] }, "descriptionType": "manual", "toolDescription": "Detailed stock movements (STOJOU journal): receipts, issues, transfers, adjustments. Returns SITE, DOCUMENT_NUMBER, LINE_NUMBER, ITEM, DESCRIPTION, MOVEMENT_DATE, ACCOUNTING_DATE, MOVEMENT_TYPE_CODE and MOVEMENT_TYPE_LABEL, DOCUMENT_TYPE_CODE and DOCUMENT_TYPE_LABEL, SOURCE_DOCUMENT_TYPE_LABEL, SOURCE_DOCUMENT_NUMBER, MOVEMENT_FAMILY_LABEL, DIRECTION (Inbound / Outbound / Neutral), signed STOCK_QTY, STOCK_UNIT, LOT, SUBLOT, LOCATION, WAREHOUSE, SERIAL_NUMBER, STOCK_STATUS_LABEL (Accepted A / Quality control Q / Rejected R), VALUATION_PRICE, MOVEMENT_VALUE, COST_ORIGIN_LABEL, ADJUSTED_LABEL, BP_CODE, BP_NAME, USER_CODE, MOVEMENT_DESCRIPTION.\n\nAlways quote the _LABEL columns, never the raw codes. Quantities are signed: positive on receipts, negative on issues.\n\nAs soon as the question is about a volume rather than the detail (how much went out in June), use x3_stock_movements_summary, which aggregates on the database side.\n\nDo not add quotes or % around values. Maximum 400 rows, sorted by descending date: always bound date_from and date_to." }, "credentials": { "nx3SoapApi": { "name": "" } }, "typeVersion": 1 }, { "id": "cba1ef80-12e8-4ca1-b0f9-b992169c7afc", "name": "x3_stock_movements_summary", "type": "n8n-nodes-nx3.nx3SoapTool", "position": [ 256, 1296 ], "parameters": { "advanced": {}, "simplify": true, "sqlQuery": "SELECT\n STJ.STOFCY_0 AS SITE,\n STJ.ITMREF_0 AS ITEM,\n MAX(ISNULL(NULLIF(DES1.LABEL, ''), ITM.ITMDES1_0)) AS DESCRIPTION,\n STJ.TRSTYP_0 AS MOVEMENT_TYPE_CODE,\n MAX(ISNULL(ML_TRS.LANMES_0, 'Unknown')\n + ' (' + CAST(ISNULL(STJ.TRSTYP_0, 0) AS VARCHAR(10)) + ')')\n AS MOVEMENT_TYPE_LABEL,\n MAX(ITM.STU_0) AS STOCK_UNIT,\n COUNT(*) AS MOVEMENT_COUNT,\n SUM(CASE WHEN STJ.QTYSTU_0 > 0 THEN STJ.QTYSTU_0 ELSE 0 END) AS INBOUND_QTY,\n SUM(CASE WHEN STJ.QTYSTU_0 < 0 THEN STJ.QTYSTU_0 ELSE 0 END) AS OUTBOUND_QTY,\n SUM(STJ.QTYSTU_0) AS NET_QTY,\n SUM(ISNULL(STJ.AMTVAL_0, 0)) AS TOTAL_VALUE,\n MIN(NULLIF(STJ.IPTDAT_0, '1753-01-01')) AS FIRST_MOVEMENT,\n MAX(NULLIF(STJ.IPTDAT_0, '1753-01-01')) AS LAST_MOVEMENT\n\nFROM STOJOU STJ\nLEFT JOIN ITMMASTER ITM\n ON ITM.ITMREF_0 = STJ.ITMREF_0\nLEFT JOIN (\n SELECT RTRIM(IDENT1_0) AS ITMREF, MAX(TEXTE_0) AS LABEL\n FROM ATEXTRA\n WHERE CODFIC_0 = 'ITMMASTER' AND ZONE_0 = 'DES1AXX' AND LANGUE_0 = 'ENG'\n GROUP BY RTRIM(IDENT1_0)\n) DES1 ON DES1.ITMREF = RTRIM(ITM.ITMREF_0)\nLEFT JOIN APLSTD ML_TRS\n ON ML_TRS.LAN_0 = 'ENG'\n AND ML_TRS.LANCHP_0 = 704\n AND ML_TRS.LANNUM_0 = STJ.TRSTYP_0\nWHERE 1 = 1\n[[AND STJ.ITMREF_0 IN ({{item}})]]\n[[AND STJ.STOFCY_0 IN ({{site}})]]\n[[AND STJ.TRSTYP_0 IN ({{movement_type}})]]\n[[AND STJ.VCRTYP_0 IN ({{document_type}})]]\n[[AND STJ.STA_0 IN ({{stock_status}})]]\n[[AND STJ.IPTDAT_0 >= {{date_from}}]]\n[[AND STJ.IPTDAT_0 <= {{date_to}}]]\nGROUP BY STJ.STOFCY_0, STJ.ITMREF_0, STJ.TRSTYP_0\nORDER BY STJ.STOFCY_0, STJ.ITMREF_0, STJ.TRSTYP_0", "operation": "sqlSelect", "rowFormat": "arrays", "sqlOptions": { "maxTime": 30, "maxLines": 500 }, "sqlParameters": { "parameter": [ { "name": "item", "type": "list", "value": "={{ $fromAI('item', `One or more Sage X3 item references (ITMREF_0), comma separated, e.g. FIN008 or FIN008,FIN006. No quotes. Leave empty for all items.`, 'string', '') }}" }, { "name": "site", "type": "list", "value": "={{ $fromAI('site', `One or more site codes, comma separated, e.g. FR011. Leave empty for all sites.`, 'string', '') }}" }, { "name": "movement_type", "type": "list", "value": "={{ $fromAI('movement_type', `One or more numeric movement type codes (TRSTYP_0, local menu 704). Leave empty for all types.`, 'string', '') }}" }, { "name": "document_type", "type": "list", "value": "={{ $fromAI('document_type', `One or more numeric document type codes (VCRTYP_0, local menu 701). Leave empty for all types.`, 'string', '') }}" }, { "name": "stock_status", "type": "list", "value": "={{ $fromAI('stock_status', `Stock status: A for accepted, Q for quality control, R for rejected. Several values comma separated. Leave empty for all statuses.`, 'string', '') }}" }, { "name": "date_from", "type": "date", "value": "={{ $fromAI('date_from', `Minimum date, included, format YYYY-MM-DD. Leave empty not to bound the start of the period.`, 'string', '') }}" }, { "name": "date_to", "type": "date", "value": "={{ $fromAI('date_to', `Maximum date, included, format YYYY-MM-DD. Leave empty not to bound the end of the period.`, 'string', '') }}" } ] }, "descriptionType": "manual", "toolDescription": "Stock movement totals by item, site and movement type over a period. Use it instead of x3_stock_movements as soon as the question is about a volume (how much went out in June, what came in over the quarter), to avoid pulling back thousands of rows.\n\nReturns SITE, ITEM, DESCRIPTION, MOVEMENT_TYPE_CODE and MOVEMENT_TYPE_LABEL, STOCK_UNIT, MOVEMENT_COUNT, INBOUND_QTY, OUTBOUND_QTY (negative), NET_QTY, TOTAL_VALUE, FIRST_MOVEMENT, LAST_MOVEMENT.\n\nDo not add quotes or % around values. Always bound date_from and date_to." }, "credentials": { "nx3SoapApi": { "name": "" } }, "typeVersion": 1 }, { "id": "d0722417-f2d7-43b2-8b35-f851819a7d6f", "name": "x3_sales_order_lines", "type": "n8n-nodes-nx3.nx3SoapTool", "position": [ 640, 1120 ], "parameters": { "advanced": {}, "simplify": true, "sqlQuery": "SELECT \n SOH.SOHNUM_0 AS ORDER_NUMBER,\n SOH.SOHTYP_0 AS ORDER_TYPE,\n SOH.BPCORD_0 AS CUSTOMER_CODE,\n BPC.BPCNAM_0 AS CUSTOMER_NAME,\n SOH.SALFCY_0 AS SALES_SITE,\n NULLIF(SOH.ORDDAT_0, '1753-01-01') AS ORDER_DATE,\n SOH.CUR_0 AS CURRENCY,\n SOH.ORDSTA_0 AS STATUS_CODE,\n ISNULL(ML_ORD.LANMES_0, 'Unknown')\n + ' (' + CAST(ISNULL(SOH.ORDSTA_0, 0) AS VARCHAR(10)) + ')' AS STATUS_LABEL,\n SOP.SOPLIN_0 AS LINE_NUMBER,\n SOP.ITMREF_0 AS ITEM,\n SOP.ITMDES1_0 AS DESCRIPTION,\n SOP.ITMREFBPC_0 AS CUSTOMER_REF,\n SOQ.QTY AS ORDERED_QTY,\n SOP.NETPRI_0 AS NET_PRICE,\n SOQ.QTY * SOP.NETPRI_0 AS LINE_AMOUNT_EXCL_TAX\nFROM SORDER SOH\nJOIN SORDERP SOP\n ON SOP.SOHNUM_0 = SOH.SOHNUM_0\nLEFT JOIN (\n SELECT SOHNUM_0, SOPLIN_0, SUM(QTY_0) AS QTY\n FROM SORDERQ\n GROUP BY SOHNUM_0, SOPLIN_0\n) SOQ\n ON SOQ.SOHNUM_0 = SOP.SOHNUM_0\n AND SOQ.SOPLIN_0 = SOP.SOPLIN_0\nLEFT JOIN BPCUSTOMER BPC\n ON BPC.BPCNUM_0 = SOH.BPCORD_0\nLEFT JOIN APLSTD ML_ORD\n ON ML_ORD.LAN_0='ENG' AND ML_ORD.LANCHP_0=415 AND ML_ORD.LANNUM_0=SOH.ORDSTA_0\nWHERE 1 = 1\n[[AND SOH.BPCORD_0 IN ({{customer_code}})]]\n[[AND SOH.SOHNUM_0 IN ({{order_number}})]]\n[[AND SOP.ITMREF_0 IN ({{item}})]]\n[[AND SOH.ORDDAT_0 >= {{date_from}}]]\n[[AND SOH.ORDDAT_0 <= {{date_to}}]]\n[[AND SOH.SALFCY_0 IN ({{sales_site}})]]\n[[AND SOH.SOHTYP_0 IN ({{order_type}})]]\nORDER BY SOH.ORDDAT_0 DESC, SOH.SOHNUM_0, SOP.SOPLIN_0", "operation": "sqlSelect", "rowFormat": "arrays", "sqlOptions": { "maxTime": 20, "maxLines": 2000 }, "sqlParameters": { "parameter": [ { "name": "customer_code", "type": "list", "value": "={{ $fromAI('customer_code', `One or more Sage X3 customer codes (BPCNUM_0), comma separated, e.g. FR001 or FR001,FR002. Leave empty not to filter on the customer.`, 'string', '') }}" }, { "name": "order_number", "type": "list", "value": "={{ $fromAI('order_number', `One or more Sage X3 sales order numbers (SOHNUM_0), comma separated, e.g. SONFR0120099. Leave empty for all orders.`, 'string', '') }}" }, { "name": "item", "type": "list", "value": "={{ $fromAI('item', `One or more Sage X3 item references (ITMREF_0), comma separated, e.g. BMS088. Leave empty for all items.`, 'string', '') }}" }, { "name": "date_from", "type": "date", "value": "={{ $fromAI('date_from', `Minimum order date, included, format YYYY-MM-DD. Leave empty not to bound the start of the period.`, 'string', '') }}" }, { "name": "date_to", "type": "date", "value": "={{ $fromAI('date_to', `Maximum order date, included, format YYYY-MM-DD. Leave empty not to bound the end of the period.`, 'string', '') }}" }, { "name": "sales_site", "type": "list", "value": "={{ $fromAI('sales_site', `One or more Sage X3 sales site codes (SALFCY_0), comma separated, e.g. FR012. No quotes. Leave empty for all sites.`, 'string', '') }}" }, { "name": "order_type", "type": "list", "value": "={{ $fromAI('order_type', `One or more Sage X3 order types (SOHTYP_0), comma separated, e.g. SON or SON,WEB. Leave empty for all types.`, 'string', '') }}" } ] }, "descriptionType": "manual", "toolDescription": "Line-by-line detail of Sage X3 sales orders (SORDER + SORDERP + SORDERQ). One result row per order line: ORDER_NUMBER, ORDER_TYPE, CUSTOMER_CODE, CUSTOMER_NAME, SALES_SITE, ORDER_DATE, CURRENCY, STATUS_CODE and STATUS_LABEL (order status, local menu 415), LINE_NUMBER, ITEM, DESCRIPTION, CUSTOMER_REF, ORDERED_QTY, NET_PRICE, LINE_AMOUNT_EXCL_TAX.\n\nUse it for a detail question: which items, which quantities, which orders. This tool gives ORDERED quantities, it is the history. For what is left to deliver and for the order book, use x3_revenue_ordered. For a total or a ranking, use x3_revenue_summary.\n\nORDER_TYPE stays a raw untranslated code (SON, WEB): return it as is.\n\nDo not add quotes or % around values. Multi-value filters are separated by a comma. Dates are written YYYY-MM-DD.\n\nMaximum 2000 rows, sorted by descending date: always bound date_from and date_to. If rowCount is 2000 the result is truncated, say so and narrow the period." }, "credentials": { "nx3SoapApi": { "name": "" } }, "typeVersion": 1 }, { "id": "12a74c7f-9f0f-4d0e-a00f-68a6181d01d3", "name": "x3_sales_order_read", "type": "n8n-nodes-nx3.nx3SoapTool", "position": [ 944, 1120 ], "parameters": { "ident": "={{ $fromAI('Identifier', `Exact number of the Sage X3 sales order to read (SOHNUM_0), e.g. SONFR0120099. One number per call.`, 'string') }}", "object": "SOH", "advanced": {}, "x3Context": {}, "transaction": "FTIST", "descriptionType": "manual", "toolDescription": "Full read of ONE Sage X3 sales order (object SOH, transaction FTIST): header and lines, every field of the transaction. Requires the exact order number (SOHNUM_0, e.g. SONFR0120099), obtained beforehand through x3_sales_order_lines. Large response: call it for one specific order only, never to browse a set of orders." }, "credentials": { "nx3SoapApi": { "name": "" } }, "typeVersion": 1 }, { "id": "f2f19fd3-699a-4bb5-984d-ac8835c405a3", "name": "x3_sales_order_create", "type": "n8n-nodes-nx3.nx3SoapTool", "position": [ 640, 1296 ], "parameters": { "data": "={{ /*n8n-auto-generated-fromAI-override*/ $fromAI('Data__JSON_', `Expected schema; the values between angle brackets are placeholders to fill in, not examples to copy:\\\\n{\\\\n \"SOH0\": { \"BPCORD\": \"\", \"CUSORDREF\": \"\", \"SALFCY\": \"\", \"SOHTYP\": \"SON\" },\\\\n \"SOH2\": { \"STOFCY\": \"\" },\\\\n \"SOH4\": { \"ITMREF\": [\"\", \"\"], \"QTY\": [, ], \"DDEMDLVDAT\": [\"\", \"\"] }\\\\n}\\\\nITMREF, QTY and DDEMDLVDAT are three parallel arrays of the same length, index by index. DDEMDLVDAT is the delivery date requested for the line, in YYYY-MM-DD format: if a single date applies to the whole order, repeat it on every line. Never place it in the past and never invent it.`, 'json') }}", "object": "SOH", "advanced": {}, "operation": "create", "x3Context": { "user": "YOUR_X3_USER" }, "transaction": "ALL", "descriptionType": "manual", "toolDescription": "Creation of a Sage X3 sales order (object SOH, transaction FTIST).\n\nIRREVERSIBLE WRITE ACTION: only call this tool after the user has explicitly confirmed the customer, the items, the quantities and the requested delivery dates. Check beforehand that the customer exists through x3_customer_search and that the items exist through x3_item_search.\n\nA single parameter, in JSON. Expected schema; the values between angle brackets are placeholders to fill in, not examples to copy:\\n{\\n \"SOH0\": { \"BPCORD\": \"\", \"CUSORDREF\": \"\", \"SALFCY\": \"\", \"SOHTYP\": \"SON\" },\\n \"SOH2\": { \"STOFCY\": \"\" },\\n \"SOH4\": { \"ITMREF\": [\"\", \"\"], \"QTY\": [, ], \"DDEMDLVDAT\": [\"\", \"\"] }\\n}\\n\n\nRules: do not fill in SOHNUM, the Sage X3 counter assigns the number. ITMREF, QTY and DDEMDLVDAT are three parallel arrays of the same length, index by index: the first date goes with the first item, the second with the second, and so on. DDEMDLVDAT is the delivery date requested by the customer, specific to each line, in YYYY-MM-DD format. If the user gives a single date for the whole order, repeat it on every line. Ask for it rather than inferring it, and never place it in the past. Never invent an item code or a customer code." }, "credentials": { "nx3SoapApi": { "name": "" } }, "typeVersion": 1 }, { "id": "a3c904f1-75d0-49b4-b7f5-ec155ffaa45a", "name": "x3_revenue_summary", "type": "n8n-nodes-nx3.nx3SoapTool", "position": [ 1312, 1120 ], "parameters": { "advanced": {}, "simplify": true, "sqlQuery": "SELECT\n AGG.LEVEL AS LEVEL,\n AGG.REVENUE_TYPE AS REVENUE_TYPE,\n AGG.YEAR AS YEAR,\n AGG.MONTH AS MONTH,\n AGG.CUSTOMER_CODE AS CUSTOMER_CODE,\n AGG.CUSTOMER_NAME AS CUSTOMER_NAME,\n AGG.ITEM AS ITEM,\n AGG.DESCRIPTION AS DESCRIPTION,\n AGG.DOCUMENT_COUNT AS DOCUMENT_COUNT,\n AGG.LINE_COUNT AS LINE_COUNT,\n AGG.LINES_WITHOUT_RATE AS LINES_WITHOUT_RATE,\n AGG.QUANTITY AS QUANTITY,\n AGG.REVENUE_EUR AS REVENUE_EUR\nFROM (\n SELECT\n CASE\n WHEN GROUPING(CA.YEAR) = 0 THEN 'Month'\n WHEN GROUPING(CA.CUSTOMER_CODE) = 0 AND GROUPING(CA.ITEM) = 0 THEN 'CustomerItem'\n WHEN GROUPING(CA.CUSTOMER_CODE) = 0 THEN 'Customer'\n WHEN GROUPING(CA.ITEM) = 0 THEN 'Item'\n ELSE 'Total'\n END AS LEVEL,\n CA.REVENUE_TYPE,\n CA.YEAR,\n CA.MONTH,\n CA.CUSTOMER_CODE,\n CASE WHEN GROUPING(CA.CUSTOMER_CODE) = 0 THEN MAX(CA.CUSTOMER_NAME) END AS CUSTOMER_NAME,\n CA.ITEM,\n CASE WHEN GROUPING(CA.ITEM) = 0 THEN MAX(CA.DESCRIPTION) END AS DESCRIPTION,\n COUNT(DISTINCT CA.DOCUMENT) AS DOCUMENT_COUNT,\n COUNT(*) AS LINE_COUNT,\n SUM(CASE WHEN CA.AMOUNT_EUR IS NULL THEN 1 ELSE 0 END) AS LINES_WITHOUT_RATE,\n SUM(CA.QUANTITY) AS QUANTITY,\n SUM(CA.AMOUNT_EUR) AS REVENUE_EUR\n FROM (\n\n /* ---------- Billed ---------- */\n SELECT\n 'Billed' AS REVENUE_TYPE,\n SID.NUM_0 AS DOCUMENT,\n SID.SIDLIN_0 AS LINE,\n NULLIF(SIE.ACCDAT_0, '1753-01-01') AS REF_DATE,\n YEAR(SIE.ACCDAT_0) AS YEAR,\n MONTH(SIE.ACCDAT_0) AS MONTH,\n SID.BPCINV_0 AS CUSTOMER_CODE,\n BPR.BPRNAM_0 AS CUSTOMER_NAME,\n SID.REP1_0 AS SALES_REP,\n SID.ITMREF_0 AS ITEM,\n ISNULL(NULLIF(DES1.LABEL, ''), ITM.ITMDES1_0) AS DESCRIPTION,\n ITM.TCLCOD_0 AS X3_CATEGORY,\n ISNULL(CAT.LABEL, ITM.TCLCOD_0) AS X3_CATEGORY_LABEL,\n SID.SALFCY_0 AS SITE,\n (CASE ISNULL(TIV.INVTYP_0, 1) WHEN 2 THEN -1 WHEN 4 THEN -1 WHEN 5 THEN 0 ELSE 1 END) * SID.QTY_0 AS QUANTITY,\n SID.STU_0 AS UNIT,\n SIE.CUR_0 AS CURRENCY,\n (CASE ISNULL(TIV.INVTYP_0, 1) WHEN 2 THEN -1 WHEN 4 THEN -1 WHEN 5 THEN 0 ELSE 1 END) * SID.AMTNOTLIN_0 AS AMOUNT_CURRENCY,\n (CASE ISNULL(TIV.INVTYP_0, 1) WHEN 2 THEN -1 WHEN 4 THEN -1 WHEN 5 THEN 0 ELSE 1 END) * SID.AMTNOTLIN_0\n * CASE WHEN SIE.CUR_0 = 'EUR' THEN 1 ELSE COALESCE(\n (SELECT TOP (1) TCH.CHGRAT_0\n FROM TABCHANGE TCH\n WHERE TCH.CUR_0 = SIE.CUR_0 AND TCH.CURDEN_0 = 'EUR' AND TCH.CHGTYP_0 = 1\n AND TCH.CHGSTRDAT_0 <= SIE.ACCDAT_0\n ORDER BY TCH.CHGSTRDAT_0 DESC),\n (SELECT TOP (1) 1.0 / NULLIF(TCH.CHGRAT_0, 0)\n FROM TABCHANGE TCH\n WHERE TCH.CUR_0 = 'EUR' AND TCH.CURDEN_0 = SIE.CUR_0 AND TCH.CHGTYP_0 = 1\n AND TCH.CHGSTRDAT_0 <= SIE.ACCDAT_0\n ORDER BY TCH.CHGSTRDAT_0 DESC)\n ) END AS AMOUNT_EUR,\n CAST(SIE.SIVTYP_0 AS VARCHAR(30)) AS STATUS_CODE,\n CAST(CASE ISNULL(TIV.INVTYP_0, 0)\n WHEN 1 THEN 'Invoice (1)'\n WHEN 2 THEN 'Credit memo (2)'\n WHEN 3 THEN 'Debit note (3)'\n WHEN 4 THEN 'Credit note (4)'\n WHEN 5 THEN 'Proforma (5)'\n ELSE 'Not specified (' + RTRIM(ISNULL(SIE.SIVTYP_0, '')) + ')'\n END AS VARCHAR(60)) AS STATUS_LABEL\n FROM SINVOICED SID\n JOIN SINVOICE SIE ON SIE.NUM_0 = SID.NUM_0\nLEFT JOIN TABSIVTYP TIV ON TIV.SIVTYP_0 = SIE.SIVTYP_0\n LEFT JOIN ITMMASTER ITM ON ITM.ITMREF_0 = SID.ITMREF_0\nLEFT JOIN (\n SELECT RTRIM(IDENT1_0) AS ITMREF, MAX(TEXTE_0) AS LABEL\n FROM ATEXTRA\n WHERE CODFIC_0 = 'ITMMASTER' AND ZONE_0 = 'DES1AXX' AND LANGUE_0 = 'ENG'\n GROUP BY RTRIM(IDENT1_0)\n) DES1 ON DES1.ITMREF = RTRIM(ITM.ITMREF_0)\n LEFT JOIN (\n SELECT RTRIM(IDENT1_0) + RTRIM(IDENT2_0) AS TCLCOD, MAX(TEXTE_0) AS LABEL\n FROM ATEXTRA\n WHERE CODFIC_0='ITMCATEG' AND ZONE_0='TCLAXX' AND LANGUE_0='ENG'\n GROUP BY RTRIM(IDENT1_0) + RTRIM(IDENT2_0)\n ) CAT ON CAT.TCLCOD = RTRIM(ITM.TCLCOD_0)\n LEFT JOIN BPARTNER BPR ON BPR.BPRNUM_0 = SID.BPCINV_0\n WHERE 1 = 1\n [[AND SIE.ACCDAT_0 >= {{date_from}}]]\n [[AND SIE.ACCDAT_0 <= {{date_to}}]]\n\n UNION ALL\n\n /* ---------- Ordered ---------- */\n SELECT\n 'Ordered',\n SOQ.SOHNUM_0,\n SOQ.SOPLIN_0,\n NULLIF(SOQ.SHIDAT_0, '1753-01-01'),\n YEAR(SOQ.SHIDAT_0),\n MONTH(SOQ.SHIDAT_0),\n SOQ.BPCORD_0,\n BPC.BPCNAM_0,\n SOP.REP1_0,\n SOQ.ITMREF_0,\n ISNULL(NULLIF(DES1.LABEL, ''), ITM.ITMDES1_0),\n ITM.TCLCOD_0,\n ISNULL(CAT.LABEL, ITM.TCLCOD_0),\n SOQ.STOFCY_0,\n (SOQ.QTY_0 - ISNULL(SOQ.INVQTY_0, 0)),\n SOP.STU_0,\n SOH.CUR_0,\n (SOQ.QTY_0 - ISNULL(SOQ.INVQTY_0, 0)) * SOP.NETPRI_0,\n (SOQ.QTY_0 - ISNULL(SOQ.INVQTY_0, 0)) * SOP.NETPRI_0\n * CASE WHEN SOH.CUR_0 = 'EUR' THEN 1 ELSE COALESCE(\n (SELECT TOP (1) TCH.CHGRAT_0\n FROM TABCHANGE TCH\n WHERE TCH.CUR_0 = SOH.CUR_0 AND TCH.CURDEN_0 = 'EUR' AND TCH.CHGTYP_0 = 1\n AND TCH.CHGSTRDAT_0 <= SOH.ORDDAT_0\n ORDER BY TCH.CHGSTRDAT_0 DESC),\n (SELECT TOP (1) 1.0 / NULLIF(TCH.CHGRAT_0, 0)\n FROM TABCHANGE TCH\n WHERE TCH.CUR_0 = 'EUR' AND TCH.CURDEN_0 = SOH.CUR_0 AND TCH.CHGTYP_0 = 1\n AND TCH.CHGSTRDAT_0 <= SOH.ORDDAT_0\n ORDER BY TCH.CHGSTRDAT_0 DESC)\n ) END,\n CAST(CAST(SOQ.SOQSTA_0 AS INT) AS VARCHAR(30)),\n CAST(ISNULL(ML_SOQ.LANMES_0, 'Unknown')\n + ' (' + CAST(ISNULL(SOQ.SOQSTA_0, 0) AS VARCHAR(10)) + ')'\n AS VARCHAR(60))\n FROM SORDERQ SOQ\n JOIN SORDERP SOP ON SOP.SOHNUM_0 = SOQ.SOHNUM_0 AND SOP.SOPLIN_0 = SOQ.SOPLIN_0\n LEFT JOIN SORDER SOH ON SOH.SOHNUM_0 = SOQ.SOHNUM_0\n LEFT JOIN BPCUSTOMER BPC ON BPC.BPCNUM_0 = SOQ.BPCORD_0\n LEFT JOIN ITMMASTER ITM ON ITM.ITMREF_0 = SOQ.ITMREF_0\nLEFT JOIN (\n SELECT RTRIM(IDENT1_0) AS ITMREF, MAX(TEXTE_0) AS LABEL\n FROM ATEXTRA\n WHERE CODFIC_0 = 'ITMMASTER' AND ZONE_0 = 'DES1AXX' AND LANGUE_0 = 'ENG'\n GROUP BY RTRIM(IDENT1_0)\n) DES1 ON DES1.ITMREF = RTRIM(ITM.ITMREF_0)\n LEFT JOIN (\n SELECT RTRIM(IDENT1_0) + RTRIM(IDENT2_0) AS TCLCOD, MAX(TEXTE_0) AS LABEL\n FROM ATEXTRA\n WHERE CODFIC_0='ITMCATEG' AND ZONE_0='TCLAXX' AND LANGUE_0='ENG'\n GROUP BY RTRIM(IDENT1_0) + RTRIM(IDENT2_0)\n ) CAT ON CAT.TCLCOD = RTRIM(ITM.TCLCOD_0)\n LEFT JOIN APLSTD ML_SOQ ON ML_SOQ.LAN_0='ENG' AND ML_SOQ.LANCHP_0=279\n AND ML_SOQ.LANNUM_0=SOQ.SOQSTA_0\n WHERE SOQ.SOQSTA_0 < 3 -- lignes non soldees\n [[AND SOQ.SHIDAT_0 >= {{date_from}}]]\n [[AND SOQ.SHIDAT_0 <= {{date_to}}]]\n\n ) CA\n WHERE 1 = 1\n [[AND CA.REVENUE_TYPE IN ({{revenue_type}})]]\n [[AND CA.CUSTOMER_CODE IN ({{customer_code}})]]\n [[AND UPPER(CA.CUSTOMER_NAME) LIKE UPPER({{customer_name}})]]\n [[AND CA.ITEM IN ({{item}})]]\n [[AND CA.X3_CATEGORY IN ({{category}})]]\n [[AND CA.SITE IN ({{site}})]]\n [[AND CA.CURRENCY IN ({{currency}})]]\n GROUP BY GROUPING SETS (\n (CA.REVENUE_TYPE),\n (CA.REVENUE_TYPE, CA.YEAR, CA.MONTH),\n (CA.REVENUE_TYPE, CA.CUSTOMER_CODE),\n (CA.REVENUE_TYPE, CA.ITEM),\n (CA.REVENUE_TYPE, CA.CUSTOMER_CODE, CA.ITEM)\n )\n) AGG\nWHERE 1 = 1\n[[AND AGG.LEVEL IN ({{level}})]]\nORDER BY AGG.LEVEL, AGG.REVENUE_TYPE, AGG.YEAR, AGG.MONTH, AGG.REVENUE_EUR DESC", "operation": "sqlSelect", "rowFormat": "arrays", "sqlOptions": { "maxTime": 60, "maxLines": 1000 }, "sqlParameters": { "parameter": [ { "name": "level", "type": "list", "value": "={{ $fromAI('level', `REQUIRED in practice. Granularity wanted, a single value: Total for an overall total, Month for a monthly trend, Customer for a customer ranking, Item for an item ranking, CustomerItem for what a customer buys item by item. Without this filter the tool returns the five granularities mixed together.`, 'string', '') }}" }, { "name": "revenue_type", "type": "list", "value": "={{ $fromAI('revenue_type', `Horizon: Billed or Ordered. Both values comma separated to compare them. Leave empty for both.`, 'string', '') }}" }, { "name": "customer_code", "type": "list", "value": "={{ $fromAI('customer_code', `One or more customer codes (BPCNUM_0), e.g. FR001 or FR001,FR002. No quotes. Leave empty for all.`, 'string', '') }}" }, { "name": "customer_name", "type": "contains", "value": "={{ $fromAI('customer_name', `Fragment of the customer name, case-insensitive partial search. Do not add %. Leave empty not to filter.`, 'string', '') }}" }, { "name": "item", "type": "list", "value": "={{ $fromAI('item', `One or more item references (ITMREF_0). Leave empty for all items.`, 'string', '') }}" }, { "name": "category", "type": "list", "value": "={{ $fromAI('category', `One or more item categories (TCLCOD_0). Leave empty for all categories.`, 'string', '') }}" }, { "name": "site", "type": "list", "value": "={{ $fromAI('site', `One or more site codes. Leave empty for all sites.`, 'string', '') }}" }, { "name": "currency", "type": "list", "value": "={{ $fromAI('currency', `One or more currencies of the source document. Amounts stay converted into euros. Leave empty for all.`, 'string', '') }}" }, { "name": "date_from", "type": "date", "value": "={{ $fromAI('date_from', `Minimum date, included, format YYYY-MM-DD. Always fill it in.`, 'string', '') }}" }, { "name": "date_to", "type": "date", "value": "={{ $fromAI('date_to', `Maximum date, included, format YYYY-MM-DD. Always fill it in.`, 'string', '') }}" } ] }, "descriptionType": "manual", "toolDescription": "THE revenue entry point. Totals aggregated on the database side, converted into euros, over both horizons: billed and ordered.\n\nThe level parameter picks the granularity: Total, Month (trend), Customer (customer ranking), Item (item ranking), CustomerItem (what a customer buys, item by item). Always fill it in, otherwise the five granularities come back mixed together in the same answer.\n\nReturns LEVEL, REVENUE_TYPE, YEAR, MONTH, CUSTOMER_CODE, CUSTOMER_NAME, ITEM, DESCRIPTION, DOCUMENT_COUNT, LINE_COUNT, LINES_WITHOUT_RATE, QUANTITY, REVENUE_EUR.\n\nLINES_WITHOUT_RATE counts the lines whose exchange rate to the euro could not be found: their amount is excluded from REVENUE_EUR. If that column is not zero the total is INCOMPLETE: tell the user, give the number of lines involved, and offer to run the query currency by currency rather than presenting REVENUE_EUR as a reliable total. Columns outside the requested level are NULL, that is expected.\n\nCall it before any detail tool as soon as a total, a ranking, a trend or a period comparison is involved. For the line-by-line detail, switch afterwards to x3_revenue_billed or x3_revenue_ordered.\n\nBilled and ordered are two distinct horizons, never a cumulative figure: billed is realised, ordered is a commitment not yet invoiced.\n\nDo not add quotes or % around values. Always bound date_from and date_to." }, "credentials": { "nx3SoapApi": { "name": "" } }, "typeVersion": 1 }, { "id": "8bc7de79-317a-47aa-97bd-ec312bc1da24", "name": "x3_revenue_billed", "type": "n8n-nodes-nx3.nx3SoapTool", "position": [ 1616, 1120 ], "parameters": { "advanced": {}, "simplify": true, "sqlQuery": "SELECT\n 'Billed' AS REVENUE_TYPE,\n SID.NUM_0 AS DOCUMENT,\n SID.SIDLIN_0 AS LINE,\n NULLIF(SIE.ACCDAT_0, '1753-01-01') AS REF_DATE,\n YEAR(SIE.ACCDAT_0) AS YEAR,\n MONTH(SIE.ACCDAT_0) AS MONTH,\n\n SID.BPCINV_0 AS CUSTOMER_CODE,\n BPR.BPRNAM_0 AS CUSTOMER_NAME,\n SID.REP1_0 AS SALES_REP,\n\n SID.ITMREF_0 AS ITEM,\n ISNULL(NULLIF(DES1.LABEL, ''), ITM.ITMDES1_0) AS DESCRIPTION,\n ITM.TCLCOD_0 AS X3_CATEGORY,\n ISNULL(CAT.LABEL, ITM.TCLCOD_0) AS X3_CATEGORY_LABEL,\n ISNULL(AD_TS0.TEXTE_0, 'Not set') AS STAT_GROUP1,\n\n SID.SALFCY_0 AS SITE,\n SID.STOFCY_0 AS SHIPMENT_SITE,\n\n /* --- Business sign applied to the document type --- */\n (CASE ISNULL(TIV.INVTYP_0, 1) WHEN 2 THEN -1 WHEN 4 THEN -1 WHEN 5 THEN 0 ELSE 1 END) * SID.QTY_0 AS QUANTITY,\n SID.STU_0 AS UNIT,\n\n SIE.CUR_0 AS CURRENCY,\n (CASE ISNULL(TIV.INVTYP_0, 1) WHEN 2 THEN -1 WHEN 4 THEN -1 WHEN 5 THEN 0 ELSE 1 END) * SID.AMTNOTLIN_0 AS AMOUNT_CURRENCY,\n\n /* --- EUR exchange rate --- */\n CASE WHEN SIE.CUR_0 = 'EUR' THEN 1 ELSE COALESCE(\n (SELECT TOP (1) TCH.CHGRAT_0\n FROM TABCHANGE TCH\n WHERE TCH.CUR_0 = SIE.CUR_0 AND TCH.CURDEN_0 = 'EUR' AND TCH.CHGTYP_0 = 1\n AND TCH.CHGSTRDAT_0 <= SIE.ACCDAT_0\n ORDER BY TCH.CHGSTRDAT_0 DESC),\n (SELECT TOP (1) 1.0 / NULLIF(TCH.CHGRAT_0, 0)\n FROM TABCHANGE TCH\n WHERE TCH.CUR_0 = 'EUR' AND TCH.CURDEN_0 = SIE.CUR_0 AND TCH.CHGTYP_0 = 1\n AND TCH.CHGSTRDAT_0 <= SIE.ACCDAT_0\n ORDER BY TCH.CHGSTRDAT_0 DESC)\n ) END AS EUR_RATE,\n\n (CASE ISNULL(TIV.INVTYP_0, 1) WHEN 2 THEN -1 WHEN 4 THEN -1 WHEN 5 THEN 0 ELSE 1 END) * SID.AMTNOTLIN_0\n * CASE WHEN SIE.CUR_0 = 'EUR' THEN 1 ELSE COALESCE(\n (SELECT TOP (1) TCH.CHGRAT_0\n FROM TABCHANGE TCH\n WHERE TCH.CUR_0 = SIE.CUR_0 AND TCH.CURDEN_0 = 'EUR' AND TCH.CHGTYP_0 = 1\n AND TCH.CHGSTRDAT_0 <= SIE.ACCDAT_0\n ORDER BY TCH.CHGSTRDAT_0 DESC),\n (SELECT TOP (1) 1.0 / NULLIF(TCH.CHGRAT_0, 0)\n FROM TABCHANGE TCH\n WHERE TCH.CUR_0 = 'EUR' AND TCH.CURDEN_0 = SIE.CUR_0 AND TCH.CHGTYP_0 = 1\n AND TCH.CHGSTRDAT_0 <= SIE.ACCDAT_0\n ORDER BY TCH.CHGSTRDAT_0 DESC)\n ) END AS AMOUNT_EUR,\n\n /* --- Document type: alpha code, not a local menu --- */\n SIE.SIVTYP_0 AS STATUS_CODE,\n CASE ISNULL(TIV.INVTYP_0, 0)\n WHEN 1 THEN 'Invoice (1)'\n WHEN 2 THEN 'Credit memo (2)'\n WHEN 3 THEN 'Debit note (3)'\n WHEN 4 THEN 'Credit note (4)'\n WHEN 5 THEN 'Proforma (5)'\n ELSE 'Not specified (' + RTRIM(ISNULL(SIE.SIVTYP_0, '')) + ')'\n END AS STATUS_LABEL\n\nFROM SINVOICED SID\nJOIN SINVOICE SIE ON SIE.NUM_0 = SID.NUM_0\nLEFT JOIN TABSIVTYP TIV ON TIV.SIVTYP_0 = SIE.SIVTYP_0\nLEFT JOIN ITMMASTER ITM ON ITM.ITMREF_0 = SID.ITMREF_0\nLEFT JOIN (\n SELECT RTRIM(IDENT1_0) AS ITMREF, MAX(TEXTE_0) AS LABEL\n FROM ATEXTRA\n WHERE CODFIC_0 = 'ITMMASTER' AND ZONE_0 = 'DES1AXX' AND LANGUE_0 = 'ENG'\n GROUP BY RTRIM(IDENT1_0)\n) DES1 ON DES1.ITMREF = RTRIM(ITM.ITMREF_0)\nLEFT JOIN (\n SELECT RTRIM(IDENT1_0) + RTRIM(IDENT2_0) AS TCLCOD, MAX(TEXTE_0) AS LABEL\n FROM ATEXTRA\n WHERE CODFIC_0='ITMCATEG' AND ZONE_0='TCLAXX' AND LANGUE_0='ENG'\n GROUP BY RTRIM(IDENT1_0) + RTRIM(IDENT2_0)\n) CAT ON CAT.TCLCOD = RTRIM(ITM.TCLCOD_0)\nLEFT JOIN BPARTNER BPR ON BPR.BPRNUM_0 = SID.BPCINV_0\nLEFT JOIN ATEXTRA AD_TS0\n ON AD_TS0.CODFIC_0='ATABDIV' AND AD_TS0.ZONE_0='LNGDES'\n AND AD_TS0.LANGUE_0='ENG' AND AD_TS0.IDENT1_0='20'\n AND AD_TS0.IDENT2_0=ITM.TSICOD_0\nWHERE 1 = 1\n[[AND SID.BPCINV_0 IN ({{customer_code}})]]\n[[AND UPPER(BPR.BPRNAM_0) LIKE UPPER({{customer_name}})]]\n[[AND SID.ITMREF_0 IN ({{item}})]]\n[[AND ITM.TCLCOD_0 IN ({{category}})]]\n[[AND SID.REP1_0 IN ({{sales_rep}})]]\n[[AND SID.SALFCY_0 IN ({{site}})]]\n[[AND SIE.CUR_0 IN ({{currency}})]]\n[[AND TIV.INVTYP_0 IN ({{invoice_type}})]]\n[[AND SIE.ACCDAT_0 >= {{date_from}}]]\n[[AND SIE.ACCDAT_0 <= {{date_to}}]]\nORDER BY SIE.ACCDAT_0 DESC, SID.NUM_0, SID.SIDLIN_0", "operation": "sqlSelect", "rowFormat": "arrays", "sqlOptions": { "maxTime": 30, "maxLines": 1000 }, "sqlParameters": { "parameter": [ { "name": "customer_code", "type": "list", "value": "={{ $fromAI('customer_code', `One or more Sage X3 customer codes (BPCNUM_0), comma separated, e.g. FR001 or FR001,FR002. No quotes. Leave empty for all customers.`, 'string', '') }}" }, { "name": "customer_name", "type": "contains", "value": "={{ $fromAI('customer_name', `Fragment of the customer name, case-insensitive partial search. Pass the raw fragment, e.g. urban. Do not add %, they are added automatically. Leave empty not to filter on the name.`, 'string', '') }}" }, { "name": "item", "type": "list", "value": "={{ $fromAI('item', `One or more Sage X3 item references (ITMREF_0), comma separated, e.g. FIN008 or FIN008,FIN006. No quotes. Leave empty for all items.`, 'string', '') }}" }, { "name": "category", "type": "list", "value": "={{ $fromAI('category', `One or more item categories (TCLCOD_0), comma separated, e.g. FINIS, SFINI, BMSOL, RAWMA. Pass the code, not the label. Leave empty for all categories.`, 'string', '') }}" }, { "name": "sales_rep", "type": "list", "value": "={{ $fromAI('sales_rep', `One or more sales representative codes (REP1_0). Leave empty for all representatives.`, 'string', '') }}" }, { "name": "site", "type": "list", "value": "={{ $fromAI('site', `One or more site codes, comma separated, e.g. FR011. Leave empty for all sites.`, 'string', '') }}" }, { "name": "currency", "type": "list", "value": "={{ $fromAI('currency', `One or more currencies, e.g. EUR or EUR,USD. Leave empty for all currencies.`, 'string', '') }}" }, { "name": "invoice_type", "type": "list", "value": "={{ $fromAI('invoice_type', `Normalised document type (TABSIVTYP.INVTYP_0), numeric code: 1 Invoice, 2 Credit memo, 3 Debit note, 4 Credit note, 5 Proforma. Several values comma separated. Leave empty for all types.`, 'string', '') }}" }, { "name": "date_from", "type": "date", "value": "={{ $fromAI('date_from', `Minimum date, included, format YYYY-MM-DD. Leave empty not to bound the start of the period.`, 'string', '') }}" }, { "name": "date_to", "type": "date", "value": "={{ $fromAI('date_to', `Maximum date, included, format YYYY-MM-DD. Leave empty not to bound the end of the period.`, 'string', '') }}" } ] }, "descriptionType": "manual", "toolDescription": "BILLED revenue, line by line (SINVOICED + SINVOICE). This is actual revenue, to be kept apart from ordered revenue and from forecasts.\n\nReturns REVENUE_TYPE, DOCUMENT, LINE, REF_DATE (accounting date), YEAR, MONTH, CUSTOMER_CODE, CUSTOMER_NAME, SALES_REP, ITEM, DESCRIPTION, X3_CATEGORY and X3_CATEGORY_LABEL, STAT_GROUP1, SITE, SHIPMENT_SITE, QUANTITY, UNIT, CURRENCY, AMOUNT_CURRENCY, EUR_RATE, AMOUNT_EUR, STATUS_CODE (the folder's document type code, e.g. REG, DIR, FCF) and STATUS_LABEL, resolved through TABSIVTYP.INVTYP_0: Invoice (1), Credit memo (2), Debit note (3), Credit note (4), Proforma (5).\n\nThe business sign follows INVTYP_0: credit memos and credit notes negative, proformas at zero, invoices and debit notes positive. Use AMOUNT_EUR for any multi-currency total, AMOUNT_CURRENCY only when the question covers a single currency. A EUR_RATE of 0 flags an exchange rate that could not be found for that currency at that date: the value is NULL in the database and rendered as 0 by the transport layer. The line exists but cannot be converted into euros: say so rather than counting it as zero, and reason on AMOUNT_CURRENCY.\n\nDo not add quotes or % around values. Maximum 1000 rows, sorted by descending accounting date: always bound date_from and date_to." }, "credentials": { "nx3SoapApi": { "name": "" } }, "typeVersion": 1 }, { "id": "fb54af91-197c-4777-9954-e7e99bf27aff", "name": "x3_revenue_ordered", "type": "n8n-nodes-nx3.nx3SoapTool", "position": [ 1312, 1296 ], "parameters": { "advanced": {}, "simplify": true, "sqlQuery": "SELECT\n 'Ordered' AS REVENUE_TYPE,\n SOQ.SOHNUM_0 AS DOCUMENT,\n SOQ.SOPLIN_0 AS LINE,\n NULLIF(SOQ.SHIDAT_0, '1753-01-01') AS REF_DATE,\n YEAR(SOQ.SHIDAT_0) AS YEAR,\n MONTH(SOQ.SHIDAT_0) AS MONTH,\n\n SOQ.BPCORD_0 AS CUSTOMER_CODE,\n BPC.BPCNAM_0 AS CUSTOMER_NAME,\n SOP.REP1_0 AS SALES_REP,\n\n SOQ.ITMREF_0 AS ITEM,\n ISNULL(NULLIF(DES1.LABEL, ''), ITM.ITMDES1_0) AS DESCRIPTION,\n ITM.TCLCOD_0 AS X3_CATEGORY,\n ISNULL(CAT.LABEL, ITM.TCLCOD_0) AS X3_CATEGORY_LABEL,\n ISNULL(AD_TS0.TEXTE_0, 'Not set') AS STAT_GROUP1,\n\n SOQ.STOFCY_0 AS SITE,\n\n (SOQ.QTY_0 - ISNULL(SOQ.INVQTY_0, 0)) AS QUANTITY,\n SOP.STU_0 AS UNIT,\n\n SOH.CUR_0 AS CURRENCY,\n (SOQ.QTY_0 - ISNULL(SOQ.INVQTY_0, 0)) * SOP.NETPRI_0 AS AMOUNT_CURRENCY,\n\n CASE WHEN SOH.CUR_0 = 'EUR' THEN 1 ELSE COALESCE(\n (SELECT TOP (1) TCH.CHGRAT_0\n FROM TABCHANGE TCH\n WHERE TCH.CUR_0 = SOH.CUR_0 AND TCH.CURDEN_0 = 'EUR' AND TCH.CHGTYP_0 = 1\n AND TCH.CHGSTRDAT_0 <= SOH.ORDDAT_0\n ORDER BY TCH.CHGSTRDAT_0 DESC),\n (SELECT TOP (1) 1.0 / NULLIF(TCH.CHGRAT_0, 0)\n FROM TABCHANGE TCH\n WHERE TCH.CUR_0 = 'EUR' AND TCH.CURDEN_0 = SOH.CUR_0 AND TCH.CHGTYP_0 = 1\n AND TCH.CHGSTRDAT_0 <= SOH.ORDDAT_0\n ORDER BY TCH.CHGSTRDAT_0 DESC)\n ) END AS EUR_RATE,\n\n (SOQ.QTY_0 - ISNULL(SOQ.INVQTY_0, 0)) * SOP.NETPRI_0\n * CASE WHEN SOH.CUR_0 = 'EUR' THEN 1 ELSE COALESCE(\n (SELECT TOP (1) TCH.CHGRAT_0\n FROM TABCHANGE TCH\n WHERE TCH.CUR_0 = SOH.CUR_0 AND TCH.CURDEN_0 = 'EUR' AND TCH.CHGTYP_0 = 1\n AND TCH.CHGSTRDAT_0 <= SOH.ORDDAT_0\n ORDER BY TCH.CHGSTRDAT_0 DESC),\n (SELECT TOP (1) 1.0 / NULLIF(TCH.CHGRAT_0, 0)\n FROM TABCHANGE TCH\n WHERE TCH.CUR_0 = 'EUR' AND TCH.CURDEN_0 = SOH.CUR_0 AND TCH.CHGTYP_0 = 1\n AND TCH.CHGSTRDAT_0 <= SOH.ORDDAT_0\n ORDER BY TCH.CHGSTRDAT_0 DESC)\n ) END AS AMOUNT_EUR,\n\n /* --- Line status: local menu 279 --- */\n SOQ.SOQSTA_0 AS STATUS_CODE,\n ISNULL(ML_SOQ.LANMES_0, 'Unknown')\n + ' (' + CAST(ISNULL(SOQ.SOQSTA_0, 0) AS VARCHAR(10)) + ')'\n AS STATUS_LABEL,\n\n /* --- Order context, useful to the agent --- */\n SOH.ORDSTA_0 AS ORDER_STATUS_CODE,\n ISNULL(ML_ORD.LANMES_0, 'Unknown')\n + ' (' + CAST(ISNULL(SOH.ORDSTA_0, 0) AS VARCHAR(10)) + ')'\n AS ORDER_STATUS_LABEL,\n SOQ.SOHCAT_0 AS ORDER_CATEGORY_CODE,\n ISNULL(ML_CAT.LANMES_0, 'Unknown')\n + ' (' + CAST(ISNULL(SOQ.SOHCAT_0, 0) AS VARCHAR(10)) + ')'\n AS ORDER_CATEGORY_LABEL,\n SOQ.INVFLG_0 AS INVOICED_CODE,\n ISNULL(ML_INV.LANMES_0, 'Unknown')\n + ' (' + CAST(ISNULL(SOQ.INVFLG_0, 0) AS VARCHAR(10)) + ')'\n AS INVOICED_LABEL,\n SOQ.QTY_0 AS ORDERED_QTY,\n SOQ.DLVQTY_0 AS DELIVERED_QTY,\n SOQ.INVQTY_0 AS INVOICED_QTY,\n SOQ.ALLQTY_0 AS ALLOCATED_QTY,\n SOQ.SHTQTY_0 AS SHORTAGE_QTY,\n SOP.NETPRI_0 AS NET_PRICE\n\nFROM SORDERQ SOQ\nJOIN SORDERP SOP\n ON SOP.SOHNUM_0 = SOQ.SOHNUM_0\n AND SOP.SOPLIN_0 = SOQ.SOPLIN_0\nLEFT JOIN SORDER SOH ON SOH.SOHNUM_0 = SOQ.SOHNUM_0\nLEFT JOIN BPCUSTOMER BPC ON BPC.BPCNUM_0 = SOQ.BPCORD_0\nLEFT JOIN ITMMASTER ITM ON ITM.ITMREF_0 = SOQ.ITMREF_0\nLEFT JOIN (\n SELECT RTRIM(IDENT1_0) AS ITMREF, MAX(TEXTE_0) AS LABEL\n FROM ATEXTRA\n WHERE CODFIC_0 = 'ITMMASTER' AND ZONE_0 = 'DES1AXX' AND LANGUE_0 = 'ENG'\n GROUP BY RTRIM(IDENT1_0)\n) DES1 ON DES1.ITMREF = RTRIM(ITM.ITMREF_0)\nLEFT JOIN (\n SELECT RTRIM(IDENT1_0) + RTRIM(IDENT2_0) AS TCLCOD, MAX(TEXTE_0) AS LABEL\n FROM ATEXTRA\n WHERE CODFIC_0='ITMCATEG' AND ZONE_0='TCLAXX' AND LANGUE_0='ENG'\n GROUP BY RTRIM(IDENT1_0) + RTRIM(IDENT2_0)\n) CAT ON CAT.TCLCOD = RTRIM(ITM.TCLCOD_0)\nLEFT JOIN ATEXTRA AD_TS0\n ON AD_TS0.CODFIC_0='ATABDIV' AND AD_TS0.ZONE_0='LNGDES'\n AND AD_TS0.LANGUE_0='ENG' AND AD_TS0.IDENT1_0='20'\n AND AD_TS0.IDENT2_0=ITM.TSICOD_0\nLEFT JOIN APLSTD ML_SOQ ON ML_SOQ.LAN_0='ENG' AND ML_SOQ.LANCHP_0=279 AND ML_SOQ.LANNUM_0=SOQ.SOQSTA_0\nLEFT JOIN APLSTD ML_ORD ON ML_ORD.LAN_0='ENG' AND ML_ORD.LANCHP_0=415 AND ML_ORD.LANNUM_0=SOH.ORDSTA_0\nLEFT JOIN APLSTD ML_CAT ON ML_CAT.LAN_0='ENG' AND ML_CAT.LANCHP_0=412 AND ML_CAT.LANNUM_0=SOQ.SOHCAT_0\nLEFT JOIN APLSTD ML_INV ON ML_INV.LAN_0='ENG' AND ML_INV.LANCHP_0=1 AND ML_INV.LANNUM_0=SOQ.INVFLG_0\nWHERE 1 = 1\n[[AND SOQ.BPCORD_0 IN ({{customer_code}})]]\n[[AND UPPER(BPC.BPCNAM_0) LIKE UPPER({{customer_name}})]]\n[[AND SOQ.ITMREF_0 IN ({{item}})]]\n[[AND ITM.TCLCOD_0 IN ({{category}})]]\n[[AND SOP.REP1_0 IN ({{sales_rep}})]]\n[[AND SOQ.STOFCY_0 IN ({{site}})]]\n[[AND SOH.CUR_0 IN ({{currency}})]]\n[[AND SOQ.SOHNUM_0 IN ({{order_number}})]]\n[[AND SOQ.SOQSTA_0 IN ({{line_status}})]]\n[[AND SOH.ORDSTA_0 IN ({{order_status}})]]\n[[AND SOQ.SHIDAT_0 >= {{date_from}}]]\n[[AND SOQ.SHIDAT_0 <= {{date_to}}]]\n[[AND {{only_open_lines}} = 1\n AND (SOQ.QTY_0 - ISNULL(SOQ.INVQTY_0, 0)) > 0]]\nORDER BY SOQ.SHIDAT_0, SOQ.SOHNUM_0, SOQ.SOPLIN_0", "operation": "sqlSelect", "rowFormat": "arrays", "sqlOptions": { "maxTime": 30, "maxLines": 1000 }, "sqlParameters": { "parameter": [ { "name": "customer_code", "type": "list", "value": "={{ $fromAI('customer_code', `One or more Sage X3 customer codes (BPCNUM_0), comma separated, e.g. FR001 or FR001,FR002. No quotes. Leave empty for all customers.`, 'string', '') }}" }, { "name": "customer_name", "type": "contains", "value": "={{ $fromAI('customer_name', `Fragment of the customer name, case-insensitive partial search. Pass the raw fragment, e.g. urban. Do not add %, they are added automatically. Leave empty not to filter on the name.`, 'string', '') }}" }, { "name": "item", "type": "list", "value": "={{ $fromAI('item', `One or more Sage X3 item references (ITMREF_0), comma separated, e.g. FIN008 or FIN008,FIN006. No quotes. Leave empty for all items.`, 'string', '') }}" }, { "name": "category", "type": "list", "value": "={{ $fromAI('category', `One or more item categories (TCLCOD_0), comma separated, e.g. FINIS, SFINI, BMSOL, RAWMA. Pass the code, not the label. Leave empty for all categories.`, 'string', '') }}" }, { "name": "sales_rep", "type": "list", "value": "={{ $fromAI('sales_rep', `One or more sales representative codes (REP1_0). Leave empty for all representatives.`, 'string', '') }}" }, { "name": "site", "type": "list", "value": "={{ $fromAI('site', `One or more site codes, comma separated, e.g. FR011. Leave empty for all sites.`, 'string', '') }}" }, { "name": "currency", "type": "list", "value": "={{ $fromAI('currency', `One or more currencies, e.g. EUR or EUR,USD. Leave empty for all currencies.`, 'string', '') }}" }, { "name": "order_number", "type": "list", "value": "={{ $fromAI('order_number', `One or more Sage X3 sales order numbers (SOHNUM_0), comma separated, e.g. SONFR0120099. Leave empty for all orders.`, 'string', '') }}" }, { "name": "line_status", "type": "list", "value": "={{ $fromAI('line_status', `One or more order line statuses (SOQSTA_0, local menu 279). Leave empty for all statuses.`, 'string', '') }}" }, { "name": "order_status", "type": "list", "value": "={{ $fromAI('order_status', `One or more order statuses (ORDSTA_0, local menu 415). Leave empty for all statuses.`, 'string', '') }}" }, { "name": "only_open_lines", "type": "number", "value": "={{ $fromAI('only_open_lines', `Set 1 to keep only the lines with a strictly positive quantity left to deliver. Leave empty to see everything.`, 'string', '') }}" }, { "name": "date_from", "type": "date", "value": "={{ $fromAI('date_from', `Minimum date, included, format YYYY-MM-DD. Leave empty not to bound the start of the period.`, 'string', '') }}" }, { "name": "date_to", "type": "date", "value": "={{ $fromAI('date_to', `Maximum date, included, format YYYY-MM-DD. Leave empty not to bound the end of the period.`, 'string', '') }}" } ] }, "descriptionType": "manual", "toolDescription": "ORDERED revenue not yet invoiced, in other words the order book. The quantity used is the ordered quantity minus the quantity already invoiced.\n\nReturns the same columns as x3_revenue_billed, with REF_DATE equal to the planned shipment date, plus STATUS_LABEL (line status), ORDER_STATUS_LABEL, ORDER_CATEGORY_LABEL, INVOICED_LABEL, ORDERED_QTY, DELIVERED_QTY, INVOICED_QTY, ALLOCATED_QTY, SHORTAGE_QTY, NET_PRICE.\n\nNever add this revenue to billed revenue: they are two different horizons, not a cumulative figure. For a total or a ranking, go through x3_revenue_summary. Use AMOUNT_EUR for any multi-currency total.\n\nDo not add quotes or % around values. Maximum 1000 rows: always bound date_from and date_to." }, "credentials": { "nx3SoapApi": { "name": "" } }, "typeVersion": 1 } ], "active": true, "settings": { "binaryMode": "separate", "availableInMCP": false, "executionOrder": "v1" }, "versionId": "14287f02-b5cd-4b3c-b7cc-1b0af20ccd12", "nodeGroups": [], "connections": { "x3_item_detail": { "ai_tool": [ [ { "node": "Analyse the question and query Sage X3", "type": "ai_tool", "index": 0 }, { "node": "Expose the tools as an MCP server", "type": "ai_tool", "index": 0 } ] ] }, "x3_item_search": { "ai_tool": [ [ { "node": "Analyse the question and query Sage X3", "type": "ai_tool", "index": 0 }, { "node": "Expose the tools as an MCP server", "type": "ai_tool", "index": 0 } ] ] }, "x3_stock_detail": { "ai_tool": [ [ { "node": "Analyse the question and query Sage X3", "type": "ai_tool", "index": 0 }, { "node": "Expose the tools as an MCP server", "type": "ai_tool", "index": 0 } ] ] }, "x3_revenue_billed": { "ai_tool": [ [ { "node": "Analyse the question and query Sage X3", "type": "ai_tool", "index": 0 }, { "node": "Expose the tools as an MCP server", "type": "ai_tool", "index": 0 } ] ] }, "x3_customer_search": { "ai_tool": [ [ { "node": "Analyse the question and query Sage X3", "type": "ai_tool", "index": 0 }, { "node": "Expose the tools as an MCP server", "type": "ai_tool", "index": 0 } ] ] }, "x3_revenue_ordered": { "ai_tool": [ [ { "node": "Analyse the question and query Sage X3", "type": "ai_tool", "index": 0 }, { "node": "Expose the tools as an MCP server", "type": "ai_tool", "index": 0 } ] ] }, "x3_revenue_summary": { "ai_tool": [ [ { "node": "Analyse the question and query Sage X3", "type": "ai_tool", "index": 0 }, { "node": "Expose the tools as an MCP server", "type": "ai_tool", "index": 0 } ] ] }, "x3_stock_available": { "ai_tool": [ [ { "node": "Analyse the question and query Sage X3", "type": "ai_tool", "index": 0 }, { "node": "Expose the tools as an MCP server", "type": "ai_tool", "index": 0 } ] ] }, "x3_stock_movements": { "ai_tool": [ [ { "node": "Analyse the question and query Sage X3", "type": "ai_tool", "index": 0 }, { "node": "Expose the tools as an MCP server", "type": "ai_tool", "index": 0 } ] ] }, "Conversation memory": { "ai_memory": [ [ { "node": "Analyse the question and query Sage X3", "type": "ai_memory", "index": 0 } ] ] }, "x3_customer_product": { "ai_tool": [ [ { "node": "Analyse the question and query Sage X3", "type": "ai_tool", "index": 0 }, { "node": "Expose the tools as an MCP server", "type": "ai_tool", "index": 0 } ] ] }, "x3_sales_order_read": { "ai_tool": [ [ { "node": "Analyse the question and query Sage X3", "type": "ai_tool", "index": 0 }, { "node": "Expose the tools as an MCP server", "type": "ai_tool", "index": 0 } ] ] }, "x3_sales_order_lines": { "ai_tool": [ [ { "node": "Analyse the question and query Sage X3", "type": "ai_tool", "index": 0 }, { "node": "Expose the tools as an MCP server", "type": "ai_tool", "index": 0 } ] ] }, "x3_sales_order_create": { "ai_tool": [ [ { "node": "Analyse the question and query Sage X3", "type": "ai_tool", "index": 0 }, { "node": "Expose the tools as an MCP server", "type": "ai_tool", "index": 0 } ] ] }, "Receive the user question": { "main": [ [ { "node": "Analyse the question and query Sage X3", "type": "main", "index": 0 } ] ] }, "x3_stock_movements_summary": { "ai_tool": [ [ { "node": "Analyse the question and query Sage X3", "type": "ai_tool", "index": 0 }, { "node": "Expose the tools as an MCP server", "type": "ai_tool", "index": 0 } ] ] }, "Language model (OpenRouter)": { "ai_languageModel": [ [ { "node": "Analyse the question and query Sage X3", "type": "ai_languageModel", "index": 0 } ] ] } } }