Set default bank globally in Sage ERP X3

By | November 27, 2015

You may come across the situation, where you want to set the default Bank globally in Sage ERP X3.

New Stuff: Rounding of net unit price in purchase order

Sage X3 has special settings to set the default bank globally with help of General Parameters.

To set the default country, follow the steps:

Step 1: Go to, Setup → General Parameters → Parameter value

General Parameters-Parameter values

Step 2: Go To Acc Payable/Acc Receivable and then Folder subnode and your respected folder. And go to Default Values Option as shown below.

Default Values Option

Step 3: Right-click on Default Values option and right click on that option then go to Detail menu. You will find one parameter window. Then change the “Default bank (BANKDEF)” value to “XXX” as shown below,

Set default bank globally in Sage ERP X3
After the above activity, press ok and save the data. Close the X3 and again open to affect the changes.

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