{"id":9653,"date":"2016-12-22T10:43:37","date_gmt":"2016-12-22T10:43:37","guid":{"rendered":"http:\/\/www.greytrix.com\/blogs\/sagex3\/?p=9653"},"modified":"2018-12-20T06:53:10","modified_gmt":"2018-12-20T06:53:10","slug":"how-to-set-a-default-site-to-user-profile-for-all-entry-transaction-screens-in-sage-x3","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagex3\/2016\/12\/22\/how-to-set-a-default-site-to-user-profile-for-all-entry-transaction-screens-in-sage-x3\/","title":{"rendered":"How to set a Default Site to User profile for all entry transaction screens in Sage X3"},"content":{"rendered":"<p style=\"text-align: justify;\">In the companies where a user always works on a particular site, Sage X3 provides a functionality wherein a default site can be assigned to a functional profile for all Sage X3 modules respectively.<\/p>\n<p><strong><span style=\"color: #c71d22; font-size: 13pt;\">User function profile<\/span><\/strong><\/p>\n<ul>\n<li style=\"text-align: justify;\"><strong><u>Navigate<\/u><\/strong>: Parameters-&gt;Users-&gt; User function profile<\/li>\n<\/ul>\n<p style=\"text-align: justify;\"><a href=\"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2016\/12\/function-profile.png\"><img fetchpriority=\"high\" decoding=\"async\" class=\"aligncenter size-large wp-image-9660\" src=\"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2016\/12\/function-profile-1024x204.png\" alt=\"Default Site to User profile \" width=\"595\" height=\"119\" \/><\/a><\/p>\n<ul>\n<li style=\"text-align: justify;\">Go to tab <strong>Site<\/strong><\/li>\n<\/ul>\n<p style=\"text-align: justify;\"><a href=\"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2016\/12\/Default-Site-to-User-profile.png\"><img decoding=\"async\" class=\"aligncenter size-large wp-image-9656\" src=\"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2016\/12\/Default-Site-to-User-profile-1024x539.png\" alt=\"Default Site to User profile\" width=\"595\" height=\"313\" \/><\/a><\/p>\n<ul>\n<li style=\"text-align: justify;\">Select a Site in a required module to default.<\/li>\n<li style=\"text-align: justify;\">Click on Save.<\/li>\n<\/ul>\n<p><strong><span style=\"color: #c71d22; font-size: 13pt;\">Assign Function profile to User<\/span><\/strong><\/p>\n<p style=\"text-align: justify;\"><strong><u>Navigate<\/u><\/strong><u>: <\/u>Parameters-&gt;Users-&gt; Users<\/p>\n<ol>\n<li style=\"text-align: justify;\">Assign the <strong>User function profile<\/strong> for which site is defined.<\/li>\n<li style=\"text-align: justify;\">You can also directly define sites by using Jump to functionality on <strong>User function profile field.<\/strong><\/li>\n<li style=\"text-align: justify;\">Click on Save.<\/li>\n<\/ol>\n<p style=\"text-align: justify;\"><a href=\"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2016\/12\/Assign-Function-profile-to-User.png\"><img decoding=\"async\" class=\"aligncenter wp-image-9657\" src=\"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2016\/12\/Assign-Function-profile-to-User.png\" alt=\"Assign Function profile to User\" width=\"647\" height=\"378\" \/><\/a><\/p>\n<ol start=\"4\">\n<li style=\"text-align: justify;\">Log out of X3 and Log in again.<\/li>\n<li style=\"text-align: justify;\">The Site will now come default on all the entry transactions in the defined module.<\/li>\n<li style=\"text-align: justify;\">To check, go to any entry transaction of the defined module.<\/li>\n<li style=\"text-align: justify;\">Click on New.<\/li>\n<\/ol>\n<p style=\"text-align: justify;\"><a href=\"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2016\/12\/order-management.png\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-9658\" src=\"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2016\/12\/order-management.png\" alt=\"order management\" width=\"689\" height=\"237\" \/><\/a><\/p>\n<p><span style=\"font-size: Medium;\"><strong>About Us<\/strong><\/span><br \/>\n<a href=\"https:\/\/www.greytrix.com\/\">Greytrix<\/a>\u00a0\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<p><a href=\"https:\/\/www.greytrix.com\/\">Greytrix<\/a>\u00a0caters to a wide range of Sage Enterprise Management (Sage X3) offerings \u2013 a Sage Business Cloud Solution. Our\u00a0unique GUMU&#x2122; integrations include\u00a0<a href=\"https:\/\/www.greytrix.com\/product\/sage-crm\/gumu-sage-x3-integration\">Sage Enterprise Management (Sage X3) for Sage CRM<\/a>,\u00a0<a href=\"https:\/\/www.greytrix.com\/product\/sage-x3\/gumu-x3-salesforce-integration\">Salesforce.com<\/a>\u00a0and\u00a0<a href=\"https:\/\/www.greytrix.com\/product\/magento-sage-integrations\/sage-x3-magento\">Magento eCommerce<\/a>\u00a0along with Implementation and Technical Support worldwide for\u00a0<a href=\"https:\/\/www.greytrix.com\/africa\/product\/consulting\/implementation-planning\">Sage Enterprise Management (Sage X3)<\/a>. Currently we are\u00a0<a href=\"https:\/\/www.greytrix.com\/africa\">Sage Enterprise Management Implementation Partner<\/a>\u00a0in East Africa, Middles East, Australia, Asia.\u00a0We also offer best-in-class\u00a0<a href=\"https:\/\/www.greytrix.com\/product\/erp-development\/sage-x3\">Sage X3 customization and development services<\/a>,\u00a0integrated applications such as\u00a0<a href=\"https:\/\/www.greytrix.com\/product\/sage-enterprise-management-integration-services\/pos-system\">POS<\/a>\u00a0|\u00a0<a href=\"https:\/\/www.greytrix.com\/product\/sage-enterprise-management-integration-services\/warehouse-management-system\">WMS<\/a>\u00a0|\u00a0<a href=\"https:\/\/www.greytrix.com\/product\/sage-enterprise-management-integration-services\/payment-gateway\">Payment Gateway<\/a>\u00a0|\u00a0<a href=\"https:\/\/www.greytrix.com\/product\/sage-enterprise-management-integration-services\/shipping-system\">Shipping System<\/a>\u00a0|\u00a0<a href=\"https:\/\/www.greytrix.com\/product\/sage-enterprise-management-integration-services\/business-intelligence\">Business Intelligence<\/a>\u00a0|\u00a0<a href=\"https:\/\/www.greytrix.com\/product\/sage-x3\/ecommerce-magento-integration\">eCommerce<\/a>\u00a0and have developed add-ons such as\u00a0<a href=\"https:\/\/www.greytrix.com\/product\/sage-enterprise-management-add-ons\/catch-weight\">Catch \u2013 Weight\u00a0<\/a>\u00a0and\u00a0<a href=\"https:\/\/www.greytrix.com\/product\/sage-enterprise-management-add-ons\/letter-of-credit\">Letter of Credit<\/a>\u00a0for Sage Enterprise Management to Sage business partners, end users and Sage PSG worldwide.<\/p>\n<p>Greytrix is a recognized\u00a0<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>\u00a0for GUMU&#x2122; Sage Enterprise Management \u2013 Sage CRM integration also listed on\u00a0<a href=\"https:\/\/www.sage.com\/marketplace\/asb_ListingDetail?listingId=a1h24000007PC3aAAG\" target=\"_blank\" rel=\"noopener\">Sage Marketplace<\/a>; GUMU&#x2122; integration for Sage Enterprise Management \u2013 Salesforce is a 5-star app listed on\u00a0<a href=\"https:\/\/appexchange.salesforce.com\/listingDetail?listingId=a0N30000000psM5EAI\" target=\"_blank\" rel=\"noopener\">Salesforce AppExchange<\/a>.<\/p>\n<p>For more information on Sage X3 Integration and Services, please contact us at\u00a0<a href=\"mailto:x3@greytrix.com\">x3@greytrix.com<\/a>. We will be glad to assist you.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>In the companies where a user always works on a particular site, Sage X3 provides a functionality wherein a default site can be assigned to a functional profile for all Sage X3 modules respectively. User function profile Navigate: Parameters-&gt;Users-&gt; User function profile Go to tab Site Select a Site in a required module to default.\u2026 <span class=\"read-more\"><a href=\"https:\/\/www.greytrix.com\/blogs\/sagex3\/2016\/12\/22\/how-to-set-a-default-site-to-user-profile-for-all-entry-transaction-screens-in-sage-x3\/\">Read More &raquo;<\/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],"tags":[534,1839,1942,2335],"class_list":["post-9653","post","type-post","status-publish","format-standard","hentry","category-sage-erp-x3","tag-default-site-to-user-profile","tag-sage-x3-blogs","tag-sage-x3-technical-assistance","tag-user-function-profile"],"_links":{"self":[{"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/posts\/9653","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=9653"}],"version-history":[{"count":2,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/posts\/9653\/revisions"}],"predecessor-version":[{"id":16881,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/posts\/9653\/revisions\/16881"}],"wp:attachment":[{"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/media?parent=9653"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/categories?post=9653"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/tags?post=9653"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}