{"id":1419,"date":"2012-09-27T10:11:00","date_gmt":"2012-09-27T10:11:00","guid":{"rendered":"http:\/\/www.greytrix.com\/blogs\/sagex3\/?p=1419"},"modified":"2018-09-11T06:45:23","modified_gmt":"2018-09-11T06:45:23","slug":"document-management-in-sage-x3","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagex3\/2012\/09\/27\/document-management-in-sage-x3\/","title":{"rendered":"Document Management in Sage X3"},"content":{"rendered":"

Having the ability to attach files to transaction documents specially Sales documents is\u00a0indispensable\u00a0for any ERP user. In this blog we will demonstrate how to attach files to a transaction (for example Sales order).<\/p>\n

    \n
  1. Open Sales order screen
    \nSales -> Orders -> Order.<\/li>\n
  2. Go to \u201cFile -> Attachments\u201d. This would pull up \u201cAttachments\u201d screen with a grid. Each line in this grid defines an attachment.
    \n\"\"<\/a><\/li>\n
  3. Following are the important fields on the attachment screen and their brief description:a. Type<\/strong>: The type of file which includes almost all the well-known file extensions.
    \nb. Description<\/strong>: Description of selected file type.
    \nc. Document<\/strong>: This is selection field wherein you can enter the location of the file on the server and select it.<\/li>\n
  4. Once all details for required files are entered, click \u201cOK\u201d and the document will be attached to the sales document.The texts and images can then \u00a0either be stored in the database or on the document server for which an access path is given. The other documents are only defined by a path on the document server.<\/li>\n
  5. Once an attachment exists, a paper clip appears, either at the bottom of the record (client-server) or at the top (Web mode).<\/li>\n<\/ol>\n

    About Us<\/strong><\/span>
    \n    Greytrix<\/a> \u2013 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.<\/p>\n

    Greytrix<\/a>\u00a0caters to a wide range of Sage Enterprise Management (Sage X3) offerings \u2013 a Sage Business Cloud Solution. Our\u00a0unique GUMU™ integrations include Sage Enterprise Management (Sage X3) for Sage CRM<\/a>,\u00a0Salesforce.com<\/a> and\u00a0Magento eCommerce<\/a>\u00a0along with Implementation and Technical Support worldwide for Sage Enterprise Management (Sage X3)<\/a>. Currently we are Sage Enterprise Management Implementation Partner<\/a> in East Africa, Middles East, Australia, Asia.\u00a0We also offer best-in-class\u00a0Sage X3 customization and development services<\/a>,\u00a0integrated applications such as POS<\/a> | WMS<\/a> | Payment Gateway<\/a> | Shipping System<\/a> | Business Intelligence<\/a> | eCommerce<\/a> and have developed add-ons such as Catch \u2013 Weight <\/a>\u00a0and Letter of Credit<\/a> for Sage Enterprise Management to Sage business partners, end users and Sage PSG worldwide.<\/p>\n

    Greytrix is a recognized Sage Rockstar ISV Partner<\/a> for GUMU™ Sage Enterprise Management \u2013 Sage CRM integration also listed on Sage Marketplace<\/a>; GUMU™ integration for Sage Enterprise Management \u2013 Salesforce is a 5-star app listed on Salesforce AppExchange<\/a>.<\/p>\n

    For more information on Sage X3 Integration and Services, please contact us at\u00a0x3@greytrix.com<\/a>. We will be glad to assist you.<\/p>\n","protected":false},"excerpt":{"rendered":"

    Having the ability to attach files to transaction documents specially Sales documents is\u00a0indispensable\u00a0for any ERP user. In this blog we will demonstrate how to attach files to a transaction (for example Sales order). Open Sales order screen Sales -> Orders -> Order. Go to \u201cFile -> Attachments\u201d. This would pull up \u201cAttachments\u201d screen with a\u2026 Read More »<\/a><\/span><\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[8,11],"tags":[633],"class_list":["post-1419","post","type-post","status-publish","format-standard","hentry","category-sage-erp-x3","category-tips","tag-documents"],"_links":{"self":[{"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/posts\/1419","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/comments?post=1419"}],"version-history":[{"count":1,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/posts\/1419\/revisions"}],"predecessor-version":[{"id":15639,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/posts\/1419\/revisions\/15639"}],"wp:attachment":[{"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/media?parent=1419"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/categories?post=1419"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/tags?post=1419"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}