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 it to the transaction using the Attachments utility. Following are the steps to scan and attach a document to a transaction.
1. Open a transaction screen say Sales Order.
2. Click on the File -> Attached Items or (clip) icon on the tool bar.
This would open up the Attachments screen.
3. Click on Scan button and scan viewer window will open.
4. Click on “Scan all pages from ADF to PDF” and the application will start scanning the document placed on the scanner. Once the scan is complete you can attach this document to the transaction as you normally do using the Attachments Utility.
So with this utility, you are relieved of the task of manually scanning. To see what other Sage X3 stresses could be relieved, contact us at x3@greytrix.com.
About Us
Greytrix – a globally recognized Premier Sage Gold Development Partner is a one-stop solution provider for Sage ERP and Sage CRM needs. Being recognized and rewarded for multi-man years of experience, we bring complete end-to-end assistance for your technical consultations, product customizations, data migration, system integrations, third-party add-on development and implementation expertise.
Greytrix caters to a wide range of Sage Enterprise Management (Sage X3) offerings – a Sage Business Cloud Solution. Our unique GUMU™ integrations include Sage Enterprise Management (Sage X3) for Sage CRM, Salesforce.com and Magento eCommerce along with Implementation and Technical Support worldwide for Sage Enterprise Management (Sage X3). Currently we are Sage Enterprise Management Implementation Partner in East Africa, Middles East, Australia, Asia. We also offer best-in-class Sage X3 customization and development services, integrated applications such as POS | WMS | Payment Gateway | Shipping System | Business Intelligence | eCommerce and have developed add-ons such as Catch – Weight and Letter of Credit for Sage Enterprise Management to Sage business partners, end users and Sage PSG worldwide.
Greytrix is a recognized Sage Rockstar ISV Partner for GUMU™ Sage Enterprise Management – Sage CRM integration also listed on Sage Marketplace; GUMU™ integration for Sage Enterprise Management – Salesforce is a 5-star app listed on Salesforce AppExchange.
For more information on Sage X3 Integration and Services, please contact us at x3@greytrix.com. We will be glad to assist you.