Unable to add custom report in the RECORD option of any screen

In Sage X3 normally when we add any report in the Record option of the any of transaction screen, we as consultant just need to find out the Internal Code of that screen under Setup–>Destination–>Print codes and then needs to add the report using that Internal code in Print Code screen.

This blog can be helpful if Internal code is not present for that screen where we want to add that report.

To handle above, Scenario you have to declare an Internal code for that screen.

For Example:- To add a report i.e. ZPORDER in Record option of the Purchase Order screen and there is no Internal code for that screen then follow below steps to declare the Internal Code :-

Step 1:- Go to the Print Code screen i.e. Setup–>Destination–>Print Code

Step 2:- Add a new Internal code Ex: ZPORD and add your report code i.e. ZPORDER in the Print code field.

Print Code

Step 3:- Go to the Window and select purchase order i.e. Development–> Script dictionary–>Window–>Purchase Order window, refer below screenshot:-

PO window

PO window

Step 4:- Jump to ‘POH’ Object, refer below screenshot:-

POH object

POH object

Step 5:- Go to ‘Printing’ field in General tab and add the Internal code ‘ZPORD’ in it.

Step 6 :- Save and Validate the Object and do the global validation of the Window.

In this way we can resolve the issue of Internal code to add any report on ‘Record’ option of any screen by adding Printing code in Object of that screen

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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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