{"id":21171,"date":"2020-11-30T12:29:39","date_gmt":"2020-11-30T12:29:39","guid":{"rendered":"http:\/\/www.greytrix.com\/blogs\/sagex3\/?p=21171"},"modified":"2020-11-30T12:29:42","modified_gmt":"2020-11-30T12:29:42","slug":"division-wise-product-restriction-on-sales-order","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagex3\/2020\/11\/30\/division-wise-product-restriction-on-sales-order\/","title":{"rendered":"Division Wise Product Restriction on Sales Order"},"content":{"rendered":"\n

In Sage X3<\/a>, we got a requirement from the client on restricting the Product based on dimension type (Division) on the Sales Order screen. This customization only works on specific transactions i.e. on DMD (Domestic Marketing Division) transaction type on the Sales order screen. The client wishes to have such control over the Sales order that the system should restrict the user from selecting the products associated with different divisions in a single Sales order. To achieve the same, they follow division wise billing to the customer to control the tracking of Sales, Returns, Receipts, etc.<\/p>\n\n\n\n

All the products are mapped with dimension type (Division) at the Product master screen with division dimension value mapped in it. As shown in the below screenshot, Product code \u201c10011\u201d has division code as \u201cGS\u201d dimension mapped against it.<\/p>\n\n\n\n

New Stuff:<\/strong> Automatic Price calculation in Sales Transactions<\/a><\/p>\n\n\n\n

\"[Product<\/a><\/center>\n
[Product Master]<\/center><\/font>\n\n\n\n

Now, on the Sales order screen user will select Site code, Customer code, Order date, etc along with division dimension value present at header level manually as shown in the below screenshot. Herein, we have selected the same dimension \u201cGS\u201d at the header level on the Sales order screen.<\/p>\n\n\n\n

\"[Sales<\/a><\/center>\n
[Sales Oder]<\/center><\/font>\n\n\n\n

Gradually once the user moves to the Lines grid tab to select the product from the selection finder, the system will display the list of only those products which have the Sale orders header tab\u2019s dimension value mapped in it at the Product masters screen. As shown in the below screenshot, the Product code \u201c10011\u201d has dimension type \u201cGS\u201d in it, and while selecting the product using the finder only that product is getting displayed in the selection list.<\/p>\n\n\n\n

\"[Product<\/a><\/center>\n
[Product Selection]<\/center><\/font>\n\n\n\n

In simple words, the system will compare the Sales orders header tab dimension value with the dimension value mapped in the Product master screen. So we have restricted the product based on division dimension type in the Sales Order screen for the specific transaction type.<\/p>\n\n\n\n

About Us<\/strong><\/h2>\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\n\n\n

<\/p>\n","protected":false},"excerpt":{"rendered":"

In Sage X3, we got a requirement from the client on restricting the Product based on dimension type (Division) on the Sales Order screen. This customization only works on specific transactions i.e. on DMD (Domestic Marketing Division) transaction type on the Sales order screen. The client wishes to have such control over the Sales order\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":[8],"tags":[594,3152,1673,1822,1983],"class_list":["post-21171","post","type-post","status-publish","format-standard","hentry","category-sage-erp-x3","tag-dimensions","tag-division","tag-restrict-product","tag-sage-x3","tag-sales-order"],"_links":{"self":[{"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/posts\/21171","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=21171"}],"version-history":[{"count":6,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/posts\/21171\/revisions"}],"predecessor-version":[{"id":21209,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/posts\/21171\/revisions\/21209"}],"wp:attachment":[{"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/media?parent=21171"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/categories?post=21171"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/tags?post=21171"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}