In the companies where a user always works on a particular site, Sage X3 provides a functionality wherein a default site can be assigned to a functional profile for all Sage X3 modules respectively.
User function profile
- Navigate: Parameters->Users-> User function profile
- Go to tab Site
- Select a Site in a required module to default.
- Click on Save.
Assign Function profile to User
Navigate: Parameters->Users-> Users
- Assign the User function profile for which site is defined.
- You can also directly define sites by using Jump to functionality on User function profile field.
- Click on Save.
- Log out of X3 and Log in again.
- The Site will now come default on all the entry transactions in the defined module.
- To check, go to any entry transaction of the defined module.
- Click on New.
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