Recently we had a requirement in which client wants to add Routing description field on work order screen in left side panel and description field will be fetched from routing Master. This field addition will help user to find operation details on work order screen. Also, we can add this field on report level as well. In left side panel we can add header level fields easily but for this field addition, we have done some changes in object screen which we have explained in below step by step.

Step 1: First open work order window and go to the object.

New Stuff: Warning message on credit note creation as per the financial year

Work Order window

Work Order window

Step 2: In object go to environment tab and open a table from where you are going to take the field and also give abbreviation to table.

Step 3: In the expression field mention joining condition according to the table index.

Objects

Objects

Step 4: In object grid expression field write table abbreviation name with field and give them a column Title.

Object grid expression

Object grid expression

Step 5: Save and Validate the object.

Step 6: Do global validation of window as well as from set up.

Because of this field addition user can check operation level detail in work order screen only . he can also show this in any work order report.

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Greytrix – a globally recognized and one of the oldest Sage Development Partner is a one-stop solution provider for Sage ERP and Sage CRM organizational needs. Being acknowledged 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 competence.

Greytrix caters to a wide range of Sage X3, a Sage Business Cloud Solution, offerings. Our unique GUMU™ integrations include Sage X3 for Sage CRMSalesforce.com, Dynamics 365 CRM and Magento eCommerce along with Implementation and Technical Support worldwide for Sage X3. Currently we are Sage X3 Implementation Partner in East Africa, Middle East, Australia, Asia, US, UK. 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 and India Legislation for Sage X3 to Sage business partners, end users and Sage PSG worldwide.

Greytrix is a recognized Sage champion ISV Partner for GUMU™ Sage X3 – Sage CRM integration also listed on Sage Marketplace; GUMU™ integration for Sage X3 – Salesforce is a 5-star rated app listed on Salesforce AppExchange and GUMU™ integration for Dynamics 365 CRM – Sage ERP listed on Microsoft AppSource.

For more information on Sage X3 Integration and Services, please contact us at x3@greytrix.com, We will like to hear from you.

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