{"id":28351,"date":"2024-02-12T11:48:09","date_gmt":"2024-02-12T11:48:09","guid":{"rendered":"https:\/\/www.greytrix.com\/blogs\/sagex3\/?p=28351"},"modified":"2024-02-12T11:48:11","modified_gmt":"2024-02-12T11:48:11","slug":"assembling-default-sales-order-delivery-type-in-sage-x3","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagex3\/2024\/02\/12\/assembling-default-sales-order-delivery-type-in-sage-x3\/","title":{"rendered":"Assembling Default Sales Order &#038; Delivery Type in Sage X3"},"content":{"rendered":"\n<p>To manually select a sales order or delivery type every time you enter data into your system. It can be a tedious task, especially when you have a long list to choose from. However, there&#8217;s a solution that can save you time and improve your efficiency. By setting up a preferred default for your sales order and delivery types, you can eliminate the need to select them manually. This means that every time you enter data, your preferred default will automatically be selected, saving you time and effort. And the best part? You can easily set this up by following a few simple steps in your general parameter settings.<\/p>\n\n\n\n<p>The following general parameter settings will allow you to setup a default value which will save time during data entry.<\/p>\n\n\n\n<p>Sales Order<\/p>\n\n\n\n<p>Setup &gt; General Parameters &gt; Parameter Values<\/p>\n\n\n\n<p>Chapter: VEN \/ Group: ORD<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img fetchpriority=\"high\" decoding=\"async\" width=\"789\" height=\"434\" class=\"size-full\" style=\"border: 1px solid #A9A9A9; padding: 2px; margin: 2px;\"  src=\"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2024\/02\/img1-3.png\" alt=\"\" class=\"wp-image-28352\" srcset=\"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2024\/02\/img1-3.png 789w, https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2024\/02\/img1-3-300x165.png 300w, https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2024\/02\/img1-3-768x422.png 768w, https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2024\/02\/img1-3-660x363.png 660w\" sizes=\"(max-width: 789px) 100vw, 789px\" \/><figcaption><strong>Fig. 1 Parameter  Values<\/strong><\/figcaption><\/figure>\n\n\n\n<p>Sales Delivery<\/p>\n\n\n\n<p>Setup &gt; General Parameters &gt; Parameter Values<\/p>\n\n\n\n<p>Chapter: VEN \/ Group: SSD<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" width=\"789\" height=\"317\" class=\"size-full\" style=\"border: 1px solid #A9A9A9; padding: 2px; margin: 2px;\"  src=\"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2024\/02\/img2.png\" alt=\"\" class=\"wp-image-28353\" srcset=\"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2024\/02\/img2.png 789w, https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2024\/02\/img2-300x121.png 300w, https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2024\/02\/img2-768x309.png 768w, https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2024\/02\/img2-660x265.png 660w\" sizes=\"(max-width: 789px) 100vw, 789px\" \/><figcaption><strong>Fig. 2 General Parameters<\/strong><\/figcaption><\/figure>\n\n\n\n<p>In conclusion, the time-consuming task of manually selecting sales order and delivery types can be streamlined and made more efficient by establishing preferred defaults. By configuring these settings in your general parameters, you can enjoy the convenience of automatic selection, ultimately saving time and effort during data entry. This simple solution offers a significant improvement in workflow efficiency and is easily set up, providing a practical way to enhance your data entry process.<\/p>\n\n\n\n<p><strong>About Us<\/strong><br><a href=\"https:\/\/www.greytrix.com\/\">Greytrix<\/a>&nbsp;\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\n\n\n<p><a href=\"https:\/\/www.greytrix.com\/\">Greytrix<\/a>&nbsp;caters to a wide range of Sage Enterprise Management (Sage X3) offerings \u2013 a Sage Business Cloud Solution. Our&nbsp;unique GUMU&#x2122; integrations include&nbsp;<a href=\"https:\/\/www.greytrix.com\/product\/sage-crm\/gumu-sage-x3-integration\">Sage Enterprise Management (Sage X3) for Sage CRM<\/a>,&nbsp;<a href=\"https:\/\/www.greytrix.com\/product\/sage-x3\/gumu-x3-salesforce-integration\">Salesforce.com<\/a>&nbsp;and&nbsp;<a href=\"https:\/\/www.greytrix.com\/product\/magento-sage-integrations\/sage-x3-magento\">Magento eCommerce<\/a>&nbsp;along with Implementation and Technical Support worldwide for&nbsp;<a href=\"https:\/\/www.greytrix.com\/africa\/product\/consulting\/implementation-planning\">Sage Enterprise Management (Sage X3)<\/a>. Currently we are&nbsp;<a href=\"https:\/\/www.greytrix.com\/africa\">Sage Enterprise Management Implementation Partner<\/a>&nbsp;in East Africa, Middles East, Australia, Asia.&nbsp;We also offer best-in-class&nbsp;<a href=\"https:\/\/www.greytrix.com\/product\/erp-development\/sage-x3\">Sage X3 customization and development services<\/a>,&nbsp;integrated applications such as&nbsp;<a href=\"https:\/\/www.greytrix.com\/product\/sage-enterprise-management-integration-services\/pos-system\">POS<\/a>&nbsp;|&nbsp;<a href=\"https:\/\/www.greytrix.com\/product\/sage-enterprise-management-integration-services\/warehouse-management-system\">WMS<\/a>&nbsp;|&nbsp;<a href=\"https:\/\/www.greytrix.com\/product\/sage-enterprise-management-integration-services\/payment-gateway\">Payment Gateway<\/a>&nbsp;|&nbsp;<a href=\"https:\/\/www.greytrix.com\/product\/sage-enterprise-management-integration-services\/shipping-system\">Shipping System<\/a>&nbsp;|&nbsp;<a href=\"https:\/\/www.greytrix.com\/product\/sage-enterprise-management-integration-services\/business-intelligence\">Business Intelligence<\/a>&nbsp;|&nbsp;<a href=\"https:\/\/www.greytrix.com\/product\/sage-x3\/ecommerce-magento-integration\">eCommerce<\/a>&nbsp;and have developed add-ons such as&nbsp;<a href=\"https:\/\/www.greytrix.com\/product\/sage-enterprise-management-add-ons\/catch-weight\">Catch \u2013 Weight&nbsp;<\/a>&nbsp;and&nbsp;<a href=\"https:\/\/www.greytrix.com\/product\/sage-enterprise-management-add-ons\/letter-of-credit\">Letter of Credit<\/a>&nbsp;for Sage Enterprise Management to Sage business partners, end users and Sage PSG worldwide.<\/p>\n\n\n\n<p>Greytrix is a recognized&nbsp;<a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2017\/07\/26\/greytrix-on-boards-sage-global-rockstar-isv-program-with-gumu-for-sage-crm-sage-x3-solution\/\">Sage Rockstar ISV Partner<\/a>&nbsp;for GUMU&#x2122; Sage Enterprise Management \u2013 Sage CRM integration also listed on&nbsp;<a href=\"https:\/\/www.sage.com\/marketplace\/asb_ListingDetail?listingId=a1h24000007PC3aAAG\" target=\"_blank\" rel=\"noreferrer noopener\">Sage Marketplace<\/a>; GUMU&#x2122; integration for Sage Enterprise Management \u2013 Salesforce is a 5-star app listed on&nbsp;<a href=\"https:\/\/appexchange.salesforce.com\/listingDetail?listingId=a0N30000000psM5EAI\" target=\"_blank\" rel=\"noreferrer noopener\">Salesforce AppExchange<\/a>.<\/p>\n\n\n\n<p>For more information on Sage X3 Integration and Services, please contact us at&nbsp;<a href=\"mailto:x3@greytrix.com\">x3@greytrix.com<\/a>. We will be glad to assist you.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>To manually select a sales order or delivery type every time you enter data into your system. It can be a tedious task, especially when you have a long list to choose from. However, there&#8217;s a solution that can save you time and improve your efficiency. By setting up a preferred default for your sales\u2026 <span class=\"read-more\"><a href=\"https:\/\/www.greytrix.com\/blogs\/sagex3\/2024\/02\/12\/assembling-default-sales-order-delivery-type-in-sage-x3\/\">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":[2,5,3162,6,13,8,3642,9,10,2796,11],"tags":[2925,870,1424,1822,1865,2871,1983,4001],"class_list":["post-28351","post","type-post","status-publish","format-standard","hentry","category-configuration","category-features","category-greytrix","category-installation","category-integration","category-sage-erp-x3","category-sage-x3","category-sage-x3-consulting","category-standard","category-technical","category-tips","tag-functional-blog","tag-general-parameters","tag-parameter-values","tag-sage-x3","tag-sage-x3-erp","tag-sage-x3-functional-blogs","tag-sales-order","tag-x3-technical-blogs"],"_links":{"self":[{"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/posts\/28351","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=28351"}],"version-history":[{"count":3,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/posts\/28351\/revisions"}],"predecessor-version":[{"id":28356,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/posts\/28351\/revisions\/28356"}],"wp:attachment":[{"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/media?parent=28351"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/categories?post=28351"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/tags?post=28351"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}