Sage X3 Ideas Portal

Customizable PDF Auto-creation

We need a way to speed up the process of creating PDF in X3. It wasn't a big deal before, but now the business is moving more and more toward paperless, it's becoming a increasing need. For creating a PDF for a record, instead of going through the print function and manually enter the record number (like Invoice Number) as the file name, it would be nice give us a ability to customize a "PDF creation" buttion to automatically take a specified field as the file name, and export the PDF file to the pre defined location. Once setup, the process could be done in one click by the user.

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  • Dec 17 2015
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