V1 Help
EDM for Sage X3

Installation

Pre-requisites
Licensing
Install the Server Components
Install the Client Components
Install Add-On Components
Hotfixes

Implementation

Implement EDD
Implement EDM
Implement PIA with DbCapture

Administration

Logs
Vault
Styling
Translations
Web-Services

Upgrade

Upgrade Server Components
Upgrade Client Components

Enhancements

Request an Enhancement

Usage

How to use EDD
How to use EDM
How to use DbCapture

Troubleshooting

EDD
EDM
PIA
  1. Home > Enhancements > Request an Enhancement

Request an Enhancement


Assumptions

  • EDD, EDM and / or PIA has been fully installed and implemented.

  • Information

    Requests for enhancements / changes / improvements are actively encouraged, the more that are received, the better the solution becomes for all users.

    The solution is extremely flexible, although the standard solution is functional and fits many customer requirements, it's quite normal to request bespoke functionality.

    The following covers what you need to do to get in touch and get the ball rolling.

    Click here (227kb / *.docm) to download the Enhancement Request Form. It asks you some basic questions about your request for enhancement.

    Click here to send it to our Sage X3 team. The Partner Enablement Team will get back to you for more details if needed. From there, it will be assigned a project and professional services activity booked in.

    NOTE: The form is in word format (.docm) and contains macros, these are used to allow tick box selection so must be enabled. If this is not permitted in your version, please use the details boxes.
    NOTE: Please do not email individuals at V1 with your enhancements, the above email address is monitoried and your requests for enhancements logged accordingly.

    Enhancement Examples


    Taking something present in the standard solution that could be improved to better address your day to day requirements, some examples might include:

    "I use Smart Deposit to archive Sales Orders and would like to add an extra 2 fields to the existing table"
    "I want to add 3 new objects for use with EDM"
    "I'd like to extract and validate an additional field in SmartExtract"

    It could also include:

    "I've added a new field to the Supplier Screen (GESBPS) in Sage X3 and would like EDD to utilise it"

    And so on.

    Once we have your requirements form, we can better understand your requirements.

    NOTE: If you have made an enhancement to Sage X3 since the original implementation that has since given EDD, EDM or PIA an issue, this should be logged with the V1 Support Team in the first instance.

    ...