Validation on the Sales Order Screen – Restricting Deletion Until Work Order is Closed + Costed

In Sage X3, clients often require strict control over Sales Order (SO) modifications, especially when linked Work Orders (WO) are involved.

Recently, we received a requirement from a client stating that the system should not allow closing or deletion of a Sales Order (either the entire order or individual lines) unless the related Work Order status is “Closed + Costed”.

In this blog, we explain the custom validation we implemented to enforce this business rule.

The system must prevent:

– Deletion of individual product lines on the Sales Order

– Deletion of the entire Sales Order

– Closing of the Sales Order

We implemented validation in two places on the Sales Order screen :

1. Manual Line Deletion (As shown in Fig1)

When a user tries to delete a product line from the Sales Order and save the Entry :

• The system checks whether a Work Order exists for that specific product line.
• If a Work Order exists and its status is not “Closed + Costed” (i.e., it is still open), the system blocks the deletion and displays an appropriate error message.
• Only when the Work Order is in Closed + Costed status is the line deletion allowed.

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Fig1. Manual Line Deletion validation Fig2. work order status

When a user attempts to delete or close the entire Sales Order :

• The system checks all product lines on the order.
• If any product line has a linked Work Order that is still open (not Closed + Costed), the system prevents the deletion/closing of the Sales Order.
• The Sales Order can be deleted or closed only when all related Work Orders are in Closed + Costed status.

Fig3. Sales Order Deletion using delete button.

This custom validation ensures that Sales Orders cannot be closed or deleted while related production (Work Orders) is still in progress. By enforcing the Closed + Costed status check, the system maintains strong data integrity between the Sales and Manufacturing modules and prevents accidental deletion of orders that are still linked to open production activities.

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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.