Automatic Product Code and Description generation from the User Input

In Sage X3, user can create products manually by setting the product code sequence and entering description for the same product in the product master. But now we have added a customization for automatic Product Code and Description generation to fulfil the client’s requirement. In this customization we have used one standard field “Product Line” which is already available in the product master.

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[Fig 1. Product Line field]

In the Product Line selection, you will get 4 options – CN/FG/PM and RM after clicking on the finder.

[Fig 2. Product Line options]

For each option selected in the product lines, below are the attributes:

1. Product: 2 characters (FG/RM/CN/PM)
2. Category: 2 characters (HP/NB/SW/SP/WR/TW/SB/NA)
3. Product TYPE: 3 characters numerical (Sub category of Category, with serial nos. as 001/002)
4. Color: Color codes in 3 characters. For example BLK/BLU/GRN/RED etc.

The Product code generation process is as mentioned below:

1. For RM/PM/CN Type Products:
   With the combination of Type, Category, Product and Color, sequence number will be generated with the product code.

[Fig 3. User Input in Product Lines for RM]

Suppose we have selected values in the product line for RM as shown in the above screenshot. Then for the above case, the product code will be RMHP001BLK_00001 and so on i.e. concatenation of those 4 product line fields and 5 characters sequence no, as shown in the below screenshot.

[Fig 4. Generated Product Code and Description for RM]

Now, Product description must be auto set for RM/CN/PM products. Logic for description generation is – First 3 characters ‘BA-’ are fixed then description for product line with selection of “Product” and “Color” will be considered.

For Example – Description of 001 product is “Anchor” and Description of color BLK is “Black” therefore description generated for the Product Code “RMHP001BLK_00001” is “BA-Anchor-Black” as shown in the Fig. 4.

Sequence number will be incremented automatically by 1 if user has selected the same combination again i.e. if user has selected same combination of Type, Category, Product and color as shown in the Fig.3 for the second time, then product code will be generated as RMHP001BLK_00002.

2. For FG Type Products:
   The series will not have sequence number. Only combination of Type, Category, Product and Color will be considered for product generation.

[Fig 5. User Input in Product Lines for FG]

Suppose we have selected values in the product line for FG as shown in the above screenshot. Then for the above case, the product code will be FGNB009BLK i.e. concatenation of those 4 product line fields only, as shown in the below screenshot.

[Fig 6. Generated Product Code and Description for FG]

Now, Product description generation logic for FG will remain same as we have done for RM/CN/PM Type products i.e. First 3 characters ‘BA-’ are fixed then description for product line with selection of “Product” and “Color” will be considered.

For Example – Description of 009 product is “Thunder” and Description of color BLK is “Black” therefore description generated for the Product Code “FGNB009BLK” is “BA-Thunder-Black” as shown in the Fig. 6.

So, on the basis of product line selection Product Code and Description will be generated automatically with different combinations.

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.