An
inquiry screen is used to extract information from one or more table and
present it in the from of a grid. It help us to display the records based on
the filter criteria we entered.
In
Sage X3, we have a multiple inquiry screens available such as Stock by product,
stock by lot,stock by site etc where we can search a stock available by product
wise, lot wise and site wise etc. Stock by product screen help us to check the
stock of a product we want to search by specifying the name of the product in
the field. But if want to search based on some condition we can search the same
by creating a formula. Sage X3 provide us a functionality of creating a formula where we can create a formula
based on any condition.
Sage
X3 allows the user to add formula to inquiries criteria that can help to filter
a specific record based on the condition specified in the formula. Here we want
to search a stock of a product only whose product status is active.
To
create a formula follow the below steps:
Navigate
to : Set
up > General Parameters > Formula
- Click
new to create a formula. - Select
the formula type as “Stock selection”. - Provide
the code , description and short description. - Enter
the condition in the formula based on which you need to search a product.
We have specified [F:ITM]ITMSTA=1 as
we want to search the product whose status is active.
- Click on the create button. Refer the below figure
In
this way we have to created a formula
named as ZSP and now we can use the same formula in inquiry screen.
Follow
the below steps to add the formula in inquiry screen:
Navigate to : Stock > Inquiries > Stock by Product.
Here we have specified the
product in the From product and To product field and clicked on search so we
can see the stock available for those product. If we wont specify any product
and click on search then all the products will get display whose status is
active as well as in active.
Since we need to search for all those product whose status is active. Click on the criteria button on the right side. Refer the below figure.
The
below window will get pop up. Scroll down to enter the formula.
Select
the formula you have created by clicking on the selection. Then click ok.
Once
you click on OK, then all the product will get display whose status is active.
Refer the below figure.
In this way we can create a formula based on which we want to search a product and can be used in the inquiry screen.
In this blog, we came to know how we can create a formula and to use those formula in the inquiry screen.
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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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