Tag Archives: Sage X3 technical issues

How to restrict user from creating receipt greater than PO quantity in Sage X3?

We came across a scenario where you want to restrict user from creating receipt greater than the PO quantity then Sage X3 provides standard functionality and allow over receipts. To set up this functionality: Step 1: Navigation: Set up – General Parameter’s – Purchase – Rest management Step 2: Set Allow over receipts as ‘NO’.… Read More »

How to restrict automatic closing of PO’s in Sage X3?

If you come across a scenario where you want to restrict automatic closing of PO’s in Sage X3.Here is a standard functionality for PO line closing method. To set up this functionality: Step 1: Navigation: Set up – General Parameter’s – Purchase – Rest Management. Step 2: Set Rest management to ‘Never’. Now even if… Read More »

How to do Prepayment with Tax in Sage X3?

Have you ever come across a circumstances in Sage X3 where you would like to  do prepayment with tax .Sage X3 has a feature where you can  do the prepayment with tax. To successfully bring this functionality follow below steps. Navigate to: Development>Activity codes>TPT activity code Select TPT activity code. Remove the check mark from… Read More »

How to do a case sensitive string comparison in Sage X3?

There can be a situation when we want to accept string in some text field by end user and want to check its existence in Sage X3 database ignoring case sensitivity. The toupper or tolower functions are very useful to perform this function. toupper is used to transform all the lower case letters of a… Read More »

How to change the state of any transaction using code in Sage X3?

There might be a scenario where user needs to change the state of any transaction. For example, user wants to alter transaction mode from “Modification” to “Create”. To accomplish this task Sage X3 have a simple variable “REP” which stores the transaction status and can be used to for this task. In below code snippet,… Read More »

How to assign an Icon to Customized module in Sage X3 V7

Sage X3 V7 have a new feature where we can assign an icon to any of the module. We have created a customized module ‘Test’ and assigned an Icon to it. Please refer below screenshot. To assign the module icon we need to follow following steps: Your icon image should be in ‘.png’ format. Icon… Read More »

How to add Customer selection window in Sage X3?

You may come across the situation, where you may want to give selection window for customer contact. In Sage X3, we can add selection (F12 functionality) and filter the selection records as per our requirement. Follow below steps to add F12 selection functionality for Customer contact: 1. Add the Button field action on field and… Read More »

Filtering product selection list on the descriptions in Sage X3

You may come across the situation, where you may want to filter the production selection by descriptions. That is user will enter part of a product or product descriptions in product field and on tab out system will display only matching product in the selection list. The standard ITS product-site object being used for product… Read More »

Appending Leading Zeros to a number in Sage X3

You may come across a situation where you want to append leading Zeros to a number but don’t know how to achieve it. This can be handle with the help of the “format$” keyword which will append the leading Zeros to the number. Format$ : Dim is used to format the expression based on particular… Read More »