Duplicate PAN Number Validation on Customer Master in Sage X3

Sage X3 has master screens like Product master, Supplier master, Customer master etc.. where we can save information about object, means in product master we can save data about product, in supplier master we can save information about supplier like wise.

So as per the client’s requirement, we have added PAN No field at customer master where user can enter Customer PAN no and same has to be shown at the report level. Along with this, client also wanted to add validation in such a way that there should be Unique PAN number for each customer. So even if user tried to enter PAN number which is already been used for other customer then system should give error or pop up saying PAN number is already used, please enter correct PAN number. This will also help users to avoid mistake by entering duplicate PAN number.

So for this requirement we have added “After Change(AM_XXX)” action on PAN number field on Customer master screen and written a script for duplicate PAN no validation. Programmatically we have checked the BPCUSTOMER table and searched whether the same PAN number is already been used or not. You need to make sure, the validation should work while adding new customer as well as modifying the existing customer.

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PAN No Field with duplicate value
PAN No Field with duplicate value

As you can see we have entered Duplicate PAN No in the customer master. So as per functionality error message will be generated as shown in the below screenshot:

ERROR generated for duplicate PAN No
ERROR generated for duplicate PAN No

In this way, we can add validation on any field to check duplication for the entered value in Sage X3.

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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 Sales Commission App for Sage X3 simplifies commission calculations and postings on sales transactions.

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