Are you struggling with scattered documents and inefficient processes within Sage X3?

Sage X3 document attachments currently limit visibility to the specific function where they are initially attached. This creates information silos, making it difficult to track documents across the purchasing and sales cycles, leading to wasted time, potential errors, and reduced efficiency.

Introducing our Enhanced Sage X3 Document Management System (Add-on) – Seamless Document Flow for Enhanced Control.

Our custom-built add-on revolutionizes document management within Sage X3 by eliminating these limitations. We create a seamless flow of documents throughout your key business processes, providing instant access to all relevant information, regardless of where the document was initially attached.

How it Works:

Our solution links documents across related transactions within Sage X3. For example:

• A document attached to a Purchase Request is automatically accessible when viewing the corresponding Purchase Order.
• When additional documents are added to the Purchase Order, related to the initial Purchase Request, will then be visible on the Purchase Receipt linked to the Purchase Order and finally on the Purchase Invoice.

This streamlined flow applies to all initial purchasing and sales functions within Sage X3, ensuring comprehensive document traceability. This process can be customized into any workflow within Sage X3.

Key Features and Benefits:

• Seamless Document Flow: Documents flow effortlessly through the purchasing and sales process (e.g., Purchase Request -> Purchase Order -> Receipt -> Invoice), eliminating the need to search across multiple screens. This saves valuable time and reduces the risk of misplaced or lost documents.
  • Benefit to the Purchasing Department: Quickly access all supporting documentation for a purchase order, including requisitions, quotes, and approvals.
  • Benefit to Accounting Department: Easily reconcile invoices with supporting documentation, ensuring accurate and timely payments.
• Enhanced Visibility & Control: Gain complete visibility into all related documents, providing better control over your business processes. Improve decision-making with instant access to critical information.
• Native Sage X3 Integration: Our add-on is built directly within Sage X3, requiring no external software or complex integrations. This simplifies implementation, reduces maintenance overhead, and ensures seamless compatibility with your existing system.
• Customization Options: We understand that every business is unique. Our solution can be customized to meet your specific document management requirements, ensuring it perfectly aligns with your workflows. Built by our Sage X3 Developers.
• Standard Sage X3 Security: Leverage your existing Sage X3 security roles and permissions. No additional security configuration is required. This ensures that sensitive information remains protected.
• Upgrade Compatibility: Our add-on is designed to be compatible with standard Sage X3 upgrades. This eliminates concerns about compatibility issues or additional upgrade costs related to our solution.
• There are no additional software costs, implementation costs only.

Technical Information:

• Built using Sage X3 development tools.
• No external databases or software required and user set up
• Utilizes standard Sage X3 user security framework.

Implementation:

Our experienced consultants will work closely with you to implement the add-on, ensuring a smooth transition and minimal disruption to your business operations. The implementation process typically includes:

• Requirements gathering and customization.
• Installation and configuration and migration from your previous document management system.
• User training.
• Ongoing support.

Pricing:

Our pricing is based on a one-time implementation cost. Contact us for a personalized quote based on your specific needs.

Take control of Your Documents Today!

Stop wasting time searching for documents and streamline your business processes with our Enhanced Document Management Add-on for Sage X3. Contact us today for a demo and discover how we can help you improve efficiency, reduce errors, and gain better control over your information.

AIC Consulting

Sage X3 Gold Business Partner

www.aiccosnulting.co.za

+2781 770 3165 / +2778 680 3580