Sage X3, is a complete business management solution designed to drive productivity and give you total control and visibility of your enterprise. With customizable configuration, the flexible solution equips you with everything you need to drive business success. Easy to understand all the modules.
Recently, we had a requirement from one of our client for a new insurance module, in which we have customized the company master and policy master screens to ensure the policy of the product. In policy master, there are “From and To date” fields that indicate the period between which the policy will remain active. After the “To Date”, the policy gets expires and will become in-active. This policy master will help users to top up their policy easily based on the “From and To date” fields. So, when the user enters “To date” and if it is smaller than “From date” then the warning message should be displayed on- the screen that ‘To date should be greater than From date’.
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We will see the functionality in detail:
Navigate to : More -> Insurance -> Insurance Set Up -> Insurance Company master
Initially, users have to create the insurance company and fill in all the details which are mandatory on that screen and once an insurance company is created then these company details will get fetched on the policy master screen automatically while creating the policy of the company in the policy master.
To Open the policy master screen – Navigate to: More -> Insurance -> Insurance Set Up -> Insurance Policy Master
If the user tries to select a date in the “To date” field which is smaller than the “From date” as shown in the above screenshot. Then the Warning message is getting displayed and it is not allowing the user will to create the policy as shown in the below screenshot.
As a result, the user cannot add further details on the screen and policy would not be created. In this way, we can restrict policy creation if “To Date” is smaller than the: From Date”.
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Greytrix – 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.
Greytrix has some unique integration solutions developed for Sage CRM with Sage ERPs namely Sage X3, Sage Intacct, Sage 100, Sage 500, and Sage 300. We also offer best-in-class Sage ERP and Sage CRM customization and development services to Business Partners, End Users, and Sage PSG worldwide. Greytrix helps in the migration of Sage CRM from Salesforce | ACT! | SalesLogix | Goldmine | Sugar CRM | Maximizer. Our Sage CRM Product Suite includes addons like Greytrix Business Manager, Sage CRM Project Manager, Sage CRM Resource Planner, Sage CRM Contract Manager, Sage CRM Event Manager, Sage CRM Budget Planner, Gmail Integration, Sage CRM Mobile Service Signature, Sage CRM CTI Framework.
Greytrix is a recognized Sage Champion Partner for GUMU™ Sage X3 – Sage CRM integration listed on Sage Marketplace and Sage CRM – Sage Intacct integration listed on Sage Intacct Marketplace. The GUMU™ Cloud framework 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.
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