Disabling Work Order Options Until Sales Order Approval in Sage X3

A client recently had a requirement related to restricting Work Order creation in Sales Orders under certain conditions. Specifically:

When the Product Source type is Work Order on a Sales Order line, the Work Order generation options should not be available until the Sales Order is fully approved.

This blog explains how we achieved this by customizing the Sales Order screen (OSOH) and controlling the visibility and access to Work Order creation options in Sage X3.

Work Order Generation in Sales Order Screen:

There are two ways to generate a Work Order from the Sales Order screen:

1. At the line level via the 3-dot menu — Multilevel Planning

New Stuff: HSBC Integration with Sage X3

fig1 multilevel planning

On the right panel of the Sales Order screen via the 3-dot menu — Work Order

fig2 work order menu

Implementation Steps

1. Hide ‘Multilevel Planning’ Option at Line Level
   To achieve this, we used the Init Button action on the NBLIG field within the SOH4 screen of the Sales Order window.

Steps:

1. Go to: Development → Script Dictionary → Windows → OSOH
2. Open the SOH4 screen.
3. Click on the field NBLIG.
4. Add the Init Button action.
5. Save and validate the screen.
6. Globally validate the OSOH window and the Sales Order transactions from setup module.

fig3 SOH4 screen

Code:
Add the code below script to hide the Multilevel Planning option when the condition is met:
If Product source = 5 AND (Signed flag <> 3 OR Signed flag <> 5)
Raz GBOUT15
##Here the GBOUT15 is the button code for multi-level planning option
else
ENDIF

This hides the Multilevel Planning option from the line-level 3-dot menu if the product source is Work Order and the Sales Order is not fully approved.

2. Disable ‘Work Order’ Option at Header Level

To control the Work Order menu on the right-hand panel, we added following script

Code:
If Product source = 5 AND (Signed flag <> 3 OR Signed flag <> 5)
##Stop the standard process then use the below code
Call VIREBOUT(CHMEN,”DM”) From GOBJET
else
ENDIF

This disables the Work Order option if the condition is met for any line in the Sales Order.

Final Result
With these changes:

• The Multilevel Planning option is hidden at the line level until the Sales Order is approved.
• The Work Order option on the header is disabled until the Sales Order is approved.

fig4 Output

These conditions ensure that Work Orders are only generated post-approval, maintaining process control and data integrity.

Summary Table

Feature	Location	Action Used	Script / Field	Condition Applied
Multilevel Planning Button	Line level (3-dot)	Init Button	SPESOH script/NBLIG in SOH4 screen	Product Source = 5 AND SO not approved
Work Order Menu	Header (3-dot)	SETBOUT	SPESOH script	Product Source = 5 AND SO not approved