Sage X3 Ideas Portal

Display product level notes in PO receipt when selecting a PO from the Order list.

Some of our customers wish to display product level notes in the GESPTH (or GESPTH2) – Receipts function. These product level notes are documented in the GESITM – Products function under the Identification tab, in the Product Notes line.

The current standard X3 behavior makes it possible to display product notes in a receipt transaction only when a product code is captured or selected at the line level. See image PO_Receipt_Product-notes_1.

  • Standard behavior: The note is displayed only on the first document created for the flow, when you type the product code on the line. The note is displayed thanks to the action NOTE which type is 'After change' on the field ITMREF in the screen PTH1.

    • NOTE: Standard behavior explanation provided by Sage support.

This behavior is not available when selecting a purchase order (identified as PO hereafter) from the left list.

1.1.1 Business Rules:

  • The customer is using product level notes to provide instruction regarding product handling and warehousing requirements to material handlers.

    • In the GESPTH (or GESPTH2) – Receipts function:

      • If product level notes are documented, note windows will sequentially display these notes for each individual product line being received.

      • If no product level notes are NOT documented, the displaying of these notes in the receipt function will not be triggered.

        • Example:

          • If the product in receipt line 1 is documented with a note, the note will display. The user will need to close the note window to see the next available product line note.

          • If the product in receipt line 2 does not have a documented note, then move to the next product line.

          • If the product in receipt line 3 is documented with a note, the note will display. The user will need to close the note window to see the next available product line note.

        • In the displayed Notes window, the window’s title will display the product code linked to the note in question. Please see section 1.2.2 – Expected results for an example.

When creating new receipt transactions and selecting a purchase order from the Left list’s Order selection tab, the product level notes will display in a new “pop up window”. See image PO_Receipt_Product-notes_2.

  • Martin Bean
  • Sep 19 2025
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