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Braam

Documents / attachment management

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Good day

Please advise in Sage X3 PU11.

  • In the procurement cycle, PR and PO, there are various attachments, which needs to be securely kept and maintained.
  • The Sage X3’s standard attachment function is not sufficient, as it exposes the attachment with security.
  • When attaching documents for a PR or PO, it is required to be kept in the separate folders, with security, with proper reference to the transaction e.g. PR or PO.
  • These attachment links must be mailed in the approval emails, to allow approvers to view these attachments and approve accordingly.

Is there an alternate solution to handle this?

Parents
  • +1
    verified answer

    Hi Braam,

    Security is defined at different levels including securing server (OS, Hard disks etc) and the system can function under these configurations. The standard attachment including the links can be communicated via links on ssl certificates which also offers encryption on the communication.

    There is a working referencing on the transaction with the linked attachement as the attached can be retrieved. I am sure the attachment can be named with some changes in settings or through a customisation.

    You can review other document management systems that integrate with the system such docuvision. 

Reply
  • +1
    verified answer

    Hi Braam,

    Security is defined at different levels including securing server (OS, Hard disks etc) and the system can function under these configurations. The standard attachment including the links can be communicated via links on ssl certificates which also offers encryption on the communication.

    There is a working referencing on the transaction with the linked attachement as the attached can be retrieved. I am sure the attachment can be named with some changes in settings or through a customisation.

    You can review other document management systems that integrate with the system such docuvision. 

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