Adding levels in Requester

By | November 27, 2014

We have come across the situation, where we design Requestor and then we also want to add the levels to Requestor. Sage X3 has a special in-built feature to add levels in requester.

New Stuff: How to determine if a mask variable can be entered or displayed?

Follow the below instructions to add levels to requestor.

Step 1: Go to Setup >Usage >Reports >Requestor

You will find the Requestor screen and create a record as shown below,

img1

Step 2: Add two tables with some columns as shown below, Check the Level column where we have assigned the Level numbers to determine the levels.

img2

Step 3: Then go to advanced tab, add the Selection criteria and Link expression as shown below,

img3

While adding Selection criteria, assign the sales order that you have in your database.

Step 4: After above processes, validate the REQUESTOR as shown below,

img4

Step 5: After validation of Requestor, Press Run button then you will find the below screen with levels,

img5Here you will find the Level buttons enabled.

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