Loading Chart customization in Sage X3

In Sage X3, one of many consumer’s necessities was to have a display that’ll be used for the aim of monitoring Gross sales Bill contents primarily based on QR code label earlier than the ultimate technique of Loading the products in supply transports, therefore we’ve given it the title Loading Chart.
Moreover, the customization offers a enterprise answer by way of a custom-made report back to ease the method of making ready a closing items loading doc that’ll present in-depth particulars concerning the contents and the transport. To study extra about it, let’s take you thru its working and person operations:

We’ll be referencing the next display from Sage X3 for this:

Gross sales Bill: All > Gross sales > Invoices > Invoices (GESSIH)

Refer the screenshots for reference:

Introduction to the screens & parts linked:

  1. To start with we will undergo how the display UI seems to be and what are the assorted elements which are required for customers to work together and enter. Beneath in Fig. 1 exhibits the Loading Chart essential screens.
  2. The Header display consists of 5 fields wherein “Truck load no.” & “Truck load date” are robotically stuffed upon entry creation. The Element display consists of an information grid, Valuation block and optionally available Further paperwork data supplied for customers to fill.

New Stuff: Valuation value null not licensed

Fig. 1 Loading Chart

Fig. 1 Loading Chart

Working & Strategy of entry creation:

  1. The person will start the method by means of clicking the New button on the proper prime aspect and will probably be requested to decide on the necessary Gross sales Bill no. from the choice menu. Upon choosing Gross sales Bill no. person will get to pick out the Merchandise (which are solely linked to the actual Bill no.) from the necessary Product code menu area.
  2. As soon as each the above fields are stuffed the display will robotically replicate the corresponding Gross sales Bill amount of the Product on the “Gross sales Bill qty.” show area below Particulars display. Refer the beneath figures Fig. 2 & 3.

Fig. 2 Quantity in Invoice screen

Fig. 2 Amount in Bill display

Fig. 3 Autoflown Sales Invoice qty.

Fig. 3 Autoflown Gross sales Bill qty.

3. Now all that continues to be for the person is to start the labels scanning course of. Nonetheless, earlier than this course of the scanning software must be related correctly to the system through serial port and confirm it’s working prior.
4. Right here, for our requirement we’re scanning customized made QR code labels primarily based on the manufacturing manufacturing monitoring course of. There may be a number of field labels having partial portions comparable to a specific Invoiced Product, so the display offers the answer to trace and consider the entire label portions.
5. When a QR Code is scanned, knowledge is flown instantly to the Scanned knowledge area on the Header. If it passes the validations, the corresponding knowledge within the QR Code will probably be flown on the Element display’s knowledge grid columns and the display turns into prepared for the subsequent scan.
6. As the information grid inserts scan data then the summation of Field amount area shows on the Complete Field Qty. area beneath the grid as proven in Fig. 4.

Fig. 4 Autoflown Box wise qty. summation

Fig. 4 Autoflown Field smart qty. summation

7. A Loading Chart entry creation is simply doable when all the right labels are scanned and the Complete Field amount matches Bill amount. This course of exhibits how the display essential performance works, nevertheless together with this the display offers a number of optionally available Data fields that the person can present resembling guidelines for Transaction paperwork to be supplied, Transporter’s title and make contact with data.
8. As soon as the entry is created from the identical display the person will get to have a customized detailed report primarily based on the entry.

Validations supplied:

-This part showcases a few of many validations supplied within the display throughout creation to reduce any guide error by the person.
-First validation is supplied to deal with any creation try with out scan or having a clean grid as proven in Fig. 5.
-A validation for appropriately figuring out whether or not the QR Code is referencing the chosen Invoiced product as proven in Fig. 6.
-One other validation offers with limiting and informing the person of any duplicate scanning try as proven in Fig. 7.
-Then we’ve our essential creation validation for Amount validation as proven in Fig. 8.

Fig. 5 Blank grid

Fig. 5 Clean grid

Fig. 6 Wrong Scanned product

Fig. 6 Mistaken Scanned product

Fig. 7 Duplicate Scan

Fig. 7 Duplicate Scan

Fig. 8 Quantity Mismatch

Fig. 8 Amount Mismatch

That is how our customization works inside Sage X3 in offering a enterprise answer to sort out a well-liked requirement in a fast and safeguard vogue.

About Us

Greytrix – a globally acknowledged and one of many oldest Sage Improvement Companion is a one-stop answer supplier for Sage ERP and Sage CRM organizational wants. Being acknowledged and rewarded for multi-man years of expertise, we deliver full end-to-end help in your technical consultations, product customizations, knowledge migration, system integrations, third-party add-on improvement and implementation competence. 

Greytrix caters to a variety of Sage X3, a Sage Enterprise Cloud Resolution, choices. Our distinctive GUMU™ integrations embrace Sage X3 for Sage CRMSalesforce.com, Dynamics 365 CRM and Magento eCommerce together with Implementation and Technical Help worldwide for Sage X3. At present we’re Sage X3 Implementation Companion in East Africa, Center East, Australia, Asia, US, UK. We additionally supply best-in-class Sage X3 customization and improvement companies, built-in purposes resembling POS | WMS | Cost Gateway | Transport System | Enterprise Intelligence | eCommerce and have developed add-ons resembling Catch – Weight  and Letter of Credit score and India Laws for Sage X3 to Sage enterprise companions, finish customers and Sage PSG worldwide. Greytrix Gross sales Fee App for Sage X3 simplifies fee calculations and postings on gross sales transactions.

The GUMU™ Cloud framework by Greytrix varieties the spine of cloud integrations which are managed in real-time for processing and execution of software packages on the click on of a button.

Greytrix is a acknowledged Sage champion ISV Companion for GUMU™ Sage X3 – Sage CRM integration additionally listed on Sage Market; 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 extra info on Sage X3 Integration and Companies, please contact us at [email protected], We wish to hear from you.

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