Tag Archives: Restriction

Total Amount restriction on Purchase Invoice creation in case of PO

In Sage X3, we can create Purchase Invoice transaction against Purchase Order as well as Purchase Receipt with any quantity and amount. But one of our client requested to add limit on the amount while creating Purchase Invoice against Purchase Order only. Customization Required: Invoice can be booked only against PO. Unless amount is lesser… Read More »

Tracking Validation to check proportion of raw material has been tracked or not

During the Production tracking process in Sage X3, it has been identified that there is a need for validation to ensure that the minimum corresponding amount of raw material has been tracked or consumed prior to initiating Production tracking for a specific work order. To tackle this issue effectively, we plan to customize the Production… Read More »

Validation on Company name and GST number fields

Sage X3, formerly known as Sage Business Cloud Enterprise Management, is an ERP software suite that includes integrated functionality for financial management, sales, customer service, distribution, inventory, manufacturing, and business intelligence. Recently we had a requirement in Sage X3 from one of our client, that the Customer Name(Company Name field in the Customer Master) and… Read More »

Tracking Restriction and Creation on the basis of Stock Availability

As we know, Production Tracking is created against Work Order in Sage X3. But if stock of raw materials/components is not available then creation of Tracking should be restricted. Usually this type of customizations are done to restrict Tracking creation. But here in this customization we have added one more condition to handle partial Tracking… Read More »

Restriction when Requirement quantity is not equal to Quantity tracked

In Sage X3, Recently we had a requirement from one of our client, Requirement Quantity on the work order screen should be equal to the “Quantity tracked” on the production tracking screen then only the system will allow the user to create the Production tracking or else it will generate a pop-up and will restrict… Read More »

Validation on Gross/Net Price and Qty fields in Sales/Purchase Invoice Transactions

As we all know, while creating any transaction in Sage X3, we can enter quantity and price manually in detail line as per the requirement. But one of our client wanted to restrict the creation of the Sales/Purchase Invoice Transactions if the user is trying to enter ‘0’ in Gross/Net Price and Quantity fields. Even… Read More »

Restriction on Purchase/Sales transactions on the basis of PAN No

In Sage X3, we have a standard “PAN No” field in the Customer and Supplier master. One of our client requested to add one field i.e. “(Total) Invoice Amount” in the header level of Sales Invoice, Sales Order, Purchase Order and Purchase Invoice transaction screens which will reflect the total amount booked for the respective… Read More »