Capturing Business terms dynamically in Sage X3

‘Terms and Conditions’ are important agreements for all types of business. It acts as a contract between the company and its customers/Supplier for the supply of goods or services. In Sage X3, users usually input the Terms and conditions in the ‘comments’ section in every screen and also needs to be captured at report level. But terms and conditions can be input at custom fields of the screens But it is not always the case and it can be at input and stored at other fields as well. what if the client wants to capture the Terms and Conditions to be Dynamic and based on the selection at screen level.

In this blog we’ll see how we can handle Business terms dynamically. To create the dynamic Terms and Conditions we will be using the Local Menus.

Follow the below steps:

Step 1: Create local menus of all dynamic terms and conditions

Here we are creating a Local Menu for Mode of Payment.
To create a local menu navigate to Development – > Data and Parameters -> Local Menus.
Click on New and create the local menu as mentioned in the below screen.

New Stuff: How to flow data in a column of Inquiry Screens

[Local Menu]

Step 2: After Creating the local menus add the local menus on the screen and at the table level of the particular screen.

Navigate to Development – > Script Dictionary -> Windows -> OPOH

Jump to POH1 screen. Create a new block. Here we have created a new block with the name of Terms and Condition.

[Screen Dictionary of POH1 (Blocks)]

Step 3: Add the local menu in the Table.
Here we have added the local menu in the PORDER. Add the table field in the table and mention the data type as M and the local menu number. Force validate the table after addition of fields

[PORDER Table]

Step 5: Add the same field in the POH screen.
Add the table field in the Screen and mention the data type as M and the local menu number. Validate the screen after addition on the fields

[POH1 Screen Fields]

Step 6: Global Validate the Windows and Setup Validation for purchase order screen.

After doing the above steps, when you check the purchase order screen you will see the Terms and condition section in the Management tab. Below is the screenshot of the purchase order.

[Purchase Order Screen]

In this way you can use Local Menus to create Dynamic Terms and Conditions in the screens.

About Us

Greytrix – a globally recognized and one of the oldest Sage Development Partners is a one-stop solution provider for Sage ERP and Sage CRM organizational needs. Being acknowledged and rewarded for multi-man years of experience and expertise, 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 has some unique integration solutions developed for Sage CRM with Sage ERPs namely Sage X3, Sage Intacct, Sage 100, Sage 500, and Sage 300. We also offer best-in-class Sage ERP and Sage CRM customization and development services to Business Partners, End Users, and Sage PSG worldwide. Greytrix helps in the migration of Sage CRM from Salesforce | ACT! | SalesLogix | Goldmine | Sugar CRM | Maximizer. Our Sage CRM Product Suite includes addons like  Greytrix Business Manager, Sage CRM Project Manager, Sage CRM Resource Planner, Sage CRM Contract Manager, Sage CRM Event Manager, Sage CRM Budget Planner, Gmail Integration, Sage CRM Mobile Service Signature, Sage CRM CTI Framework.

Greytrix is a recognized Sage Champion Partner for GUMU™ Sage X3 – Sage CRM integration listed on Sage Marketplace and Sage CRM – Sage Intacct integration listed on Sage Intacct Marketplace. The GUMU™ Cloud framework by Greytrix forms the backbone of cloud integrations that are managed in real-time for the processing and execution of application programs at the click of a button.

For more information on our integration solutions, please contact us at sage@greytrix.com. We will be glad to assist you.