{"id":22859,"date":"2021-07-30T12:01:16","date_gmt":"2021-07-30T12:01:16","guid":{"rendered":"http:\/\/www.greytrix.com\/blogs\/sagex3\/?p=22859"},"modified":"2021-07-30T12:01:18","modified_gmt":"2021-07-30T12:01:18","slug":"control-table-feature-in-sage-x3","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagex3\/2021\/07\/30\/control-table-feature-in-sage-x3\/","title":{"rendered":"Control table feature in Sage X3"},"content":{"rendered":"\n<p>In Sage X3, most of the times you need to deal with the screens during development. Either you require to create new screens or to add required customization to the existing fields of screens.<\/p>\n\n\n\n<p>We aware that Sage X3 provides different features at screen level such as entry condition &#8211; where you can set a particular condition in order to enter value in a that field, mandatory field, graphic object \u2013 to set graphical object of a field, style \u2013 to set formatting of a field etc. Similar to this, there exists one more feature that is \u201cControl table\u201d.<\/p>\n\n\n\n<p>For this, <em><strong>Navigate to: Development &gt; Screens &gt; Screens<\/strong><\/em><\/p>\n\n\n\n<p>Below is the screenshot of screen \u201cOPP3\u201d (Project \u2013&gt; Before sales tab)<\/p>\n\n\n\n\n\n<p>The control tables are a very simple method to create validity controls that can be set up for certain entry fields. These control tables are used to define the coherence controls on the data being entered. These controls are an addition to the carried out standard controls. These are generally used in the definition of screens, to add controls on report parameters or in the definition of accounting transactions.<\/p>\n\n\n\n<p>Each table is characterized by a 10-character alphanumeric code, and by associated control parameters. Up to three simultaneous controls can be defined; they can be of different types and are checked successively:<\/p>\n\n\n\n<ul class=\"wp-block-list\"><li>mandatory value entry if a condition is met.<\/li><li>presence in a value list.<\/li><li>exclusion from a value list.<\/li><li>presence in a table.<\/li><li>inclusion in an interval.<\/li><li>check of a calculation formula.<\/li><\/ul>\n\n\n\n<p>If you want to make a field mandatory on certain conditions then you can do it by creating new control table and assigning it to that field.<\/p>\n\n\n\n<p>For example, we created a control table \u2018YRENCON\u2019 in order to make the \u201cReason\u201d field on \u201cProject &gt; Before sales tab\u201d to be mandatory if \u201cStep\u201d field is selected as \u201cFPE\u201d or \u201cCNTQ\u201d.<\/p>\n\n\n\n<p>Refer below screenshot of the setup in control table.<\/p>\n\n\n\n\n\n<p>Now,<\/p>\n\n\n\n<ol class=\"wp-block-list\" type=\"1\"><li><strong>Navigate to: Customer relation &gt; CRM activity &gt; Projects<\/strong><\/li><li>Go to \u2018Before-sales tab\u2019 and insert new line by selecting date.<\/li><li>Select the checkbox \u2018Phase end\u2019.<\/li><li>Select step as \u201cFPE\u201d or \u201cCNTQ\u201d. The system will ask you to enter reason as a mandatory field.<\/li><\/ol>\n\n\n\n\n\n<p>Thus, control table can be helpful to setup additional controls on screen fields along with standard controls.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>About Us<\/strong><\/h2>\n\n\n\n<p>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<p id=\"block-28013e99-0882-44c6-b705-7b16c85053b2\">Greytrix&nbsp;has some unique integration solutions developed for&nbsp;<a href=\"https:\/\/www.greytrix.com\/sage-crm\/\">Sage CRM<\/a>&nbsp;with Sage ERPs&nbsp;namely&nbsp;<a href=\"https:\/\/www.greytrix.com\/sage-x3-erp\/\">Sage X3<\/a>,&nbsp;<a href=\"https:\/\/www.greytrix.com\/sage-intacct\/\">Sage Intacct<\/a>,&nbsp;<a href=\"https:\/\/www.greytrix.com\/sage-100-erp\/\">Sage 100<\/a>,&nbsp;<a href=\"https:\/\/www.greytrix.com\/sage-500-erp\/\">Sage 500<\/a>,&nbsp;and&nbsp;<a href=\"https:\/\/www.greytrix.com\/sage-300-erp\/\">Sage 300<\/a>. We also offer best-in-class&nbsp;Sage ERP&nbsp;and&nbsp;Sage CRM&nbsp;customization and development services&nbsp;to&nbsp;Business&nbsp;Partners,&nbsp;End&nbsp;Users, and Sage PSG worldwide. Greytrix&nbsp;helps in&nbsp;the migration of Sage CRM from&nbsp;Salesforce | ACT! | SalesLogix | Goldmine | Sugar CRM | Maximizer. Our Sage CRM Product Suite includes&nbsp;addons like&nbsp;&nbsp;Greytrix Business Manager,&nbsp;Sage CRM Project Manager,&nbsp;Sage CRM Resource Planner,&nbsp;Sage CRM Contract Manager,&nbsp;Sage CRM Event Manager,&nbsp;Sage CRM Budget Planner,&nbsp;Gmail Integration,&nbsp;Sage CRM Mobile Service Signature,&nbsp;Sage CRM CTI Framework.<\/p>\n\n\n\n<p id=\"block-4bc42a09-fb13-4598-8137-ce5f7b91ce28\">Greytrix is a recognized&nbsp;Sage Champion Partner&nbsp;for GUMU&#x2122; Sage X3 \u2013 Sage CRM integration listed on&nbsp;<a href=\"https:\/\/www.sage.com\/marketplace\/asb_ListingDetail?listingId=a1h24000007PC3aAAG\" target=\"_blank\" rel=\"noreferrer noopener\">Sage Marketplace<\/a>&nbsp;and Sage CRM \u2013 Sage Intacct integration listed on&nbsp;<a href=\"https:\/\/marketplace.intacct.com\/MPListing?lid=a2D0H000007kiHyUAI\" target=\"_blank\" rel=\"noreferrer noopener\">Sage Intacct Marketplace<\/a>. The&nbsp;<a href=\"https:\/\/www.greytrix.com\/gumu\/\" target=\"_blank\" rel=\"noreferrer noopener\">GUMU&#x2122; Cloud framework<\/a>&nbsp;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<p id=\"block-76376301-1c3e-4250-8a09-727595a606f0\">For more information on our integration solutions, please contact us at&nbsp;<a href=\"mailto:sage@greytrix.com\">sage@greytrix.com<\/a>. We will be glad to assist you.<\/p>\n\n\n\n<p><\/p>\n","protected":false},"excerpt":{"rendered":"<p>In Sage X3, most of the times you need to deal with the screens during development. Either you require to create new screens or to add required customization to the existing fields of screens. We aware that Sage X3 provides different features at screen level such as entry condition &#8211; where you can set a\u2026 <span class=\"read-more\"><a href=\"https:\/\/www.greytrix.com\/blogs\/sagex3\/2021\/07\/30\/control-table-feature-in-sage-x3\/\">Read More &raquo;<\/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":[5,8,10],"tags":[3353,3268,3354],"class_list":["post-22859","post","type-post","status-publish","format-standard","hentry","category-features","category-sage-erp-x3","category-standard","tag-control-table-2","tag-projects","tag-reason-selection-on-project"],"_links":{"self":[{"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/posts\/22859","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=22859"}],"version-history":[{"count":2,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/posts\/22859\/revisions"}],"predecessor-version":[{"id":22872,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/posts\/22859\/revisions\/22872"}],"wp:attachment":[{"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/media?parent=22859"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/categories?post=22859"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/tags?post=22859"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}