An\ninquiry screen is used to extract information from one or more table and\npresent it in the from of a grid. It help us to display the records based on\nthe filter criteria we entered.<\/p>\n\n\n\n
In\nSage X3, we have a multiple inquiry screens available such as Stock by product,\nstock by lot,stock by site etc where we can search a stock available by product\nwise, lot wise and site wise etc. Stock by product screen help us to check the\nstock of a product we want to search by specifying the name of the product in\nthe field. But if want to search based on some condition we can search the same\nby creating a formula. Sage X3 provide us a functionality of creating a formula where we can create a formula\nbased on any condition.<\/p>\n\n\n\n
Sage\nX3 allows the user to add formula to inquiries criteria that can help to filter\na specific record based on the condition specified in the formula. Here we want\nto search a stock of a product only whose product status is active.<\/p>\n\n\n\n
To\ncreate a formula follow the below steps:<\/p>\n\n\n\n
Navigate\nto :<\/strong> Set\nup > General Parameters > Formula<\/p>\n\n\n\n We have specified [F:ITM]ITMSTA=1 as\nwe want to search the product whose status is active.<\/p>\n\n\n\n In\nthis way we have to created a formula\nnamed as ZSP and now we can use the same formula in inquiry screen.<\/p>\n\n\n\n Follow\nthe below steps to add the formula in inquiry screen:<\/p>\n\n\n\n Navigate to :<\/strong> Stock > Inquiries > Stock by Product.<\/p>\n\n\n\n\n\n Here we have specified the\nproduct in the From product and To product field and clicked on search so we\ncan see the stock available for those product. If we wont specify any product\nand click on search then all the products will get display whose status is\nactive as well as in active.<\/p>\n\n\n\n Since we need to search for all those product whose status is active. Click on the criteria button on the right side. Refer the below figure.<\/p>\n\n\n\n\n\n The\nbelow window will get pop up. Scroll down to enter the formula.<\/p>\n\n\n\n Select\nthe formula you have created by clicking on the selection. Then click ok.<\/p>\n\n\n\n Once\nyou click on OK, then all the product will get display whose status is active.<\/p>\n\n\n\n Refer the below figure.<\/p>\n\n\n\n\n\n In this way we can create a formula based on which we want to search a product and can be used in the inquiry screen.<\/p>\n\n\n\n In this blog, we came to know how we can create a formula and to use those formula in the inquiry screen.<\/p>\n\n\n\n Greytrix \u2013 a globally recognized and one of the oldest Sage Development Partners is a one-stop solution provider for Sage ERP and Sage CRM organizational needs. Being acknowledged and rewarded for multi-man years of experience and expertise, we bring complete end-to-end assistance for your technical consultations, product customizations, data migration, system integrations, third-party add-on development, and implementation competence.<\/p>\n\n\n\n Greytrix has some unique integration solutions developed for Sage CRM<\/a> with Sage ERPs namely Sage X3<\/a>, Sage Intacct<\/a>, Sage 100<\/a>, Sage 500<\/a>, and Sage 300<\/a>. We also offer best-in-class Sage ERP and Sage CRM customization and development services to Business Partners, End Users, and Sage PSG worldwide. Greytrix helps in the migration of Sage CRM from Salesforce | ACT! | SalesLogix | Goldmine | Sugar CRM | Maximizer. Our Sage CRM Product Suite includes addons like Greytrix Business Manager, Sage CRM Project Manager, Sage CRM Resource Planner, Sage CRM Contract Manager, Sage CRM Event Manager, Sage CRM Budget Planner, Gmail Integration, Sage CRM Mobile Service Signature, Sage CRM CTI Framework.<\/p>\n\n\n\n Greytrix is a recognized Sage Champion Partner for GUMU™ Sage X3 \u2013 Sage CRM integration listed on Sage Marketplace<\/a> and Sage CRM \u2013 Sage Intacct integration listed on Sage Intacct Marketplace<\/a>. The GUMU™ Cloud framework<\/a> by Greytrix forms the backbone of cloud integrations that are managed in real-time for the processing and execution of application programs at the click of a button.<\/p>\n\n\n\n For more information on our integration solutions, please contact us at sage@greytrix.com<\/a>. We will be glad to assist you.<\/p>\n","protected":false},"excerpt":{"rendered":" An inquiry screen is used to extract information from one or more table and present it in the from of a grid. It help us to display the records based on the filter criteria we entered. In Sage X3, we have a multiple inquiry screens available such as Stock by product, stock by lot,stock by\u2026 Read More »<\/a><\/span><\/p>\n","protected":false},"author":2,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[5,6,8,10],"tags":[3069,2984,1074,1839,2079,3070],"class_list":["post-20499","post","type-post","status-publish","format-standard","hentry","category-features","category-installation","category-sage-erp-x3","category-standard","tag-formula-screen","tag-general-parameter-values","tag-inquiry-screens-in-sage-x3","tag-sage-x3-blogs","tag-setup","tag-stock-by-product"],"_links":{"self":[{"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/posts\/20499","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/comments?post=20499"}],"version-history":[{"count":3,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/posts\/20499\/revisions"}],"predecessor-version":[{"id":20506,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/posts\/20499\/revisions\/20506"}],"wp:attachment":[{"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/media?parent=20499"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/categories?post=20499"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/tags?post=20499"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}About Us<\/strong><\/h2>\n\n\n\n