In Sage X3, files can be attached to any standard object-based function, such as Sales Orders, Customers, and Invoices, using the Attachments button. In Sage X3 2022 R4 (12.0.32), Sage introduced optional enhancements to the attachments feature. The user interface has been simplified, enabling file uploads in a single step without manual effort. Additionally, attachments… Read More »
In Sage X3, one of our client’s requirements was to have a way to get their attachments auto-tag to their respective transactions in a regular interval of time. For this we’ve developed a customization in place that’ll not only fulfill the requirement with minimal user efforts but also take in consideration of several validations and… Read More »
As we know, using attachment featured In Sage X3, user can attach various documents/files against any masters or transactions screen. With this feature users can attach file types like word document, Image, Text, PDF and Excel etc. The attached documents can be the reference/source documents of that particular entry. This helps all the users to… Read More »
