EDD for Sage X3

Electronic Document Distribution

EDM for Sage X3

Electronic Document Management

PIA for Sage X3

Purchase Invoice Automation

SOA for Sage X3

Sales Order Automation

Enhancement Request Form

Updated - 15 February 2018

Introduction

The purpose of this document is to clearly identify a change to the “EDM for Sage X3 by V1” standard solution. This falls into two main categories:

Enhancement

i.e. Taking something present in the standard solution that could be improved to better address your day to day requirements

New Feature

i.e. Adding to the standard solution new capability

On the following pages, please fill in each section as completely as possible.

If you are requesting multiple Enhancements / New Features, you must complete this form for each item.

What to do once the form has been completed

When the form is completed to your satisfaction, please email it as an attachment to x3group@wearev1.com and once acknowledged, you will then be contacted with a reference number to track the progress.

Customer Information

Customer Name
Partner / Reseller Name (if applicable)
Customer / Reseller main Contact name
Customer / Reseller main Contact phone number
Customer / Reseller main Contact phone email

Sage X3 Information

Which version of Sage X3 is installed?	☐ PU9 ☐ V11 ☐ V12
Which patch level is the Sage X3 Endpoint?

EDM for Sage X3 by V1 Information

Which Module(s) is / are installed?	☐ EDD ☐ EDM ☐ PIA ☐ SOA
Have any changes been made to your system before beyond the standard solution? NOTE: This does not include any bug fixes / isolated support activity	☐ Yes ☐ No
If Yes, at a high level please describe this change below, if No, please continue to step 4.

What type of Change are you requesting?

☐ Enhancement ☐ New Feature
Please give as much detail as possible below:

Any other relevant information: