Visibility of field on the basis of Transaction Type

By | March 28, 2024

In the realm of modern business operations, efficiency, accuracy, and transparency are priority In this pursuit, enterprise resource planning (ERP) systems play a pivotal role, and among them, Sage X3 stands out as a comprehensive solution catering to various aspects of business management.

In Sage X3, there is a requirement from one of our client to hide the Proforma Invoice Validity field for the specific transaction type (PRF transaction type in our case).
So as per the requirement, the Proforma Invoice Validity field will only be visible to the user when the user has selected the PRF transaction type and for the types other than PRF transaction, the user will not be able to see the Proforma Invoice Validity field on the sales invoice screen.

Let’s examine the functionality in more detail:

Navigate to: Sales -> Invoice -> Invoices -> Management tab

New Stuff: Disabling buttons for Miscellaneous windows in Sage X3

Fig -01 Sales Invoice Type
Fig -01 Sales Invoice Type

When the user is creating the sales invoice with the transaction type for “PRF” which is used for proforma invoice then, the field ”Proforma Invoice validity” date field will be visible in the management tab of the sales invoice screen.

Fig -02 Proforma Invoice Validity
Fig -02 Proforma Invoice Validity

As shown in the above screenshot, when a user selects the Proforma transaction type for sales invoice the Proforma Invoice Validity date field is visible to enter the data.

Fig - 03 Export Report Output
Fig – 03 Export Report Output

Also, the data which is entered in the Proforma Invoice Validity date field of sales invoice screen will fetched in the export report as shown in the report output in Fig 03.

But if the user is selecting any other transaction type, then this field will not be available to enter data in the invoice screen because this field will remain hidden.

In this way, we can hide any field on the basis of transaction type.

About Us

Greytrix – a globally recognized Premier Sage Gold Development Partner is a one-stop solution provider for Sage ERP and Sage CRM needs. Being recognized 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 expertise.

Greytrix caters to a wide range of Sage X3 (Sage Enterprise Management) offerings – a Sage Business Cloud Solution. Our unique GUMU™ integrations include Sage X3 for Sage CRM, and Magento eCommerce along with Implementation and Technical Support worldwide for Sage X3 (Sage Enterprise Management). Currently we are Sage X3 Implementation Partner in East Africa, Middles East, Australia, Asia. 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 for Sage X3 to Sage business partners, end users and Sage PSG worldwide.

Greytrix is a recognized Sage Rockstar ISV Partner for GUMU™ Sage X3 – Sage CRM integration also listed on Sage Marketplace; GUMU™ integration for Sage X3 – Salesforce is a 5-star app listed on Salesforce AppExchange.

For more information on Sage X3 Integration and Services, please contact us at We will be glad to assist you.