Document Management in Sage X3

By | September 27, 2012

Having the ability to attach files to transaction documents specially Sales documents is indispensable for any ERP user. In this blog we will demonstrate how to attach files to a transaction (for example Sales order).

  1. Open Sales order screen
    Sales -> Orders -> Order.
  2. Go to “File -> Attachments”. This would pull up “Attachments” screen with a grid. Each line in this grid defines an attachment.
  3. Following are the important fields on the attachment screen and their brief description:a. Type: The type of file which includes almost all the well-known file extensions.
    b. Description: Description of selected file type.
    c. Document: This is selection field wherein you can enter the location of the file on the server and select it.
  4. Once all details for required files are entered, click “OK” and the document will be attached to the sales document.The texts and images can then  either be stored in the database or on the document server for which an access path is given. The other documents are only defined by a path on the document server.
  5. Once an attachment exists, a paper clip appears, either at the bottom of the record (client-server) or at the top (Web mode).

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