{"id":27828,"date":"2023-11-29T11:14:34","date_gmt":"2023-11-29T11:14:34","guid":{"rendered":"https:\/\/www.greytrix.com\/blogs\/sagex3\/?p=27828"},"modified":"2023-11-29T11:14:37","modified_gmt":"2023-11-29T11:14:37","slug":"sales-order-attachment-validation-in-sage-x3","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagex3\/2023\/11\/29\/sales-order-attachment-validation-in-sage-x3\/","title":{"rendered":"Sales Order Attachment Validation in Sage X3"},"content":{"rendered":"\n

Customizing attachment validation to restrict delivery, shipment and Invoice on Sage X3 involves defining specific rules and configurations within the system. In Sage X3<\/a>, you can create these customizations using the SDK (Software Development Kit) and scripting capabilities.<\/p>\n\n\n\n

Customizing attachment validation on a sales order can be done in various ways, depending on the software or system you are using to manage your sales orders.<\/p>\n\n\n\n

As per the requirement from one of our clients, before creating the sales order the pop up message should display on the screen like Attachment is mandatory. If the Sales order is created without the attachment document then the system should restrict the user to create further transactions. So let\u2019s see this in detail.<\/p>\n\n\n\n

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

New Stuff:<\/strong> How to restrict the text based on date condition by using the cdate() function in Crystal report<\/a><\/p>\n\n\n\n

\"Fig<\/a><\/center>\n
Fig 1 – Before creating sales order message<\/center><\/font>\n\n\n\n

As shown in the above screen shot, once the data is entered in the sales order screen, the system will allow the user to create a sales order and will show a pop up message displayed on the screen like \u201cAttachment is mandatory! Please attach file\u201d<\/strong> once the user click \u201cOK\u201d button in the pop up then a sales order will be created.<\/p>\n\n\n\n

Navigate To: Sales -> Order -> Orders<\/p>\n\n\n\n

\"Fig<\/a><\/center>\n
Fig 2-Without Attachment<\/center><\/font>\n\n\n\n

Once the order is created and if the user wants to create the Shipment, Delivery or invoice the system would not allow the user to create the further transactions and it will show a pop -up message \u201cKindly do the attachment against sales order (Sales Order No)\u201d<\/strong> as shown in the above screen shot.<\/p>\n\n\n\n

\"Fig3-Document<\/a><\/center>\n
Fig3-Document is attached<\/center><\/font>\n\n\n\n

As a result once the user attached the file from the right panel of the sales order screen then as shown in the above screen shot the system would allow the user to create further transactions against that particular sales order.<\/p>\n\n\n\n

Remember that Sage X3 is a complex system, and specific steps may vary depending on the version and customizations in your organization. Consulting with a Sage X3 expert or support team may be helpful in implementing these changes effectively.<\/p>\n\n\n\n

The requirement was basically based on the attachment and for every transaction against the particular sales order as a result the attached file should be mandatory.<\/strong><\/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":"

Customizing attachment validation to restrict delivery, shipment and Invoice on Sage X3 involves defining specific rules and configurations within the system. In Sage X3, you can create these customizations using the SDK (Software Development Kit) and scripting capabilities. Customizing attachment validation on a sales order can be done in various ways, depending on the software\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":[158,3912,1477,1822,1983,2357],"class_list":["post-27828","post","type-post","status-publish","format-standard","hentry","category-sage-erp-x3","category-integration","tag-attachment","tag-mandatory","tag-pop-up","tag-sage-x3","tag-sales-order","tag-validation"],"_links":{"self":[{"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/posts\/27828","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=27828"}],"version-history":[{"count":5,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/posts\/27828\/revisions"}],"predecessor-version":[{"id":27833,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/posts\/27828\/revisions\/27833"}],"wp:attachment":[{"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/media?parent=27828"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/categories?post=27828"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/tags?post=27828"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}