• How to add an access code to attach a file to a specific function?

    Good Afternoon, Initially, I created a storage volume on X3 and defined an access code for this volume, so that when a file was attached to that function, it automatically selected for the folder corresponding to the function. The result I got was,…
  • How do you handle old user accounts?

    Hey Guys, We are running Sage X3v7. We have 550 users in the AUTILIS table and 352 are set to inactive. I am contemplating deleting the inactive users but don't know what repercussions that might have across the database. One of the main motivators…
  • Sage X3 (Not the Sage HRMS module) integration with SAP SuccessFactors

    FormerMember
    FormerMember
    Has anyone had a need to integrate Sage X3 with SuccessFactors? May you give specific usage scenarios where Sage X3 will need to interact with SuccessFactors please? Example is the need by Sage to use the org structure for approvals and for POs. Thanks…
  • Sales Rep User Access

    FormerMember
    FormerMember
    Hi I am looking to restrict a user, who is a sales representative, to only be able to generate quotes and sales orders for BP's where their Rep Code is associated. We have added a Row Level Permission which has filtered the Left List and does not…