Tag Archives: Entry Transaction

How to Enable Log (Trace) for Work Order Creation in Sage X3 Enterprise Planning

In Sage X3, Enterprise Planning is a key ERP screen that displays work-in-progress (WIP) events and Material Requirements Planning (MRP) suggestions to help businesses manage demand, plan production, and optimize purchasing. This interactive screen acts as a “to-do list” for planners, showing events like customer orders and supplier requirements, and generating suggestions for work orders,… Read More: How to Enable Log (Trace) for Work Order Creation in… »

Sage X3 Tips: Adding Custom Fields to the Enterprise Planning Screen

In Sage X3, Enterprise Planning is a key ERP screen that displays work-in-progress (WIP) events and Material Requirements Planning (MRP) suggestions to help businesses manage demand, plan production, and optimize purchasing. This interactive screen acts as a “to-do list” for planners, showing events like customer orders and supplier requirements, and generating suggestions for work orders,… Read More: Sage X3 Tips: Adding Custom Fields to the Enterprise Planning… »

Adding controls to fields in Sage X3

One more feature of Sage X3 that frequently gets overlooked is the capability of adding controls to a specific field within the system without requiring knowledge of the 4GL language, which is Sage X3’s exclusive coding language. After realizing that they were continuously using the control action to add custom logic to standard or custom… Read More: Adding controls to fields in Sage X3 »

How to display field in screen(SOH) through Entry Transaction in Sage X3

In Sage X3, a sales order is a document that is used to record and manage the sale of products or services to customers. When we tried to create a sales order, we faced one scenario: While filling out the grid line details, one field called ‘Product Source’ was missing. Refer below screenshot Fig 1.… Read More: How to display field in screen(SOH) through Entry Transaction in… »

How to open Fiscal/Financial Year in Sage X3

As we know, before any accounting operations, the accounting financial years involved must be created and open. This function is therefore used to manage, by company, the status of the financial years. Associated with that particular entry transaction validation screen. You may also get an error as “Incorrect date” while creating transactions in Sage X3.… Read More: How to open Fiscal/Financial Year in Sage X3 »

How to skip entry transaction pop-up and select a default entry transaction?

You might have come across a situation where you might have to open a window via code. Here, if there are multiple entry transactions for the window, then the Entry Transaction Dialog will pop-up and would require the user to manually select the Entry transaction before the opening of the desired window. This can be… Read More: How to skip entry transaction pop-up and select a default… »

How to change Entry Transaction without exiting the screen

Sometimes we need to switch from one entry transaction type to another entry transaction in the existing screen itself. Sage ERP X3 has provided us with a simple feature to switch from one transaction type to another without exiting the screen. New Stuff: Use of Complimentary Invoice in Sage ERP X3 Here is an example… Read More: How to change Entry Transaction without exiting the screen »

Fetch the Entry Transaction value via Customized Code

In Sage X3, there is a way to run or trigger the customized code for a particular entry transaction, and then here is the code using which you can trigger the code for a specific entry transaction. New Stuff: How to Assign Default Values to Crystal Reports Example: $ACTION Case ACTION When “FIN_LISTE”     : Gosub FIN_LISTE… Read More: Fetch the Entry Transaction value via Customized Code »

Entry transaction Validation via Patch

Whenever any changes are performed on the order, shipment or any other screens, the Entry Transaction validation becomes must. But whenever we need to deploy these changes on the clients end we create a patch. But after deploying it happens that we need to manually validate the transactions, isn’t this seems to be truly not… Read More: Entry transaction Validation via Patch »