How to save attachments centrally at one location?

By | March 27, 2015

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.

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  • Navigate to Common Setup ->General Parameters -> Parameter Values
  • Click on ADX Adonix -> Folder -> Select your folder.
  • Right click on INT group to get details.
  • Define a common location (may be shared or network) for parameter ‘Attachment directory’
  • Save

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Now when user will attach a file to a records e.g. Sales order or Vendor or customer while defining the path for document user will enter % as shown in below screenshot.

(Assumption: The attachment documents are moved to common folder defined in DIRPCE path.)

Enter document name as ‘%filename.doc’. Then X3 would automatically translate % to common path set in DIRPCE parameter.

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