{"id":23897,"date":"2021-10-29T10:37:24","date_gmt":"2021-10-29T10:37:24","guid":{"rendered":"http:\/\/www.greytrix.com\/blogs\/sagex3\/?p=23897"},"modified":"2021-10-29T10:37:26","modified_gmt":"2021-10-29T10:37:26","slug":"discount-warning-message-on-sales-order-based-on-the-allowed-discount-field","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagex3\/2021\/10\/29\/discount-warning-message-on-sales-order-based-on-the-allowed-discount-field\/","title":{"rendered":"Discount warning message on Sales Order based on the \u201cAllowed Discount\u201d field"},"content":{"rendered":"\n

As seen in our previous blog, we discussed about warning message validation on credit note as per the financial year. Today we are going to discuss another customization on the Sales Order screen which is very useful to users in their business process for customer transactions.<\/p>\n\n\n\n

One of our client has requested to have some warning alerts for users when discount defined at customer master does not matched with the discount given during sales order creation. So to achieve this, we have added new customized field name as \u201cAllowed Discount\u201d on customer master. Please refer below screen shot:<\/p>\n\n\n\n

New Stuff:<\/strong> Duplicate PAN Number Validation on Customer Master in Sage X3<\/a><\/p>\n\n\n\n

\"[Allowed<\/a><\/center>\n
[Allowed Discount field in Customer Master]<\/center><\/font>\n\n\n\n

Let say suppose, user has added \u2018Allowed discount\u2019 amount 10 in the customer master. In this case, user can enter discount value either 0 or 10 during Sales order creation. If user enter discount other than that then warning message will get pop-up. Lets see by doing the sales order transaction.<\/p>\n\n\n\n

In above screenshot, user has added allowed discount as 10 for customer C01010001. Now when user tries to create sales order and enter discount amount as 8, customization checks the discount value defined at customer master which is 10 and does not match with it so warning message get pop up \u201cUser has provided discount, hence the order requires approval. Kindly review and approve the same to proceed.\u201d<\/p>\n\n\n\n

\"[Discount<\/a><\/center>\n
[Discount field in Sales Order]<\/center><\/font>\n\n\n\n
\"[Warning<\/a><\/center>\n
[Warning message]<\/center><\/font>\n\n\n\n

So even if Sales order with multiple products will work in similar fashion. Suppose sales order has 5 different products and user has given same discount at each line, then order will get created without any warning but if any one of the line has different discount value then warning message will appear as shown in the above screen shot. But please note that, it will not restrict users to create sales order as warning message is just for user information.<\/p>\n\n\n\n

By using this customization, users can identify whether discount given at sales order is correct or not.<\/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","protected":false},"excerpt":{"rendered":"

As seen in our previous blog, we discussed about warning message validation on credit note as per the financial year. Today we are going to discuss another customization on the Sales Order screen which is very useful to users in their business process for customer transactions. One of our client has requested to have some\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":[13,8],"tags":[477,617,1855,1983,3467],"class_list":["post-23897","post","type-post","status-publish","format-standard","hentry","category-integration","category-sage-erp-x3","tag-customer","tag-discount","tag-sage-x3-customization","tag-sales-order","tag-validation-on-so"],"_links":{"self":[{"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/posts\/23897","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=23897"}],"version-history":[{"count":5,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/posts\/23897\/revisions"}],"predecessor-version":[{"id":23902,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/posts\/23897\/revisions\/23902"}],"wp:attachment":[{"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/media?parent=23897"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/categories?post=23897"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/tags?post=23897"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}