How to set task status as completed by default in Customer relation?

As we all know tasks group all the commercial actions that cannot be considered either an appointment or a telephone call. New Stuff: How to define centrally attachment path globally. There may be scenario in which you have to create a task but don’t want to synchronize it; to achieve this you can update the flag… Read More: How to set task status as completed by default in… »

How to define default CRM call type in global level

You may come across the situation, where you want to define central attachment path. Sage X3 has special settings to set the central attachment path to keep the files centrally. New Stuff: How to get Operating System name through code To set the central attachment path, follow the steps: Step 1:  Go to, Setup –>General Parameters–>… Read More: How to define default CRM call type in global level »

How to add new modifier lines to the accounting code product?

In Sage X3 implementation you may come across the process where you want to add an additional modifier to Accounting codes. This can be done through below simple steps. New Stuff: How to copy Parameter Values from one folder to another..? Step #1: Navigate through Setup>Financials>Accounting interface>Accounting code lines. Select the Product as Accounting code type.… Read More: How to add new modifier lines to the accounting code… »

How to copy Parameter Values from one folder to another..?

Function: ACOPADO (Copy Parameter Values) Path: Development > Utilities > Miscellaneous > Copy parameter values New Stuff: How to find the current source file name Description: This function is used to copy the values of parameters defined at a given level (company, site, user, legal) for a given code, to a group of destination codes defined… Read More: How to copy Parameter Values from one folder to another..? »