We have the ability to attach documents to our transactions by using attachment feature in Sage X3. But have you faced a situation where you moved your server and then it’s a bit difficult to manage the attachments? To overcome this situation we can define some centralized path for all the attachments as demonstrated below.
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- Navigate to Common Setup ->General Parameters -> Parameter Values
- Click on ADX Adonix -> Folder -> Select your folder.
- Right click on INT group to get details.
- Define a common location (may be shared or network) for parameter ‘Attachment directory’
- Save
Now when user will attach a file to a records e.g. Sales order or Vendor or customer while defining the path for document user will enter % as shown in below screenshot.
(Assumption: The attachment documents are moved to common folder defined in DIRPCE path.)
Enter document name as ‘%filename.doc’. Then X3 would automatically translate % to common path set in DIRPCE parameter.
Also Read:
1. Document Management in X3
2. Document Scanning in Sage X3
3. Control Document Numbering in Sage X3
4. What is simulation process in Sage ERP X3
5. How to create direct receipt in X3