Sage X3 – Tips, Tricks and Components
Customizing attachment validation to restrict delivery, shipment and Invoice on Sage X3 involves defining specific rules and configurations within the system. In Sage X3, you can create these customizations using the SDK (Software Development Kit) and scripting capabilities. Customizing attachment validation on a sales order can be done in various ways, depending on the software… Read More »
An attachment is a computer file sent along with an email message. One or more files can be attached to any email message, and be sent along with it to the recipient. This is typically used as a simple method to share documents and images. The Sage software using the X3 technology is used to… Read More »
Sage X3 People has a standard functionality for searching the documents using the keyword. This functionality allows the user to search attached document using the keyword. The keywords has been created against each attached document (Image, Text, PDF, and Excel) etc. Attaching Files Navigate to Personnel administration > Select employee > click Attachment icon on… Read More »
You may come across the situation, where you want to define central attachment path. Sage X3 has special settings to set the central attachment path to keep the files centrally. New Stuff: How to define default CRM call type in global level To set the central attachment path, follow the steps: Step 1: Go to, Setup >General… Read More »
We have the ability to attach documents to our transactions by using attachment feature in Sage X3. But have you faced a situation where you moved your server and then it’s a bit difficult to manage the attachments? To overcome this situation we can define some centralized path for all the attachments as demonstrated below.… Read More »
To help in making everyday tasks easier, Sage ERP X3 provides features of sending mails, but are we aware of the code to send the message programmatically? If no then let me explain you the same with this blog: New Stuff: How to automatically create payment reminders for multiple customers? SEND keyword is used to… Read More »
Document Scanning has been one of the most sought-after features in most ERPs. In this blog, we will demonstrate a custom Document Scanning utility created by us that is integrated with the existing Sage X3s’ Attachments utility. This custom document scanning utility empowers you to scan a document that is on the scanner and attach… Read More »