How To Set Notes For products in Sage X3 V12

By | November 26, 2020

There are many situations where user need to set up the important information or notes for specific Products, product in ERP. Now Sage X3 is also provide the provision of setting up the messages or notes which will further reflect in to sales document.

In our last blog we have already seen how to set up notes for Customer. Today in this blog we will discuss how user can setup the messages/notes for specific Products.

You can follow below link to check Customer notes setup:

How to Set Notes for Customer in Sage X3

Navigate to below path to setup a notes in product screen:

Common Data >> Products >> Products >> Identification Tab. In the Identification tab you can see the notes section and Product notes icon

Product Screen

Once you click on Product notes icon the system will redirect you to the Notes screen where you can mentioned all the details such as Description, Short description and Comment under the section of Notes. You can also set the start and end date i.e. Validity period of the particular notes.

Kindly check below screenshot for detail view.

Notes Screen

You can use the notes function to enter information related to the product, prospect or product as a note. This information is displayed or inquired from the functions that have been selected at the Note category level.

User can create multiple notes for the same product.

Let us see the use / function of all the fields present:

  • Note: – This is basically use to enter mentioned the Note code which will further use to identify the notes.
  • Category: – Use this function to set up and maintain note categories for products (including product-sites), products, suppliers, prospects, or product relations. When creating a note, this note is assigned a category that determines in which functions this note will be available. These functions may belong to the Purchasing, Sales, Product relation and Production module
  • Description and Short description: – This is use to add the particular description. For both the field there is a Translation option is present form the Actions menu in order to open the Line Translation function.
  • Effective Date: – This field use to determine from which date the note can be access in the function selected in the category. By default it is the system date. If this field is blank, the note takes effect the same day it is created.
  • Expiration date: – This field use to determine till when this note will be available. By default, the expiry date corresponds to the default system date + 1 year. If this field is blank, the note does not expire.
  • Auto Display: – User can specify if the note must be displayed automatically by using the option Auto display. This option helps user to display the notes automatically during the data entry.
  • Priority: – This field is use to assign the note as a priority.

As per the mentioned above in the category section we have created this particular notes with category “ALLP” and we assigned all the modules for this category. So during further data entry if user wants to create the sales order then this created notes will be pop up once user enters the Product in the sales order detail line. You can see below screenshot for details.

SO Product Notes Pop Up

This is how user can setup the comments for specific product in Sage X3. This will helps user to easily maintain the important notes / Message for products. This feature is very user-friendly and it is introduced updated version of Sage X3 i.e.  in V12.

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Greytrix – a globally recognized and one of the oldest Sage Development Partner is a one-stop solution provider for Sage ERP and Sage CRM organizational needs. Being acknowledged and rewarded for multi-man years of experience, 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. 

Greytrix caters to a wide range of Sage X3, a Sage Business Cloud Solution, offerings. Our unique GUMU™ integrations include Sage X3 for Sage CRMSalesforce.com, Dynamics 365 CRM and Magento eCommerce along with Implementation and Technical Support worldwide for Sage X3. Currently we are Sage X3 Implementation Partner in East Africa, Middle East, Australia, Asia, US, UK. We also offer best-in-class Sage X3 customization and development services, integrated applications such as POS | WMS | Payment Gateway | Shipping System | Business Intelligence | eCommerce and have developed add-ons such as Catch – Weight  and Letter of Credit and India Legislation for Sage X3 to Sage business partners, end users and Sage PSG worldwide. Greytrix Sales Commission App for Sage X3 simplifies commission calculations and postings on sales transactions.

The GUMU™ Cloud framework by Greytrix forms the backbone of cloud integrations that are managed in real-time for processing and execution of application programs at the click of a button.

Greytrix is a recognized Sage champion ISV Partner for GUMU™ Sage X3 – Sage CRM integration also listed on Sage Marketplace; GUMU™ integration for Sage X3 – Salesforce is a 5-star rated app listed on Salesforce AppExchange and GUMU™ integration for Dynamics 365 CRM – Sage ERP listed on Microsoft AppSource.

For more information on Sage X3 Integration and Services, please contact us at x3@greytrix.com, We would like to hear from you.

This is how user can setup the comments for specific product in Sage X3. This will helps user to easily maintain the important notes / Message for products. This feature is very user-friendly and it is introduced updated version of Sage X3 i.e.  in V12.