A powerful feature of Sage ERP X3 allows you to attach documents—including Word documents, Notepad and drawing files, webpage links, PDFs and more—to an object in the software. For example, you can attach an electronic copy of a customer’s purchase order to the sales order or attach a purchase requisition to a purchase order. Keeping an electronic record of these types of documents is both efficient and time saving, but inevitably, you’ll need to print those attachments at some point. Here’s how.
First Set the IMPPCEJOIN Parameter
If you typically want to print the attachments associated with an object, there’s a parameter that needs to be set. Once the parameter IMPPCEJOIN is set to “Yes,” you’ll always be prompted to print the attachments after a report is printed from an object.
- Proceed to Setup | General Parameters | Parameter Values
- Select SUP
- Select RPT
- Right click on RPT and select Detail
- Change IMPPCEJOIN to “Yes” and save
You’re Ready to Print Attachments
We’re going into detail on how to print attachments in this post, but while we’re on the subject, it’s easy to add a new attachment to an object. The screen below shows the Sales Order object—notice the paperclip attachment icon in the main menu bar. Click this and follow the prompts to add a new attachment to the element selected.
Print the Sales Order Acknowledgement by clicking the printer icon on the menu bar.
Since the parameter IMPPCEJOIN has been set to yes, a dialogue box will appear listing the attachment to be printed.
Select the destination and click “OK” to print the attachment. Note that when we refer to printing an attachment, we are not just referring to printing to a printer. You can print to screen as well. You will need to make sure the destination selected has the appropriate software to allow the attachment to be printed. For example, if the attachment is a PDF file, Adobe Acrobat Reader must exist on the workstation where the attachment is sent.
Ready to Learn More?
We’d be happy to help you set up and configure your Sage ERP X3 software to make the best use of attachments. We’ve also discussed Document Management for Sage ERP X3 in greater detail. Please don’t hesitate to contact us with your questions.
Ricardo de Rojas
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