Assembling Default Sales Order & Delivery Type in Sage X3

By | February 12, 2024

To manually select a sales order or delivery type every time you enter data into your system. It can be a tedious task, especially when you have a long list to choose from. However, there’s a solution that can save you time and improve your efficiency. By setting up a preferred default for your sales order and delivery types, you can eliminate the need to select them manually. This means that every time you enter data, your preferred default will automatically be selected, saving you time and effort. And the best part? You can easily set this up by following a few simple steps in your general parameter settings.

The following general parameter settings will allow you to setup a default value which will save time during data entry.

Sales Order

Setup > General Parameters > Parameter Values

Chapter: VEN / Group: ORD

Fig. 1 Parameter Values

Sales Delivery

Setup > General Parameters > Parameter Values

Chapter: VEN / Group: SSD

Fig. 2 General Parameters

In conclusion, the time-consuming task of manually selecting sales order and delivery types can be streamlined and made more efficient by establishing preferred defaults. By configuring these settings in your general parameters, you can enjoy the convenience of automatic selection, ultimately saving time and effort during data entry. This simple solution offers a significant improvement in workflow efficiency and is easily set up, providing a practical way to enhance your data entry process.

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