Sometimes, it happens when we add any customized screen or tab in window, we are not able see the customized screen added in the window. Also, it might happen you may see the fields of the added tab in the window but not added tab. We mostly solve this issue by global validation of window or by validating the entry transactions. But sometimes after doing these validations also the added customized tab is not visible in the window. We can solve this using customizing page layout option present in the top right corner of window.
Consider an example such that we need to add a customized screen or tab in sales order transaction window.
Navigate to All -> Development -> Script dictionary -> Screens
Create new test screen to be added in sales order window as shown below.
Consider it as an example, we have added five fields in test screen.
Add this test screen to the window, here consider it as Sales Order transaction.
Navigate to All -> Development -> Script dictionary -> Windows
After selecting sales order window, add new created test screen in it as shown below.
After adding new customized tab in window, click on save and then Globally validate the window.
Navigate to All -> Setup -> Sales -> Entry transactions -> Orders
Select your transaction and click on validation.
After Global validation and entry transaction, still added customized tab is not visible in the sales order window as we can see below.
But the fields of the added customized tab are visible.
Sometimes it may happen the fields are also not visible in some cases.
To solve this problem, Go to layout option at the top right corner of your sales order transaction screen. Click on “MODEL” (In non-entry transactions, it can be referred as “SAGE”).
Select the Customize page option as shown below.
Click on Refresh button
After clicking on refresh button, you will be able to see added customized tab in window as well as in left panel of page layout as shown below.
Click on Save button and then click on “Save as” button option as shown below.
After that the below screen will pop up and enter the fields such as code, title, description and select global in save as option in layout configuration.
After clicking on OK button, you will be able to see your added customized tab in sales order transaction screen.
This blog helps us to solve problem when added customized screens or tabs are not visible or missing after global validation of window (or validation of entry transactions).
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 CRM, Salesforce.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 firstname.lastname@example.org, We would like to hear from you.