Sage X3 is an enterprise resource planning (ERP) product that helps organizations manage all operations and data within a single software solution. Sage X3 includes various modules such as Sales, Purchase, Inventory, Projects, Finance, and more.
At times, users may require the report to display the approver’s name and the date of approval for a purchase request.
In the screenshot of the Purchase Request screen under the Signature Circuit, there are a total of four approvers. Out of these, two have signed, and the remaining two have not yet signed.
To meet this requirement, we made changes to the Crystal Report layout and the underlying query to successfully display the desired result.
In the Crystal Report, we added four footer sections and applied suppress conditions based on the number of approvers. If there is only one approver, only the first footer block is printed. If there are two, the first and second footers are printed. If there are four, all four footer sections are displayed, as shown in the screenshot below.
SQL Query for Approver Name and Designation :
Below is the query used to fetch the approver name and designation, implemented using a subquery and integrated into the main query:
The output is displayed in the screenshot below, where all four approvers are shown along with their designations.
Hence, the required results were successfully obtained by following the above steps.
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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.
