{"id":25059,"date":"2022-08-30T09:47:25","date_gmt":"2022-08-30T09:47:25","guid":{"rendered":"https:\/\/www.greytrix.com\/blogs\/sagex3\/?p=25059"},"modified":"2022-08-30T09:47:40","modified_gmt":"2022-08-30T09:47:40","slug":"enabling-reports-on-module-specific-automatic-generation-screens","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagex3\/2022\/08\/30\/enabling-reports-on-module-specific-automatic-generation-screens\/","title":{"rendered":"Enabling reports on Module specific Automatic generation screens"},"content":{"rendered":"\n

In Sage X3<\/a>, one of the client\u2019s requirements was to get a few custom reports to be enabled in the Sales & Purchase module Automatic generation screens. For this we need to enable some options and alter settings in Sage X3 reports dictionary.<\/p>\n\n\n\n

New Stuff:<\/strong> Sales Invoice creation based on Delivery Type in Sage X3<\/a><\/p>\n\n\n\n

We\u2019ll be referencing the following screens from Sage X3 for this:<\/p>\n\n\n\n

Report Dictionary: All > Development > Script Dictionary > Reports Dictionary (GESARP)
Destinations: All > Parameters > Destinations > Destinations (GESAIM)
Automatic Delivery Generation: All > Sales > Deliveries > Order delivery generation (FUNAUTDLV)<\/p>\n\n\n\n

Refer the screenshots for reference:<\/p>\n\n\n\n

Note: Below process is shown for Automatic Delivery Generation screen of Sales module but this is valid for similar screens from various modules of SageX3.<\/p>\n\n\n\n

Step 1: To start with, navigate over to the Report Dictionary and search for the specific Custom\/Standard Sage X3 report. Here we can find several options and settings to set up the report. We are only concerned for Active status & Module (drop-down menu), we need to make sure the report code is Active & module is selected to our respective module i.e., Sales as shown below:<\/p>\n\n\n\n

\"Modules<\/a><\/center>\n
Modules & Active options on Report dictionary<\/center><\/font>\n\n\n\n

Step 2: After this next part which is equally important is setting up the Destination for the report. For the requirement of report to get fetched from Automatic Delivery Generation screen we can see there is Destination field next to Document as shown below:<\/p>\n\n\n\n

\"Print<\/a><\/center>\n
Print Report selectors in Automatic delivery generation screen<\/center><\/font>\n\n\n\n

Step 3: From above on selection of the checkboxes their respective Document & Destination fields gets active. Now if we click the Document selector we\u2019ll be able to find our report in the menu (as shown below in Fig 3) and then we need to select the Destination:<\/p>\n\n\n\n

\"Our<\/a><\/center>\n
Our custom report in the selection menu<\/center><\/font>\n\n\n\n

Note:
Here Destination code must have an Output type as Printer if not then jump to Destinations and change the same to Printer (as shown in Fig 4). If we require the output from this Automatic delivery screen to still fetch as a downloadable PDF then we need to further define the below setting (as shown in Fig 5).<\/p>\n\n\n\n

\"Output<\/a><\/center>\n
Output option in Destination<\/center><\/font>\n\n\n\n
\"Selecting<\/a><\/center>\n
Selecting printer type for PDFs<\/center><\/font>\n\n\n\n

After following all the above steps, we\u2019ll be able to get our custom\/standard reports printed from such screens.<\/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":"

In Sage X3, one of the client\u2019s requirements was to get a few custom reports to be enabled in the Sales & Purchase module Automatic generation screens. For this we need to enable some options and alter settings in Sage X3 reports dictionary. New Stuff: Sales Invoice creation based on Delivery Type in Sage X3\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":[8,13],"tags":[173,562,1517,1655,1977],"class_list":["post-25059","post","type-post","status-publish","format-standard","hentry","category-sage-erp-x3","category-integration","tag-automatic","tag-delivery","tag-print","tag-reports","tag-sales"],"_links":{"self":[{"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/posts\/25059","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=25059"}],"version-history":[{"count":5,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/posts\/25059\/revisions"}],"predecessor-version":[{"id":25064,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/posts\/25059\/revisions\/25064"}],"wp:attachment":[{"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/media?parent=25059"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/categories?post=25059"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/tags?post=25059"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}