How to track Sales quote

By | October 22, 2021

Sage X3 provide us a function where we can keep the tracking of the changes done in header and detail level of the quote. This function is known as revision management in sage X3. If a user does any kind of modification in header level or line level of quote we will be able to see what field is been modified and how many times the quote is been modified. Once the revision management is on we are able to see the revision field at the header level which holds the count of modification done to that particular quote. Thus the revision management helps users to save their time in finding what modification is done to the quote. The modified field appears in red color normally and it is also possible to print a report for the change records.

To use revision management in quote we will have to turn it on by changing a parameter value named ‘SALREVQ’.

Navigate: SETUP -> GENERAL PARAMETER -> PARAMETER -> VEN -> QUO

Set the SALREVQ parameter to ‘Managed on demand’ or ‘Managed automatically.

Fig 1 : Revision management parameter

When the SALREVQ parameter is set to “Managed on demand”, the user will receive a message asking to confirm the changes. As shown in below figure.

Fig 2: if managed on demand

When the SALREVQ parameter is set to “Managed automatically”, the revision will generate automatically when the quote is modified.

As discussed before once we turn on the parameter for revision management we get a field in header level of quote which holds the count of modification done for that quote, which keep increasing by 1 each time the quote is modified. Refer the below figure.

Fig 3 : Revision no.

If the quote has signature workflow on, the revision management turns on only if the quote is completely signed and if the quote is not managed for signature workflow then the quote must be printed before revision.

In the below example we have kept the SALREVQ parameter to “Managed automatically” and we have a signature workflow on for quote. We have created a quote and then signed the quote completely. As the signature is completely signed and quote is modified, the revision management button gets enabled. After this if we try to modify the header level the ‘revision no.’ field will get increased by 1 and we can check the modified quote by clicking on ‘revision management’ button. If we would keep the parameter on “Managed on demand” then we would face the pop-up to confirm and if we hit on yes then only we can check the revision.

Fig 4 : Revision management

And as discussed above, the field which is modified in a quote appears in red color in revision management. This indicates users that the field is modified in the particular revision number.

Fig 5 : Modified field in red

Hence, if we need to keep a track on changes done by users in quote we can enable the revision management parameter and follow the above steps.

About Us

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.