RKL eSolutions Blog Trends and Insights

How to Add the 'Free Reference' Field to the Entries Inquiry

The Entries Inquiry is an indispensable tool for any business that wants to stay on top of its financial transactions. With this feature, you can easily track all General Ledger entries that have been posted in Sage X3, giving you a clear picture of your financial health. But that's not all - the free reference field takes this feature to the next level, providing you with additional information on each GL journal entry. By adding this field to the Entries Inquiry, you'll be able to access even more insights and data, making reporting and auditing a breeze.

Creating the Free Reference field:
  1. Go to Development > Script Dictionary > Screens
  2. Search for the CONSPCE2 screen from the left list.
  3. Add a "FREREF" field to the lines in the grid. Select the GACCENTRYD table when prompted.
    Adding the Free Reference field ("FREREF") in the grid options
  4. Add an Activity Code to protect your changes.
  5. Save and Validate the screen.
Adding the Free Reference field to the screen:
  1. Go to Expand Setup > General Parameters > Inquiry Screens
  2. Select the PCE Inquiry Code.
  3. Enter the next Order number (ex. 200) for the Free Reference field.
  4. Save your changes when finished.
    Inquiry Screen with the Free Reference field and order number

 

Now, when using the Entries Inquiry you are able to view the Free Reference Field.

Entry Inquiry screen with the Free Reference field

Questions?

Don't hesitate to reach out and ask us any questions you may have, it's what we're here for!

Tags: Sage X3, How-To
LeeAnn Segan

Written by LeeAnn Segan

LeeAnn Segan is an ERP Support Specialist with RKL eSolutions LLP. She supports Sage 500 ERP and Sage X3. LeeAnn specializes in the financial and distribution modules. Her background includes managing distribution and warehousing for ecommerce based companies. When not working, LeeAnn enjoys working out, volunteering with groups that support special needs, and spending time at the beach with family and friends.