Tag Archives: objects

How to add new fields in left list in Sage X3

A purchase request is a written request that lists the items that are required, how many are needed, and when they will be required. It becomes a purchase order after it is authorized. An unapproved purchase order is called a purchase request. The purchase request lists all necessary goods and services along with their respective… Read More »

How to display user signature pending for approval to the left list of any transaction

Signature workflow feature of Sage X3 helps in tracking of transactions. Sometimes there might be a requirement if the end user needs to add additional field in left list of any transaction which will display user’s name for whom the signature is pending for approval. We can achieve this by using the following steps. Consider… Read More »

How to add any description field in the left side panel

Recently we had a requirement in which client wants to add Routing description field on work order screen in left side panel and description field will be fetched from routing Master. This field addition will help user to find operation details on work order screen. Also, we can add this field on report level as… Read More »

Personalization of object

Certain characteristics in the software objects are modifiable using the setup. These characteristics, stored in the objects table, are never updated when changing the version or when installing a patch (they remain unchanged in the case of version evolution). The object personalization function is used to define these characteristics, which are essentially those linked to… Read More »