{"id":24089,"date":"2021-11-29T09:40:46","date_gmt":"2021-11-29T09:40:46","guid":{"rendered":"http:\/\/www.greytrix.com\/blogs\/sagex3\/?p=24089"},"modified":"2021-11-29T09:43:31","modified_gmt":"2021-11-29T09:43:31","slug":"locking-of-delivery-date-and-shipment-date-on-the-creation-of-work-order-against-sales-order","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagex3\/2021\/11\/29\/locking-of-delivery-date-and-shipment-date-on-the-creation-of-work-order-against-sales-order\/","title":{"rendered":"Locking of delivery date and shipment date on the creation of Work Order against Sales Order"},"content":{"rendered":"\n

Recently we had a requirement from one of our client to lock the delivery date and shipment date fields in the sales order screen in such a way that once the work order is created against sales order then it will not allow the user to change\/modify delivery date and shipment date fields in sales order screen.<\/p>\n\n\n\n

As per standard functionality, when a sales delivery of the sales order is created, no modification can be done in the delivery date and shipment date fields.Similarly, we have added a customization in such a way that these fields will get locked, once the work order is created.<\/p>\n\n\n\n

Navigate to : Sales > Orders > Order<\/p>\n\n\n\n

New stuff:<\/strong> How to export and import landing pages in Sage X3 V12<\/a><\/p>\n\n\n\n

\"Sales<\/a><\/center>\n
Sales order Screen<\/center><\/font>\n\n\n\n

As shown in the above screen shot, we have created a sales order and in the detail line \u201dWork order\u201d option is selected in the Product Source drop-down. User has to select Work Order option in Product source field then only work order of that sales order can be created.<\/p>\n\n\n\n

\"Work<\/a><\/center>\n
Work Order screen<\/center><\/font>\n\n\n\n

Now, We had created Work Order against that particular Sales Order.<\/p>\n\n\n\n

After that navigate to : Sales -> Orders -> Orders<\/p>\n\n\n\n

In the right side of the Sales order screen, there is a \u201cWork Order\u201d option in the options section. After clicking on the work order option, Work Order screen will be opened which is created against that sales order and sales order data will be displayed in the work order screen.
After that, we can check the Date fields on the Sales Order screen.<\/p>\n\n\n\n

\"Date<\/a><\/center>\n
Date in sales order screen<\/i><\/center><\/font>\n\n\n\n

As shown in the above screenshot, in the delivery tab of the sales order screen, Delivery Date and Shipment Date fields are locked and cannot be modified because we have created work order against the same sales order.<\/p>\n\n\n\n

In this way, we did the customization to lock, Delivery Date and Shipment Date fields of the Sales Order once Work Order has been created against that Sales Order.<\/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":"

Recently we had a requirement from one of our client to lock the delivery date and shipment date fields in the sales order screen in such a way that once the work order is created against sales order then it will not allow the user to change\/modify delivery date and shipment date fields in sales\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":[3488,1189,1983,2097,2428],"class_list":["post-24089","post","type-post","status-publish","format-standard","hentry","category-integration","category-sage-erp-x3","tag-delivery-date","tag-locked","tag-sales-order","tag-shipment-date","tag-work-order"],"_links":{"self":[{"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/posts\/24089","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=24089"}],"version-history":[{"count":10,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/posts\/24089\/revisions"}],"predecessor-version":[{"id":24104,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/posts\/24089\/revisions\/24104"}],"wp:attachment":[{"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/media?parent=24089"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/categories?post=24089"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/tags?post=24089"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}