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.
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 CRM, Salesforce.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 firstname.lastname@example.org, We will like to hear from you.