How an investment capital firm exported the sales order information to a predefined format with Sage X3

- Case Studies

Sage-X3-Sales-orders

How an investment capital firm exported the sales order information to a predefined format with Sage X3

The client has been creating value through buyouts and growth equity investments in lower middle-market companies. Working from one office in Charlotte, North Carolina, its team of investment professionals has a singular focus on backing great managers in four industries: Communications, Healthcare, Services, and Software. Through close partnership and collaboration, the client has sourced and led hundreds of successful transactions, helping companies realize their potential.

Solution

GerminIT’s Sage X3 customization experts created custom fields in the Sales Order header table to prevent duplicate 753 transmissions and store the date and time of the pickup, including-

  • Export flag
  • Exported user
  • Exported date
  • Exported time
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