Capturing Business terms dynamically in Sage X3

By | September 30, 2021

‘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]
[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)]
[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]
[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]
[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]
[Purchase Order Screen]

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

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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, 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.

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