--- title: Managing Conditional Formatting in Sage X3 description: Conditional formatting in Sage Enterprise Management (Sage X3) is a great way to visualize data and make information “pop” for the end-user, allowing for quick decision-making. image: https://blog.southeastcomputers.com/hubfs/Images/screenshots/sales%20order%20all%20full%20entry%202.jpg --- **[Sage X3](https://www.southeastcomputers.com/sage-enterprise-management-infomation) | **[Sage 100cloud](https://www.southeastcomputers.com/sage-100cloud-information) | [Acumatica](https://www.southeastcomputers.com/acumatica-information) | [LATAM Fiscal Requirements](https://www.southeastcomputers.com/latam-fiscal-requirements-localize-sagex3-sage-500) | [Contact Us |](https://interact.southeastcomputers.com/contact-us) [ 888-773-2161](tel:888-773-2161)**** [![logo-naw-southeast-website](https://blog.southeastcomputers.com/hs-fs/hubfs/logo-naw-southeast-website.png?width=578&height=160&name=logo-naw-southeast-website.png "logo-naw-southeast-website")](https://www.southeastcomputers.com) This is a search field with an auto-suggest feature attached. - There are no suggestions because the search field is empty. ![Florida Miami Image](https://blog.southeastcomputers.com/hs-fs/hubfs/Banners/Florida-Miami.jpg?width=2880&name=Florida-Miami.jpg "Florida Miami Image") # Blog Want our new blog posts delivered right to your inbox?  March 21, 2017 # Managing Conditional Formatting in Sage X3 - [Tweet](https://twitter.com/share) ![authorIcon](http://www.sparkreaction.com/hubfs/Oceania%20Theme%202016/Images/authorIcon.png) By [Eric Casal](https://blog.southeastcomputers.com/author/eric-casal) ![topicIcon](http://www.sparkreaction.com/hubfs/Oceania%20Theme%202016/Images/topicIcon.png) [Sage X3](https://blog.southeastcomputers.com/topic/sage-x3), [Sage Enterprise Management](https://blog.southeastcomputers.com/topic/sage-enterprise-management), [All](https://blog.southeastcomputers.com/topic/all) [![Managing Conditional Formatting in Sage X3](https://blog.southeastcomputers.com/hubfs/Images/screenshots/sales%20order%20all%20full%20entry%202.jpg) ](https://blog.southeastcomputers.com/conditional-formatting-in-sage-x3) Often, when our prospects are [evaluating Sage X3](https://www.southeastcomputers.com/sage-x3) and trying to differentiate it from other competing products, they’re very impressed with the level of personalization and flexibility that comes inherent with the product.   You can think of conditional formatting as automatic formatting that’s triggered by conditions you define. For example, you can use conditional formatting to automatically change the color of cells that contain values greater than or less than certain values. Conditional formatting is a great way to visually highlight important information and, as part of our demonstrations, we’re frequently asked to show how Sage X3 can color code certain fields based on a set of business rules. ### [Request a](https://interact.southeastcomputers.com/sage-x3-demo) [Sage X3 Demo »](https://interact.southeastcomputers.com/sage-x3-demo)   While prospects are typically impressed at Enterprise Management’s ability to do this, we find that they rarely take advantage of it once the system is implemented. The intention of this blog is to remind our clients and tell prospects how simple this feature really is, and hope that it can be quite useful for many users.   Here’s an example scenario – what if you could know, at a glance, that you’re short on an item or that you fell under the acceptable margin for the calculated net price? Using conditional formatting, a visual queue can easily and quickly show you when something isn’t right, allowing you to manage the exception and make your operation run more smoothly. [![The Return of Sage X3 Tips, Tricks & Tactics to Make Your Life Easier](https://no-cache.hubspot.com/cta/default/418036/ff0cb281-384e-46a0-a2b9-27a708d1ed5e.png)](https://cta-redirect.hubspot.com/cta/redirect/418036/ff0cb281-384e-46a0-a2b9-27a708d1ed5e)   **Here's how to use conditional formatting in Sage X3:** * * *Identify field that needs to be formatted.*   ![conditional formatting in Sage Enterprise Management (Sage X3)](https://blog.southeastcomputers.com/hs-fs/hubfs/Images/screenshots/sales%20order%20all%20full%20entry.jpg?width=288&name=sales%20order%20all%20full%20entry.jpg "conditional formatting in Sage Enterprise Management (Sage X3)")     *Create conditional style code.*     ![conditional formatting in Sage Enterprise Management (Sage X3)](https://blog.southeastcomputers.com/hs-fs/hubfs/Images/screenshots/conditional%20styles.jpg?width=314&name=conditional%20styles.jpg "conditional formatting in Sage Enterprise Management (Sage X3)")     *Associate code with the field.*     ![conditional formatting in Sage Enterprise Management (Sage X3)](https://blog.southeastcomputers.com/hs-fs/hubfs/Images/screenshots/screen%20personalization.jpg?width=399&name=screen%20personalization.jpg "conditional formatting in Sage Enterprise Management (Sage X3)")     *A transaction will generate if entry transactions are involved.* *After creating or modifying a Sales Order, the fields get highlighted.*     ![conditional formatting in Sage Enterprise Management (Sage X3)](https://blog.southeastcomputers.com/hs-fs/hubfs/Images/screenshots/sales%20order%20all%20full%20entry%202.jpg?width=494&name=sales%20order%20all%20full%20entry%202.jpg "conditional formatting in Sage Enterprise Management (Sage X3)")   In summary, the conditional formatting feature is a great way to visualize data and make information “pop” for the end-user, allowing for quick decision-making. If you’re working in a grid with many line items (such as a large sales order imported from your e-commerce site), it would be extremely difficult to see patterns and trends of the raw data without conditional formatting.   ### [Talk to Us About](https://www.southeastcomputers.com/software-support) [Sage Software Support](https://www.southeastcomputers.com/software-support)     # # # ***About Southeast Computer Solutions*** *Southeast Computer Solutions is based in Miami, Florida and has additional operations in Mexico. For over 30 years, we have positively impacted the success of small and mid-sized businesses with effective business management implementations that improve our clients’ operations. We listen, we are accessible, and we care. Learn more by [visiting our website](“http://www.southeastcomputers.com/”) or calling 305-556-4697.*   | ![Sage Partner Logo](https://blog.southeastcomputers.com/hubfs/sage-Partner-logo-1.png "Sage Partner Logo") |   | ![Sage Enterprise Management](https://blog.southeastcomputers.com/hs-fs/hubfs/Logos/Sage_Enterprise_Mngt_stacked_RGB.png?width=1035&name=Sage_Enterprise_Mngt_stacked_RGB.png "Sage Enterprise Management") | | --- | --- | --- |   SHARE THIS STORY [**](https://www.facebook.com/sharer/sharer.php?u=https://blog.southeastcomputers.com/conditional-formatting-in-sage-x3&title=Managing%20Conditional%20Formatting%20in%20Sage%20X3&picture=https://cdn2.hubspot.net/hubfs/418036/Images/screenshots/sales%20order%20all%20full%20entry%202.jpg&description=Conditional%20formatting%20in%20Sage%20Enterprise%20Management%20(Sage%20X3)%20is%20a%20great%20way%20to%20visualize%20data%20and%20make%20information%20“pop”%20for%20the%20end-user,%20allowing%20for%20quick%20decision-making.) | [**](https://twitter.com/intent/tweet?source=https://blog.southeastcomputers.com/conditional-formatting-in-sage-x3&text=Managing%20Conditional%20Formatting%20in%20Sage%20X3) | [**](http://www.linkedin.com/shareArticle?mini=true&url=https://blog.southeastcomputers.com/conditional-formatting-in-sage-x3&title=Managing%20Conditional%20Formatting%20in%20Sage%20X3&summary=Conditional%20formatting%20in%20Sage%20Enterprise%20Management%20(Sage%20X3)%20is%20a%20great%20way%20to%20visualize%20data%20and%20make%20information%20“pop”%20for%20the%20end-user,%20allowing%20for%20quick%20decision-making.) 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