You may come across the situation where you want to give some summary information linked to the current record. Thanks to the menu File / Properties where we can add the information. This information will be available by right click (Properties line) for all fields corresponding to the key for an object.
Set up -> General Parameters -> Properties file submenu objects
The information displayed in the Properties window can be set up by means of this function, in the form of calculation formulas that include fields coming from the different tables online.
In the example below, we are displaying the Customer category for the Object BPC.
Kindly refer to the below snippet for better understanding.
When you move to any field linked to the object “ BPC”, the properties window will display the customer category linked to it.
Below is the screenshot of the sales order screen where the customer properties are displayed.
Hope this Helps!
Greytrix is a one-stop solution provider for Sage ERP and Sage CRM needs. We provide complete end-to-end assistance for your technical consultations, product customizations, data migration, system integrations, third-party add-on development and implementation expertise.
Greytrix has some unique solutions of Sage X3 integration with Sage CRM, Salesforce.com, and Magento eCommerce along with Sage X3 migration from Sage 50 US, Sage Pro, and QuickBooks. We also offer best-in-class Sage X3 customization and development services to Sage business partners, end users, and Sage PSG worldwide.
For more information on Sage X3 Integration and Services, please contact us at email@example.com. We will be glad to assist you.