Finance and tax teams in Saudi Arabia and the United Arab Emirates are dealing with two e-invoicing compliance timelines at the same time. In Saudi Arabia, ZATCA Phase 2 integration is being rolled out in waves across the taxpayer base, pulling thousands of businesses into a mandatory clearance system. In the UAE, the Ministry of Finance published detailed implementation guidance in February 2026 and confirmed the phased go-live calendar.
How to Show Customer Balance on the Sales Quote Screen in Sage X3
What Was the Problem?
When sales representatives were creating quotes in Sage X3, they had no way of viewing a customer’s current account balance without switching screens. This meant that quotes — and eventually orders — were being raised for customers who already owed significant amounts.
What Was Built?
A single, read-only field was added to the Sales Quote screen in Sage X3. This field automatically displays the customer’s current account balance the moment a customer is selected on the quote.
The field is colour-coded so that sales representatives receive an instant visual signal:
- Green — Balance is within the customer’s credit limit — all clear.
- Orange — Balance is approaching the limit (over 80%).
- Red — Balance has exceeded the credit limit — action may be required.
KEY POINT
The field is informational only — it does not block the sales rep from proceeding.
It simply ensures they are aware of the situation before completing the quote.
How Was It Built?
This customisation was implemented using a subprogram written on the Sales Quote screen. Here is a summary of the steps:
- Add a new display field: A new read-only field was added to the Sales Quote header screen (GESSOH), positioned alongside the existing customer and order fields.
- Trigger on customer selection: A script was attached to the customer code field so that every time a customer is chosen or changed on the quote, the balance field refreshes automatically.
- Look up the balance: A sub-program queries Sage X3’s accounts receivable tables to retrieve the customer’s current open balance, filtering by company and site to handle multi-company setups correctly.
- Apply the colour indicator: The balance is compared against the customer’s credit limit in Sage X3. The field turns green, amber, or red depending on how close to — or over — the limit the balance is.
What Was the Outcome?
| What changed | Result |
|---|---|
|
Balance visibility |
Live on the quote screen no screen switching needed |
|
Extra clicks required |
Zero information appears automatically |
|
Over-limit quotes |
Noticeably reduced within the first month |
|
System performance |
No impact the lookup runs in milliseconds |
|
Upgrade safety |
Fully safe no changes to core Sage X3 tables |
Before the customer is selected:
After the customer is selected:
The field is informational only — it does not block the sales representative from proceeding. It simply ensures that the team is aware of the customer’s account position before completing the quote.
Conclusion
Showing the customer balance directly on the Sales Quote screen is a simple, low-risk Sage X3 customisation that delivers immediate commercial value. The implementation requires no changes to core Sage X3 tables, is fully upgrade-safe, and runs without any measurable impact on system performance.
For sales teams working at pace, the colour-coded indicator means critical credit information is visible at the right moment — before a quote is completed — rather than discovered later in the order or billing process.
About Us
Greytrix Middle East is a trusted Sage business partner and ISV Partner offering Consulting, Implementation, and Development services for Sage X3, Sage 300, Sage 300 People (HRMS), Sage CRM, and Sage Intacct across the Middle East region. We provide professional services including Implementation, Configuration, Business Process Analysis, Project Management, Integrations, Migrations, and Technical and Functional Support across Manufacturing, Distribution, Healthcare, Non-Profit, and Services industries.
Contact Us
For more information, contact us at sales@greytrix.com or visit www.greytrix.com/middle-east.
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