Division Wise Product Restriction on Sales Order

In Sage X3, we got a requirement from the client on restricting the Product based on dimension type (Division) on the Sales Order screen. This customization only works on specific transactions i.e. on DMD (Domestic Marketing Division) transaction type on the Sales order screen. The client wishes to have such control over the Sales order that the system should restrict the user from selecting the products associated with different divisions in a single Sales order. To achieve the same, they follow division wise billing to the customer to control the tracking of Sales, Returns, Receipts, etc.

All the products are mapped with dimension type (Division) at the Product master screen with division dimension value mapped in it. As shown in the below screenshot, Product code “10011” has division code as “GS” dimension mapped against it.

New Stuff: Automatic Price calculation in Sales Transactions

[Product Master]

Now, on the Sales order screen user will select Site code, Customer code, Order date, etc along with division dimension value present at header level manually as shown in the below screenshot. Herein, we have selected the same dimension “GS” at the header level on the Sales order screen.

[Sales Oder]

Gradually once the user moves to the Lines grid tab to select the product from the selection finder, the system will display the list of only those products which have the Sale orders header tab’s dimension value mapped in it at the Product masters screen. As shown in the below screenshot, the Product code “10011” has dimension type “GS” in it, and while selecting the product using the finder only that product is getting displayed in the selection list.

[Product Selection]

In simple words, the system will compare the Sales orders header tab dimension value with the dimension value mapped in the Product master screen. So we have restricted the product based on division dimension type in the Sales Order screen for the specific transaction type.