{"id":8405,"date":"2016-02-29T11:07:47","date_gmt":"2016-02-29T11:07:47","guid":{"rendered":"http:\/\/www.greytrix.com\/blogs\/sagex3\/?p=8405"},"modified":"2021-08-04T06:58:12","modified_gmt":"2021-08-04T06:58:12","slug":"handling-the-customized-fields-using-entry-transaction-in-sage-x3","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagex3\/2016\/02\/29\/handling-the-customized-fields-using-entry-transaction-in-sage-x3\/","title":{"rendered":"Handling the Customized Fields Using Entry Transaction in Sage X3"},"content":{"rendered":"<p>In Sage X3, whenever we do any change on transaction screens like order, shipment, receipts or any other screens, we need to validate Entry Transaction. But, we may come across a scenario where user wants the modifications to behave differently depending on the transaction selections.<\/p>\n<p>For e.g., A customized field on Sales Order is to be <em>enterable<\/em> in transaction <em>ALL<\/em> but, to be <em>displayed<\/em> in another transaction <em>ZALL<\/em>. If we do so and later, user wants the Customer field input set to be as <em>displayed<\/em> in <em>ALL<\/em> transaction then performing the modifications on SO screen again, takes significant time. We can avoid these steps by using entry transaction screen.<\/p>\n<p>Perform following steps to achieve the same:<\/p>\n<p><strong>Steps:<\/strong><\/p>\n<ol>\n<li><strong>Navigate to:<\/strong> Setup &gt; Sales &gt; Entry Transactions &gt; Order<\/li>\n<li><strong>Navigate to:<\/strong> Development &gt; Processing dictionary &gt; Screens &gt; Screens<\/li>\n<li>Add field on Entry Transaction screen. Refer the screenshot below for the same:<\/li>\n<\/ol>\n<p><a href=\"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2016\/02\/11.jpg\" target=\"_blank\" rel=\"noopener noreferrer\"><img fetchpriority=\"high\" decoding=\"async\" class=\"size-full\" style=\"border: 1px solid #A9A9A9; padding: 2px; margin: 2px;\" src=\"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2016\/02\/11.jpg\" alt=\"Add field on Entry Transaction screen\" width=\"682\" height=\"358\"><\/a>4. Set the values of <em>Input (Entry\/Displayed\/Hidden)<\/em> and <em>Mode (Form\/Table\/Form &amp; Table)<\/em> as per requirement.<\/p>\n<p>Refer the below screenshot for the same.<\/p>\n<p><a href=\"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2016\/02\/21.jpg\" target=\"_blank\" rel=\"noopener noreferrer\"><img decoding=\"async\" class=\"size-full\" style=\"border: 1px solid #A9A9A9; padding: 2px; margin: 2px;\" src=\"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2016\/02\/21.jpg\" alt=\"Set the values of Input and Mode as per requirement.\" width=\"700\" height=\"341\"><\/a><\/p>\n<p><a href=\"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2016\/02\/3.jpg\"><img class=\"aligncenter  wp-image-8410\" target=\"_blank\" rel=\"noopener noreferrer\"><img decoding=\"async\" class=\"size-full\" style=\"border: 1px solid #A9A9A9; padding: 2px; margin: 2px;\" src=\"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2016\/02\/3.jpg\" alt=\"Set the values of Mode as per requirement.\" width=\"678\" height=\"450\"><\/a><\/p>\n<p>5. Refer following snippet of code to make this functionality work:<\/p>\n<p><a href=\"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2016\/02\/4.jpg\" target=\"_blank\" rel=\"noopener noreferrer\"><img loading=\"lazy\" decoding=\"async\" class=\"size-full\" style=\"border: 1px solid #A9A9A9; padding: 2px; margin: 2px;\" src=\"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2016\/02\/4.jpg\" alt=\"snippet of code to make this functionality work\" width=\"578\" height=\"131\"><\/a><\/p>\n<p>6.Perform Entry Transaction validation.<\/p>\n\n\n<h2 class=\"wp-block-heading\"><strong>About Us<\/strong><\/h2>\n\n\n\n<p>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<p id=\"block-28013e99-0882-44c6-b705-7b16c85053b2\">Greytrix&nbsp;has some unique integration solutions developed for&nbsp;<a href=\"https:\/\/www.greytrix.com\/sage-crm\/\">Sage CRM<\/a>&nbsp;with Sage ERPs&nbsp;namely&nbsp;<a href=\"https:\/\/www.greytrix.com\/sage-x3-erp\/\">Sage X3<\/a>,&nbsp;<a href=\"https:\/\/www.greytrix.com\/sage-intacct\/\">Sage Intacct<\/a>,&nbsp;<a href=\"https:\/\/www.greytrix.com\/sage-100-erp\/\">Sage 100<\/a>,&nbsp;<a href=\"https:\/\/www.greytrix.com\/sage-500-erp\/\">Sage 500<\/a>,&nbsp;and&nbsp;<a href=\"https:\/\/www.greytrix.com\/sage-300-erp\/\">Sage 300<\/a>. We also offer best-in-class&nbsp;Sage ERP&nbsp;and&nbsp;Sage CRM&nbsp;customization and development services&nbsp;to&nbsp;Business&nbsp;Partners,&nbsp;End&nbsp;Users, and Sage PSG worldwide. Greytrix&nbsp;helps in&nbsp;the migration of Sage CRM from&nbsp;Salesforce | ACT! | SalesLogix | Goldmine | Sugar CRM | Maximizer. Our Sage CRM Product Suite includes&nbsp;addons like&nbsp;&nbsp;Greytrix Business Manager,&nbsp;Sage CRM Project Manager,&nbsp;Sage CRM Resource Planner,&nbsp;Sage CRM Contract Manager,&nbsp;Sage CRM Event Manager,&nbsp;Sage CRM Budget Planner,&nbsp;Gmail Integration,&nbsp;Sage CRM Mobile Service Signature,&nbsp;Sage CRM CTI Framework.<\/p>\n\n\n\n<p id=\"block-4bc42a09-fb13-4598-8137-ce5f7b91ce28\">Greytrix is a recognized&nbsp;Sage Champion Partner&nbsp;for GUMU&#x2122; Sage X3 \u2013 Sage CRM integration listed on&nbsp;<a href=\"https:\/\/www.sage.com\/marketplace\/asb_ListingDetail?listingId=a1h24000007PC3aAAG\" target=\"_blank\" rel=\"noreferrer noopener\">Sage Marketplace<\/a>&nbsp;and Sage CRM \u2013 Sage Intacct integration listed on&nbsp;<a href=\"https:\/\/marketplace.intacct.com\/MPListing?lid=a2D0H000007kiHyUAI\" target=\"_blank\" rel=\"noreferrer noopener\">Sage Intacct Marketplace<\/a>. The&nbsp;<a href=\"https:\/\/www.greytrix.com\/gumu\/\" target=\"_blank\" rel=\"noreferrer noopener\">GUMU&#x2122; Cloud framework<\/a>&nbsp;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<p id=\"block-76376301-1c3e-4250-8a09-727595a606f0\">For more information on our integration solutions, please contact us at&nbsp;<a href=\"mailto:sage@greytrix.com\">sage@greytrix.com<\/a>. We will be glad to assist you.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>In Sage X3, whenever we do any change on transaction screens like order, shipment, receipts or any other screens, we need to validate Entry Transaction. But, we may come across a scenario where user wants the modifications to behave differently depending on the transaction selections. For e.g., A customized field on Sales Order is to\u2026 <span class=\"read-more\"><a href=\"https:\/\/www.greytrix.com\/blogs\/sagex3\/2016\/02\/29\/handling-the-customized-fields-using-entry-transaction-in-sage-x3\/\">Read More &raquo;<\/a><\/span><\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[2,3162,8,10,2796,11],"tags":[734,966,1942,1945,1947],"class_list":["post-8405","post","type-post","status-publish","format-standard","hentry","category-configuration","category-greytrix","category-sage-erp-x3","category-standard","category-technical","category-tips","tag-error-in-sage","tag-handling-the-customized-fields-using-entry-transaction-in-sage-x3","tag-sage-x3-technical-assistance","tag-sage-x3-technical-blogs","tag-sage-x3-technical-issues"],"_links":{"self":[{"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/posts\/8405","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\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/comments?post=8405"}],"version-history":[{"count":1,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/posts\/8405\/revisions"}],"predecessor-version":[{"id":22973,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/posts\/8405\/revisions\/22973"}],"wp:attachment":[{"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/media?parent=8405"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/categories?post=8405"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/tags?post=8405"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}