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Discover the unmatched potential of Sage X3 with our exclusive blogs. Greytrix is a seasoned Sage expert offering a comprehensive range of Sage X3 services to empower businesses with higher productivity and growth. Here, we share our knowledge and the latest technology trends on Sage X3 through insightful blogs, aiming to enhance your understanding of Sage X3 as an ERP software. Stay updated with our regular posts to leverage the ERP to its full potential.

How to View Multiple Lines When Running an Inquiry in Sage X3

By Greytrix | October 29, 2024
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Sage X3 is enterprise resource planning (ERP) product which help organization to manage all the operation of organization and database into a single software solution. Sage X3 contains list of modules like sales, purchase, inventory, project, financial and many more.

New Stuff: Miscellaneous Data Searches in Sage X3

In this example, we are using the Account Balances Inquiry function with the ID ‘CONSBAL.’

Fig 1 -Path
Fig 1 -Path

You can View Multiple Lines When Running an Inquiry in Sage X3 by following the steps below :

Step 1: Navigate to Setup > General Parameters > Inquiry Screens

In this example, we are using the Account Balances Inquiry function, where the last three characters of the function ID ‘CONSBAL’ represent the Inquiry Code ‘BAL,’ as shown in the image below.

Fig 2 - Inquiry screen
Fig 2 – Inquiry screen

Expand the Inquiry from the left-hand list. You may have different screens set up for the specific inquiry. In this example, I will use the STD screen

Step 2: Increase the ‘Number of Lines’ value. We recommend a maximum of 5,000 lines, as exceeding this limit may lead to performance issues, as shown in the image below

Fig 3 - Inquiry screen 1
Fig 3 – Inquiry screen 1

Save the modifications and validate the transaction inquiry screen.

Step 3: Go to the Account Balance Inquiry screen. Click on the ‘Criteria’ button in the upper-right corner of the screen, and enter ‘STD’ in the screen code field, as shown in the picture below

Fig 4 - Account balance inquiry
Fig 4 – Account balance inquiry

By following the above steps, you can View Multiple Lines When Running an Inquiry in Sage X3

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.

Category: Sage ERP X3 Integration Tags: Account balance, Number of lines, sagex3, screen code
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