One of our clients noticed that while creating or updating a supplier or customer record in Sage X3 they need to enter the city and region, and postal code as per the address. This manual process is time-consuming. As a result, they inquired whether there was a way to streamline the process.
So we have implemented a customization on the Postal code field in the Customer and Supplier master.
Managing supplier and customer data efficiently is essential for smooth operations in our ERP system. It streamlines this process with a smart feature that automatically populates the City and Region fields in the Supplier and Customer Master records based on the Postal Code entered.
Let’s examine the functionality in more detail:
Navigate to : Common Data–> BP’s–>Suppliers for supplier master.
According to this requirement, a user first visits the supplier master screen, and when a user inputs a Postal Code while creating or updating a supplier record in Sage X3, the system intelligently fetches and fills in the corresponding City and Region fields.
as shown in the screenshot below.
New Stuff : Validating PO Fields Based on PO Type Selection in Supplier BP Invoice screen
For the customer master Navigate to : Common Data–> Customers
Similarly user visits the Customer master screen and a user inputs a Postal Code while creating or updating a Customer record the system intelligently fetches and fills in the corresponding City and Region fields. This eliminates manual entry, reducing the risk of data entry errors and ensuring consistency across the database. as shown in the screenshot below.
The City and Region fields are automatically filled based on the selected Postal Code.
Users can still manually adjust these fields if needed (depending on system configuration).
✅ Benefits
Improved Accuracy: Reduces manual errors and ensures data uniformity.
Time-Saving: Speeds up data entry processes for users.
Enhanced User Experience: Makes the system more intuitive and efficient.
As per this, Postal code customization in Customer and Supplier master working.
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.
