{"id":31035,"date":"2025-07-30T10:24:59","date_gmt":"2025-07-30T10:24:59","guid":{"rendered":"https:\/\/www.greytrix.com\/blogs\/sagex3\/?p=31035"},"modified":"2025-07-30T10:36:47","modified_gmt":"2025-07-30T10:36:47","slug":"how-to-display-debit-credit-caption-next-to-the-outstanding-amount-field-using-options-and-style-settings-without-a-background-in-sage-x3","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagex3\/2025\/07\/30\/how-to-display-debit-credit-caption-next-to-the-outstanding-amount-field-using-options-and-style-settings-without-a-background-in-sage-x3\/","title":{"rendered":"How to Display Debit\/Credit Caption Next to the Outstanding Amount Field Using Options and Style Settings Without a Background in Sage X3"},"content":{"rendered":"\n

One of our clients requested to display the customer\u2019s outstanding amount<\/strong> from the Account Inquiry screen<\/strong> (Financials > Inquiries > Accounts) directly on the Sales Order header<\/strong> screen \u2014 along with an indicator showing whether the amount is a Debit or Credit<\/strong>. The goal was to replicate the display format seen in the Account Inquiry screen, where the balance appears alongside a debit\/credit caption, as shown below.<\/p>\n\n\n\n

New Stuff:<\/strong> Enhancing Sage X3 Reports: The Role of Shared Variables in Crystal Reports<\/a><\/p>\n\n\n\n

\"fig1<\/a><\/center>\n
fig1 Account Inquiry \u2013 Balance with DebitCredit Indicator<\/center><\/font>\n\n\n\n

To meet this requirement, we enhanced the Sales Order header screen<\/strong> by adding two fields:<\/p>\n\n\n\n

    \n
  1. Outstanding Amount<\/strong><\/li>\n\n\n\n
  2. Debit\/Credit Status<\/strong><\/li>\n<\/ol>\n\n\n\n

    We have handled the flow of data with the 4GL script<\/strong>, which retrieves the outstanding amount and determines its nature (Debit or Credit) based on the customer\u2019s account balances.
    To display the debit\/credit caption<\/strong> beside the amount in a clean, non-editable format, we configured the Debit\/Credit field in the Screen Dictionary<\/strong> with:<\/p>\n\n\n\n

    \u2022 Options:<\/strong> Set to \u2018W\u2019<\/strong> (Displayed as background)
    \u2022 Style: <\/strong>Set to \u2018GRAS\u2019<\/strong><\/p>\n\n\n\n

    \"fig2<\/a><\/center>\n
    fig2 SOH0 screen<\/center><\/font>\n\n\n\n

    Why We Used \u2018W\u2019 (Displayed as Background) and \u2018GRAS\u2019 Style Options:<\/strong><\/p>\n\n\n\n

    \u2022 The \u2018W\u2019 option<\/strong> makes the field appear as a read-only label<\/strong>, without borders or input styling, ensuring a clean layout.
    \u2022 The \u2018GRAS\u2019 style<\/strong> (French for “bold”) renders the debit\/credit value in bold<\/strong>, making it clearly distinguishable next to the amount.<\/p>\n\n\n\n

    After implementing the changes, we:<\/strong><\/p>\n\n\n\n

    \u2022 Saved and validated the Sales Order screen<\/strong>
    \u2022 Validated the OSOH window<\/strong>
    \u2022 Validated the Sales Order transaction types<\/strong> from the Setup > Sales module<\/strong><\/p>\n\n\n\n

    \"fig3<\/a><\/center>\n
    fig3 output<\/center><\/font>\n\n\n\n

    Conclusion<\/strong>:
    By combining Sage X3\u2019s screen field configurations<\/strong> and style settings<\/strong>, and handling the data flow through the 4GL script<\/strong>, we successfully integrated the customer\u2019s outstanding amount<\/strong> and its debit\/credit status<\/strong> into the Sales Order header. This enhancement provides users with immediate financial context, improving decision-making and maintaining a clean, professional UI.<\/p>\n\n\n[about_us_blog_common]\n","protected":false},"excerpt":{"rendered":"

    One of our clients requested to display the customer\u2019s outstanding amount from the Account Inquiry screen (Financials > Inquiries > Accounts) directly on the Sales Order header screen \u2014 along with an indicator showing whether the amount is a Debit or Credit. The goal was to replicate the display format seen in the Account Inquiry\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":[4400,4399,4402,1822,4401,4403],"class_list":["post-31035","post","type-post","status-publish","format-standard","hentry","category-sage-erp-x3","category-integration","tag-debit-credit-indicator","tag-display-outstanding","tag-field-options","tag-sage-x3","tag-screen-customisation","tag-style-settings"],"_links":{"self":[{"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/posts\/31035","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=31035"}],"version-history":[{"count":8,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/posts\/31035\/revisions"}],"predecessor-version":[{"id":31060,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/posts\/31035\/revisions\/31060"}],"wp:attachment":[{"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/media?parent=31035"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/categories?post=31035"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/tags?post=31035"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}