In Sage X3, reports play an important role for representing transactions and records for analysis and growth perspective. Reporting enables businesses to gain real-time visibility into their critical processes, such as sales, finance, inventory, and production. With accurate and up-to-date information at their fingertips, decision-makers can make informed choices, identify bottlenecks, and drive operational efficiency.
Likewise, Sage X3 provides various reports for each stage of business. This reports can be printed explicitly using Reports function. And, we can print them automatically on creation of certain transactions.
For example, there can be a requirement where user may need to print the order acknowledgment automatically after creation of a sales order for particular customers only rather than printing them explicitly. In Sage X3, we can achieve this easily using “Print ack.” Flag field present on Customers master screen.
To achieve this follow below steps:
- Navigate to: Common data > BPs > Customers
- Navigate to “Classifications” tab. Check the flag “Print ack.” And save the changes.
3. Navigate to: Setup > Sales > Entry transactions > Orders
4. Select entry transaction. Set Document as “ARCCLIENT” and check
“Auto Print” flag.
5. Perform entry transaction validation.
Now, when you create a sales order for that particular customer you will get popup of “Enter report parameters” screen for the report “ARCCLIENT” after order creation. If you print this report then the “Acknowledgment Printed” flag on sales order will be automatically set to Yes, otherwise it will be No by default.
Thus, we can automatically print the order acknowledgment using “Print ack.” Flag on Customers master. If it is set to No, the acknowledgment will not be printed.
About Us
Greytrix – a globally recognized Premier Sage Gold Development Partner is a one-stop solution provider for Sage ERP and Sage CRM needs. Being recognized and rewarded for multi-man years of experience, we bring complete end-to-end assistance for your technical consultations, product customizations, data migration, system integrations, third-party add-on development and implementation expertise.
Greytrix caters to a wide range of Sage X3 (Sage Enterprise Management) offerings – a Sage Business Cloud Solution. Our unique GUMU™ integrations include Sage X3 for Sage CRM, Salesforce.com and Magento eCommerce along with Implementation and Technical Support worldwide for Sage X3 (Sage Enterprise Management). Currently we are Sage X3 Implementation Partner in East Africa, Middles East, Australia, Asia. We also offer best-in-class Sage X3 customization and development services, integrated applications such as POS | WMS | Payment Gateway | Shipping System | Business Intelligence | eCommerce and have developed add-ons such as Catch – Weight and Letter of Credit for Sage X3 to Sage business partners, end users and Sage PSG worldwide.
Greytrix is a recognized Sage Rockstar ISV Partner for GUMU™ Sage X3 – Sage CRM integration also listed on Sage Marketplace; GUMU™ integration for Sage X3 – Salesforce is a 5-star app listed on Salesforce AppExchange.
For more information on Sage X3 Integration and Services, please contact us at x3@greytrix.com. We will be glad to assist you.