{"id":30586,"date":"2026-10-29T10:30:17","date_gmt":"2026-10-29T10:30:17","guid":{"rendered":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/?p=30586"},"modified":"2026-10-29T10:30:19","modified_gmt":"2026-10-29T10:30:19","slug":"bom-revision-selection-on-new-line-item-and-qle-screens","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2026\/10\/29\/bom-revision-selection-on-new-line-item-and-qle-screens\/","title":{"rendered":"BOM Revision Selection on New Line Item and QLE Screens"},"content":{"rendered":"\n<p class=\"wp-block-paragraph\">When working with Bill of Materials (BOM) items, selecting the correct revision is important because the revision determines which version of the BOM is used. To improve the line-entry experience, a customization has been introduced on both the New Line Item and Quick Line Entry (QLE) screens.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">With this enhancement, the revision field displays the current revision for the selected BOM item by default. Users can edit the revision before selecting BOM options. Once the BOM options are selected and saved, the revision and options are locked to prevent further changes.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">BOM Revision Selection<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">A revision field has been added to both screens to support the following functionality:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Default Revision: When a BOM item is selected, its current revision is displayed automatically.<\/li>\n\n\n\n<li>Revision Modification: Users can change the revision number before selecting BOM options.<\/li>\n\n\n\n<li>Revision-Specific Options: Clicking the BOM Options button displays the available options for the selected revision.<\/li>\n\n\n\n<li>Lock After Saving: Once the BOM options are selected and saved, the revision and options become non-editable.<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\">How the Customization Works<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">The workflow is the same on both the New Line Item and QLE screens:<\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Select a BOM item.<\/li>\n\n\n\n<li>Review the current revision displayed by default.<\/li>\n\n\n\n<li>Change the revision if required.<\/li>\n\n\n\n<li>Click BOM Options to view the options available for the selected revision.<\/li>\n\n\n\n<li>Select the required options and save the selection.<\/li>\n<\/ol>\n\n\n\n<p class=\"wp-block-paragraph\">After saving, the revision and selected options are locked to prevent further changes through these fields.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large is-resized\"><img fetchpriority=\"high\" decoding=\"async\" width=\"1024\" height=\"472\" src=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2026\/10\/Sanchit-1024x472.png\" alt=\"\" class=\"wp-image-30587\" style=\"aspect-ratio:2.1811023622047245;width:554px;height:auto\" srcset=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2026\/10\/Sanchit-1024x472.png 1024w, https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2026\/10\/Sanchit-300x138.png 300w, https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2026\/10\/Sanchit-767x354.png 767w, https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2026\/10\/Sanchit-1536x709.png 1536w, https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2026\/10\/Sanchit-2048x945.png 2048w, https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2026\/10\/Sanchit-660x304.png 660w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\">Improved BOM Entry Experience<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">This customization provides a consistent revision-selection process across both screens. By displaying the current revision automatically and allowing users to select the required revision before configuring BOM options, it makes BOM entry more straightforward and helps maintain the saved configuration.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><span style=\"font-size: Medium;\"><strong>About Us<\/strong><\/span><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Greytrix \u2013 a globally recognized and one of the oldest Sage Development Partners is a one-stop solution provider for Sage ERP and Sage CRM organizational needs. Being acknowledged and rewarded for multi-man years of experience and expertise, we bring complete end-to-end assistance for your technical consultations, product customizations, data migration, system integrations, third-party add-on development, and implementation competence.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Greytrix\u00a0has some unique integration solutions developed for Sage CRM with Sage ERPs namely\u00a0Sage X3,\u00a0Sage Intacct,\u00a0Sage 100,\u00a0Sage 500,\u00a0and\u00a0Sage 300. We also offer best-in-class\u00a0Sage ERP\u00a0and\u00a0Sage CRM\u00a0customization and development services\u00a0to\u00a0Business\u00a0Partners,\u00a0End\u00a0Users, and Sage PSG worldwide. Greytrix\u00a0helps in\u00a0the migration of Sage CRM from\u00a0Salesforce | ACT! | SalesLogix | Goldmine | Sugar CRM | Maximizer. Our Sage CRM Product Suite includes\u00a0add-ons like\u00a0 Greytrix Business Manager,\u00a0Sage CRM Project Manager,\u00a0Sage CRM Resource Planner,\u00a0Sage CRM Contract Manager,\u00a0Sage CRM Event Manager,\u00a0Sage CRM Budget Planner,\u00a0Gmail Integration,\u00a0Sage CRM Mobile Service Signature,\u00a0Sage CRM CTI Framework.<gwmw style=\"display:none;\"><gwmw style=\"display:none;\"><gwmw style=\"display:none;\"><gwmw style=\"display:none;\"><\/gwmw><\/gwmw><gwmw style=\"display:none;\"><\/gwmw><\/gwmw><\/gwmw><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Greytrix is a recognized\u00a0Sage Champion Partner\u00a0for GUMU&#x2122; Sage X3 \u2013 Sage CRM integration listed on\u00a0Sage Marketplace and Sage CRM \u2013 Sage Intacct integration listed on Sage Intacct Marketplace. The GUMU&#x2122; Cloud framework by Greytrix forms the backbone of cloud integrations that are managed in real-time for the processing and execution of application programs at the click of a button.<gwmw style=\"display:none;\"><gwmw style=\"display:none;\"><gwmw style=\"display:none;\"><gwmw style=\"display:none;\"><\/gwmw><\/gwmw><gwmw style=\"display:none;\"><\/gwmw><\/gwmw><\/gwmw><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">For more information on our integration solutions, please contact us at&nbsp;<a href=\"mailto:sage@greytrix.com\">sage@greytrix.com<\/a>. We will be glad to assist you.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>When working with Bill of Materials (BOM) items, selecting the correct revision is important because the revision determines which version of the BOM is used. To improve the line-entry experience, a customization has been introduced on both the New Line Item and Quick Line Entry (QLE) screens. With this enhancement, the revision field displays the\u2026 <span class=\"read-more\"><a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2026\/10\/29\/bom-revision-selection-on-new-line-item-and-qle-screens\/\">Read More: BOM Revision Selection on New Line Item and QLE Screens &raquo;<\/a><\/span><\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[4206,192,4657,332],"tags":[1238,1258,1286,1435,2010],"class_list":["post-30586","post","type-post","status-publish","format-standard","hentry","category-gumu-integration","category-integration-sage-crm","category-sage-100","category-sage-crm","tag-gumu","tag-gumu-integration","tag-gumumas","tag-integration","tag-sage-crm"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.3 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>BOM Revision Selection on New Line Item and QLE Screens - Sage CRM \u2013 Tips, Tricks and Components<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2026\/10\/29\/bom-revision-selection-on-new-line-item-and-qle-screens\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"BOM Revision Selection on New Line Item and QLE Screens - Sage CRM \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"og:description\" content=\"When working with Bill of Materials (BOM) items, selecting the correct revision is important because the revision determines which version of the BOM is used. To improve the line-entry experience, a customization has been introduced on both the New Line Item and Quick Line Entry (QLE) screens. 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