How to set up reports in Payment entry transactions to be available to print based on legislation

By | October 27, 2023

Have you ever pondered whether you could make the report printable based on the Legislation in Payment Entry Transaction screen? In Sage X3, we have figured out how to make this achievable.

Before we proceed, kindly note this setup is only possible when you have multiple legislation in your Sage X3 application.

When you have multiple legislation set up in your Sage X3 you’ll have this option enabled.

New Stuff: Menu item title translation in Sage X3

Fig 1: Payment Entry Setup
Fig 1: Payment Entry Setup

In the Payment Entry setup-> Steps, you’ll find a field Report.

Fig 2: Payment Entry Setup, Steps
Fig 2: Payment Entry Setup, Steps

Jump into reports and create a new report code as below.

Fig 3: Reports
Fig 3: Reports

Note: the legislation and Process ID should be the same.

Once the Report is set up, on the selection of the report you’ll find the below 2 options namely, NOTIF and ZIND. NOTIF is a default Report type that is Standard and is available for all legislation types and ZIND is the new report code that we set up. This ZIND report code will only be available when the Legislation type is IND.

Fig 4: Reports Selection
Fig 4: Reports Selection

Now that the report code is attached to the Payment entry type, Validate the entry type and let’s go to the final step, Print code.

Now in the print code, you’ll have to add the report code as follows. The first 3 characters, PAY, is the object code followed by the IND which is the Process name in the report code ZIND we created (refer Fig 3: Reports).

Fig 5: Print Code
Fig 5: Print Code

If suppose you need to further bifurcate your report with the currency as well then you can add it as PAYINDEUR where EUR is the currency code. Refer the below Fig for your reference.

Fig 6: Print code with further bifurcation of currency
Fig 6: Print code with further bifurcation of currency

Now that the Print code is setup, you can check your payment entry transaction type where the legislation is IND and with the report code as ZIND you’ll only find these 2 report codes available for print and for the rest of the transaction where legislation is not IND and Report code is not ZIND these reports will not be available for print.

Fig 7: Report selection in Payment entry screen
Fig 7: Report selection in Payment entry screen

Hence following the above steps you can add Reports to be available as per the legislation in the Payment Entry Screen.