Tag Archives: Sales Quote

Understanding Field Visibility in Sage X3 Entry Transactions: Form, Table, and Form & Table Options

Sage X3 is a powerful and highly configurable ERP system. One of its strongest features is the ability to customize transaction screens without heavy coding through Entry Transactions. Almost every major document in Sage X3 — Sales Quotes, Sales Orders, Purchase Orders, Invoices, Stock Changes, Receipts, Deliveries, etc. — can be controlled through Entry Transactions.… Read More: Understanding Field Visibility in Sage X3 Entry Transactions: Form, Table,… »

How to default Validity date to certain days from Date of creation for Sales Quote module

In Sage X3, Users can create Sales Quotes for keeping a track of which customer has placed their quotes for the products. When these quotes are created from the screen then the date of creation is defaulted to current date, there is another field in the Management tab of the screen called Validity date which… Read More: How to default Validity date to certain days from Date… »

How to hide fields on line level in Sage Enterprise Management Sales Quote Screen

In Sage Enterprise Management, we may come across a scenario where the user wants to hide a field from line level but not from popup screen in any screen. This functionality can be achieved by the following steps:  Navigate to:  Sales → Quotes → quotes  In the below screenshot, we can see a field name… Read More: How to hide fields on line level in Sage Enterprise… »