Sage X3, is a complete business management solution designed to drive productivity and give you total control and visibility of your enterprise. With customizable configuration, the flexible solution equips you with everything you need to drive business success. Easy to understand all the modules.
We had a requirement from one of our client to freeze the Supplier Invoice No and Supplier Invoice Date fields in GRN but the condition was it should freeze only when the user create a Purchase Invoice against the same GRN. Once the Purchase Invoice is created the user cannot modify the data in the GRN screen for the Supplier Invoice and Supplier Invoice Date fields. Even the user cannot enter the same data which is been used for the previous entries Which means the system will not allow the duplication of data in the Supplier Invoice No and Supplier Invoice Date fields.
New stuff: Error “MRK(501): Index Incorrect” in Sage X3
We will see the functionality in detail:
Navigate to : Purchasing -> Receipt -> Receipts
While creating GRN users can enter data in both fields even they can modify the entered data before creating the Purchase Invoice against the Purchase Receipt.
Navigate to: Purchasing > Invoices > Invoices
The user will create a Purchase Invoice against the same GRN.
After that in the GRN entry, the Supplier Invoice No and Date fields will get freeze as per the condition – once the Invoice is created the system will freeze those fields and cannot be further modified.
When the user creates a new GRN with the same Supplier No and Date which is used for another entry number then the system will generate a pop-up as shown in the above screenshot.
As a result, the user cannot modify or enter duplicate data in the Supplier Invoice No and Date fields once the Invoice is created.
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.
