{"id":23515,"date":"2025-11-28T09:11:15","date_gmt":"2025-11-28T09:11:15","guid":{"rendered":"https:\/\/www.greytrix.com\/middle-east\/?p=23515"},"modified":"2026-02-11T09:49:26","modified_gmt":"2026-02-11T09:49:26","slug":"how-to-make-the-payment-term-field-mandatory-in-the-customer-master-screen-in-sage-x3","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/middle-east\/how-to-make-the-payment-term-field-mandatory-in-the-customer-master-screen-in-sage-x3\/","title":{"rendered":"How to Make the Payment Term Field Mandatory in the Customer Master Screen in Sage X3"},"content":{"rendered":"\t\t
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Configuring mandatory fields in Sage X3 helps ensure data accuracy, enforce business rules, and maintain consistency across master records. One such important field in the Customer Master is Payment Terms, as it directly impacts billing and finance operations. In this guide, we walk you through the simple steps to make the Payment Terms field mandatory on the Customer Master screen, ensuring that users always capture this critical information during customer creation.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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How to Make the Payment Term Field Mandatory in the Customer Master Screen in Sage X3<\/h1>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t
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How to Make the Payment Term Field Mandatory in the Customer Master Screen in Sage X3<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Configuring mandatory fields in Sage X3 helps ensure data accuracy, enforce business rules, and maintain consistency across master records. One such important field in the Customer Master is Payment Terms, as it directly impacts billing and finance operations. In this guide, we walk you through the simple steps to make the Payment Terms field mandatory on the Customer Master screen, ensuring that users always capture this critical information during customer creation.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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If the user is creating the customer master and requires the payment terms field to be mandatory within the financial tab, select the field and click Esc+F6<\/strong> the screen name will appear, as shown below.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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\n\t\t\t\t\t\t\t\t\tThen navigate to Development > Script Dictionary > Screens > Screens\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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On the left side, enter the screen name BPC3<\/strong>. Then, navigate to the Fields<\/strong> tab and search for the field name PTE (Payment Terms). Scroll to the right until the Mandatory Field<\/strong> column is visible, and select YES for the row corresponding to the PTE<\/strong> field.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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\n\t\t\t\t\t\t\t\t\tAs shown below.\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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\n\t\t\t\t\t\t\t\t\tAfter making the necessary changes and saving the screen, proceed to validate the screen to ensure the updates are correctly applied.\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Now, when a user creates a new customer record, if the payment terms field is left blank, an error message will be displayed, prompting the user to complete the mandatory field.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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About Us:<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Greytrix Middle East<\/a> Subsidiary of Greytrix India Pvt Ltd, Headquartered in Mumbai. It is a leading Sage business partner and ISV Partner offering Consulting<\/a>, Implementation, and development services for Sage X3<\/a>, <\/strong>Sage 300 People (HRMS)<\/a>, and Sage Intacct, which covers Dubai, Saudi Arabia, and Qatar region.<\/p>

Our methodology involves a techno-functional expert team to analyze the client’s business processes, workflow, current system situation, and plans. Then, based on the analysis, we propose solutions that meet their requirement regarding the product consideration. In addition, we ensure to serve our clients with robust, future-proof, business-critical solutions that deliver best practices, processes, and functionality designed specifically for the business and its people.<\/p>

We offer professional services such as Implementation and Configuration<\/a>, Business Process Analysis, Project Management, Integrations and Migrations, and Technical & Functional Support, along with enhancements within Sage X3<\/a>,<\/strong> Sage 300 People (HRMS)<\/a>, and Sage Intacct across various industry verticals like Process Manufacturing (Food & Beverages, Chemical), Discrete manufacturing (Automotive, Textile & Apparel), Non-Profit, Health-care Industry and Services Industry (Financial, Software & Engineering), Distribution (Transportation & Logistics).<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t

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Our Partnerships<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Configuring mandatory fields in Sage X3 helps ensure data accuracy, enforce business rules, and maintain consistency across master records. One such important field in the Customer Master is Payment Terms, as it directly impacts billing and finance operations. In this guide, we walk you through the simple steps to make the Payment Terms field mandatory …<\/p>\n

How to Make the Payment Term Field Mandatory in the Customer Master Screen in Sage X3<\/span> Read More »<\/a><\/p>\n","protected":false},"author":1,"featured_media":23518,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"elementor_header_footer","format":"standard","meta":{"site-sidebar-layout":"default","site-content-layout":"default","ast-global-header-display":"","ast-main-header-display":"","ast-hfb-above-header-display":"","ast-hfb-below-header-display":"","ast-hfb-mobile-header-display":"","site-post-title":"","ast-breadcrumbs-content":"","ast-featured-img":"disabled","footer-sml-layout":"","theme-transparent-header-meta":"","adv-header-id-meta":"","stick-header-meta":"","header-above-stick-meta":"","header-main-stick-meta":"","header-below-stick-meta":"","footnotes":""},"categories":[1],"tags":[],"class_list":["post-23515","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-uncategorized"],"yoast_head":"\nSteps 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