In Sage X3, user have an option to add comment against every transaction screen on right panel after attachment symbol. In this comment field user can enter an additional information as per the requirements for e.g. description, terms & conditions, declaration, note etc. This comment field is considered as a header comment field which is applicable for that particular transaction. Some of our clients has a requirement to print this comment field on the standard or custom report.
Refer the below screenshot for Comment field.
By clicking on highlighted symbol you will get a window where user enters text, as shown in the below screenshot:
For example, If user have one report name as “Purchase Order Report” and he wanted to print this comment field into this report then we have to follow the steps mentioned below:
Step 1: Refer below screenshot for SQL Query snippet:
Step 2: After adding query for ‘ACLOB’ table in the report we need to add that ‘CLOB’ field (the CLOB field holds the actual comment) into this report wherever we want to add, as shown in the below screenshot.
Step 3: if the CLOB type is RTF (Rich Text), right click the field added to the report (CLOB_0), select “Format Field”, then select the Paragraph tab, and select the “Text Interpretation” as “RTF Text” and click on “OK” button. Refer below screenshot.
After following above steps, user will able to see those comments in the report whatever user has added into the comment section on transaction level.
Refer below screenshot of the sample output.
By following above steps in the crystal report, we will be able to print the comment field from any screen on the particular report.
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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.
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