In Sage X3, a client requested a customization to link PO entries within the Supplier BP Invoice screen. The goal was to improve traceability and validation between purchase orders and supplier invoices, ensuring better data control and consistency.
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We applied the following validations to ensure accurate data entry:
In the PO selection dropdown, if you select “Existing PO”, the fields related to “Non-Existing PO” are disabled. Conversely, if you select “Non-Existing PO”, the fields for “Existing PO” are disabled, as shown in Fig. 1 above.
When the user selects “Non-Existing PO” from the dropdown and attempts to enter a Sage PO in the Non-Existing PO fields, the system display a popup message and restricts the supplier invoice entry, as shown in Fig. 2 below.
So, this validation ensures accurate data entry by enforcing the correct use of PO fields based on the selected PO type, which helps maintaining consistency and preventing processing errors in supplier invoices.
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