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Bonjour, savez-vous s'il est possible, via les objets métiers, de transformer un document (exemple : devis de vente) en conservant le document d'origine ? Je sais que dans la gescom il y a une case à cocher. Merci d'avance pour votre aide.

Bonjour, J'ai créé une fonction pour intégrer un fichier csv d'inventaire. J'ai pu faire 2 dépôts sans problème. Mais j'ai une erreur sur les 3 suivants Erreur de cohérence sur le champ dépôt mouvementé du fichier ligne de document Mon code om_ProcDocument…

Hi All, We are experiencing intermittent attachment issues with attaching documents in Sage X3, using the standard attachment function on X3 purchase request and purchase invoice functions. We noticed that this occurs sporadically and is limited to…

We've been having this issue since going live with Sage CRM back in November and it is affecting every user. We went on 2018 R2 and have since updated to 2018 R3 Under the documents tab, I click Add File, select my file to upload, and I then receive…

Hi all, My company has a need to send (via email) a mail merged document as part of a buy/sell transition workflow rule. I see that Sage CRM has a workflow rule to email, and a separate one to perform a mail merge, but I am at a loss on how to automate…

Hi Everyone, SageCRM_2017R1_ReleaseNotes_EN Document released has stated that 0-167952-QA - Interactive Dashboard - Search select advanced (SSA) fields were not available on gadgets based on custom entities. This issue is fixed. But, this issue…

Hi, On company documents list, I want to filter out all documents that belong to People (currently the list shows all documents, Company and People documents). In the custom content box of the Documents secondary entity (LibaryList), I added the code…

Hi, I am attempting to write a custom email extension to Sage CRM 7.2 for the Docusign API. The idea is that from a document in CRM you can then select to send this to a recipient, to do this I am writing a custom .Net dll. The issue I have run into…

Hi, I'm trying to create a label using merge field but I can't seem to work it out? I'm currently using CRM7.1SP2 Instead of getting multiple label in one page, I can only get one record per page and other merge field in that page will appear as normal…

I have 2 companies that are set up exactly the same. I need to send out letters to customers, but it works on the one company but not on the other. The file 1000.pmd gets created in the company > documents > letters folder in the once company but…

My client is frustrated with the number of steps required to attach a document in sage X3. They simply would like to scan all the Ap Invoices into a folder and have the system autoattach the document base on the name of the file to the document number…

If you ever see something like this change your font style

I am writing to find those that have used the document attachment feature for some time now. I would like to know if you embed or link your attachments? If embedding, does Business Works run efficiently with a lot of attachments? We are new to this…

Hi, I'm looking for a user document for setting up auto-journals to create different GL entries based on the entry type code for Misc. Issue and Receipt. Hope that someone can share it with me. Thanks.