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Quick Guide: Assembling Default Sales Order & Delivery Type in Sage X3

Imagine having to manually select a sales order or delivery type every time you enter data into your system. It can be a tedious task, especially when you have a long list to choose from. However, there's a solution that can save you time and improve your efficiency. By setting up a preferred default for your sales order and delivery types, you can eliminate the need to select them manually. This means that every time you enter data, your preferred default will automatically be selected, saving you time and effort. And the best part? You can easily set this up by following a few simple steps in your general parameter settings. Now that's a game-changer!

The following general parameter settings will allow you to setup a default value which will save time during data entry.

Sales Order

  • Setup > General Parameters > Parameter Values
  • Chapter: VEN / Group: ORD

Parameter Values- VEN / Group: ORD
Sales Delivery

  • Setup > General Parameters > Parameter Values
  • Chapter: VEN / Group: SSD

Parameter Values- VEN / Group: SSD

Tags: Sage X3, How-To
LeeAnn Segan

Written by LeeAnn Segan

LeeAnn Segan is an ERP Support Specialist with RKL eSolutions LLP. She supports Sage 500 ERP and Sage X3. LeeAnn specializes in the financial and distribution modules. Her background includes managing distribution and warehousing for ecommerce based companies. When not working, LeeAnn enjoys working out, volunteering with groups that support special needs, and spending time at the beach with family and friends.