Sage X3, formerly known as Sage Business Cloud Enterprise Management, is an ERP software suite that includes integrated functionality for financial management, sales, customer service, distribution, inventory, manufacturing, and business intelligence.
Recently we had a requirement in Sage X3 from one of our client, that the Customer Name(Company Name field in the Customer Master) and GST number data once used for a particular customer then the system should not allow users to create the new customer with the same GST Number as well as with the same Company Name again. It will restrict the system with pop-up message. Which means duplicate GST No and duplicate customer name should not be allowed.
Navigate To: Common Data -> BPs -> Customers
If the Customer Name (company name field) is used by one customer the system will not allow the same company name to be used by the other customer. In short the company name should be Unique for each and every customer. If the user tries to use the same Company name then the system will give a pop-up message that ”TEST00001 company name already exists, please try another company name” and the system would not allow the user to create the customer as shown in the below screenshot.
New Stuff: Weigh Scale Customization for Sage X3
In the customer master if the same GST Number is used by the user then the system will not allow the user to create the customer. If the user tries to use the same GST number which he has used in some other customers then the system would give a pop-up message that ”GST NO already exists, Please try another GST Number” as shown in the below screenshot.
In case two customers are the same then their Company name and GST number should be unique otherwise the system would not accept the customer and the system will show the pop-up message as shown in the below screenshot.
Hence the system is restricting the user to create the customer with the same GST number and same Company name and duplicate GST No and duplicate customer name should not be allowed.
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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.
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