You may come across the situation where you have to find the last date of any month whether it is 30, 31, 28 or 29. To do so we can take help of EOMONTH function.

Syntax:

eomonth(DATE_EXPR)

DATE_EXPR is an expression returning a date value.

Consider following example where we have to find out the last date of month February.

Above code will give as an output as

Hope this helps!

About Us

Greytrix is one stop solution provider for Sage ERP and Sage CRM needs. We provide complete end-to-end assistance for your technical consultations, product, system integrations, third party add-on development and implementation expertise.

Greytrix have some unique solutions of Sage X3’s integration with Sage CRM, Salesforce.com and Magento eCommerce. It also offers best-in-class Sage X3 customization and development services to Sage business partners, end users, and Sage PSG worldwide.

For more information on Sage X3 Integration and Services, please contact us at x3@greytrix.com .We will be glad to assist you.

Other Related Blogs:

–       Get Year in a Date for Sage X3 version 7

–       Know Month Name from the Given Date

–       How to get number of day and name from date

–       How to Sort Array in Ascending and Descending Order

–       How to Delete Element from an Array?

There might be situation where you want to issue the prepayment in bulk.  Sage x3 provide a feature in which we can issue the prepayment in bulk.

To achieve this feature,

Navigate To:Sales>invoices>Issue Prepayments

The issue of prepayments is made, in mass, simply by selecting a planned issue deadline. You can also print them if necessary. The standard report proposed is FACACC.

The prepayment type items are updated by modifying their status from Not issued to Issued.

Hope this helps!

About Us

Greytrix is one stop solution provider for Sage ERP and Sage CRM needs. We provide complete end-to-end assistance for your technical consultations, product, system integrations, third party add-on development and implementation expertise.

Greytrix have some unique solutions of Sage X3’s integration with Sage CRM, Salesforce.com and Magento eCommerce. It also offers best-in-class Sage X3 customization and development services to Sage business partners, end users, and Sage PSG worldwide.

For more information on Sage X3 Integration and Services, please contact us at x3@greytrix.com .We will be glad to assist you.

Other Related Blogs:

– How to block order if Prepayment is not done.

– Set Rule in sales orders if prepayment is not received in Sage ERP X3

– How to define days for Expected Issue date calculation of Prepayment

– How to Cancel the Payment Receipt?

– Prepayment in Sage X3

While working around the complex functionality, it’s very obvious that you may have to deal with the

Multiple source files. Multiple file may define the function with same name but with different set of instruction on the same event or the action and you may want call same function from particular file based on some condition on run time and also want to encapsulate the file name.

Code which helps you for Calling Function from Different File’s Using Single Call Statement and Encapsulation.

The above code will invoke the TEST sub program from the SPETST2 file, if you have noticed that the different file name is getting encapsulated in the variable ZFILENAME based on certain condition and single statement is enough to call a function from a particular file.

 Hope this helps !

About Us

Greytrix is one stop solution provider for Sage ERP and Sage CRM needs. We provide complete end-to-end assistance for your technical consultations, product customizations, data migration, system integrations, third party add-on development and implementation expertise.

Greytrix have some unique solutions of Sage X3’s integration with Sage CRM, Salesforce.com and Magento eCommerce. It also offers best-in-class Sage X3 customization and development services to Sage business partners, end users, and Sage PSG worldwide.

For more information on Sage X3 Integration and Services, please contact us at x3@greytrix.com .We will be glad to assist you.

Related Blogs:

– How to use the Presentation Style through code?

– How to Create a Style to Give Effects to Grid Title

– Adding Styles to Screen Fields in X3

– How to Sort Array in Ascending and Descending Order

Enterprises in order to improve their productivity have in place powerful systems to manage their backend and frontend operations such as Sage ERP (Sage X3 / Sage 300 / Sage 100) and Sage CRM respectively. Sage X3, recognized as the powerful ERP simplifies the core business processes of purchase history, inventory optimization, agility in decision making through reporting and supply chain management details. In addition, Sage CRM handles vital customer information, customer inquiries, records of customer support and marketing. Sage X3 – ERP and Sage CRM have now become integral part of enterprises.

However, the siloed functionality of Sage X3 and Sage CRM business management systems have resulted in sub optimal use of the potentials of the two systems decelerating growth in business. To bring in seamless connectivity between different verticals of businesses and for a smarter and faster business in this competitive market, integration of Sage X3 and Sage CRM is a key.

Greytrix – a Gold Development Partner for Sage ERP and Sage CRM, with 16 years of technology and expertise in integration, migration, third party customizations and end to end assistance brings together every area of your business from sales, finance, marketing, customer service etc. GUMU™ Integration for Sage CRM with Sage X3 delivers seamless data accessibility and provides better customer insights with synchronized data on both the systems, boosting productivity, and increasing ROI. Businesses gain 360° view of the customer information with a single interface and provide services to their inquiries, accelerating the sales processes. With this data, businesses can have a better view of the sales pipeline, understanding their prospects and clients.

Join our webinar on GUMU™ integration for Sage CRM with Sage X3 hosted on Wednesday, 12th October 2016 | Time: 1- 1:30 PM US Eastern Time. This is an opportunity to make the most of two business management systems Sage X3 ERP and Sage CRM.

Register Now

Date – Wednesday, 12^th October 2016 | Time: 1- 1:30 PM US Eastern Time

See you at the Webinar!

Sage X3 provides a feature where we can create a duplicate copy of the line in Purchase Order. This features can be achieved through Line Duplication functionality in Purchase Order.

Below are the steps:-

Navigate to: – Purchasing → Orders → Orders

Create a purchase order. Click on the action button at the Line Level and select option “Line duplication”. A new line is added and all the data is copied as it is from the previous line as shown in the Screen Shots:-

Hope this helps !

About Us

Greytrix is one stop solution provider for Sage ERP and Sage CRM needs. We provide complete end-to-end assistance for your technical consultations, product customizations, data migration, system integrations, third party add-on development and implementation expertise.

Greytrix have some unique solutions of Sage X3’s integration with Sage CRM, Salesforce.com and Magento eCommerce. It also offers best-in-class Sage X3 customization and development services to Sage business partners, end users, and Sage PSG worldwide.

For more information on Sage X3 Integration and Services, please contact us at x3@greytrix.com .We will be glad to assist you.

Related Blogs:

– Back-to-back-order or Drop Shipment Setup in Sage ERP X3

– How to freeze columns in Sales Order Line?

– How to stop the Automatic allocation in Sage X3?

– How to avoid Copy Confirmation Box in Sage ERP X3

– Purchase Request Signature

If we come across a scenario where we want to enable warehouse selection field in Customer return Management screen then Sage ERP – X3 provides a standard functionality to enable the field.

Navigate to Sales ->Returns ->Customer returns

Steps to enable this functionality:

Navigate to Setup ->Organisational Structures->Sites

Enable Warehouse Management checkbox under Warehouse Tab

Create Warehouses for Storage site

Navigate Common data ->Product Tables ->Warehouses

Warehouse 1

Warehouse 2

While creating Customer return Warehouse selection is Enable as shown below.

Hope this helps !

About Us

Greytrix is one stop solution provider for Sage ERP and Sage CRM needs. We provide complete end-to-end assistance for your technical consultations, product customizations, data migration, system integrations, third party add-on development and implementation expertise.

Greytrix have some unique solutions of Sage X3’s integration with Sage CRM, Salesforce.com and Magento eCommerce. It also offers best-in-class Sage X3 customization and development services to Sage business partners, end users, and Sage PSG worldwide.

For more information on Sage X3 Integration and Services, please contact us at x3@greytrix.com .We will be glad to assist you.

Related Blogs:

– Components where used

– How to create order with any delivery type of your choice

– How to stop the Automatic allocation in Sage X3?

– How to avoid Copy Confirmation Box in Sage ERP X3

– How to setup quote signature management

You may come across the situation where you want to pop up an input box window in SAGE ERP X3 and this can be done with the help of standard calling subprogram “SAICAR”. This function is written in the GESECRAN code file with some mandatory input value parameters to be passed. Below is the details information.

Syntax:

Call SAICAR(LINPUT,ZTITLE,ZFLDTIT,ZOBJ,0,0,””,OK) From GESECRAN

OK : return the value of the button pressed during the call.

If Ok=2 then “Ok” button is pressed.

LINPUT: Value entered in the field

ZTITLE:title of the window

ZFLDTIT: Field title\caption

ZOBJ:name of the object window from where it is called.

Limitation :
Spaces are not allowed in the Field input value.

Kindly refer to the below snippet of code for better understanding.

Output:

Hope This Helps!

About Us

Greytrix is one stop solution provider for Sage ERP and Sage CRM needs. We provide complete end-to-end assistance for your technical consultations, product customizations, data migration, system integrations, third party add-on development and implementation expertise.

Greytrix have some unique solutions of Sage X3’s integration with Sage CRM, Salesforce.com and Magento eCommerce. It also offers best-in-class Sage X3 customization and development services to Sage business partners, end users, and Sage PSG worldwide.

For more information on Sage X3 Integration and Services, please contact us at x3@greytrix.com .We will be glad to assist you.

Also read:

– How to display serious error message box

– How to Set Cursor to a given edit box via Code in X3…?

– Adding Message Boxes in X3

– How to avoid Copy Confirmation Box in Sage ERP X3

– Adding Message Boxes in X3

Iomode is used to assign for each open sequential file, the following parameters: Adxirs,Adxifs,Adxium.

Syntax

Iomode ( Adxirs | Adxifs | Adxium ) Expression [using abbrev]

where abbrev  describing the open file.

Examples

# Read of the first 10 words in the line in sequential files

# the fields are separated by ‘  ‘

# the records are separated by CR LF (chr$(13)+chr$(10))

# The character string to read is in ASCII

Char MOT1(30)(10)

Openi Filepath (‘TRT’,’Filename’,’txt’)  Using [YYY]

Iomode adxirs  ‘  ‘                                         Using [YYY]

Iomode adxifs  chr$(13)+chr$(10)        Using [YYY]

Iomode adxium 50                                    Using [YYY]

Rdseq MOT1                                                Using [YYY]

Openi                                                               Using [YYY]

Thus, Iomode is used to define the character for the field separation by the Adxifs variable, the character for the separation of the records by the Adxirs variable and the coding of the character strings by the Adxium variable.

Hope This Helps!

About Us

Greytrix is one stop solution provider for Sage ERP and Sage CRM needs. We provide complete end-to-end assistance for your technical consultations, product customizations, data migration, system integrations, third party add-on development and implementation expertise.

Greytrix have some unique solutions of Sage X3’s integration with Sage CRM, Salesforce.com and Magento eCommerce. It also offers best-in-class Sage X3 customization and development services to Sage business partners, end users, and Sage PSG worldwide.

For more information on Sage X3 Integration and Services, please contact us at x3@greytrix.com .We will be glad to assist you.

Also read:

– Reading and writing into sequential File.

– Moving a file from Directory

– Deleting a file from a Directory

– Creating a directory Programmatically in X3

– List the files from the directory

We may have situation where we need to split one order line into many order lines as per business requirement. Sage ERP – X3 provides a feature in which you can split a line based on Rec site, Address, Quantity and Expected Receipt Date.

                To achieve this functionality, Navigate to Purchasing → Orders → Orders.

                Follow the below steps:-

Create a Purchase Order. Click on action button of any line. There is a “Split” Option as shown in the below screenshot:-

Click on the “Split” option.

“Order Line Split” window is displayed.  Based on the Total qty of the line, you can split the quantity for Receiving site, Address and Expected Receipt date.

Click on OK button.

The Order line is split as shown below:-

Splitting is done when a Supplier confirms that they can deliver an order partially.

Hope this helps.

About Us

Greytrix is one stop solution provider for Sage ERP and Sage CRM needs. We provide complete end-to-end assistance for your technical consultations, product customizations, data migration, system integrations, third party add-on development and implementation expertise.

Greytrix have some unique solutions of Sage X3’s integration with Sage CRM, Salesforce.com and Magento eCommerce. It also offers best-in-class Sage X3 customization and development services to Sage business partners, end users, and Sage PSG worldwide.

For more information on Sage X3 Integration and Services, please contact us at x3@greytrix.com .We will be glad to assist you.

Also read:

– How to restrict purchase invoice creation without purchase receipt?

– How to Create Manual Transaction Number for Purchase Order and Purchase Receipt?

– How to Create Contract Purchase Order in Sage X3?

– Line Duplication Functionality in Sage ERP – X3

– Work order Grouping-For Different Products

If we come across a scenario where we want to enable warehouse selection field in Customer return Management screen then Sage x3 provides a standard functionality to enable the field.

Navigate to Sales ->Returns ->Customer returns

Steps to enable this functionality:

Navigate to Setup ->Organisational Structures->Sites

Enable Warehouse Management checkbox under Warehouse Tab

Create Warehouses for Storage site

Navigate Common data ->Product Tables ->Warehouses

 Warehouse 1

Warehouse 2

While creating Customer return Warehouse selection is Enable as shown below

Hope this helps.

About Us

Greytrix is one stop solution provider for Sage ERP and Sage CRM needs. We provide complete end-to-end assistance for your technical consultations, product customizations, data migration, system integrations, third party add-on development and implementation expertise.

Greytrix have some unique solutions of Sage X3’s integration with Sage CRM, Salesforce.com and Magento eCommerce. It also offers best-in-class Sage X3 customization and development services to Sage business partners, end users, and Sage PSG worldwide.

For more information on Sage X3 Integration and Services, please contact us at x3@greytrix.com .We will be glad to assist you.

Also read:

– Components where used

– How to create order with any delivery type of your choice

– How to stop the Automatic allocation in Sage X3?

– How to avoid Copy Confirmation Box in Sage ERP X3

– How to setup quote signature management

While printing the report through code you may need to print the report or label in the printer defined on the ADC destination .The below mentioned global variable are available in x3 in which the label destination and Document destination are stored

1. GVTETI : This global variable is used to store the  Label destination
2. GVTDOC : This global variable is used to store the Document destination

Kindly refer to the bellow snippet code for the same.

Hope this blog helps!

About Us

Greytrix is one stop solution provider for Sage ERP and Sage CRM needs. We provide complete end-to-end assistance for your technical consultations, product customizations, data migration, system integrations, third party add-on development and implementation expertise.

Greytrix have some unique solutions of Sage X3’s integration with Sage CRM, Salesforce.com and Magento eCommerce. It also offers best-in-class Sage X3 customization and development services to Sage business partners, end users, and Sage PSG worldwide.

For more information on Sage X3 Integration and Services, please contact us at x3@greytrix.com .We will be glad to assist you.

Also read:

– How to pass dynamic data in Crystal reports from X3

– Calling of Report through code

– How to Assign Default Values to Crystal Reports

– How to include crystal report with patch in x3

The Customer working day’s logic works on the Delivery date. Therefore if a particular work day is unchecked in the Customer – Ship to tab then the Delivery date cannot be chosen on the unchecked work days. However working day’s logic does not affect the Shipment date.

Navigate: All -> Common data -> BPs -> Customer -> Ship-to customer tab

Select the customer working days in the Work days section as shown in screenshot below. You can also define an unavailable period for a customer. For e.g. Christmas holidays.

Navigate: Sales -> Deliveries -> Deliveries

In the Delivery screen,

The Delivery date by default gets updated to the next available date as per the work days setting of the customer.

E.g. As shown in below screenshot if the Delivery has the Shipment Date = 02/09/16 & lead time, Delivery LT = 1.

The expected Delivery date should be 03/09/16. But since the 03/09/16 & 04/09/16 are the Non-working days for the Customer, the Delivery date is auto-updated to 05/09/16 on tab out.

To restrict Shipment for non-working days on Site.

To restrict Shipment for non-working days on Site. You can also define working days in the Site screen – Details Tab. As per the working days defined in the Site, the Shipment date is automatically validated for non-working days in the Delivery screen.

E.g. if the Delivery has selected the Shipment Date = 03/09/16 which is a nonworking day on the Site. On tab out the Shipment date is auto-updated to 02/09/16.

Navigate: Set up -> Organizational Structure-> Site

Hope this blog helps!

About Us

Greytrix is one stop solution provider for Sage ERP and Sage CRM needs. We provide complete end-to-end assistance for your technical consultations, product customizations, data migration, system integrations, third party add-on development and implementation expertise.

Greytrix have some unique solutions of Sage X3’s integration with Sage CRM, Salesforce.com and Magento eCommerce. It also offers best-in-class Sage X3 customization and development services to Sage business partners, end users, and Sage PSG worldwide.

For more information on Sage X3 Integration and Services, please contact us at x3@greytrix.com .We will be glad to assist you.

You may come across the situation, where you may want to export report in particular file format. This can be done through coding using FITCHIER action.

FITCHIER action is called before the display of the selection window for the export format, when the user wants to export the print to a file. This action is also called when a print is sent by email ; in this case the action MESSAGERIE  will be used to create the message then the action FICHIER is used to choose the format of the file containing the print. In the case of sending a message, the name of the attachment file is not modifiable : it is the name of the Crystal Report report.

Refer below syntax to set Report export file format.

Hope this helps!

About Us

Greytrix is one stop solution provider for Sage ERP and Sage CRM needs. We provide complete end-to-end assistance for your technical consultations, product customizations, data migration, system integrations, third party add-on development and implementation expertise.

Greytrix have some unique solutions of Sage X3’s integration with Sage CRM, Salesforce.com and Magento eCommerce. It also offers best-in-class Sage X3 customization and development services to Sage business partners, end users, and Sage PSG worldwide.

For more information on Sage X3 Integration and Services, please contact us at x3@greytrix.com .We will be glad to assist you.

Also read:

How to get the SQL server user name and password in Sage X3?

How to change the Sage X3 user password..?

How to change User Login without exiting from the current session

How to filter the table with user defined conditions in Sage X3

Create users and assign their rights in V7

You may come across a scenario where you want to do the journal validation in bulk. Sage X3 has feature where you can Finalize or validate the journal entries in bulk.

Navigate To: Financial>Current processing>Final validation (Refer the below screenshot)

In this process you can select the different criteria.

This function changes the journal status from “Temporary to final” in mass and we cannot modify the journal.

Hope this helps!

About Us

Greytrix is one stop solution provider for Sage ERP and Sage CRM needs. We provide complete end-to-end assistance for your technical consultations, product customizations, data migration, system integrations, third party add-on development and implementation expertise.

Greytrix have some unique solutions of Sage X3’s integration with Sage CRM, Salesforce.com and Magento eCommerce. It also offers best-in-class Sage X3 customization and development services to Sage business partners, end users, and Sage PSG worldwide.

For more information on Sage X3 Integration and Services, please contact us at x3@greytrix.com .We will be glad to assist you.

Also read:

– Get Year in a Date for Sage X3 version 7

– Set default country globally in Sage ERP X3

– How to use Local Menu Message through Coding?

– Set default bank globally in Sage ERP X3

– How to set default sales unit for particular customer?

We came into circumstance where one of the Client asked to allocate the bulk work order. Sage X3 provide feature to mass allocation processing of the materials linked to the production for a given site, a given period and a selection of a work orders.

This processing can allocate material in a global or detailed manner. To successfully bring this functionality follow below steps

Navigate to: Manufacturing >  Batch processes >  Allocation/deallocation

1. Enter Production site
2. Select /Enter work order
3. Click on ok

Hope this helps!

About Us

Greytrix is one stop solution provider for Sage ERP and Sage CRM needs. We provide complete end-to-end assistance for your technical consultations, product customizations, data migration, system integrations, third party add-on development and implementation expertise.

Greytrix have some unique solutions of Sage X3’s integration with Sage CRM, Salesforce.com and Magento eCommerce. It also offers best-in-class Sage X3 customization and development services to Sage business partners, end users, and Sage PSG worldwide.

For more information on Sage X3 Integration and Services, please contact us at x3@greytrix.com .We will be glad to assist you.

Also read:

– Including ‘Non Managed’ Products in Work Orders

– Automatic Deletion of Work Order in X3

– Split Functionality in Purchase Order

– Automatic Deletion of Work Order in X3

– Work order Grouping-For Different Products

In Sage X3, you may come across a scenario where you have to do customization on any inquiry screen.

For screen level changes, we simply need to make the changes and validate the corresponding screen. But, it will not reflect the changes unless we do entry transaction validation of that Inquiry screen. This validation is used to parameterize and personalize the inquiry screens across all of the application.

Kindly follow below steps to perform validation:

Steps:

1. Navigate to : Setup > General Parameters > Inquiry screens
2. Select the inquiry code of your screen. Refer the below screenshot.
3. Click on Validate button.

Now, the changes done by you will get reflected.

Hope this helps!

About Us

Greytrix is one stop solution provider for Sage ERP and Sage CRM needs. We provide complete end-to-end assistance for your technical consultations, product customizations, data migration, system integrations, third party add-on development and implementation expertise.

Greytrix have some unique solutions of Sage X3’s integration with Sage CRM, Salesforce.com and Magento eCommerce. It also offers best-in-class Sage X3 customization and development services to Sage business partners, end users, and Sage PSG worldwide.

For more information on Sage X3 Integration and Services, please contact us at x3@greytrix.com .We will be glad to assist you.

Also read:

– How to stop Inquiry screen from Pre-Loading?

– Inquiry – Inactive Inventory

– Using the Inquiry screen during Financial Data Extraction

– Calling Screens from Dashboard

– Custom Data inquiry using Requester in Sage X3

You may come across a situation where you would like to know the abbreviations for open tables.  Sage ERP X3 has a function called “fileabre” which contains the abbreviations for all open tables.

fileabre is an Adonix system variable of the character string type that contains the abbreviations for all tables opened via the File or Local File instruction.

It is sized to 101, and (0) is initialized with the empty string.

The [S]adxmto variable sets the maximum number of tables that can be open simultaneously (100).
Syntax:    [S]ffileabre (5) (101) Char

Example:

If we want to know the abbreviation of the open tables then kindly refer to the below snippet of code for better understanding.

Output:

Hope this helps!

About Us

Greytrix is one stop solution provider for Sage ERP and Sage CRM needs. We provide complete end-to-end assistance for your technical consultations, product customizations, data migration, system integrations, third party add-on development and implementation expertise.

Greytrix have some unique solutions of Sage X3’s integration with Sage CRM, Salesforce.com and Magento eCommerce. It also offers best-in-class Sage X3 customization and development services to Sage business partners, end users, and Sage PSG worldwide.

For more information on Sage X3 Integration and Services, please contact us at x3@greytrix.com .We will be glad to assist you.

Also read:

– How to Concatenate Two Strings

– How to give space between string by coding in Sage X3?

– How to extract a substring from the leftmost end in Sage X3?

– How to add a string in a new Line in Sage X3?

– Hiding fields in Screen Dynamically

You may have come accross a situation where you need to find if a transaction is underway during a process. Adxlog can be used to achieve the same. Return value is of type ShortInt.

Function

Adxlog(ShortInt) –  It returns one the two values : 0 or 1.

0 indicates that no transaction is going on and 1 indicates that a transaction is in process.

Example:

Here, a new transaction will only begin if Adxlog value is 0 (i.e No transaction is underway).

Hope this helps

Also read:

– Locking a record for specific time

– How to know if the transaction is being locked in another workstation?

– How to unlock your process in Sage X3 ?

– Entry transaction in X3

– How to restrict users from modifying the X3 connection date?

When it is necessary to substitute components or material on a Work Order BOM, Sage X3 allows the replacement of components on a Work Order if the Product’s Routing allows it.

Following are the two methods for replacing a component with a substitution product

Method 1: Remove the original component

Method 2: Replace a component.

Prerequisite

1. The WO should be in Creation/Save

2. The Work Order must be NOT ALLOCATED. If the Work Order is ALLOCATED, click on the Allocation button to DEALLOCATE the stock

Method 1:

Navigate: Manufacturing->Planning->Work Orders

1. Click on the Components TAB.

2. Right Click on the Component, which you wish to exclude.

3. Select Exclude Line. Notice the Line Status is now

4. Scroll down to the next blank line. Right Click on the Line Action button

5. Select–Add Unexpected Material.

6. Fill in the Component Detail (here you can add alternate product)

7. Click OK.

8. The New Component is now added.

Method 2:

Navigate: Manufacturing->Planning->Work Orders

1. Click on the Components TAB

2. Right Click on the Component, which you wish to Replace.

3. Click on Material Detail

4. Click on the Replace button

5. Change the Component and Detail as required (Select alternate product)

6. The Replacement Component now appears on the Work Order

Hope this helps!

About Us

Greytrix is one stop solution provider for Sage ERP and Sage CRM needs. We provide complete end-to-end assistance for your technical consultations, product customizations, data migration, system integrations, third party add-on development and implementation expertise.

Greytrix have some unique solutions of Sage X3’s integration with Sage CRM, Salesforce.com and Magento eCommerce. It also offers best-in-class Sage X3 customization and development services to Sage business partners, end users, and Sage PSG worldwide.

For more information on Sage X3 Integration and Services, please contact us at x3@greytrix.com .We will be glad to assist you.

When you have created sales order, your next step is to do allocation of the items in sales order. You may come across a situation where a sales order is signature managed. In signature management, we can decide whether allocation should be allowed on unsigned orders or not.

There is a parameter SOHAPPALL which is used to reject allocation of order unless it is totally signed.

To achieve this functionality, navigate to Set up → General Parameters → Parameter Values.

The parameter belongs to VEN(Sales) → APP (Signature management)

Follow the below steps:-

Set the parameter value to “NO”.

Create a sales order. In the below screen-shot, observe that the sales order is signed but not allocated as we have kept the parameter value as NO.

Similarly if the parameter value is set to YES, a sales order can be allocated even if it is not signed.

Hope this helps.

About Us

Greytrix is one stop solution provider for Sage ERP and Sage CRM needs. We provide complete end-to-end assistance for your technical consultations, product customizations, data migration, system integrations, third party add-on development and implementation expertise.

Greytrix have some unique solutions of Sage X3’s integration with Sage CRM, Salesforce.com and Magento eCommerce. It also offers best-in-class Sage X3 customization and development services to Sage business partners, end users, and Sage PSG worldwide.

For more information on Sage X3 Integration and Services, please contact us at x3@greytrix.com .We will be glad to assist you.

Also Read:

– Product purchase restriction based on buyer

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