Export transactions to MS Word from Sage X3

By | December 21, 2012

The Sales quote screen in Sage X3 has a wonderful feature of saving the quote in the desired MS Word format. Even if the option of printing the report was there, but the client preferred to export it to a word. So, this feature came very handy in this scenario. Later we were asked for an option to do the same in the Sales Order screen as well.

So on further diving into this feature, we found that with a little bit of 4GL and VBA coding we can accomplish this.
You can create a base (format) document for a Specific company from:
Parameters -> General parameters -> Default documents
The VBA in MS Word enters the transaction data by referencing the tags. So, proper tags need to be added in the word document as required, for example <SOC> tags will be replaced Company field.

You can define methods in MS Word macro with requisite parameters that will take care of the data to be inserted in the document. These macros which can then be called from the 4 GL code as shown below:

The “chmulttab” function expects as parameters :
# – The name of the bookmark associated to the table
# – The number of lines for the table
# – The array containing the tag names
# – The array containing the tag types
# – le tableau contenant les valeurs des tags
CHMULTTAB = FUNCIU “chmulttab” From [M]OFFDOC With

Once the word format has been prepared, the word frame control, a field ‘OFFDOC’ (refer screen SQHO) with data type ‘ABO’, can be added to the required screen.

We know the requirement is strange but with such flexibility, you can always deliver what clients ask for.

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