{"id":18038,"date":"2019-08-13T10:52:20","date_gmt":"2019-08-13T10:52:20","guid":{"rendered":"http:\/\/www.greytrix.com\/blogs\/sagex3\/?p=18038"},"modified":"2019-08-21T10:54:16","modified_gmt":"2019-08-21T10:54:16","slug":"how-to-create-document-category-in-sage-x3-people","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagex3\/2019\/08\/13\/how-to-create-document-category-in-sage-x3-people\/","title":{"rendered":"How to create document category in Sage X3 People"},"content":{"rendered":"\n<p>In Sage X3 People, to create document category the local menu function can be used. In standard Sage X3 People, below screen capture depicts the navigation to local menu function<\/p>\n\n\n\n<p><strong>Navigate to Development &#8211;&gt; Local Menu-messages<\/strong><\/p>\n\n\n\n<figure class=\"wp-block-image\"><img fetchpriority=\"high\" decoding=\"async\" width=\"729\" height=\"129\" src=\"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2019\/08\/Doc-Categories_1.jpg\" alt=\"Doc Category1\" class=\"wp-image-18047\" srcset=\"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2019\/08\/Doc-Categories_1.jpg 729w, https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2019\/08\/Doc-Categories_1-300x53.jpg 300w, https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2019\/08\/Doc-Categories_1-660x117.jpg 660w\" sizes=\"(max-width: 729px) 100vw, 729px\" \/><figcaption>Development Local Menu-messages<\/figcaption><\/figure>\n\n\n\n<p>To create\ndocument category by using standard functionality in letter generation below\nare the steps to follow<\/p>\n\n\n\n<p><strong>Step 1: Navigate to Development &#8211;><\/strong> <strong>Local Menu-message &#8211;>Table 398<\/strong><\/p>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" width=\"626\" height=\"307\" src=\"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2019\/08\/Local-Menu.jpg\" alt=\"\" class=\"wp-image-18048\" srcset=\"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2019\/08\/Local-Menu.jpg 626w, https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2019\/08\/Local-Menu-300x147.jpg 300w\" sizes=\"(max-width: 626px) 100vw, 626px\" \/><figcaption>Local Menu-Table 398<\/figcaption><\/figure>\n\n\n\n<p>Click on the actions button and add the category. <\/p>\n\n\n\n<p><strong>Step 2:<\/strong>Once clicked on the close page, the system will showcase the below screen. <\/p>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" width=\"626\" height=\"144\" src=\"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2019\/08\/Local-Menu-Update.jpg\" alt=\"\" class=\"wp-image-18049\" srcset=\"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2019\/08\/Local-Menu-Update.jpg 626w, https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2019\/08\/Local-Menu-Update-300x69.jpg 300w\" sizes=\"(max-width: 626px) 100vw, 626px\" \/><figcaption>Local Menu Update<\/figcaption><\/figure>\n\n\n\n<p>Click the check box for all languages and then click ok<\/p>\n\n\n\n<p><strong>Step 3:<\/strong>To verify the\nnew categories created, navigate to <\/p>\n\n\n\n<p><strong>Personnel administration &#8211;&gt; Administrative documents &#8211;&gt;Documents generator &#8211;&gt; Document Clauses<\/strong><\/p>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"626\" height=\"233\" src=\"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2019\/08\/Document-Categories.jpg\" alt=\"\" class=\"wp-image-18050\" srcset=\"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2019\/08\/Document-Categories.jpg 626w, https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2019\/08\/Document-Categories-300x112.jpg 300w\" sizes=\"(max-width: 626px) 100vw, 626px\" \/><figcaption>Document Categories<br><\/figcaption><\/figure>\n\n\n","protected":false},"excerpt":{"rendered":"<p>In Sage X3 People, to create document category the local menu function can be used. In standard Sage X3 People, below screen capture depicts the navigation to local menu function Navigate to Development &#8211;&gt; Local Menu-messages To create document category by using standard functionality in letter generation below are the steps to follow Step 1:\u2026 <span class=\"read-more\"><a href=\"https:\/\/www.greytrix.com\/blogs\/sagex3\/2019\/08\/13\/how-to-create-document-category-in-sage-x3-people\/\">Read More &raquo;<\/a><\/span><\/p>\n","protected":false},"author":2,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[2,11],"tags":[1912],"class_list":["post-18038","post","type-post","status-publish","format-standard","hentry","category-configuration","category-tips","tag-sage-x3-people"],"_links":{"self":[{"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/posts\/18038","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\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/comments?post=18038"}],"version-history":[{"count":6,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/posts\/18038\/revisions"}],"predecessor-version":[{"id":18114,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/posts\/18038\/revisions\/18114"}],"wp:attachment":[{"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/media?parent=18038"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/categories?post=18038"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/tags?post=18038"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}